UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _______________________ (Mark One) ☒ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39463 _______________________ Ouster, Inc. (Exact name of registrant as specified in its charter) _______________________ (State or other jurisdiction of incorporation) Delaware 86-2528989 (I.R.S. Employer Identification No.) 350 Treat Avenue ...

财务数据和关键指标变化 - 公司第三季度实现收入2,220万美元,环比增长15% [12][28] - 公司第三季度毛利率为14%,非GAAP毛利率为33%,较上一季度大幅提升 [30][31] - 公司已实现1.2亿美元的年度成本节约,提前一个季度完成目标 [13][39] 各条业务线数据和关键指标变化 - 公司第三季度发货超过3,300个传感器,产品平均售价略有上升 [29] - 公司第三季度订单额为3,800万美元,环比增长,订单量连续三个季度保持高位 [28][63] 各个市场数据和关键指标变化 - 公司汽车、工业、机器人和智慧基础设施等各个垂直市场占比约为四分之一 [28] - 公司看好物流、智慧基础设施和非汽车ADAS应用的市场增长前景,预计2023-2026年CAGR超过40% [51] 公司战略和发展方向及行业竞争 - 公司正在推进OS和DF系列数字激光雷达产品路线图,并取得重大里程碑 [18][19] - 公司软件业务取得进展,Gemini平台新增功能和集成,软件销售带动硬件销售 [20][21][25] - 公司认为数字激光雷达技术是行业发展趋势,DF系列产品获得客户广泛认可 [18][19][72][73] 管理层对经营环境和未来前景的评论 - 公司看好未来3年30%-50%的年均收入增长,并有信心实现盈利目标 [48][53] - 公司将通过提高毛利率、控制成本等措施来实现盈利目标 [37][40][42][44] - 公司认为激光雷达行业将是"胜者通吃"市场,目前处于有利位置 [36] 问答环节重要的提问和回答 问题1 **Madison De Paola 提问** 公司订单量对未来业务增长的可见度如何 [62] **Angus Pacala 回答** 公司订单量和行业增长趋势为未来3年的业务增长提供了很好的可见度 [63][64] 问题2 **Kevin Garrigan 提问** 公司Gemini和Blue City软件的订单情况如何,未来软件收入是否会超预期 [67] **Angus Pacala 回答** 公司软件业务发展迅速,已实现数百万美元的订单,未来有望成为重要收入来源 [68][69] 问题3 **Kevin Garrigan 提问** 公司DF传感器的客户反馈和竞争优势如何 [70] **Angus Pacala 回答** DF传感器获得客户广泛认可,凭借紧凑、数字化和无机械结构等优势,有望成为行业标准 [72][73]

业绩总结 - Ouster在2023年第三季度实现了2,200万美元的营收[6] - Ouster在2023年第三季度实现了22百万美元的营收，同比增长14%[13] - Ouster在2023年第三季度实现了3,300多个传感器的发货量[6] - Ouster在2023年第三季度实现了3,800万美元的订单[6] - Ouster在2023年第三季度实现了38百万美元的订单，同比增长10%[13] - Ouster在2023年前三个季度与新老客户签订了超过1.1亿美元的业务[8] - Ouster在2023年实现了超过1.2亿美元的年化成本节约[12] 未来展望 - Ouster计划实现30-50%的年度营收增长，并将毛利率扩大至35-40%[14] - Ouster预计2023年第四季度营收将达到2300万至2500万美元[15] 其他新策略和有价值的信息 - Ouster在2023年第三季度的非GAAP毛利率为33%[17]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-Q _______________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☒ ACT OF 1934 For the quarterly period ended June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from to Commission File Number: 001-39463 _______________________ Ouster, Inc. (Exact name of registrant as specifie ...

Ouster, Inc. (NYSE:OUST) Q2 2023 Earnings Conference Call August 10, 2023 5:00 PM ET Company Participants Sarah Ewing - Director, IR Angus Pacala - CEO Mark Weinswig - CFO Conference Call Participants Andres Sheppard - Cantor Fitzgerald Kevin Garrigan - WestPark Capital Greg Pendy - Chardan Richard Shannon - Craig-Hallum Operator Good afternoon, and welcome, everyone, to Ouster's Second Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After today's presen ...

Forward-Looking Statements Unless otherwise indicated, information contained in this presentation concerning our industry, competitive position and the markets in which Ouster operates is based on information from independent industry and research organizations, other third-party sources and management estimates. Management estimates are derived from publicly available information released by independent industry analysts and other third-party sources, as well as data from our internal research, and are bas ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-Q _______________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☒ ACT OF 1934 For the quarterly period ended March 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from to Commission File Number: 001-39463 _______________________ Ouster, Inc. (Exact name of registrant as specifi ...

Ouster, Inc. (NYSE:OUST) Q1 2023 Earnings Conference Call May 11, 2023 5:00 PM ET Company Participants Sarah Ewing - Director, Investor Relations Angus Pacala - Chief Executive Officer Mark Weinswig - Chief Financial Officer Conference Call Participants Kevin Cassidy - Rosenblatt Tristan Gerra - Baird Brian Dobson - Chardan Capital Markets Kevin Garrigan - WestPark Capital Richard Shannon - Craig-Hallum Capital Group Itay Michaeli - Citi Andres Sheppard - Cantor Fitzgerald Operator Good afternoon and welco ...

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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-K ___________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-39463 ___________________ ...