Key Takeaways OUST targets a $20B LiDAR market, spanning robotaxis, EVs, ADAS and autonomous commercial vehicles. Scalable hardware-software platforms and OEM partnerships position OUST for long-term automotive growth. Estimates for OUST's 2025 and 2026 earnings and revenues have moved higher over the past 60 days.Ouster Inc. (OUST) has identified a $20 billion opportunity in the automotive LiDAR market across segments such as robotaxis, autonomous trucking, shuttles, buses and consumer ADAS. This growth ...

Tesla's delivery numbers are in — and they're as bad as Wall Street expected. The electric automaker delivered 384,000 EVs in the second quarter, narrowly missing analysts' grim expectations.Wall Street had prepared for disaster, with analysts on average expecting 389,400 vehicles delivered in the quarter, according to data compiled by Bloomberg. The actual number represents a year-over-year decrease of 13.5% from the roughly 444,000 vehicles it delivered in the second quarter of 2024. This is the bigges ...

Aptiv (APTV) 2025 Conference June 11, 2025 08:55 AM ET Speaker0 Joined by Aptiv, a a global industrial tech leader that provides advanced electrical safety, connectivity, and software solutions to both the light vehicle, commercial vehicle markets, and also other industrial markets as well. Key to Aptiv's story right now is the company is looking to spin off its EDS business, which I'm sure we'll we'll dive into more during the conversation. From the company, I'm very honored to be joined by Kevin Clark, ch ...