OUST — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-06

• We have invested heavily in patents since our inception, pursuing comprehensive coverage of invention families and use cases, with broad international coverage.

• We continue to monitor the impact of tariff and trade policy actions taken by the United States and foreign governments on our supply chain. During the three and six months ended June 30, 2026, the Company received cash refunds in the amount of $0.6 million IEEPA import duties. Additionally, include…

• Market Trends and Uncertainties. We anticipate increasing demand for our sensing and perception platform. We estimate a multi-billion dollar total addressable market (“TAM”) for our solutions in the future. We define our TAM as applications in the automotive, industrial, robotics, and smart infrastr…

• We may not be able to take advantage of demand if we are unable to anticipate regulatory changes and adapt quickly enough to meet such new regulatory standards or requirements applicable to us or to our customers’ products in which our lidar sensors are used. Market acceptance of lidar technology an…

• Employee Retention Credit. The employee retention credit (“ERC”), as originally enacted through the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) on March 27, 2020, is a refundable credit against certain employment taxes. The Company qualified for the ERC for the period between Ma…

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• Market Trends and Uncertainties. We anticipate increasing demand for our digital lidar solution. We estimate a multi-billion dollar total addressable market (“TAM”) for our solutions in the future. We define our TAM as applications in the automotive, industrial, robotics, and smart infrastructure en…

• We may not be able to take advantage of demand if we are unable to anticipate regulatory changes and adapt quickly enough to meet such new regulatory standards or requirements applicable to us or to our customers’ products in which our lidar sensors are used. Market acceptance of lidar technology an…

• Comparison of the three months ended March 31, 2026 and 2025

• Revenue increased by $15.9 million or 49%, to $48.6 million for the three months ended March 31, 2026 from $32.6 million for the comparable period in the prior year. The increase in revenue was primarily driven by increased sensor volumes as customers increased their purchase levels compared to the …

• We recorded $0.3 million and $1.5 million, respectively in patent royalty revenue for the three months ended March 31, 2026 and three months ended March 31, 2025.

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• Our recently-acquired subsidiary, Stereolabs, is exposed to foreign currency risk primarily related to forecasted Euro‑denominated operating expenditures and assets and liabilities denominated primarily in the Euro. Accordingly, our results of operations and cash flows are subject to fluctuations du…

Text added vs the prior filing · source: 10-Q · 2026-08-06

• On May 19, 2026, Kenneth Gianella, the Company’s Chief Financial Officer, adopted a “Rule 10b5-1 trading arrangement” as defined in Item 408(a) of Regulation S-K. The plan provides for the periodic sale of up to 40,000 shares of common stock between August 18, 2026 and May 19, 2027.

• On June 3, 2026, Megan Chung, the Company’s General Counsel and Secretary, adopted a “Rule 10b5-1 trading arrangement” as defined in Item 408(a) of Regulation S-K. The plan provides for the periodic sale of up to 16,000 shares of common stock between October 15, 2026 and February 25, 2027.

• Other than as described above, during the three months ended June 30, 2026, no director or officer of the Company, as defined in Rule 16a-1(f) of the Exchange Act, adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 40…

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• During the three months ended March 31, 2026, no director or officer of the Company, as defined in Rule 16a-1(f) of the Exchange Act, adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.