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Ouster, Inc.
Information Technology · Electronic Equipment, Instruments & Components
Structural: only scaled US-listed pure-play digital lidar after Velodyne merger; REV7 CMOS architecture replaces rotating-mechanical legacy stack and compresses sensor BOM as volume ramps. Diversified vertical mix (auto + industrial + robotics + smart infrastructure) cushions the slow AV-OEM design-win cycle that broke peers like $LAZR and $INVZ.
lidar attach rate accelerating across L2+/L3 ADAS, warehouse automation, and last-mile robotics; gross margin trajectory 30%→40% guided as REV7 mix replaces legacy Velodyne SKUs; cash burn cut materially post-merger via opex synergies; non-auto verticals already shipping at scale today, removing OEM-binary risk.
chronic gross-margin volatility and quarterly losses keep the equity speculative; Chinese lidar competition (Hesai, RoboSense) prices aggressively and owns the volume cohort; auto OEMs continue to debate camera-only ($TSLA stack) vs sensor-fusion futures; merger left elevated share count and persistent dilution risk; revenue base small enough that any single design-win slip swings the print.
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