Ouster (NASDAQ: OUST) buys StereoLabs to build unified Physical AI platform

Rhea-AI Filing Summary

Ouster, Inc. closed its acquisition of StereoLabs SAS on February 4, 2026, paying approximately $35 million in cash plus 1.8 million shares, including 0.7 million shares to be released over four years. StereoLabs, a pioneer in AI vision and perception with over 90,000 ZED cameras shipped to more than 10,000 customers, will operate as a wholly owned subsidiary.

The deal creates a unified Physical AI sensing and perception platform that combines Ouster’s digital lidar with StereoLabs’ stereo cameras, AI vision software, sensor fusion, and AI models. Ouster will begin consolidating StereoLabs’ financial results in the first quarter of fiscal 2026 and is holding a conference call on February 9, 2026, to discuss the transaction.

Insights

Equity research analyst

Ouster buys StereoLabs for cash and stock to build a unified Physical AI sensing platform.

Ouster completed the acquisition of StereoLabs SAS on February 4, 2026 using about $35 million in cash and 1.8 million shares, with 0.7 million shares released over four years. StereoLabs becomes a wholly owned subsidiary and its results will be consolidated starting in the first quarter of fiscal 2026.

Strategically, the combination pairs Ouster’s digital lidar with StereoLabs’ stereo cameras, AI vision software, and sensor fusion to offer what management describes as a unified Physical AI perception platform. StereoLabs brings a base of over 90,000 shipped ZED cameras and more than 10,000 customers across robotics, industrials, and smart infrastructure.

Management commentary highlights expectations around expanded product capabilities, cross-selling into StereoLabs’ customer and developer community, and a stronger position as industries move from simple automation toward Physical AI. Execution will depend on integrating software and hardware roadmaps and realizing the business combination benefits described in future company filings.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 9, 2026

Ouster, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-39463		86-2528989
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

350 Treat Avenue

San Francisco, California 94110

(Address of principal executive offices) (Zip Code)

(415) 949-0108

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common stock, $0.0001 par value per share		OUST		Nasdaq Global Select Market
Warrants to purchase common stock expiring 2026		OUSTZ		Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

The Company issued a press release on February 9, 2026, announcing that it closed the acquisition of Stereolabs SAS. The press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.

The information in Item 7.01, including Exhibit 99.1, of this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
99.1*		Press Release, dated February 9, 2026.
104		Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

* Furnished herewith.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

				Ouster, Inc.
Date: February 9, 2026				By:		/s/ Kenneth P. Gianella
				Name:		Kenneth P. Gianella
				Title:		Chief Financial Officer

Exhibit 99.1

Ouster Acquires StereoLabs, Creating a World-Leading Physical AI Sensing and Perception Company

• Ouster now offers a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models

• StereoLabs brings AI vision solutions, expanded software capabilities, and over 10,000 customers

• Builds on Ouster’s momentum, compounding the success of its lidar business and expanding its total addressable market

• StereoLabs is a high growth, EBITDA positive business that reinforces Ouster’s path to profitability

SAN FRANCISCO, CA – [February 9, 2026 at 4:30 AM ET] – Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today that on February 4, 2026 it closed the acquisition of StereoLabs SAS (“StereoLabs”), a pioneer in AI vision and perception solutions. With this acquisition, Ouster now offers Physical AI’s first unified sensing and perception platform, combining high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models.

Founded in 2010, StereoLabs provides high-quality 3D vision for advanced perception systems. StereoLabs has shipped over 90,000 ZED cameras to over 10,000 customers, and its perception software is trusted by an active community of many thousands of developers to power industrial-grade solutions across robotics, industrials, and smart infrastructure. Co-founders Cecile Schmollgruber, Edwin Azzam, and Olivier Braun will continue to lead the StereoLabs team. Ouster is committed to maintaining continuity for StereoLabs’ products, global customer base, and developer community.

“The future of autonomy isn’t about choosing between vision or lidar, it’s about unifying them,” said StereoLabs CEO Cecile Schmollgruber. “By combining StereoLabs’ AI vision with Ouster’s digital lidar, we are creating the world’s most capable perception platform to directly address customers’ primary sensor fusion requirements and enable machines to sense, think, act, and learn in the physical world.”

“This acquisition builds on Ouster’s momentum and positions us as the foundational end-to-end sensing and perception platform for Physical AI,” said Ouster CEO Angus Pacala. “StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software, making it a natural fit for Ouster’s next stage of growth. With seamless sensor fusion, we are addressing the unprecedented pull for both lidar and vision as industries transition from simple automation towards Physical AI. Together, we offer a unified platform that simplifies and accelerates customer development, harnesses combined investments in AI training and models, brings thousands of new customers into the Ouster ecosystem, and cements our leadership as we enable real-world autonomy across industries.”

Strategic Rationale

• Provides a Comprehensive Single-Source: Positions Ouster as the foundational end-to-end sensing and perception platform for Physical AI, offering high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models.

• Accelerates Customer Development: Fuses industrial-grade Ouster digital lidar with StereoLabs ZED cameras to deliver seamlessly synchronized and calibrated data out-of-the-box; combines high-density stereo camera data with the range and accuracy of lidar data to optimize object manipulation, safety, and navigation; and simplifies customer development while reducing costs with best-in class customer support from prototype to production.

