
• Reported GAAP EPS of $0.07 up 114.58% YoY • Reported revenue of $62.18M up 106.63% YoY • For Q1 2026, Ouster expects total revenue of $45M, including Stereolabs operations. The company anticipates long-term annual revenue growth of 30% to 50% and GAAP gross margins of 35% to 40%.
Bullish
Ouster achieved record Q4 2025 revenue of $62M and 60% GAAP gross margin, driven by strong lidar sensor shipments, positioning the company as a foundational platform for Physical AI.
Bearish
Ouster's Q4 revenue and gross margin were significantly boosted by one-time royalties, while the company reported a full year GAAP net loss of $60M and faces integration and capital risks.