Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Ouster, Inc. reported results for the three months ended June 30, 2026, with total revenue of $54,626 thousand, up 56% year over year and 12% sequentially. The company shipped more than 17,000 lidar and camera sensors, with lidar representing about 53% of units.
GAAP gross margin improved to 49% and non-GAAP gross margin to 53%. GAAP net loss was $18,114 thousand, an improvement of $2 million year over year, while Adjusted EBITDA loss was $4,453 thousand. Cash, cash equivalents, restricted cash and short-term investments totaled $263 million at June 30, 2026.
Net cash used in operating activities for the first half of 2026 was $20,039 thousand, and investing outflows included $27,493 thousand for the Stereolabs acquisition. For the third quarter of 2026, Ouster expects total revenue of $54.5 million to $57.5 million, citing strong demand for its Rev8 lidar and ZED X Nano products.
Ouster, Inc. completed an underwritten public offering of 3,621,876 shares of common stock at $55.22 per share, generating net proceeds of about $191.9 million. The shares were sold to Northland Securities, Inc. under an underwriting agreement using Ouster’s effective Form S-3 shelf registration.
The underwriter also received a 30-day option to buy up to 543,281 additional shares to cover any over-allotments. Ouster, its directors, and executive officers agreed to a 60-day lock-up on additional common stock sales, subject to limited exceptions, as described in the prospectus supplement.
Ouster, Inc. held its 2026 annual stockholder meeting on June 17, 2026, where shareholders approved an amendment to double the company’s authorized common stock from 100,000,000 to 200,000,000 shares. This change became effective the same day when the certificate of amendment was filed in Delaware.
Two Class II directors, Phillip M. Eyler and Angus Pacala, were elected to serve until the 2029 annual meeting. Stockholders also ratified PricewaterhouseCoopers LLP as auditor for 2026 and approved, on an advisory basis, executive compensation. A proposal to add officer exculpation to the charter did not receive sufficient support.
Ouster, Inc. entered into a Sales Agreement with Oppenheimer & Co., Northland Securities, Rosenblatt Securities, and Roth Capital Partners to sell, from time to time, shares of its common stock in an at-the-market program with an aggregate offering price of up to $100 million.
The agents will use commercially reasonable efforts to place shares under Rule 415(a)(4), earning a commission of up to 3.0% of gross proceeds. Ouster may terminate the arrangement on five days’ notice. The shares are registered under an effective Form S-3 shelf, and any net cash proceeds are intended for general corporate purposes, including working capital.
Ouster, Inc. reported strong top-line growth but continued losses for the first quarter of 2026. Revenue reached $48.6 million, up 49% year over year, while product revenue was $48.2 million, up 55% year over year and 18% sequentially, driven by smart infrastructure and industrial customers. The company shipped more than 12,600 sensors, with lidar accounting for about 65% of units.
GAAP gross margin was 43%, improving from 41% a year earlier but down from 60% in the fourth quarter of 2025; non-GAAP gross margin was 46%, flat year over year and down from 62% sequentially. Ouster recorded a net loss of $17.5 million, narrower than the $22.0 million loss a year ago, and negative Adjusted EBITDA of $6.9 million. Cash, cash equivalents and restricted cash totaled $80.5 million at March 31, 2026.
For the second quarter of 2026, Ouster expects total revenue between $49.5 million and $52.5 million, including a full quarter of contributions from its Stereolabs acquisition. Management highlighted the launch of the new Rev8 OS digital lidar family with native color sensing and emphasized growing demand across Physical AI applications.
Ouster, Inc. reported strong fourth quarter and full-year 2025 results, with Q4 revenue of $62.2M, up 107% year over year, and full-year revenue of $169.4M versus $111.1M in 2024.
Q4 product revenue reached $41.0M, up 36% year over year, while about $21.2M came from primarily one-time royalties tied to long-term IP licenses. Q4 GAAP gross margin improved to 60% and non-GAAP gross margin to 62%, helped by higher volume, operating efficiencies, and royalties.
Ouster generated Q4 GAAP net income of $4.0M, but recorded a full-year 2025 net loss of $60.4M, narrower than the prior year. For Q1 2026, the company guides to $45–$48M in revenue, including roughly seven weeks of Stereolabs operations, and reaffirms a long-term framework of 30–50% annual revenue growth and 35–40% GAAP gross margins, excluding largely one-time 2025 royalties.
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.
Ouster, Inc. announced financial results for the three and nine months ended September 30, 2025, and furnished the full press release as Exhibit 99.1.
The information was provided under Item 2.02 and is furnished, not deemed “filed,” under the Exchange Act. Ouster’s common stock trades on the Nasdaq Global Select Market under OUST, and its warrants expiring 2026 trade on the Nasdaq Capital Market under OUSTZ.
Ouster, Inc. filed an 8-K dated 7 Aug 2025 to disclose Item 2.02, Results of Operations and Financial Condition. The company announced its financial results for the three- and six-month periods ended 30 Jun 2025 and furnished the related press release as Exhibit 99.1. No quantitative figures are included in the filing; investors must refer to the exhibit for details. The filing also lists Item 9.01, providing exhibit indices, and confirms that the information is being furnished, not filed, thereby limiting liability under Section 18 of the Exchange Act. The document reiterates Ouster’s securities listings—common stock (OUST) on Nasdaq Global Select Market and two series of public warrants (OUSTZ, OUSTW). The report was signed by CFO Kenneth P. Gianella.
Because the 8-K contains no financial metrics or forward-looking guidance, the immediate investment impact is likely neutral; material assessment depends on the as-yet-unseen data in Exhibit 99.1.
On 18 June 2025, Ouster, Inc. (OUST) held its 2025 Annual Meeting of Stockholders, with 37,349,466 shares (≈69.4% of outstanding) represented.
- Director elections: Class I nominees Christina C. Correia (94.6% of votes cast), Stephen A. Skaggs (94.6%) and Ernest E. Maddock (63.6%) were elected to serve until 2028.
- Auditor ratification: PricewaterhouseCoopers LLP re-appointed with 37,136,015 FOR, 98,881 AGAINST, 114,570 ABSTAIN (99.4% support).
- Say-on-pay: Executive compensation approved (19,544,944 FOR, 1,222,266 AGAINST, 213,459 ABSTAIN); 16,368,797 broker non-votes recorded.
- Charter amendment: Proposal to add officer exculpation received 18,180,902 FOR, 2,502,260 AGAINST, 297,507 ABSTAIN, but failed to secure the required approval threshold.
No other matters were brought before shareholders.