Ouster sells lidar sensors, including the OS1 family and Velodyne products, for autonomous vehicles, drones, mapping and other robots.
Ouster is a US lidar maker (Q2-26 revenue of $54.6M, +56% YoY, trending toward ~$220M annualized) that shipped 17,000+ sensors in Q2-26 alone, with capacity past 100,000 units a year. It launched Rev8 native-color lidar (a major product cycle), closed the Stereolabs camera acquisition ($35M, February 2026), and won a multi-million Econolite/UDOT traffic contract, positioning as a Physical AI sensing platform, though it remains net-loss ($18M in Q2). Its perception expansion via Stereolabs broadens beyond lidar.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Ouster sells lidar sensors, including the OS1 family and Velodyne products, for autonomous vehicles, drones, mapping and other robots. Ouster is a US lidar maker (Q2-26 revenue of $54.6M, +56% YoY, trending toward ~$220M annualized) that shipped 17,000+ sensors in Q2-26 alone, with capacity past 100,000 units a year. It launched Rev8 native-color lidar (a major product cycle), closed the Stereolabs camera acquisition ($35M, February 2026), and won a multi-million Econolite/UDOT traffic contract, positioning as a Physical AI sensi
Ouster is on the Robotics watchlist list of Frontier Tech Intelligence with a score of 76 out of 100, below the Top 100.
Ouster is based in San Francisco, California, United States.
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