Ouster, Inc. (OUST) Form 10-Q — Nov 3, 2026
Ouster's Q3 2026 revenue surged 50% year-over-year to $59.3 million, driven by the Stereolabs acquisition and royalty income, with gross margin holding at 43%. Net loss narrowed to $14.2 million from $21.7 million a year ago, and the balance sheet swelled to $421.2 million in cash and short-term investments after roughly $290 million of 2026 equity raises, including a July underwritten offering at $55.22 per share and a fully utilized $100 million ATM.
Key figures
- Revenue
- 59325000
- Total Debt
- 0
- Revenue Yoy
- 50%
- Total Assets
- 653721000
- Cash Position
- 88899000
- Shares Outstanding
- 72997169
- Gross profit q3
- 25259000
- Total liquidity
- 421200000
- Gross margin q3 pct
- 43%
- Ieepa tariff refund
- 5400000
- Revenue nine months
- 162529000
- Stereolabs goodwill
- 38525000
- Short term investments
- 330897000
- Atm gross proceeds 2026
- approximately $100.0 million
- Stereolabs purchase consideration
- 55172000
- Underwritten offering net proceeds
- 191800000
- Underwritten offering price per share
- 55.22
AI analysis
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