7/1012 sources · 8 publishersUpdated Nov 4, 04:49 UTC
Ouster reports record Q3 2026 revenue and ships over 27,000 sensors
Ouster Inc. posted third‑quarter 2026 revenue of $59 million, up 50% year over year, and shipped more than 27,000 lidar and camera sensors. GAAP gross margin was 43% and the company recorded a GAAP net loss of $14 million. Management guided Q4 revenue to $61‑$64 million and said Rev8 production will scale toward 100,000 units annually by the end of 2027.
Why it matters
The revenue beat and upbeat Q4 guidance lifted the stock about 8% after hours, reflecting investor confidence in growth. The company ended the quarter with $421 million in cash, indicating it does not expect to need additional capital in the near term.
Key facts
- 1Q3 2026 revenue was $59 million, up 50% year over year and 9% sequentially. sec.gov
- 2More than 27,000 lidar and camera sensors were shipped during the quarter. sec.gov
- 3GAAP gross margin for the quarter was 43%, essentially flat year over year. sec.gov
- 4GAAP net loss was $14 million, an improvement of $8 million year over year. sec.gov
- 5Cash, cash equivalents and short‑term investments totaled $421 million as of September 30, 2026. sec.gov
- 6Q4 2026 revenue guidance is $61 million to $64 million. sec.gov
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.