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Dec 31, 2024

Ouster Q4 2024 Earnings Report

Ouster reported record revenue for Q4 2024, with strong sensor shipments and significant improvements in gross margin and operational efficiency.

Key Takeaways

Ouster achieved $30.09 million in revenue for Q4 2024, marking a 23% year-over-year increase. The company shipped over 4,800 sensors and reported a GAAP gross margin of 44%, significantly higher than the prior year. Net loss narrowed to $23.74 million, driven by higher revenue, favorable product mix, and lower legacy inventory costs.

Revenue reached $30.09 million, up 23% year-over-year.

Shipped over 4,800 sensors for revenue in the quarter.

GAAP gross margin improved to 44%.

Net loss reduced to $23.74 million compared to $38.99 million last year.

Total Revenue
$30.1M
Previous year: $24.4M
+23.1%
EPS
-$0.48
Previous year: -$0.95
-49.5%
GAAP Gross Margin
44%
Previous year: 22%
+100.0%
Sensors Shipped
4.8K
Gross Profit
$13.2M
Previous year: $5.41M
+143.6%
Cash and Equivalents
$45.5M
Previous year: $51M
-10.7%
Total Assets
$276M
Previous year: $331M
-16.5%

Ouster

Ouster

Ouster Revenue by Segment

Forward Guidance

Ouster expects Q1 2025 revenue between $30 million and $32 million, with a continued focus on expanding its product portfolio and driving adoption in robotics, automotive, and smart infrastructure markets.

Positive Outlook

  • Revenue guidance of $30M to $32M for Q1 2025.
  • Continued growth in robotics and automotive verticals.
  • Product portfolio expansion planned for 2025.
  • Enhanced demand from global industry leaders.
  • Strong financial position with $175M in cash and investments at year-end.

Challenges Ahead

  • Volatile and evolving macroeconomic environment.
  • Ongoing R&D investments impacting short-term profitability.
  • Potential fluctuations in customer purchasing cycles.
  • Dependency on key suppliers for manufacturing scalability.
  • Competitive pressures in the lidar sensor market.