Ouster(US:OUST) Businesswire·2026-03-05 11:00Core Insights - Ouster has achieved significant commercial momentum in 2025, doubling software-attached bookings and expanding its global deployments of Ouster Gemini and Ouster BlueCity solutions [1] Group 1: Financial Performance - Ouster doubled software-attached bookings in 2025, indicating accelerated commercial adoption of its lidar-powered Physical AI solutions [1] - The company expanded contracted deployments for Ouster Gemini and Ouster BlueCity to over 1,200 sites, covering more than 65 million square feet of roadways and facilities [1] Group 2: Product Developments - Ouster's Physical AI solutions, including Ouster Gemini and Ouster BlueCity, are designed to provide high-performance edge processing for real-time insights in smart infrastructure [1] - The company introduced new cloud tools and advanced its AI capabilities, enhancing its offerings for enterprise deployments [1] Group 3: Strategic Partnerships and Contracts - Ouster signed a multi-million-dollar agreement with LASE PeCo for deploying Ouster Gemini in Europe, marking its largest software-attached sales contract in the region [1] - The company secured contracts in New Jersey, Utah, and Tennessee for deploying Ouster BlueCity to improve traffic management and congestion [1] Group 4: Market Opportunities - Ouster aims to capture a greater share of the $19 billion market opportunity for smart infrastructure by advancing its proprietary AI model and expanding its commercial reach [1] - The company has integrated Ouster Gemini into Constellis' LEXSO platform to enhance adoption across complex security environments [1]