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.
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, 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.
Stephen Skaggs, a holder of Ouster common stock, has filed a notice indicating an intention to sell 3,614 common shares of Ouster through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 6, 2026, with an estimated value of $163,280.52 on NASDAQ. The filing also reports a prior sale within the past three months of 1,386 common shares on August 5, 2026 for $64,421.28, involving restricted stock originally acquired from the issuer.
Ouster, Inc. Chief Operating Officer Spencer Darien sold 30,000 shares of common stock on August 4, 2026 at $45.00 per share in an open-market or private transaction. The sale was made under a Rule 10b5-1 plan dated November 18, 2025, leaving 299,806.5 shares held directly.
Darien R. Spencer filed to permit the sale of up to 30,000 shares of Ouster, Inc. common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 4, 2026 on NASDAQ. These shares are restricted stock acquired from the issuer on December 11, 2023. The filing lists an aggregate market value of approximately $1,350,000.00 for the planned sale. In the preceding three months, Spencer sold 30,001 shares for $1,350,045.00 on May 26, 2026 and 12,559 shares for $487,579.64 on June 12, 2026.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 5,421,343 shares of Ouster, Inc. common stock. This represents 8.5% of the outstanding common shares. BlackRock reports sole voting power over 5,321,838 shares and sole dispositive power over all 5,421,343 shares, with no shared voting or dispositive power. Various underlying clients have economic interests in these shares, but no individual client holds more than five percent of Ouster’s total outstanding common stock.
Heystee Susan reported acquisition or exercise transactions in this Form 4 filing.
Ouster, Inc. director Susan Heystee received a stock grant as part of her board compensation. She was awarded 660 shares of common stock at a reference price of $49.83 per share, received in lieu of cash fees under the company’s non-employee director compensation program, bringing her direct holdings to 40,478.7 shares.
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. is offering 3,621,876 shares of its common stock. The prospectus supplement states a public offering price of $55.22 per share, with estimated net proceeds to the company of approximately $191.5M before expenses. The underwriter has a 30-day option to purchase up to 543,281 additional shares.
The offering is being led by Northland Securities for delivery on or about July 6, 2026. The prospectus supplement discloses expected use of proceeds for working capital, general corporate purposes and potential co-development, acquisition or investment opportunities; management will have broad discretion over allocation.