Ouster, Inc. Overview
Pro stress-test →Ouster is an American lidar technology company headquartered in San Francisco that builds high-resolution, digital 3D lidar sensors for use in autonomous vehicles, industrial, robotics, drones, mapping, defense, and security systems. The company recently closed its acquisition of StereoLabs on February 4, 2026, now offering Physical AI's first unified sensing and perception platform combining digital lidar, cameras, AI compute, sensor fusion and perception software.
Strategic Profile
Pro stress-test →Ouster achieved record 2025 revenue of $169M (up 52% from 2024) with a GAAP gross margin of 49%. The company's revenue is driven by industrial, infrastructure, and robotics markets, with management projecting 30%-50% annual growth for several years. This acquisition positions Ouster as the foundational end-to-end sensing and perception platform for Physical AI.
Competitive Landscape
Pro stress-test →Luminar Technologies (LAZR) is a key competitor with partnerships with top OEMs like Volvo and Mercedes-Benz, offering Iris and Halo sensors for long-range, high-resolution capabilities. Aeva competes with 4D FMCW technology in the next-generation vehicle perception market. Ouster's 2023 merger with Velodyne created a lidar powerhouse with over 850 customers across automotive, industrial, robotics and smart infrastructure industries.
Industry Context
Ouster, Inc. operates in Autonomous Sensing & Perception / LiDAR Technology / Physical AI.
Key facts
Founded: 2015 · Headquarters: San Francisco, United States · Revenue: $169M (2025) · Market cap: N/A