1 TE metamorworks Before we start our article, we would like to thank Robert Dydo for his successful calls on Ouster. His comprehensive analysis and outstanding research played a key role in bringing Ouster to our attention, which led us to initiate coverage on this stock. Strong Q1 Earnings, Stock Jumps 20% Ouster (NYSE: OUST) reported its Q1 2024 results on May 10th 2024. Earnings were very positive as revenue increased 51% to $26 million, exceeding expetations. The market liked the results, and the stock ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-Q _______________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☒ ACT OF 1934 For the quarterly period ended March 31, 2024 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from to Commission File Number: 001-39463 _______________________ Ouster, Inc. (Exact name of registrant as specifi ...

Ouster, Inc. (NYSE:OUST) Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET Company Participants Chen Geng - VP, Strategic Finance and Treasurer Angus Pacala - CEO Mark Weinswig - CFO Conference Call Participants Madison De Paola - Rosenblatt Shadi Mitwalli - Craig-Hallum Itay Michaeli - Citi Kevin Garrigan - WestPark Capital Operator Hello, and welcome to Ouster's First Quarter 2024 Earnings Conference Call. [Operator Instructions] The call today is being recorded, and a replay of the call will be ava ...

Exhibit 99.1 Ouster Announces Record Revenue and Margin for First Quarter 2024 Record revenue of $26 million, up 51% year over year GAAP gross margin of 29% and record non-GAAP gross margin of 36% SAN FRANCISCO, CA – May 9, 2024 at 4:15 PM ET – Ouster, Inc. (NYSE: OUST) (“Ouster” or the “Company”), a leading global provider of high- performance lidar sensors and software solutions for the automotive, industrial, robotics, and smart infrastructure industries, announced today financial results for the three m ...

Ouster, Inc. (OUST) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-K ___________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-39463 ___________________ ...

财务数据和关键指标变化 - 2023年全年收入创纪录达到83百万美元,同比增长103% [28] - 2023年第四季度收入达到创纪录的24.4百万美元,环比增长10% [25] - 2023年第四季度GAAP毛利率提升约800个基点至22%,非GAAP毛利率提升至35% [26] - 2023年全年GAAP毛利率为10%,非GAAP毛利率为30% [28] 各条业务线数据和关键指标变化 - 2023年第四季度机器人业务和智慧基础设施业务是最大的收入贡献者,多个客户实现过百万美元收入 [25] - 2023年第四季度公司发货超过4,100个传感器,创历史新高 [26] 各个市场数据和关键指标变化 - 公司在汽车市场采取谨慎的策略,专注于开发满足汽车行业需求的DF系列产品 [48][49][50] - 工业市场是公司的重点市场之一,由于工业客户能更好地确定需求,公司在该市场的业务更加可预测 [58][59] 公司战略和发展方向及行业竞争 - 2023年公司完成与Velodyne的合并,实现了更强的资产负债表、更广泛的专利组合和精简的成本结构 [12] - 公司在2023年取得了多项重要里程碑,包括扩大REV7传感器的生产和出货,推出Ouster Gemini和Blue City等新的软件解决方案,并展示了首款DF传感器 [13] - 2024年公司的三大战略重点是:拓展软件解决方案和安装基础、推进数字激光雷达硬件的发展,以及在财务框架上取得进展 [34][35][36][39][40] - 公司看好未来机器人、智慧基础设施等领域的增长机会,认为随着人工智能和低成本处理器的发展,未来一切移动物体都将实现自动化 [88][89] 管理层对经营环境和未来前景的评论 - 公司认为数字激光雷达技术是实现激光雷达广泛应用的关键,其性能可以按摩尔定律不断提升 [41][42] - 公司表示REV7传感器正在推动来自搬运、制图和无人驾驶汽车客户的需求增加 [43] - 公司对未来前景充满信心,认为作为可信赖的美国激光雷达供应商,公司有望在激光雷达技术加速应用的过程中获得更大的市场份额 [44] 问答环节重要的提问和回答 问题1 **Andres Sheppard 提问** 询问公司对汽车行业激光雷达采用情况的看法 [47] **Angus Pacala 回答** 汽车行业是激光雷达的巨大机遇,但也存在很大不确定性。公司采取谨慎的策略,专注于开发满足汽车行业需求的DF系列产品 [48][49][50] 问题2 **Brian Dobson 提问** 询问公司在工业市场和汽车市场的差异 [57] **Angus Pacala 回答** 工业市场的技术路线图更加可预测,公司可以更好地针对工业客户的需求进行投资。工业客户的毛利率和ASP也更有优势 [58][59][60] 问题3 **Kevin Cassidy 提问** 询问公司毛利率提升的主要驱动因素 [63] **Mark Weinswig 和 Angus Pacala 回答** 主要得益于降低成本结构、提高生产效率和销售更高毛利的REV7传感器。未来软件业务也有望进一步提升毛利率 [64][65][67]

March 26, 2024 Fourth Quarter 2023 Earnings Update Fourth Quarter 2023 Earnings Update March 26, 2024 Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Ouster intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-Q _______________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☒ ACT OF 1934 For the quarterly period ended September 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from to Commission File Number: 001-39463 _______________________ Ouster, Inc. (Exact name of registrant as spe ...

财务数据和关键指标变化 - 公司第三季度实现收入2,220万美元,环比增长15% [12][28] - 公司第三季度毛利率为14%,非GAAP毛利率为33%,较上一季度大幅提升 [30][31] - 公司已实现1.2亿美元的年度成本节约,提前一个季度完成目标 [13][39] 各条业务线数据和关键指标变化 - 公司第三季度发货超过3,300个传感器,产品平均售价略有上升 [29] - 公司第三季度订单额为3,800万美元,环比增长,订单量连续三个季度保持高位 [28][63] 各个市场数据和关键指标变化 - 公司汽车、工业、机器人和智慧基础设施等各个垂直市场占比约为四分之一 [28] - 公司看好物流、智慧基础设施和非汽车ADAS应用的市场增长前景,预计2023-2026年CAGR超过40% [51] 公司战略和发展方向及行业竞争 - 公司正在推进OS和DF系列数字激光雷达产品路线图,并取得重大里程碑 [18][19] - 公司软件业务取得进展,Gemini平台新增功能和集成,软件销售带动硬件销售 [20][21][25] - 公司认为数字激光雷达技术是行业发展趋势,DF系列产品获得客户广泛认可 [18][19][72][73] 管理层对经营环境和未来前景的评论 - 公司看好未来3年30%-50%的年均收入增长,并有信心实现盈利目标 [48][53] - 公司将通过提高毛利率、控制成本等措施来实现盈利目标 [37][40][42][44] - 公司认为激光雷达行业将是"胜者通吃"市场,目前处于有利位置 [36] 问答环节重要的提问和回答 问题1 **Madison De Paola 提问** 公司订单量对未来业务增长的可见度如何 [62] **Angus Pacala 回答** 公司订单量和行业增长趋势为未来3年的业务增长提供了很好的可见度 [63][64] 问题2 **Kevin Garrigan 提问** 公司Gemini和Blue City软件的订单情况如何,未来软件收入是否会超预期 [67] **Angus Pacala 回答** 公司软件业务发展迅速,已实现数百万美元的订单,未来有望成为重要收入来源 [68][69] 问题3 **Kevin Garrigan 提问** 公司DF传感器的客户反馈和竞争优势如何 [70] **Angus Pacala 回答** DF传感器获得客户广泛认可,凭借紧凑、数字化和无机械结构等优势,有望成为行业标准 [72][73]