The earnings call for Ouster's second quarter of 2025 was largely positive, marked by record revenue and sensor shipments, successful strategic partnerships, and technological advancements. Despite increased operating expenses and ongoing supply chain challenges, the company demonstrated strong financial performance and is well-positioned to capitalize on market opportunities.

Company Guidance

During Ouster's second-quarter 2025 earnings call, the company reported impressive financial performance, with revenue surpassing $35 million, exceeding the high end of their guidance, and achieving a solid gross margin of 45%. This growth was driven by record sensor shipments, totaling over 5,500 units, marking a 30% year-over-year revenue increase. The company maintained a strong balance sheet with $229 million in cash and equivalents and no debt. Looking ahead, Ouster anticipates third-quarter revenue between $35 million and $38 million and aims for 30% to 50% annual revenue growth, while maintaining gross margins between 35% and 40%. The earnings call highlighted strategic investments in AI algorithms and expanding distribution channels, noting successful partnerships and deployments across various sectors, including defense, automotive, and smart infrastructure.

Record Revenue and Sensor Shipments

Ouster delivered strong second quarter results with revenue just over $35 million, above the high end of guidance, and achieved record sensor shipments surpassing 5,500 units. Revenue growth was 30% year-over-year and 7% sequentially.

Strategic Partnerships and Expansions

Ouster successfully converted a pilot program with a Fortune 500 technology company into a multimillion-dollar global deployment and expanded its partnership network to 39 states for smart infrastructure.

Financial Strength

Ouster finished the second quarter with a robust balance sheet of $229 million in cash and equivalents and no debt.

Technological Advancements

Ouster's OS1 became the first and only 3D lidar sensor to be approved for Blue UAS and certified by the U.S. Department of Defense. Significant improvements were also made in AI solutions and product development.

Positive Market Trends

Ouster is positioned to benefit from secular tailwinds driven by billions in federal funding for autonomous and intelligent systems.

Ouster (OUST) Earnings, Revenues Date & History

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OUST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.18 / -	-0.298	―	―	―
Aug 07, 2025	2025 (Q2)	-0.20 / -0.14	-0.291	52.92% (+0.15)
May 08, 2025	2025 (Q1)	-0.25 / -0.26	-0.334	22.75% (+0.08)
Mar 20, 2025	2024 (Q4)	-0.26 / -0.30	-0.68	55.44% (+0.38)
Nov 07, 2024	2024 (Q3)	-0.27 / -0.30	-0.677	55.98% (+0.38)
Aug 13, 2024	2024 (Q2)	-0.31 / -0.29	-1.012	71.25% (+0.72)
May 09, 2024	2024 (Q1)	-0.49 / -0.33	-2.22	84.95% (+1.89)
Mar 26, 2024	2023 (Q4)	-0.60 / -0.68	-1.866	63.56% (+1.19)
Nov 09, 2023	2023 (Q3)	-0.93 / -0.68	-1.534	55.87% (+0.86)
Aug 10, 2023	2023 (Q2)	-1.28 / -1.01	-1.136	10.92% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OUST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$23.10	$25.80	+11.69%
May 08, 2025	$8.65	$10.62	+22.77%
Mar 20, 2025	$8.38	$11.05	+31.86%
Nov 07, 2024	$7.87	$7.99	+1.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.