Ouster Aims for $39.5M–$42.5M in Q4 Revenue as It Expands BlueCity Presence and Accelerates AI-Driven Physical Solutions

Management Performance: Ouster, Inc. reported record revenue of $39.5 million in Q3 2025, marking 11 consecutive quarters of growth, with a gross margin of 42% and a strong cash position of $247 million, emphasizing successful conversion of pilot programs into large orders.

Strategic Developments: The company is focusing on scaling its software-attached business, transforming its product portfolio, and achieving profitability, with significant advancements in the Smart Infrastructure vertical and new partnerships to expand its market reach.

Financial Outlook: Ouster anticipates Q4 revenue between $39.5 million and $42.5 million, maintaining a target for 30% to 50% annual revenue growth and a gross margin goal of 35% to 40%, while continuing to invest in innovation and market expansion.

Risks and Challenges: Management acknowledged ongoing risks from tariffs affecting gross margins, potential supply chain constraints, and the slow adoption timelines in emerging verticals like robotics and automotive, while remaining confident in the company's growth trajectory.