Overview

* Ouster Q2 2025 revenue grows 30% yr/yr, beating analyst expectations

* Company shipped record 5,500 sensors, marking tenth consecutive qtr of revenue growth

* Adjusted EBITDA loss improves by $5 mln yr/yr, reflecting progress towards profitability

Outlook

* Ouster expects Q3 2025 revenue between $35 mln and $38 mln

Result Drivers

* RECORD SENSOR SHIPMENTS - Ouster shipped a record 5,500 sensors, driven by demand in industrial and automotive sectors

* GROSS MARGIN IMPROVEMENT - Gross margin increased due to higher revenues, favorable product mix, and employment tax refund

* DEMAND DRIVERS - Revenue growth fueled by applications in warehouse automation, yard logistics, and robotaxis

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $35.05 $33.80

Revenue mln mln (6

Analysts

)

Q2 Net -$20.61

Income mln

Q2 Basic -$0.38

EPS

Q2 Gross $15.84

Profit mln

Q2 $42.66

Operatin mln

g

Expenses

Q2 -$26.82

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Ouster Inc ( OUST ) is $14.00, about 64.1% below its August 6 closing price of $22.97

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)