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Technology Stocks : Ouster (OUST) -- Ignore unavailable to you. Want to Upgrade?

To: Smart_Asset who wrote (245)	11/5/2025 1:20:14 PM
From: Max Fletcher	1 Recommendation Recommended By Smart_Asset Read Replies (3) \| Respond to of 348

I listened to the conference call, things seem right on track for the long term. A lot of their customers (~90%) only just now moving from testing to commercializing. A large global customer (Amazon?) has gone from 57 to 2,000 factory robots using OUST sensors in just the last year or so. Blue City is best in class, and virtually the entire North America region is now served through distributors. Their products combine both hardware and software which helps make customers sticky. Their software uses deep learning ing models. OUST is as well positioned for DoD markets as anyone in the world. Very confident in 30-50% growth long term. They’re in the early innings, ‘almost still in the dugout,’ The market reaction seems muted today. The CFO alluded to shipments being “lumpy” and guidance for the next quarter sequentially up “only” ~0 to 10%. Perhaps some investors were hoping for more. They appear to have an enormous opportunity so it’s worth looking out a little further - especially with transformative technical updates in the works.