🚨 Hey colleagues, I’ve been following Ouster $OUST for a while and recently opened a new position in my growth portfolio.

✅ I really like its business, the sector it operates in, and the software-hardware technology it offers.

In short, it develops digital LiDAR sensors and AI software that enable machines, robots, and cars to "see" and move autonomously in the real world. (a bet on a new megatrend)

🚨 It just reported Q4 2025 results and surprisingly announced a net profit and record revenues, confirming growing demand for LiDAR technologies.

⭐️ Highlights:

🟢 Revenues: in Q4 2025 it had 62 million USD, +107% (compared to Q4 2024).

🟢 Full-year revenues: For 2025 it had 169 million USD, +52% YoY

🟢 Profitability: Ouster recorded in Q4 a NET PROFIT (GAAP) of 4 million USD (0.06 USD per share), significantly beating analysts' expectations, which had predicted a loss.

🏆 Record number of sensors delivered in Q4 — 8,100 units. For the full year it was over 25,000 units (an increase of 47%).

🟢 Gross margin: GAAP gross margin in Q4 rose to 60% (versus 44% the previous year), mainly driven by licensing fees and manufacturing efficiency.

🟢 Bookings related to software more than doubled in 2025 and accounted for over 15% of all sensors delivered.

👉 Acquisition of StereoLabs: The company recently completed the acquisition of StereoLabs, strengthening its position in "Physical AI" and computer vision.

👉 Balance sheet: Ouster closed the year with a strong cash position — it has 211 million USD in cash and no debt.

🔭 Outlook for 2026 (Guidance)

A long-term target set for year-over-year revenue growth in the range of 30% to 50% for 2026.

It plans to continue integrating AI into its solutions and to expand its presence in robotics, industrial automation, and smart infrastructure sectors.

It’s still a small, volatile, and risky company, but with huge potential — I want to allocate a small portion of my portfolio to it❗️