{ "title": "Ouster Q2 2026 LiDAR Supply Signal: >17,000 Sensor Units, ~53% LiDAR, Zero Model-Level Split", "rciNumber": "RCI 041", "version": "0.1.0", "schemaVersion": 1, "released": "2026-08-11", "canonical": "https://robotcomponentindex.com/research/ouster-q2-2026-lidar-supply-signal/", "scope": "A facts-first review of Ouster's Form 10-Q for the quarter ended 2026-06-30 and the earnings release furnished with its 2026-08-06 Form 8-K. It records issuer-reported shipment, revenue, product-mix, manufacturing and roadmap signals. It is not independent product validation, a market-share estimate, a model-level shipment table or investment advice.", "sourceIdentity": { "issuer": "Ouster, Inc.", "cik": "0001816581", "quarterEnded": "2026-06-30", "filedAt": "2026-08-06", "tenQ": { "accession": "0001628280-26-054467", "url": "https://www.sec.gov/Archives/edgar/data/1816581/000162828026054467/oust-20260630.htm", "bytes": 1473483, "sha256": "6015d31c2fdd36ae63c0c9b272f8d3d10ab1c7035343e0ee3debd5945d3b7a70" }, "earningsExhibit": { "form": "8-K Exhibit 99.1", "accession": "0001628280-26-054297", "url": "https://www.sec.gov/Archives/edgar/data/1816581/000162828026054297/exhibit991-6302026.htm", "bytes": 293707, "sha256": "0767cc8f9148173281f6f1dada52fbc9d0bdcd0759cf44f188eaed3c99258a3b" }, "rightsTreatment": "SEC-hosted issuer filing; RCI publishes independently worded factual observations, source locations and original analysis only. No filing prose, image or table is mirrored." }, "headlineSignal": { "combinedLidarAndCameraUnits": ">17000", "lidarShareApproxPercent": 53, "exactLidarUnitCountDisclosed": false, "exactCameraUnitCountDisclosed": false, "modelLevelSplitDisclosed": false, "interpretation": "The exhibit supports a company-wide quarterly shipment signal across lidar and cameras. The greater-than threshold and approximate share cannot be converted into an exact lidar count." }, "observations": [ { "id": "RCI041-O01", "field": "combined_sensor_units_shipped_for_revenue", "value": ">17000", "unit": "lidar-and-camera units", "evidenceClass": "issuer-reported-historical-fact", "source": "8-K Exhibit 99.1, Second Quarter 2026 Highlights", "boundary": "Combined company-wide quantity; no exact count, model, geography, customer or application split." }, { "id": "RCI041-O02", "field": "lidar_share_of_combined_units", "value": "approximately 53", "unit": "percent", "evidenceClass": "issuer-reported-approximation", "source": "8-K Exhibit 99.1, Revenue", "boundary": "Approximate share of a greater-than total; not an exact lidar unit count or market-share measure." }, { "id": "RCI041-O03", "field": "quarterly_total_revenue", "value": 54.626, "unit": "USD millions", "evidenceClass": "issuer-reported-GAAP", "source": "Form 10-Q, three months ended 2026-06-30", "boundary": "Company-level revenue includes product and other revenue; it is not lidar-only revenue." }, { "id": "RCI041-O04", "field": "quarterly_product_revenue", "value": 52.763, "unit": "USD millions", "evidenceClass": "issuer-reported-GAAP", "source": "Form 10-Q, revenue table", "boundary": "Product revenue covers lidar sensors, cameras and AI compute systems; no model-level allocation is disclosed." }, { "id": "RCI041-O05", "field": "product_revenue_share_of_total", "value": 96.59, "unit": "percent", "evidenceClass": "RCI-derived-from-GAAP-values", "source": "52.763 / 54.626 × 100", "boundary": "RCI arithmetic from rounded filing values; not an issuer-reported percentage and not a lidar revenue share." }, { "id": "RCI041-O06", "field": "year_over_year_revenue_change", "value": 56, "unit": "percent", "evidenceClass": "issuer-reported-historical-comparison", "source": "Form 10-Q, Results of Operations", "boundary": "The filing attributes growth partly to higher sensor volumes and Stereolabs products, offset partly by lower average selling prices." }, { "id": "RCI041-O07", "field": "GAAP_gross_margin", "value": 49, "unit": "percent", "evidenceClass": "issuer-reported-GAAP", "source": "Form 10-Q, Results of Operations", "boundary": "Quarterly company margin; includes product mix and a disclosed import-duty-refund effect." }, { "id": "RCI041-O08", "field": "IEEPA_import_duty_refund_cost_reduction", "value": 5.4, "unit": "USD millions", "evidenceClass": "issuer-reported-GAAP-context", "source": "Form 10-Q, Cost of Revenue", "boundary": "Do not treat the reported 49% gross margin as a normalized product-cost baseline without accounting for this item." }, { "id": "RCI041-O09", "field": "third_party_contract_manufacturer_commitments", "value": 24.8, "unit": "USD millions", "evidenceClass": "issuer-reported-contractual-commitment", "source": "Form 10-Q, Commitments and Contingencies", "boundary": "Non-cancelable commitments are not quarterly purchases, inventory receipts or a product-specific supplier forecast." }, { "id": "RCI041-O10", "field": "other_vendor_commitments", "value": 21.5, "unit": "USD millions", "evidenceClass": "issuer-reported-contractual-commitment", "source": "Form 