机器人与物理 AI
收缩收入上升50%作为实体AI传感器装运集记录
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2026年11月3日的Ouster 宣布，第三季度收入逐年增长50%，达到5,930万美元，Lidar和相机的合并货运达到创纪录的2.7万台以上。 随着公司将其物理AI感知和感知平台扩大到lidar之外，损失缩小。
摄影机重塑货运组合
2026年9月30日结束的季度总收入包括产品收入5600万美元和特许权使用费330万美元。 产品收入逐年增长42 %，连续增长6 %，将Ouster的产品收入增长扩展到15个连续季度。 产品增加主要来自工业和机器人客户，在仓库自动化、防御、建筑、绘图和数据收集中使用传感器。
利达尔约占货运量的27%。 收入列报中指定了7 000多个利达尔传感器和20 000个摄像机，而与2025年第三季度的比较仅涵盖7 200多个传感器的利达尔。 因此，货运记录标志着合并平台的规模，而不是提供类似黎达量的比较。
Stereolabs 和Rev8 扩展平台
更广义的搭配是在Ouster收购Stereolabs之后，后者于2026年2月4日关闭，2026年2月9日为宣布。 Stereolabs成为全资子公司，增加了3D视觉，ZED相机和感知软件。 Ouster在当时报道说，Stereolabs将超过90,000 ZED摄像头运送到超过10,000 客户。
Ouster现在提供数字立达，摄像头，AI计算，传感器集成和感知软件，以及AI模型跨越工业，机器人，汽车和智能基础设施应用。 首席执行官安格斯·帕卡拉(Angus Pacala 称)为满足机器人增长而进行的能力投资使Stereolabs的唱片相机得以装运，数百客户选择Rev8用于任务关键应用。
Ouster将Rev8描述为世界上第一个本土色彩的lidar. 由Rev8 OS1 Max捕获的分离RGB和射程通道说明其输出。 该公司的2026个优先事项正在改造其相机、lidar和AI-compute产品，扩展其物理AI解决方案并执行一条实现盈利的途径。
边际、现金和下季度
《公认会计原则》净损失从一年前的2 170万美元减少到1 420万美元。 公司确定的调整后的EBITDA损失从840万美元减少到340万美元；该措施从净损失开始，不包括利息、税收、基于库存的补偿、折旧、收购无形资产摊销、购置和整合费用以及其他特定项目。
毛比值需要连续合格。 《公认会计原则》毛比值为43%，而一年前为42%,2026年第二季度为49%；一次性退款对第二季度的数字贡献了约1 000个基点。 非《一般公认的会计原则》毛额差值为47%，年复一年不变，但低于连续53%，其中不包括基于股票的补偿、收购无形资产摊销和特定购置费用。
9月30日，现金，现金等价物，限制现金和短期投资共计4.21亿美元。 业务活动在2026年头9个月使用了4 940万美元的现金，而上年度为2 450万美元。
奥斯特预计2026年第四季度收入为6100万至6400万美元。 核心问题是，更广泛的照相机和滑翔机平台能否将持续收入增长转化为更窄的损失，同时降低业务现金使用率。 货运记录显示该平台的规模，但九个月的现金数字显示，单凭单位增长不能确定实现利润的既定途径。
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Robotics & Physical AI
Ouster Revenue Rises 50% as Physical AI Sensor Shipments Set Record
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Ouster announced on November 3, 2026, that third-quarter revenue rose 50% year over year to $59.3 million, with combined lidar and camera shipments reaching a record above 27,000 units. Losses narrowed as the company expanded its Physical AI sensing and perception platform beyond lidar.
Cameras Reshape the Shipment Mix
Total revenue for the quarter ended September 30, 2026 included $56.0 million of product revenue and $3.3 million of royalties. Product revenue increased 42% year over year and 6% sequentially, extending Ouster’s run of product-revenue growth to 15 consecutive quarters. The product increase came primarily from industrial and robotics customers using the sensors in warehouse automation, defense, construction, mapping and data collection.
Lidar represented approximately 27% of shipments. The earnings presentation specifies more than 7,000 lidar sensors and 20,000 cameras, while its comparison with the third quarter of 2025 covers only lidar, at more than 7,200 sensors. The shipment record therefore marks the scale of the combined platform rather than providing a like-for-like comparison of lidar volumes.
Stereolabs and Rev8 Extend the Platform
The broader mix follows Ouster’s acquisition of Stereolabs, which closed on February 4, 2026 and was announced on February 9, 2026. Stereolabs became a wholly owned subsidiary, adding 3D vision, ZED cameras and perception software. Ouster reported at the time that Stereolabs had shipped more than 90,000 ZED cameras to more than 10,000 customers.
Ouster now offers digital lidar, cameras, AI compute, sensor-fusion and perception software, and AI models across industrial, robotics, automotive and smart-infrastructure applications. Chief executive Angus Pacala said capacity investments made to meet robotics growth enabled Stereolabs’ record camera shipments, and that hundreds of customers had chosen Rev8 for mission-critical applications.
Ouster describes Rev8 as the world’s first native color lidar. Separate RGB and range channels captured by the Rev8 OS1 Max illustrate its output. The company’s 2026 priorities are revamping its camera, lidar and AI-compute products, extending its Physical AI solutions and executing a path to profitability.
Margins, Cash and the Next Quarter
GAAP net loss narrowed to $14.2 million from $21.7 million a year earlier. The company-defined adjusted EBITDA loss narrowed to $3.4 million from $8.4 million; the measure starts with net loss and excludes interest, taxes, stock-based compensation, depreciation, amortization of acquired intangibles, acquisition and integration charges, and other specified items.
Gross margin requires a sequential qualification. GAAP gross margin was 43%, compared with 42% a year earlier and 49% in the second quarter of 2026; a one-time refund had contributed approximately 1,000 basis points to the second-quarter figure. Non-GAAP gross margin, which excludes stock-based compensation, amortization of acquired intangibles and specified acquisition-related charges, was 47%, unchanged year over year but down from 53% sequentially.
At September 30, cash, cash equivalents, restricted cash and short-term investments totaled $421 million. Operating activities used $49.4 million of cash in the first nine months of 2026, compared with $24.5 million in the prior-year period.
Ouster expects fourth-quarter 2026 revenue of $61 million to $64 million. The central question is whether the broader camera-and-lidar platform can turn continued revenue growth into narrower losses and lower operating cash use together. The shipment record demonstrates the platform’s scale, but the nine-month cash figures show why unit growth alone does not establish the stated path to profitability.
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