Loading...
•
Dec 31, 2025
Ouster Q4 2025 Earnings Report
Ouster reported record Q4 2025 revenue and gross margins, achieving GAAP profitability and positive Adjusted EBITDA.
Key Takeaways
Ouster delivered strong Q4 2025 results with 62178000 in revenue, 60% GAAP gross margin, and net income of 3985000, driven by royalty revenue and continued product growth, while Adjusted EBITDA turned positive.
Revenue increased 107% year over year to 62178000.
GAAP gross margin expanded to 60% and non-GAAP gross margin reached 62%.
GAAP net income was 3985000, compared to a loss in the prior year.
Adjusted EBITDA was positive at 10608000.
Forward Guidance
For Q1 2026, Ouster expects revenue between 45000000 and 48000000 and continues targeting long-term annual revenue growth of 30% to 50% with GAAP gross margins of 35% to 40%.
Positive Outlook
- Q1 2026 revenue expected between 45000000 and 48000000.
- Long-term annual revenue growth target of 30% to 50%.
- Long-term GAAP gross margin target of 35% to 40%.
- Well controlled GAAP operating expense growth estimated at 5% to 8%.
- Stereolabs acquisition expected to be accretive to profitability path.
Challenges Ahead
- Royalty revenue of approximately 21000000 in Q4 was primarily one-time.
- Q1 2026 revenue guidance lower than Q4 2025 revenue.
- GAAP operating expense growth still expected to increase year over year.
- Business remains sensitive to royalty timing.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...