10-Q, Commitments and Contingencies", "boundary": "No allocation to lidar, cameras, AI compute or individual components is disclosed." }, { "id": "RCI041-O11", "field": "Chronos_chip_status", "value": "fabricated; undergoing in-house testing", "unit": "status as of filing", "evidenceClass": "issuer-reported-roadmap-status", "source": "Form 10-Q, Continued Investment and Innovation", "boundary": "No public test protocol, raw results, production qualification or commercial-availability date is supplied in the filing." }, { "id": "RCI041-O12", "field": "Stereolabs_acquisition_close", "value": "2026-02-04", "unit": "date", "evidenceClass": "issuer-reported-historical-fact", "source": "Form 10-Q, Business Combination", "boundary": "Current-quarter comparisons include acquired camera and AI-compute products with no comparable prior-year contribution." } ], "disclosureAudit": [ { "id": "RCI041-D01", "field": "fixed_filing_identity", "status": "disclosed", "evidence": "Two accession numbers, URLs, byte counts and audit-date SHA-256 digests are recorded.", "boundary": "The hashes identify the downloaded SEC HTML bytes, not the complete filing package." }, { "id": "RCI041-D02", "field": "exact_total_sensor_units", "status": "not-disclosed", "evidence": "The exhibit says more than 17,000 units.", "boundary": "RCI does not replace a threshold with 17,000 or another exact number." }, { "id": "RCI041-D03", "field": "exact_lidar_units", "status": "not-disclosed", "evidence": "LiDAR is described as approximately 53% of the combined greater-than total.", "boundary": "Multiplication cannot produce an exact lidar count from two inexact inputs." }, { "id": "RCI041-D04", "field": "model_level_shipments", "status": "absent", "evidence": "No OS, DF, Rev7, Rev8, ZED or other model shipment table is supplied.", "boundary": "The filing cannot rank products or establish model adoption." }, { "id": "RCI041-D05", "field": "customer_and_geographic_mix", "status": "insufficient-for-sensor-attribution", "evidence": "Company-level geography and customer concentration disclosures do not map shipments to models.", "boundary": "No customer-level robot deployment or regional lidar-unit count is inferred." }, { "id": "RCI041-D06", "field": "average_selling_price", "status": "direction-only", "evidence": "The filing says lower ASPs partly offset volume-driven growth.", "boundary": "No exact blended or model-level ASP is disclosed." }, { "id": "RCI041-D07", "field": "manufacturing_commitments", "status": "company-level", "evidence": "$24.8 million to contract manufacturers and $21.5 million to other vendors are disclosed.", "boundary": "Commitments are not component demand, deliveries or revenue forecasts." }, { "id": "RCI041-D08", "field": "roadmap_validation", "status": "not-publicly-demonstrated", "evidence": "Chronos is described as fabricated and in in-house testing.", "boundary": "No public raw result, qualification matrix or independent test is attached." }, { "id": "RCI041-D09", "field": "independent_product_validation", "status": "not-performed", "evidence": "RCI reviewed issuer filings and recomputed one ratio only.", "boundary": "Zero Ouster sensors, cameras, chips or software workloads were tested by RCI." }, { "id": "RCI041-D10", "field": "market_share_or_investment_conclusion", "status": "out-of-scope", "evidence": "The sources describe one issuer's quarter.", "boundary": "No market-size, competitor, valuation, safety or procurement conclusion is supported." } ], "method": "RCI fixed the two SEC accessions, downloaded the primary HTML documents with an identifying user agent, recorded byte counts and SHA-256 digests, traced each observation to a filing section and recomputed only product revenue divided by total revenue. No filing prose, image or table is reproduced. Historical facts, approximations, forward-looking statements and RCI derivations remain separately labeled.", "limitations": [ "All operational and roadmap facts originate with Ouster and are not independent validation.", "The combined shipment threshold and approximate lidar share do not reveal an exact lidar count.", "Stereolabs products make current-period comparisons broader than lidar alone.", "The filing provides no model-level shipment, revenue, ASP, customer or application table.", "RCI performed zero hardware, firmware, software, manufacturing or market-share tests." ], "license": { "rciOwnedData": "CC-BY-4.0", "rciOwnedCode": "MIT", "thirdPartyMaterials": "excluded; retain source-specific rights", "note": "This dataset contains RCI-authored factual abstraction, source metadata and original analysis. It does not redistribute the SEC filing or issuer media." }, "suggestedCitation": "Robot Component Index. “Ouster Q2 2026 LiDAR Supply Signal: >17,000 Sensor Units, ~53% LiDAR, Zero Model-Level Split.” RCI 041, version 0.1.0, 2026-08-11. https://robotcomponentindex.com/research/ouster-q2-2026-lidar-supply-signal/" }