Core Insights - The company achieved a 12th consecutive quarter of product revenue growth, driven by strong global demand for automation, efficiency, and safety in industrial and infrastructure sectors [1] - The software-attached business has scaled successfully, with bookings more than doubling in 2025, representing over 15% of total sensors shipped [1] - The transition from a lidar-only provider to a unified sensing and perception platform was marked by the acquisition of StereoLabs, integrating high-performance digital lidar with AI camera vision and compute [1] - The company maintained strong gross margins of 41% (excluding royalties) despite a volatile macroeconomic environment and tariff headwinds [1] - In-house trained AI models have been deployed at over 1,200 sites globally, validating the investment in proprietary machine learning for real-world physical AI applications [1] - The digital lidar roadmap has advanced with next-generation L4 and Chronos custom silicon, expected to more than double the current addressable market [1] - A record 8,100 sensors were shipped in Q4, enhancing penetration in warehouse automation, robotaxis, and mapping verticals [1]

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, ...