Ouster, Inc., a pacesetter in bodily AI sensing and notion, introduced monetary outcomes for the three months ended September 30, 2026.
“We had a powerful third quarter with $59 million in income and greater than 27,000 complete sensors shipped. This solidifies Ouster’s evolution right into a complete platform that meets the various international demand for Bodily AI. Our Stereolabs cameras had a document transport quarter as we spend money on our capabilities to fulfill the speedy progress of the robotics area.” says Angus Pacala, CEO.
“The Rev8’s market reception has been decisive. Because the world’s first native colour rider, the Rev8 has confirmed to be a paradigm shift and an simple aggressive differentiator. Tons of of consumers have already chosen Rev8 for his or her mission-critical functions. Whereas we ramp up preliminary manufacturing, buyer demand continues to develop. Stereolabs’ breakthrough efficiency proves that our imaginative and prescient of an built-in platform is precisely what the market wants.” From the farm and distribution heart to the final mile of supply, we count on our supply tempo to speed up. We selected Ouster to ship the entire stack of LIDAR, imaginative and prescient, compute, and software program wanted to carry bodily AI to the true world. ”
Highlights of Q3 2026:
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Income was $59 million, up 50% year-over-year and 9% sequentially.
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We generated income by transport greater than 27,000 LiDAR and digicam sensors, of which LIDAR accounted for about 27% of the entire.
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GAAP gross margin was 43%, primarily flat 12 months over 12 months and down 600 bps sequentially.
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GAAP internet loss was $14 million, an enchancment of $8 million 12 months over 12 months and an enchancment of $4 million sequentially.
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Non-GAAP gross margin1 was 47%, down 100 bps 12 months over 12 months and down 700 bps sequentially.
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Adjusted EBITDA1 was a lack of $3 million, an enchancment of $5 million 12 months over 12 months and an enchancment of $1 million sequentially.
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As of September 30, 2026, our money, money equivalents, restricted money and short-term investments had been $421 million.
income
Ouster’s third quarter income was $59 million, up 50% year-over-year and 9% sequentially. Product income was $56 million, up 42% year-over-year and 6% sequentially. That is primarily pushed by prospects within the industrial and robotics sectors, concentrating on use circumstances equivalent to warehouse automation, protection, building, mapping, and knowledge assortment. We shipped over 27,000 models, of which LIDAR accounted for about 27% of the entire.
gross revenue
GAAP gross margin was 43%, in comparison with 42% in Q3 2025 and 49% in Q2 2026. The one-time refund had a optimistic impression of roughly 1,000 foundation factors on gross margin within the second quarter. Non-GAAP gross margin was 47%. Non-GAAP gross margin excludes the impression of stock-based compensation expense and sure gadgets exterior the unusual course of operations, in comparison with 47% within the third quarter of 2025 and 53% within the second quarter of 2026.
Outlook for This autumn 2026:
Within the fourth quarter of 2026, Ouster expects complete income to succeed in $61 million to $64 million.
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