Core Viewpoint - Ouster, Inc. is actively participating in upcoming investor events to enhance its visibility and engagement with the investment community [1] Group 1: Investor Events - Ouster management will participate in the Cantor Global Technology & Industrial Growth Conference on March 10, 2026, in New York, NY, with CFO Ken Gianella and SVP Chen Geng attending [1] - The company will also be present at the 38th Annual Roth Conference on March 24, 2026 [1]

Summary of Ouster's Acquisition of Stereolabs Conference Call Company and Industry Overview - **Company**: Ouster, a leader in Digital LiDAR technology, has acquired Stereolabs, a pioneer in AI camera vision and perception solutions. This acquisition aims to create a unified sensing and perception platform for Physical AI, combining LiDAR and camera technologies [4][5][19]. Key Points and Arguments Acquisition Details - Ouster's acquisition of Stereolabs was completed using a mix of $35 million in cash and 1,800,000 shares, with some shares vesting over four years [17]. - Stereolabs generated upwards of $16 million in revenue for fiscal year 2025, indicating strong financial performance and reinforcing Ouster's path to profitability [17]. Strategic Benefits - The acquisition allows Ouster to offer a unified platform that combines high-performance digital LiDAR, cameras, AI compute, sensor fusion, and perception software [5][19]. - Ouster aims to simplify customer development by providing integrated solutions, reducing engineering costs, and enabling customers to focus on innovation rather than integration [13][14]. - The combined expertise in AI model training and perception functions will enhance Ouster's software capabilities and accelerate product development [14][15]. Market Positioning - Ouster is positioned as a foundational end-to-end sensing and perception platform for Physical AI, addressing the growing demand for sensor fusion solutions across various industries, including robotics, industrial automation, and smart infrastructure [5][19]. - The acquisition brings thousands of new customers into Ouster's ecosystem, enhancing its leadership in enabling real-world autonomy [19]. Product and Technology Integration - The integration of Stereolabs' ZED cameras and AI compute with Ouster's LiDAR technology will create a comprehensive perception stack, enhancing capabilities for applications in robotics and industrial automation [9][35]. - Stereolabs' Neural Depth Engine, trained on over 10 million images, will complement Ouster's AI models, providing advanced capabilities for complex environments [14][24]. Customer Overlap and Market Expansion - Stereolabs has a customer base of over 10,000, with a significant overlap of Tier 1 OEMs with Ouster's existing customers, allowing for enhanced value delivery [28][29]. - The acquisition opens new markets for Ouster, particularly in humanoid robotics and data factory applications, which were not previously significant for Ouster [29]. Future Outlook - Ouster plans to leverage Stereolabs' software capabilities to enhance its existing product offerings, including Gemini and Blue City, and to develop new solutions [35][39]. - The focus will initially be on rapidly growing markets such as robotics and industrial applications, with automotive applications being a longer-term goal [39]. Additional Important Content - The call emphasized the importance of combining hardware and software for effective autonomy solutions, highlighting the need for integrated systems that utilize both LiDAR and camera technologies [47]. - Ouster's strong balance sheet and operational execution were noted as key strengths that will support the integration and growth of Stereolabs [4][17]. This summary captures the essential points discussed during the conference call regarding Ouster's acquisition of Stereolabs, highlighting the strategic benefits, market positioning, and future outlook for the combined entity.

February 9, 2026 OUSTER OUST LISTED NASDAQ s ouste Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Ouster intends such forward- looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Seourities Act of 1933, as annended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, ...

Core Insights - Ouster, Inc. has successfully completed the acquisition of StereoLabs SAS, enhancing its capabilities in AI vision and perception solutions [1] - This acquisition marks the launch of Physical AI's first unified sensing and perception platform, integrating various technologies including digital lidar, cameras, AI compute, sensor fusion, and perception software [1] Company Overview - Ouster, Inc. is recognized as a leader in sensing and perception technologies for Physical AI [1] - The acquisition of StereoLabs SAS positions Ouster to offer a comprehensive solution in the AI perception market [1] Industry Impact - The integration of high-performance digital lidar and AI technologies is expected to advance the capabilities of Physical AI applications [1] - The move signifies a strategic expansion in the AI vision and perception sector, potentially influencing market dynamics and competition [1]