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Started By
Message
re: OUST - Ouster LiDAR for Physical AI
Posted on 8/6/26 at 1:43 pm to StonewallJack
Posted on 8/6/26 at 1:43 pm to StonewallJack
quote:
Are we broke or rich yet?
We are chopping ahead of earnings. Check back in 2 hours from now.
Either champagne or ramen come tonight
N/A volume today as people wait for earnings print
This post was edited on 8/6/26 at 2:15 pm
2
Posted on 8/6/26 at 2:15 pm to iPad
Added some 2x shares to my base shares. Chart looks good
Posted on 8/6/26 at 2:57 pm to bayoubengals88
Posted on 8/6/26 at 3:08 pm to iPad
Posted on 8/6/26 at 3:08 pm to iPad
I just smashed on those cheapies. I like what I read....
Posted on 8/6/26 at 3:09 pm to bayoubengals88
quote:
I just smashed on those cheapies.
Did you catch it under $42?
This post was edited on 8/6/26 at 3:10 pm
Posted on 8/6/26 at 3:12 pm to iPad
A good bit, yes.
Posted on 8/6/26 at 3:13 pm to iPad
I think there will be an opportunity to catch it under 42. That guidance is gonna turn people off short term.
I agree I like it for the long-term investment aspect, but short-term and options are gonna feel that for a little bit
I agree I like it for the long-term investment aspect, but short-term and options are gonna feel that for a little bit
Posted on 8/6/26 at 3:14 pm to iPad
It looks like they beat most of the expectations, right?
Posted on 8/6/26 at 3:14 pm to bayoubengals88
We appear to be FIRMLY on the BULLISH side.
Here's the quick guide for Thursday.
Q3 guidance is likely the most important number.
60 million+ would be huge. Under 58 is not so hot.
$55 million in revenue, up 56% year over year and up 12% sequentially.
Shipped more than 17,000 lidar and camera sensors for revenue, of which lidar was approximately 53% of the total.
GAAP gross margin of 49%, up 400 bps year over year and up 600 bps sequentially.
GAAP net loss of $18 million, an improvement of $2 million year over year and down $1 million sequentially.
Non-GAAP gross margin1 of 53%, up 200 bps year over year and 700 bps sequentially.
Adjusted EBITDA1 loss of $4 million, an improvement of $1 million year over year and $2 million sequentially.
Cash, cash equivalents, restricted cash, and short-term investments of $263 million as of June 30, 2026.
Here's the quick guide for Thursday.
Q3 guidance is likely the most important number.
60 million+ would be huge. Under 58 is not so hot.
$55 million in revenue, up 56% year over year and up 12% sequentially.
Shipped more than 17,000 lidar and camera sensors for revenue, of which lidar was approximately 53% of the total.
GAAP gross margin of 49%, up 400 bps year over year and up 600 bps sequentially.
GAAP net loss of $18 million, an improvement of $2 million year over year and down $1 million sequentially.
Non-GAAP gross margin1 of 53%, up 200 bps year over year and 700 bps sequentially.
Adjusted EBITDA1 loss of $4 million, an improvement of $1 million year over year and $2 million sequentially.
Cash, cash equivalents, restricted cash, and short-term investments of $263 million as of June 30, 2026.
Posted on 8/6/26 at 3:17 pm to bayoubengals88
Literally bought every share that I could.
Not concerned.
Fantastic numbers, even if they sandbag the guide, which they should not.
Everyone is waiting on the guide, which can send it.
Not concerned.
Fantastic numbers, even if they sandbag the guide, which they should not.
Everyone is waiting on the guide, which can send it.
Posted on 8/6/26 at 3:18 pm to DawgCountry
quote:
It looks like they beat most of the expectations, right?
Beat across board
Semi flat Q3 rev guidance (conservative as always from ouster)
I’m not worried. We had a selloff on Q1 release then came back with a face-melting rip the couple trading sessions after
Posted on 8/6/26 at 3:19 pm to iPad
Oh, I see it now.
For the third quarter of 2026, Ouster expects to achieve $54.5 million to $57.5 million in total revenue.
Yeah, that was a dumb move.
For the third quarter of 2026, Ouster expects to achieve $54.5 million to $57.5 million in total revenue.
Yeah, that was a dumb move.
Posted on 8/6/26 at 3:22 pm to bayoubengals88
yeah, you'll lead off the press release signing 55 million in revenue in saying it's the 17th quarter of successive growth and then you give arrange for the next queue with the bottom end below 55 million effectively introducing the possibility of breaking the very streak you're bragging about - I mean if that's what they truly believe fine but that's kind of tough messaging
Posted on 8/6/26 at 3:23 pm to bayoubengals88
quote:
Yeah, that was a dumb move.
Can you elaborate just a bit? Do you mean that sandbagging guidance was the dumb move? Rest looks amazing, in my opinion
Posted on 8/6/26 at 3:26 pm to igoringa
quote:
you'll lead off the press release signing 55 million in revenue in saying it's the 17th quarter of successive growth and then you give arrange for the next queue with the bottom end below 55 million effectively introducing the possibility of breaking the very streak you're bragging about - I mean if that's what they truly believe fine but that's kind of tough messaging
Well said. Agree that setting Q3 rev guidance lower bound below Q2 actual is not ideal
Posted on 8/6/26 at 3:27 pm to iPad
Exactly what igoringa said.
You can't guide for what would essentially be a flat quarter at this point.
Especially when you have a lot of ground to make up for the be within the full year range near 220mm
It's perplexing.
You can't guide for what would essentially be a flat quarter at this point.
Especially when you have a lot of ground to make up for the be within the full year range near 220mm
It's perplexing.
Posted on 8/6/26 at 3:37 pm to bayoubengals88
it's really too bad because every other metric blew the lights out
Posted on 8/6/26 at 3:39 pm to bayoubengals88
Management went too soft on guidance. It happens. Doesn’t change the long term story for me
Posted on 8/6/26 at 3:43 pm to Upperdecker
Looks like I'll get to resell these calls expiring tomorrow.
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