Ouster says it shipped more than 27,000 lidar and camera sensors for revenue in the third quarter. Revenue rose 50% year over year to $59 million, while it recorded a $14 million GAAP net loss.
The big change
- Lidar represented about 27% of shipments; cameras accounted for the rest.
- The total includes cameras from Stereolabs, acquired earlier this year.
- These are sensor units, not counts of robots or autonomous deployments.
Where the sensors fit
Ouster’s quarterly release says industrial and robotics customers drove product revenue growth. It lists uses including warehouse automation, construction, mapping and data collection, without a shipment breakdown by application.
Ouster said it closed its Stereolabs acquisition in February. The earlier announcement described combining Ouster lidar with the camera maker’s vision and perception software.
Lidar measures distance with laser light. Stereolabs explains that its stereo cameras estimate depth by matching features in two synchronized views. The companies describe using camera and lidar data together; performance depends on the system and conditions.
Separately, Stereolabs announced ZED Box 2 in October, an edge computer intended to process synchronized camera inputs for robotic systems.
The total does not establish how many robots were built, sensors deployed for AI, or systems performed successfully. The comparison spans the Stereolabs acquisition and does not isolate organic growth.
