ppdd

7.8K posts

ppdd

ppdd

@usppdd

$OUST since 2021 $OUST Customer Map & Ecosystem Tracker 🧵👇https://t.co/uaKzcgh13m Posts are not financial advice.

Los Angeles, CA Katılım Ağustos 2010
429 Takip Edilen1.8K Takipçiler
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ppdd
ppdd@usppdd·
The $OUST Global Client Map: A Real-Time Tracker 🧵 The LiDAR industry has shifted from "hype" to "execution." To track the commercial footprint of Ouster ($OUST), I am launching this dedicated thread to document its real-world deployments across all sectors. Structure of this thread: 📍 One reply per client/partner. 📍 Covering all sectors including Industrial, Robotics, Smart Infrastructure, Defense and Automotive. 📍 Continuously updated as new wins are confirmed or new customers are spotted. Listed in no particular order. While this thread focuses on Ouster's primary LiDAR clients (1,000+), it’s backed by a broader ecosystem that includes 10,000+ Stereolabs users. It's a long one, so hang in there with me. Credit goes to our community in the Ouster Discord for many of these findings. It’s truly the best hub for $OUST research and discussion. It's FREE to join: discord.com/channels/10059… Bookmark this thread to see how Ouster is digitizing the physical world. 👇
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ppdd@usppdd·
I knew @ousterlidar was working overtime on Sunday for this—lol. Congrats to us! $OUST
Ouster@ousterlidar

A New Standard in Sensing: Lidar Colorized, Ruggedized, Maximized. Today, we released the REV8 OS family: the world’s first native color lidar sensors. ✔️Powered by our breakthrough L4 and L4 Max Ouster Silicon ✔️First patented native color lidar sensors with point for point 3D color vision ✔️Radically upgraded OS0, OS1, and OSDome sensors with industry‑leading resolution, range, and reliability ✔️Introduced the flagship OS1 Max with 256 channels of high-definition sensing up to 500 m in all directions with a 45° FOV ✔️Auto-grade, cybersecure, and designed for functional-safety (ASIL-B, SIL-2, PLd) ✔️Designed for low-cost, high-volume production deployments 🧵We’ve redefined the meaning of lidar itself.

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ppdd
ppdd@usppdd·
@SelfMadeMastery Or a property tax+income tax+medical insurance+homeowner insurance problem
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Kelly
Kelly@SelfMadeMastery·
If you can’t live comfortably off $150,000 a year, you probably have a money-management problem.
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ppdd
ppdd@usppdd·
This is why I’m bullish on $OUST earnings
ppdd@usppdd

Ouster CEO Angus reaffirmed last night at the NVIDIA GTC special edition ROS By-the-Bay event that the company has shipped over 150k sensors. He last mentioned this on February 9, which implies that Q4 ’25 plus the first ~40 days of Q1 ’26 account for roughly 13k units. Since we know they shipped 8,100 sensors in Q4, that suggests about 5,000 sensors were shipped in the first 40 days of Q1. At this pace, they could ship approximately 11,250 sensors in Q1. Assuming total shipments of 11k units at a $4.8k ASP, that implies about $52.8M in Q1 revenue—well above the company’s guidance of $45M–$48M. ASP has not fallen below $5k since Q1 2023, but I wouldn’t be surprised to see some discounts on high-volume orders, such as Amazon Proteus robots. As long as gross margins remain in the 35%–40% range as guided, some pricing pressure is acceptable, especially if it reflects cost reductions from scaling. Now consider @Stereolabs3D. They generated $16M in revenue last year, with over 60% coming from the second half, per the CFO. This implies roughly $5M from the first half. Assuming 40% growth, we could expect around $7M from Stereolabs in the first half of this year, with approximately $2M attributable to the final seven weeks of Q1 and therefore contributing to consolidated Q1 results. This would suggest total Q1 revenue of around $54.8M when @ousterlidar reports in early May. Conservatively, $50M should be the floor. $OUST

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ppdd
ppdd@usppdd·
$OUST technically primed for a massive week. 📈 Friday delivered a textbook low-volume Inside Day, closing just 5 cents above the 5-day MA. This tight consolidation shows sellers are exhausted while bulls hold the line ahead of Tuesday’s earnings. On the weekly, the 5MA/30MA cross is already confirmed. A close above $29.5 next Friday triggers the major 10MA/30MA Golden Cross. I expect a strong beat with $49M~$50M revenue vs. $45M~$48M guidance and 9.5k~10k sensors shipment. With that, we shall see a strong breakout to $35+. 🚀 #OUST #LiDAR #TechnicalAnalysis #Earnings #InsideDay #Trading. Tuesday night is going to be fun. 🚀
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ppdd@usppdd

