Ouster
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Ouster (OUST) investor relations material

Ouster M&A announcement summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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M&A announcement summary9 Feb, 2026

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.

Detail the technical integration benefits for customers
Quantify StereoLabs' impact on Ouster's profitability
Strategy for new use cases: humanoid robotics?
Which new high-growth markets does StereoLabs add?
Explain the new autonomy stack's strategic role
How does StereoLabs' simulation platform benefit Ouster?
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Q4 20252 Mar, 2026
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Frequently asked questions

Ouster, Inc. designs and manufactures high-resolution digital lidar sensors and enabling software that offers 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. Founded in 2015 by a team of robotics and sensor engineers, Ouster has developed a unique approach to building lidar sensors that combines proprietary silicon MEMS technology with advanced signal processing.

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