SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ouster (OUST) -- Ignore unavailable to you. Want to Upgrade?


To: waitwatchwander who wrote (240)10/31/2025 12:53:51 AM
From: Smart_Asset  Respond to of 339
 
I don't know much about the software but Mr Pacala has emphasized a pivot to software for that last several quarterly reports. I agree that software is 'sticky' and makes for recurring revenue. The Blue City software is upgradable and provides large amounts of data.

The ADAS software is integrated camera, radar, and Lidar so likely sophisticated.

Lots of politics in the sector with Lidar being of national security concern due to it's mapping ability and Ouster's primary competitors being Chinese.