$OUST is no longer just a LiDAR company. It's building a full-stack perception… · @usppdd · TwKit

@usppdd

$OUST is no longer just a LiDAR company. It's building a full-stack perception platform for Physical AI. Today's launch of ZED Box 2 makes that vision tangible: LiDAR + stereo cameras + edge AI compute + sensor fusion + perception software + AI models. @ousterlidar is moving beyond selling individual sensors toward delivering an integrated perception stack that enables robots and autonomous machines to see, understand and navigate the physical world. And the business is already scaling. Ouster shipped 9,000 LiDAR sensors and 8,000 cameras in Q2, with LiDAR shipments up 70% YoY. Rev8 is ramping up, and Q3 shipments could be significantly higher. This morning I've updated my Q3 revenue estimate on Substack for paid subscribers. I'll share it publicly on earnings day. The market may still be valuing $OUST as a LiDAR company while the business evolves into something much bigger and stickier. Next Tuesday's Q3 earnings could be a major catalyst. 👀

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