Ouster (OUST) Investor presentation summary

Business overview and strategy

• Leading provider of digital lidar sensors and AI-powered software for real-time perception and analytics across automotive, industrial, robotics, and smart infrastructure sectors.

• Physical AI architecture integrates hardware, embedded software, and applications for superior cost, reliability, and performance.

• Over 100,000 sensors shipped to more than 1,000 customers globally, supported by a workforce of ~300 employees.

• Strong balance sheet with $247M in cash equivalents and short-term investments as of September 30, 2025.

• Eleven consecutive quarters of revenue growth, with a diversified business model and hundreds of use cases.

Technology and product portfolio

• Full suite of high-performance scanning and solid-state lidar sensors, including OS Series REV7 and Velodyne products.

• Patented digital lidar architecture with all-semiconductor design, VCSEL laser arrays, and custom system-on-chip.

• DF Series in development, featuring true solid-state design with no moving parts and modular, camera-like architecture.

• Software solutions include Ouster Gemini for security, crowd analytics, and logistics, and BlueCity for real-time traffic management and cloud-based analytics.

• CMOS architecture leverages Moore's Law for exponential improvements in performance and cost-effectiveness.

Market opportunity

• Total addressable market estimated at $70B by 2030, spanning automotive ($20B), industrial ($18B), robotics ($14B), and smart infrastructure ($19B).

• Automotive applications include ADAS, robotaxis, robotrucking, and rideshare, with over 20B trips and $50B+ revenue in 2023.

• Industrial focus on warehouse automation, agriculture, mining, and construction, with over 2M forklifts manufactured annually.

• Robotics targets last-mile delivery, mapping, inspection, and defense, with gig economy comprising 12% of global labor market.

• Smart infrastructure addresses perimeter security, crowd analytics, and ITS, with 300,000 signalized intersections and 85M surveillance systems.