Ouster posts investor presentation outlining unified sensing and perception platform for Physical AI

The company set a profitability framework targeting 30%–50% annual revenue growth, 35%–40% GAAP gross margin, and operating expense growth below 5% year over year.

It also highlighted a product roadmap including REV8 lidar, L4 MAX in development, 256 channels, 10,400,000 points per second, and 42.9 GMACs processing power.

Ouster outlined a unified sensing and perception platform spanning digital lidar, ZED cameras, AI compute, perception software, AI training, and applications.

The company said it has more than 10,000 customers, more than 150,000 lidar sensors shipped, and more than 90,000 cameras shipped.

Ouster reported a cash balance of $263 million.