Group 1 - Ouster, Inc. (NASDAQ: OUST) is making progress in the production of Lidar deals, indicating a positive trajectory for the company [1] - The company has a sizable business, but major production deals have been limited, with quarterly sensor sales remaining in the several thousand range [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-K ___________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-39463 ___________________ ...

Financial Performance - Ouster generated Q4 2024 revenue of $30 million[7], up 23% compared to Q4 2023[22] - The company achieved a GAAP gross margin of 44% in Q4 2024[7, 22], up from 22% in Q4 2023[22] - Non-GAAP gross margin was also 44% in Q4 2024[7, 22], compared to 35% in Q4 2023[22] - Ouster ended 2024 with $175 million in cash and equivalents and zero debt[7] - For FY 2024, Ouster's revenue was $111 million[26], a 33% increase year-over-year[26] - GAAP gross margin for FY 2024 was 36%[26], up from 10% in FY 2023[26] - Ouster shipped over 4,800 sensors in Q4 2024[23, 24], a 15% increase compared to Q4 2023[24] - In FY 2024, Ouster shipped over 17,300 sensors[26], a 27% increase year-over-year[26] Strategic Priorities - Ouster aims to scale the software-attached business, targeting the $19 billion smart infrastructure opportunity[11, 15] - The company plans to transform its product portfolio with new hardware and software innovations[12, 17] - Ouster is focused on executing towards profitability by achieving 30-50% annual revenue growth and maintaining gross margins at 35-40%[13, 19]

Ouster (OUST) Q4 2024 Earnings Call March 20, 2025 10:31 PM ET Company Participants Jim Fanucchi - Founder & PresidentAngus Pacala - Co-Founder, CEO & DirectorChen Geng - Interim CFOTyler Anderson - Equity Research AssociateCasey Ryan - Director of ResearchMaddie De Paola - Equity Research Associate Conference Call Participants Andres Sheppard - AnalystTim Savageaux - MD & Senior Research Analyst Operator and welcome to Ouster's Fourth Quarter twenty twenty four Earnings Conference Call. All lines have been ...

Ouster, Inc. (NASDAQ:OUST) Q4 2024 Earnings Conference Call March 20, 2025 5:00 PM ET Company Participants Jim Fanucchi - IR Angus Pacala - CEO Chen Geng - Interim CFO Conference Call Participants Andres Sheppard - Cantor Fitzgerald Timothy Savageaux - Northland Capital Markets Casey Ryan - WestPark Capital Madison de Paola - Rosenblatt Operator Hello, and welcome to Ouster’s Fourth Quarter 2024 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After today’s prese ...

