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Jun 30, 2025
Ouster Q2 2025 Earnings Report
Ouster announced strong second quarter 2025 results, exceeding guidance, shipping a record number of sensors, and achieving its tenth consecutive quarter of revenue growth.
Key Takeaways
Ouster reported a strong second quarter in 2025, with revenue reaching $35 million, a 30% increase year-over-year. The company achieved a GAAP gross margin of 45% and a non-GAAP gross margin of 52%, demonstrating significant improvements. Net loss improved to $21 million, and adjusted EBITDA loss narrowed to $6 million, indicating progress towards profitability. The company also shipped a record 5,500 sensors, driven by demand in industrial and automotive verticals.
Revenue reached $35 million, marking a 30% year-over-year increase and the tenth consecutive quarter of revenue growth.
GAAP gross margin improved significantly to 45%, up 1100 basis points year-over-year, while non-GAAP gross margin rose to 52%.
Net loss improved to $21 million, and Adjusted EBITDA loss narrowed to $6 million, showing progress towards profitability.
The company shipped a record 5,500 sensors, primarily driven by demand in the industrial and automotive sectors.
Forward Guidance
For the third quarter of 2025, Ouster expects revenue to be between $35 million and $38 million.
Positive Outlook
- Continued progress in advancing the product portfolio.
- Scaling of the software-attached business.
- Execution towards profitability.
- Customers successfully moving from prototype testing to commercial production.
- Strong positioning for continued growth.
Challenges Ahead
- Unpredictable geopolitical environment.
- Unpredictable macroeconomic environment.
- Potential for disruptions impacting customer demand.
- No specific negative financial guidance provided beyond the revenue range.
- Reliance on external factors for continued growth.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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