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Sep 30, 2022

Ouster Q3 2022 Earnings Report

Reported 44% year-over-year revenue growth and 33% gross margins.

Key Takeaways

Ouster reported $11.2 million in revenue for Q3 2022, a 44% increase year-over-year, with gross margins of 33%. The company sold 2,136 sensors, up 31% year-over-year, and increased Strategic Customer Agreements to 84. However, the net loss increased to $36 million and the adjusted EBITDA loss was $24 million.

Revenue was $11.2 million, up 44% year over year.

Gross margins reached 33%, the highest in Ouster's history, compared to 24% in Q3 2021.

2,136 sensors were sold, a 31% increase year over year.

Strategic Customer Agreements increased to 84, up from 80 in the prior quarter.

Total Revenue
$11.2M
Previous year: $7.76M
+44.4%
EPS
-$2
Previous year: -$0.8
+150.0%
GAAP Gross Margin
33%
Previous year: 24%
+37.5%
Gross Profit
$3.72M
Previous year: $1.88M
+98.1%
Cash and Equivalents
$133M
Previous year: $222M
-39.9%
Free Cash Flow
-$29M
Previous year: -$17.9M
+62.1%
Total Assets
$266M
Previous year: $261M
+1.9%

Ouster

Ouster

Forward Guidance

Ouster reiterated its FY 2022 revenue guidance of $40 million to $55 million and its gross margin target of 25% to 30%.

Positive Outlook

  • Unlock significant synergies with Velodyne.
  • Create a company with the scale and resources to deliver stronger solutions.
  • Accelerate time to profitability.
  • Enhance value for shareholders.
  • Reduce product costs.

Challenges Ahead

  • FY 2022 guidance does not reflect any contribution from the planned merger of equals
  • Merger is subject to regulatory approvals.
  • Merger is subject to approval by the stockholders of both companies.
  • Merger is subject to other customary closing conditions.
  • Merger is expected to close in the first half of 2023.