Group 1 - Ouster, Inc. closed at $7.56, with a +1.07% change, outperforming the S&P 500's loss of 0.91% [1] - The company's shares have decreased by 22.08% over the last month, compared to the Computer and Technology sector's loss of 10.57% and the S&P 500's loss of 7.38% [1] Group 2 - Ouster, Inc. is set to release its earnings report on March 20, 2025, with projected EPS of -$0.23, indicating a 75.79% increase year-over-year [2] - The consensus estimate for revenue is $30 million, reflecting a 22.75% growth compared to the same quarter last year [2] Group 3 - Changes in analyst estimates for Ouster, Inc. are important as they indicate near-term business trends, with positive revisions suggesting optimism about the company's outlook [3] - Empirical research shows that revisions in estimates correlate with stock price performance, leading to the development of the Zacks Rank system [4] Group 4 - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with 1 stocks averaging a +25% annual return since 1988 [5] - Ouster, Inc. currently holds a Zacks Rank of 3 (Hold), with no changes in the consensus EPS projection over the past 30 days [5] Group 5 - The Electronics - Miscellaneous Components industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 147, placing it in the bottom 42% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Company Performance - Ouster, Inc. (OUST) closed at $8.08, reflecting a +1.25% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.55% [1] - Over the past month, Ouster's shares have decreased by 27.78%, significantly underperforming the Computer and Technology sector's loss of 8.51% and the S&P 500's loss of 5.56% [1] Upcoming Earnings - Ouster is set to release its earnings report on March 20, 2025, with an anticipated EPS of -$0.23, which represents a 75.79% increase compared to the same quarter last year [2] - The consensus estimate for Ouster's revenue is projected to be $30 million, indicating a 22.75% increase year-over-year [2] Analyst Forecasts - Recent revisions to analyst forecasts for Ouster are important as they reflect short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [3] - The Zacks Rank system, which incorporates estimate changes, provides actionable ratings and has a history of outperforming the market [4][5] Industry Context - Ouster operates within the Electronics - Miscellaneous Components industry, which is part of the Computer and Technology sector, currently ranked 136 out of over 250 industries, placing it in the bottom 46% [6] - The Zacks Industry Rank suggests that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Company Performance - Ouster, Inc. (OUST) closed at $10.21, reflecting a +1.59% change from the previous day, outperforming the S&P 500's 0.24% gain [1] - Over the past month, Ouster's shares have decreased by 4.74%, underperforming the Computer and Technology sector's gain of 1.76% and the S&P 500's gain of 2.37% [1] Upcoming Earnings - Ouster, Inc. is projected to report earnings of -$0.23 per share, indicating a year-over-year growth of 75.79% [2] - The consensus estimate for revenue is $30 million, which represents a 22.75% increase from the prior-year quarter [2] Analyst Estimates - Recent changes to analyst estimates for Ouster, Inc. reflect positive sentiment regarding the company's business and profitability [3] - The Zacks Consensus EPS estimate has seen a 64.79% decrease over the last 30 days, and Ouster currently holds a Zacks Rank of 3 (Hold) [5] Industry Context - Ouster operates within the Electronics - Miscellaneous Components industry, which ranks in the bottom 41% of all industries according to the Zacks Industry Rank [6] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Company Performance - Ouster, Inc. (OUST) closed at $10.28, down 1.06% from the previous trading session, underperforming the S&P 500's daily gain of 0.67% [1] - Over the past month, Ouster's shares have depreciated by 8.22%, while the Computer and Technology sector lost 0.79% and the S&P 500 gained 2.07% [1] Financial Projections - The upcoming earnings per share (EPS) for Ouster, Inc. is projected to be -$0.23, reflecting a 75.79% increase from the same quarter last year [2] - The consensus estimate for revenue is $30 million, indicating a 22.75% increase compared to the same quarter of the previous year [2] Analyst Estimates - Recent changes in analyst estimates for Ouster, Inc. are important as they reflect shifting business dynamics, with positive revisions indicating a favorable outlook on the company's health and profitability [3] - The Zacks Rank system, which considers these estimate changes, provides a rating system that can help investors capitalize on stock movements [4] Zacks Rank and Industry Performance - Ouster, Inc. currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having moved 64.79% lower over the last 30 days [5] - The Electronics - Miscellaneous Components industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 138, placing it in the bottom 46% of over 250 industries [6]

Company Performance - Ouster, Inc. (OUST) closed at $9.96, reflecting a +0.81% change from the previous trading day's close, outperforming the S&P 500 which fell by 0.51% [1] - The company's shares have decreased by 20% over the past month, while the Computer and Technology sector gained 0.79% and the S&P 500 increased by 2.87% during the same period [1] Upcoming Earnings - Ouster, Inc. is expected to report an EPS of -$0.23, which represents a 75.79% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $30 million, indicating a 22.75% rise from the previous year [2] Analyst Estimates - Recent modifications to analyst estimates for Ouster, Inc. are crucial as they reflect short-term business trends and analyst sentiment regarding the company's profitability [3] - The Zacks Rank system, which incorporates these estimate changes, has shown a correlation with near-term stock prices [4] Zacks Rank and Industry Position - Ouster, Inc. currently holds a Zacks Rank of 3 (Hold), with a 64.79% decrease in the Zacks Consensus EPS estimate over the last 30 days [5] - The Electronics - Miscellaneous Components industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 175, placing it in the bottom 31% of over 250 industries [6]