Every 8-K that Ouster Inc (OUSTW) 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 OUSTW 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 OUSTW filings page.
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.