Ouster, Inc. Q3 2026 Earnings Recap

Ouster shares rose 15.7% after the company reported record third-quarter revenue of $59 million and record shipments of more than 27,000 sensors. The call also pointed to substantial REV8 demand, though management said production is still ramping and deliveries are expected to accelerate into 2027.

Key Takeaways

• Ouster shipped more than 7,000 LiDAR sensors and 20,000 cameras; industrial was its largest revenue vertical, followed by robotics.
• Management reported thousands of REV8 sensors in backlog and said it is investing in production capacity, with delivery cadence expected to accelerate into 2027.
• An expanded partnership with Benchmark is expected to support annual LiDAR capacity of more than 100,000 units by the end of 2027.
• REV8 adoption announcements spanned defense, autonomous agriculture, wildfire-response drones and utility and infrastructure mapping.
• Ouster expanded its compute portfolio with the ZED Box 2 series, including NVIDIA Jetson Orin and Thor platforms, and said its redesigned Gemini pipeline can fuse up to 100 LiDAR sensors on one server.