Is Ouster Well-Poised to Capture the USD 14B Robotics LiDAR Market?

Key Takeaways OUST's robotics and industrial segment became its top revenue driver in Q1 2025. The company is expanding into software with its Gemini platform to boost margins and recurring revenues. OUST shares have surged 139.9% YTD, though its valuation remains high versus industry peers.Ouster Inc. (OUST) is targeting a $70 billion global LiDAR market that spans automotive, industrial, robotics, and smart infrastructure, with robotics alone accounting for a $14 billion addressable segment. With the ad ...