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Dec 31, 2021

Ouster Q4 2021 Earnings Report

Ouster's Q4 2021 financial results were announced, revealing a revenue increase and progress in strategic customer agreements.

Key Takeaways

Ouster, Inc. reported Q4 2021 revenue of $11.9 million, up 86% year over year, with a gross margin of 30%. The company shipped over 2,400 sensors, a 198% increase year over year, and increased the number of Strategic Customer Agreements to 68. The net loss decreased to $28 million, while the adjusted EBITDA loss increased to $24 million.

Revenue reached $11.9 million, up 86% year over year.

Gross margins were 30%, slightly down from 31% in Q4 2020.

Over 2,400 sensors were shipped, marking a 198% increase year over year.

Strategic Customer Agreements increased to 68, representing approximately $500 million in contracted revenue opportunity through 2025.

Total Revenue
$11.9M
Previous year: $6.38M
+85.9%
EPS
-$1.6
Previous year: -$4.5
-64.4%
GAAP Gross Margin
30%
Previous year: 31%
-3.2%
Sensors Shipped
2.4K
Previous year: 800
+200.0%
Gross Profit
$3.57M
Previous year: $1.97M
+81.0%
Cash and Equivalents
$183M
Previous year: $11.4M
+1507.5%
Free Cash Flow
-$28.5M
Previous year: -$8.6M
+230.9%
Total Assets
$308M
Previous year: $46.4M
+563.0%

Ouster

Ouster

Forward Guidance

Ouster aims to double revenue for the full year 2022, targeting a range of $65 million to $85 million, and expects to maintain positive gross margins, targeting a range of 25% to 30%.

Positive Outlook

  • At least one OEM production program award expected this year.
  • Upcoming launch of its L3 chip.
  • Critical safety certifications to displace legacy sensors across its verticals.
  • A more robust software ecosystem.
  • Meaningful customer growth.