• Strengthens Software Capabilities: Harnesses combined investments in AI training and proven in-house models to accelerate Ouster’s software development and provide increased capabilities to customers.

• Extends Market Reach: Significantly increases total addressable market across the robotics, industrial and smart infrastructure verticals through new vision and AI compute solutions; unlocks new high-growth use-cases for humanoid robotics, industrial automation, and visual inspection; and leverages a complete suite of technologies to provide additional value to customers.

• Drives Stakeholder Value: Strengthens Ouster’s financial position and reinforces its path to profitability by adding a high growth, EBITDA positive business. StereoLabs generated unaudited revenue of approximately $16 million in 2025.

Transaction Summary

Ouster completed the acquisition of StereoLabs on February 4, 2026. StereoLabs will operate as a wholly owned subsidiary. The acquisition was completed using a mix of approximately $35 million in cash and 1.8 million shares, of which 0.7 million will be released over a four-year period. The acquisition will be accounted for as a business combination, and the Company will begin consolidating StereoLabs’ financial results in its consolidated financial statements in the first quarter of fiscal 2026.

Conference Call

Ouster will hold a call today, February 9, 2026, at 8:00 a.m. ET to discuss the announcement. Interested parties may listen to a live webcast of the conference call. Registration for the webcast can be completed by visiting the following website: https://edge.media-server.com/mmc/p/jdea4uq8. The webcast will be available for replay for at least 7 days after the call on Ouster’s investor website at https://investors.ouster.com.

About Ouster

Ouster (Nasdaq: OUST) is a leader in Physical AI sensing and perception for the industrial, robotics, automotive, and smart infrastructure industries. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on X or LinkedIn.

Forward Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to the expected benefits of and offerings following the acquisition of StereoLabs, the estimated addressable market for the Company’s products following the acquisition, and the Company’s targeted path to profitability. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained

in Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as “anticipate,” “expect,” “project,” “intend,” “believe,” “may,” “will,” “should,” “plan,” “could,” “continue,” “target,” “contemplate,” “estimate,” “forecast,” “guidance,” “predict,” “possible,” “potential,” “pursue,” “likely,” and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than statements of historical fact, including statements regarding the development of an end-to-end sensing and perception platform; enhanced software capabilities; anticipated customer base and customer demand; anticipated profitability, and anticipated strengths and benefits resulting from the StereoLabs acquisition, all constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, risks related to Ouster’s limited operating history and history of losses; the substantial research and development costs needed to develop and commercialize new products; Ouster’s ability to integrate StereoLabs into Ouster’s corporate structure and its solutions and platform into Ouster’s product offering; the challenges in developing an integrated platform solution; the ability of the integrated digital lidar and stereo vision camera technologies and new software solutions to catalyze growth; Ouster’s forecasts for market growth; the competitive environment in which Ouster operates; and other important factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024, as updated by the Company’s Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2025 and as may be further updated from time to time in the Company’s other filings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management’s reasonable estimates and beliefs as of the date of this press release. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

Contacts

For Investors

investors@ouster.io

For Media

press@ouster.io

FAQ

What did Ouster (OUST) announce regarding StereoLabs in its latest 8-K?

Ouster announced it closed the acquisition of StereoLabs SAS on February 4, 2026. The deal adds StereoLabs’ AI vision cameras and perception software to Ouster’s digital lidar portfolio, creating a unified Physical AI sensing and perception platform across robotics, industrials, and smart infrastructure markets.

How much did Ouster (OUST) pay to acquire StereoLabs and in what form?

Ouster completed the StereoLabs acquisition using approximately $35 million in cash and 1.8 million shares. Of those shares, 0.7 million are scheduled to be released over a four-year period, creating a mix of immediate and longer-term equity consideration for the sellers.

How will StereoLabs operate within Ouster (OUST) after the acquisition?

After the acquisition, StereoLabs will operate as a wholly owned subsidiary of Ouster. Ouster plans to begin consolidating StereoLabs’ financial results in its consolidated financial statements starting in the first quarter of fiscal 2026, reflecting the completed business combination accounting treatment.

What strategic benefits does Ouster (OUST) expect from acquiring StereoLabs?

Ouster expects the deal to create a unified Physical AI platform by combining digital lidar, stereo cameras, AI compute, sensor fusion, and perception software. Management highlights access to StereoLabs’ large customer and developer base and stronger positioning as industries shift from basic automation to Physical AI solutions.

When will Ouster (OUST) discuss the StereoLabs acquisition with investors?

Ouster scheduled a conference call on February 9, 2026, at 8:00 a.m. ET to discuss the StereoLabs acquisition. A live webcast and replay are available through links on Ouster’s investor relations website, allowing investors to hear management’s detailed commentary on the transaction.

How does the StereoLabs acquisition affect Ouster’s (OUST) financial reporting?

The acquisition will be treated as a business combination, and Ouster will consolidate StereoLabs’ financial results into its own statements. This consolidation is set to begin in the first quarter of fiscal 2026, so future reports will include StereoLabs’ revenue and expenses within Ouster’s overall results.