NASDAQ$OUST

Ouster Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

OUST reported Q4 2025, revenue of $62M, net income of $4M.

For Q4 2025, OUST reported revenue of $62M, net income of $4M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $62M.
  • Net income $4M.
  • OUST MD&A covers liquidity, operating priorities, and sector risks.

Headline financials

Total Revenue

$62M

Previous: $30M+106.7%
EPS (adj)

$0.06

Previous: -$0.48+112.5%
GAAP gross margin

60.0%

Previous: 44.0%+36.4%
Non-GAAP gross margin

62.0%

Previous: 44.0%+40.9%
Lidar sensors shipped

8.1K

No prior period
Adjusted EBITDA

$10.6M

Previous: -$9.7M+209.3%
Net Income

$4M

Previous: -$24M+116.7%
Operating Income

$904K

Previous: -$25.6M+103.5%
Gross Profit

$37.5M

Previous: $13.2M+184.1%

Revenue & EPS history

Ouster · Revenue · Quarterly

$62M

Q4 2025+106.7%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+6.8%

Avg return

Earnings day

+7.2%

Avg return

5 days after

+7.1%

Avg return

30 days after

64%

16 / 25 earnings

Positive

+34.3%

Q4 2023

Best reaction

-27.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.6%-10.4%+67.3%
Q4 2025+7.4%+0.1%-3.8%
Q3 2025-6.6%-7.3%-10.5%
Q1 2025+22.7%+31.4%+68.7%
Q4 2024+31.9%+26.7%-16.6%
Q3 2024+2.0%+24.8%+32.7%
Q2 2024-27.9%-26.6%-43.8%
Q1 2024+25.8%+21.5%+16.2%
Q4 2023+34.3%+59.1%+49.9%
Q3 2023+12.6%+18.7%+34.0%
Q2 2023+30.6%+31.6%-0.4%
Q1 2023+18.5%+39.8%+34.8%
Q4 2022-10.3%-20.3%-57.2%
Q3 2022-13.7%+3.4%+2.6%
Q2 2022-4.5%-20.7%-31.8%
Q1 2022-0.3%-10.4%-38.8%
Q4 2019-6.6%-16.6%+34.3%
Q4 2021+23.0%+22.6%+18.0%
Q3 2021+13.4%+4.1%-4.1%
Q2 2020+3.5%-1.0%-18.5%
Q2 2021+2.0%+1.2%-18.8%
Q1 2020+15.6%+14.5%+50.7%
Q1 2021-6.7%-12.5%+14.6%
Q4 2020-1.1%+6.9%-6.0%
Q3 2020+3.6%+0.4%+3.6%

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