Ouster, Inc. filings document the public-company record for a Nasdaq-listed sensing and perception company with common stock traded under OUST. The disclosures cover operating results, product revenue commentary, lidar and camera shipment data, and material events tied to its digital lidar, camera vision, AI compute, sensor fusion and perception software portfolio.
Recent filings include Form 8-K reports for financial results, the closed Stereolabs acquisition and an at-the-market common stock sales agreement under a shelf registration statement. Proxy materials describe annual meeting matters, board governance and stockholder voting procedures. Form 25 notices document Nasdaq removal and registration withdrawal for warrant securities, while the company’s cover disclosures identify common stock on the Nasdaq Global Select Market.
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 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. 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 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.
Stephen Skaggs filed a Form 144 notification to sell 5,000 shares of Common Stock. The filing lists two blocks of restricted stock dated 02/04/2025 (1,386 shares) and 05/04/2026 (3,614 shares), and reports a prior sale of 5,000 shares on 04/21/2026 for $140,000.
Stephen Skaggs filed a Form 144 notification to sell 5,000 shares of Common Stock. The filing lists two blocks of restricted stock dated 02/04/2025 (1,386 shares) and 05/04/2026 (3,614 shares), and reports a prior sale of 5,000 shares on 04/21/2026 for $140,000.
Mark Frichtl reports a proposed sale of 34,600 shares of Common Stock by notice on 05/04/2026, tied to an exercise of stock options with cash settlement. The filing also lists prior 10b5-1 sales during March–April 2026, including transactions of 60,000 shares on 04/21/2026 and 60,000 shares on 04/20/2026.
Ouster, Inc. is asking stockholders to approve several items at its 2026 virtual annual meeting, including electing two Class II directors and ratifying PricewaterhouseCoopers LLP as auditor for 2026.
Stockholders will vote on an advisory say-on-pay resolution for named executive officers, an amendment to double authorized common stock from 100,000,000 to 200,000,000, and a charter amendment to add Delaware-permitted officer exculpation for duty-of-care claims in direct stockholder suits.
The proxy highlights a classified eight-member board, fully virtual participation via webcast, and detailed governance policies. It also notes that previously identified material weaknesses in internal control were fully remediated by the year ended December 31, 2025 and summarizes 2025 executive pay, including equity awards and cash incentives.
Ouster, Inc. Chief Technology Officer Mark Frichtl reported an option exercise and related share sale. He exercised non-qualified stock options for 400 shares of common stock at $2.13 per share, then sold 400 shares at $30.00 per share.
The filing shows the sale was made pursuant to a Rule 10b5-1 trading plan dated December 15, 2025, indicating it was pre-scheduled. After these transactions, he directly holds 712,297 shares of common stock and 66,034 stock options that are fully vested and exercisable, with the exercised option series expiring on October 1, 2030.
Ouster, Inc. director Stephen A. Skaggs sold 5,000 shares of Common Stock in an open-market transaction at $28.00 per share. After this sale, he directly holds 66,690 shares. The transaction was executed pursuant to a pre-arranged Rule 10b5-1 trading plan dated September 8, 2025.
OUST reported a notice under Form 144 covering proposed sales of common stock. The filing lists 400 shares related to the exercise of stock options and multiple prior 10b5-1 sales by Mark Frichtl totaling samples of 60,000, 60,000, and 30,000 shares on April 21, April 20, and April 17, 2026 respectively. The broker listed is Morgan Stanley Smith Barney LLC.
Ouster, Inc. Chief Technology Officer Mark Frichtl executed an exercise-and-sell transaction in company stock. On April 20 and 21, 2026, he exercised options to acquire a total of 120,000 shares of Ouster common stock at an exercise price of $2.13 per share and sold 120,000 shares in open-market transactions.
The sales were made at weighted average prices ranging from about $26.08 to $29.02 per share, with individual trades occurring within price ranges from $26.00 to $29.25. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan dated December 15, 2025, indicating they were scheduled in advance rather than timed discretionarily.
After these transactions, Frichtl directly holds 712,297 shares of Ouster common stock, reflecting that he retained a substantial equity stake in the company following the option exercises and related sales.
An affiliate of OUST filed a Form 144 proposing the sale of 60,000 shares via exercise of stock options. The filing lists multiple recent 10b5-1 sales by Mark Frichtl on 03/12/2026 through 04/20/2026 with per‑trade proceeds shown.