Key Takeaways Ouster's growth depends on customers' sales volumes and accelerating LiDAR adoption.The Velodyne merger expanded Ouster's reach to 850 customers across multiple industries.Ouster is transitioning to software-enabled platforms like Gemini and BlueCity for recurring revenues.Ouster, Inc. (OUST) is strategically positioned to benefit from the accelerating global adoption of LiDAR technology, which is becoming increasingly integral to the automotive, industrial, robotics and smart infrastructure m ...