Ouster, Inc. (OUST)

From the record

Ouster, Inc.'s filings since 2020 show 4 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2024-12-10); a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-05-14); an auditor change (8-K item 4.01, the latest 2021-03-15) (its current reports).

From the record

Ouster, Inc.'s 7 filed years say what it did: revenue went from $11 million in fiscal 2019 to $169 million in fiscal 2025, up 56.7% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 0 of 7 of those years (its annual reports).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Ouster, Inc. lost about 23 cents for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 25 cents per dollar of assets, and net share issuance: its share count grew 20.9% over the year (the filed statements).

From the record

Ouster, Inc.'s standing among 15 graded names in its industry family: revenue of $169 million in fiscal 2025 ranks in the top 35% by size; a net margin of -35.6% ranks in the bottom 37%; revenue growth of 60.4% a year over the last 3 filed years ranks in the top 10% (its annual reports).

From the record

Ouster, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Pacala, Charles Angus (President and CEO, as filed), filing under that title since 2021-03-15, 5.7 years (top 42% of its family); most of the 13 officers and directors filing now have filed since the record of its people begins (2023-02-10), a floor of 3.8 years the record cannot see past, so that part is not read; 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Ouster, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $70 million against no long-term debt tagged leaves 20% of its assets as net cash, top 30% of its family; cash from operations less capital spending is -38.3% of revenue (bottom 30%); a gross margin of 49.3% (top 11%); research spending of 38.5% of revenue (top 25%) (its annual report).

From the record

Ouster, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 60.4% a year over the last three filed years against 56.7% over all 7, speeding up (top 4% of its family); the newest year grew 52.5% (top 11%); research spending grew 0.4% a year (bottom 19%); capital spending grew 66.2% a year (top 27%) (its annual reports). Ouster, Inc. reported 2 product lines in fiscal 2025: Product at $147 million (87%), Royalty at $23 million (14%); 1 of 1 grew against the year before (its annual report).

From the record

Ouster, Inc.'s newest year against its own record: revenue of $169 million in fiscal 2025 came in 7.3% below the $183 million its prior three years' pace pointed to (bottom 38% of its family); net income of $60 million against a prior three-year average of $203 million (top 21%); a net margin of -35.6% against losses larger than its revenue before (top 12%) (its annual reports).