Every 10-Q that Ouster, Inc. (OUST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow OUST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OUST filings page.
For the quarter ended June 30, 2026, Ouster generated revenue of $54,626 (in thousands), up from $35,049 (in thousands) a year earlier, driven by product revenue of $52,763 (in thousands) and royalties of $1,863 (in thousands). Gross profit rose to $26,685 (in thousands). The net loss narrowed to $18,114 (in thousands), or $0.27 per share, from $20,612 (in thousands), or $0.38 per share. Operating expenses were $46,730 (in thousands), led by research and development of $19,341 (in thousands) and general and administrative expenses of $18,203 (in thousands).
As of June 30, 2026, Ouster held $262.5 million in cash, cash equivalents, restricted cash and short-term investments and stockholders’ equity of $371,308 (in thousands), while net cash used in operating activities was $20,039 (in thousands) for the first half of 2026. The February 2026 acquisition of Stereolabs added $38,525 (in thousands) of goodwill and $23,400 (in thousands) of identifiable intangible assets. Ouster recognized a $5.4 million benefit in cost of sales from U.S. IEEPA tariff refunds, and strengthened its capital base by raising approximately $98.0 million net through an at-the-market stock program in the second quarter, followed by a July 2026 underwritten equity offering that provided an additional $191.9 million of net proceeds.
Ouster reported Q1 2026 results showing strong revenue growth and a smaller loss while closing the Stereolabs acquisition. Revenue reached $48.6M, up from $32.6M a year earlier, driven by product sales across industrial, robotics, automotive and smart infrastructure customers.
Net loss narrowed to $17.5M from $22.0M as operating expenses grew modestly despite higher scale and acquisition-related costs. Cash, cash equivalents, restricted cash and short-term investments totaled $174.9M as of March 31, 2026, supporting ongoing R&D and commercialization.
Ouster completed the $55.2M purchase of Stereolabs, adding vision-based cameras, AI compute and perception software plus $38.5M of goodwill and $23.4M of new intangible assets. The company continues to run at a loss but emphasizes scaling its Physical AI platform, expanding software-attached revenue and progressing toward profitability.
Ouster, Inc. filed Amendment No. 1 to its quarterly report to revise Item 5 and add an omitted disclosure of a Rule 10b5-1 trading arrangement adopted by Board Chair Theodore L. Tewksbury on August 12, 2025. The plan provides for periodic sales of up to 6,780 common shares between November 11, 2025 and August 12, 2026.
The amendment also lists additional Rule 10b5-1 arrangements: tax-withholding instruction letters by General Counsel Megan Chung (effective November 19, 2025), COO Darien Spencer (effective November 18, 2025), and CFO Kenneth Gianella (effective November 19, 2025), and a plan by director Stephen Skaggs providing for periodic sales of up to 20,000 shares between February 5, 2026 and December 31, 2026. The company states there are no changes to financial statements, and it filed updated CEO/CFO certifications. Shares outstanding were 60,005,219 as of October 29, 2025.
Ouster, Inc. filed its Q3 2025 10‑Q, reporting stronger top-line results and narrower losses year over year. Revenue reached $39.5 million for the quarter, up from $28.1 million. Gross profit was $16.7 million, and the net loss improved to $21.7 million from $25.6 million. For the first nine months, revenue totaled $107.2 million versus $81.0 million a year ago, with a net loss of $64.4 million.
Liquidity expanded meaningfully. Cash and cash equivalents were $87.1 million and short‑term investments were $157.4 million at September 30, 2025. The company raised cumulative $94.1 million in net proceeds year‑to‑date via its at‑the‑market program, including $35.3 million in Q3. Operating cash flow for the nine months was a use of $24.5 million.
Shares outstanding were 60,005,219 as of October 29, 2025. The quarter included $5.5 million of employee retention credits recorded as reductions to operating expenses and cost of revenue. Legal items progressed, with total accruals of $11.8 million related to legacy and ongoing matters and a Delaware Chancery settlement approved in October 2025. The Amazon warrant adjusted for anti‑dilution, with 3,271,970 shares issuable at a $50.57 exercise price, and 2,501,662 of those vested as of quarter end.
Ouster reported sequential strength in top-line and gross profit while remaining loss-making. Revenue for the quarter was $35.0 million, up from $27.0 million a year earlier, and six‑month revenue reached $67.7 million versus $52.9 million a year earlier, reflecting stronger product and licensing sales. Gross profit expanded to $15.8 million for the quarter, improving margins as product mix and revenue scale increased.
Despite revenue gains, the company recorded a net loss of $20.6 million for the quarter and $42.6 million for the six months. Operating expenses, particularly general and administrative costs, rose year over year. Liquidity remains a key strength: cash, cash equivalents, restricted cash and short‑term investments totaled about $229.1 million and the company raised approximately $58.5 million net from an at‑the‑market offering in the quarter. The company also recorded legal and IP‑related accruals totaling $11.7 million and disclosed ongoing patent and arbitration matters.