Ouster

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue of $54.6M exceeding the $50.9M mean estimate and a significant jump in GAAP gross margin to 49% vs. the 42.9% expected. The net loss of $18.1M was essentially in line with GAAP expectations, while adjusted EBITDA loss narrowed to $4.5M. Strong Q3 FY26 revenue guidance of $54.5M–$57.5M sits comfortably above the prior consensus, driven by momentum in industrial and smart infrastructure verticals.