Ouster Reports Record Q4 2025 Revenue and Gross Margins, Achieves GAAP Net Income and Positive Adjusted EBITDA

summarizeSummary

Ouster reported record Q4 2025 revenue and gross margins, achieving GAAP net income and positive Adjusted EBITDA, alongside a strong Q1 2026 outlook.

check_boxKey Events

• Record Q4 2025 Financial Performance

  Ouster reported record Q4 2025 revenue of $62 million, up 107% year-over-year, and a GAAP gross margin of 60%. Product revenue also reached a record $41 million, marking the 12th consecutive quarter of product revenue growth.

• Achieved GAAP Net Income and Positive Adjusted EBITDA

  The company achieved GAAP net income of $4 million in Q4 2025, a $28 million improvement year-over-year, and positive Adjusted EBITDA of $11 million, up $20 million both year-over-year and sequentially.

• Strong Full Year 2025 Results

  For the full year 2025, Ouster reported $169 million in revenue, a 52% increase from 2024, and reduced its GAAP net loss to $60 million, an improvement of $37 million year-over-year.

• Positive Q1 2026 Revenue Outlook

  Ouster expects Q1 2026 total revenue to be between $45 million and $48 million, which includes approximately seven weeks of operations from the recently acquired StereoLabs, expected to be accretive to profitability.

auto_awesomeAnalysis

Ouster, Inc. announced strong financial results for Q4 and full year 2025, marking a significant turnaround with record revenue and gross margins. The company achieved GAAP net income of $4 million and positive Adjusted EBITDA of $11 million in Q4 2025, a substantial improvement from prior losses. This performance, coupled with the recent acquisition of StereoLabs, positions Ouster for continued growth and profitability, as reflected in its positive Q1 2026 revenue outlook and long-term financial framework. The consistent product revenue growth and record sensor shipments indicate robust demand for its lidar technology.