)
Ouster (OUST) investor relations material
Ouster M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Deal rationale and strategic fit
Acquisition creates a unified sensing and perception platform, combining digital LiDAR, cameras, AI compute, sensor fusion, and perception software for Physical AI applications.
Addresses growing demand for integrated LiDAR and vision solutions across robotics, industrial, smart infrastructure, and automotive sectors, unlocking new high-growth use cases.
Enables customers to source all sensing and perception needs from a single provider, simplifying integration and accelerating innovation.
Merges expertise in AI vision, complex spatial data, and industrial perception, expanding market reach and product capabilities.
Stereolabs' leadership team and staff, including co-founders, will remain to ensure continuity and ongoing innovation.
Financial terms and conditions
Acquisition completed for $35 million in cash and 1.8 million shares, with 0.7 million shares vesting over four years.
Stereolabs generated over $16 million in unaudited revenue and positive EBITDA in fiscal 2025.
Stereolabs' financials will be consolidated into the acquirer's statements starting Q1 2026.
StereoLabs will operate as a wholly owned subsidiary post-acquisition.
The transaction is accretive to profitability, adding a high-growth, high-margin business.
Synergies and expected cost savings
Integration expected to reduce engineering costs for customers by providing synchronized, calibrated data and eliminating the need for separate system integration.
Combined investments in AI training and in-house models accelerate software development and provide increased capabilities.
Ouster's manufacturing expertise will enhance Stereolabs' product quality, scale, and cost efficiency.
Seamless sensor fusion simplifies customer development and reduces costs from prototype to production.
Combined operations expected to drive cost reductions and improved product quality.
Next Ouster earnings date
Next Ouster earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)