Ouster (OUST) FY Conference August 12, 2025 09:55 AM ET Speaker0Hi, everyone. My name is Colin Rush. I'm, the managing director and and lead of Oppenheimer's Sustainable Growth and Resource Optimization team. We're thrilled to have, the team from Ouster here, notably Ken Gianella, CFO of the platform. We're gonna get started with a few quick slides, and then we'll get into q and a.So with that, Ken, I'll turn it over to you.Speaker1Thanks, Colin. Thought I'd just start off with a brief intro to who we are a ...

Hi, picture this early morning in a small town in Kerala. A kid stands on a balcony. Eyes full of wonders, dreaming not of toys but of machines.Every idea is not born in a lab. some beginnings in the quiet corners of everyday life with nothing but curiosity and a question. What if I could build something the world has never seen before.And yes, this is that story. Hello everyone. Let me take you back to the balcony in Kot Kerala.I was in class 6 when my father returned home after watching a movie from my th ...

Product Development & Design - Mass production of the AI hardware device is anticipated to commence in 2027 [1] - The device will feature cameras and microphones for environmental detection, but will lack display functionality [5] - The device is designed to connect to smartphones and PCs, leveraging their computing and display capabilities [6] - The prototype's form factor is slightly larger than the AI Pin, aiming for a compact and elegant design reminiscent of an iPod Shuffle [3] Manufacturing & Geopolitical Strategy - Assembly and shipping operations will be located outside of China, with Vietnam as the likely assembly location, to mitigate geopolitical risks [2] Market Strategy & Competitive Positioning - OpenAI's announcement of the Jony Ive collaboration is likely intended to divert market attention from Google I/O and its AI integration [3] - The partnership aligns with the trend of "physical AI," integrating AI into real-world applications [4]