Ouster, Inc. (OUST) FY2025 10-K Annual Report

Filed: Mar 2, 2026
Industrials
General Industrial Machinery & Equipment, NECSEC EDGAR

Ouster, Inc. (OUST) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 2, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Ouster, Inc. FY2025 10-K Analysis

Business Overview

  • Core business: unified platform for Physical AI combining digital lidar, cameras, AI compute, sensor fusion, perception software, and AI models
  • New emphasis: 2026 acquisition of Stereolabs SAS expanding into AI camera vision and perception solutions, enhancing software capabilities
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Management Discussion & Analysis

  • Revenue $169.4M, up 52% YoY from $111.1M, driven by $22.8M royalties and sensor sales volume growth
  • Gross margin 49% vs 36% YoY, cost of revenue 51% vs 64%
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Risk Factors

  • No specific or timely regulatory or legal risk identified in provided text
  • No geopolitical or macroeconomic threat detailed in provided text
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Ouster, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$169M

+52.5% YoY

Net Income

-$60M

+37.8% YoY

Gross Margin

49.3%

+1284bp YoY

Operating Margin

-43.7%

+5008bp YoY

Net Margin

-35.6%

+5170bp YoY

ROE

-23.1%

+3057bp YoY

Total Assets

$350M

+26.6% YoY

EPS (Diluted)

$-1.07

+48.6% YoY

Operating Cash Flow

-$40M

-18.6% YoY

Source: XBRL data from Ouster, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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