Ouster Revenue Rises 50% as Physical AI Sensor Shipments Set Record

Ouster announced on November 3, 2026, that third-quarter revenue rose 50% year over year to $59.3 million, with combined lidar and camera shipments reaching a record above 27,000 units. Losses narrowed as the company expanded its Physical AI sensing and perception platform beyond lidar. Cameras Reshape the Shipment Mix Total revenue for the quarter ended September 30, 2026 included $56.0 million of product revenue and $3.3 million of royalties. Product revenue increased 42% year over year and...