$OUST As mentioned below, this week should stay between the 10-day MA at $26 and the recent high of $30, with volume likely picking up from this Friday. Those who have followed me long enough know that my earnings estimates on $OUST have been more accurate than Wall Street’s. For Q1 earnings next Tuesday, I expect $49M ~ $50M in revenue vs $45M–$48M guidance, 48%~51% YoY growth ($33M in Q1 2025). I’m also modeling 9.5K–10K sensor shipments for the quarter, 102% ~127% YoY growth (4.7 sensors in Q1 2025) Hopefully I’m not being too optimistic. Not financial advice.

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ppdd
ppdd@usppdd·
Ukraine plans to contract 25,000 UGVs in H1 2026. While the majority will be low-cost, locally produced models, the real winners are likely to be high-end UGV platforms from @ousterlidar $OUST customers such as Milrem Robotics (@MilremR) and LPP (lpp-soft.cz/en/homepage/). This may explain why Milrem’s CEO visited Ukraine recently and announced the new sales manager for Ukraine this week. Notably, Milrem announced last Sep that it would deliver 150 UGVs as part of a donation from the Netherlands. More importantly, defense giant Rheinmetall is leading the charge—its Mission Master series now features Ouster LiDAR as a standard for its PATH autonomous kit, ensuring unmatched navigation in the most contested environments. rheinmetall.com/en/products/la…
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ppdd@usppdd·
Iveco Defence Vehicles (IDV), a leading provider of military wheeled vehicles across NATO forces, with programs supporting both European and U.S. defense needs, is a customer of @ousterlidar $OUST idvgroup.com/products/uncre…
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𝔗𝔥𝔢 𝕯𝔢𝔞𝔡 𝕯𝔦𝔰𝔱𝔯𝔦𝔠𝔱△ 🇬🇪🇺🇦🇺🇲🇬🇷@TheDeadDistrict

IDV Viking UGV at the recent Armoured Expo 2026. IDV supported the British Army’s 3rd (UK) Division at the recent Armoured Expo 2026. Held on Salisbury Plain, the event saw the 3rd Division demonstrate how a combined group of UGVs, UAVs, armoured vehicles, and soldiers worked together as part of a breaching exercise. The VIKING UGVs performed a number of roles, highlighting the platform’s superior capabilities and the modular interoperability of the approach. These roles included: - logistics resupply - CASEVAC - ISTAR operations The VIKING demonstrated its versatility by keeping pace with the armoured fleet and following it into the breach. Via IDV Instagram

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ppdd
ppdd@usppdd·
@suchenzang Is this Jing An? The best part of Shanghai can’t represent China.
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Susan Zhang
Susan Zhang@suchenzang·
if you've never been to china just imagine a much nicer america
Susan Zhang tweet mediaSusan Zhang tweet media
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ppdd@usppdd·
@nejatian What are you trying to tell the $OPEN investors by posting stuff like this?
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ppdd@usppdd·
$ASTS will remain under pressure until management presents a credible launch plan. Deploying 45 satellites this year is clearly unrealistic. If forced to shift from New Glenn to Falcon 9, both cost and schedule deteriorate materially: • New Glenn: ~8 sats/launch → ~$11M per satellite • Falcon 9: ~3–4 sats/launch → ~$19–22M per satellite That implies roughly $500M–$700M+ incremental launch cost for a ~60-satellite deployment. More importantly, SpaceX already has a heavily booked manifest (Starlink + government + commercial payloads). ASTS would be competing for limited launch slots, making delays effectively unavoidable. Even if SpaceX is willing to support a competitor, it is unlikely to prioritize cadence or pricing—meaning higher costs and slower deployment. Bottom line: dependency on a competitor-controlled launch pipeline = both execution risk and valuation overhang.
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YodaStocks
YodaStocks@YodaStockInvest·
Im seriously thinking about buying $ASTS Monday. What are your 2030 targets? Much appreciated! I have NEVER owned anything Space related before and am not very knowledgeable on it, but with SpaceX IPO coming and their revenue scale coming this dip is a steal I think.
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ppdd
ppdd@usppdd·
Congrats @flypyka ! CargoDrop has great potential in defense with a ferry range of more than 3,500 miles, a payload capacity of up to 550 pounds, and a precision airdrop system that can deliver supplies within 150 feet of target. @flypyka uses @ousterlidar $OUST . I guess they somehow hide the sensor somewhere on DropShip but the tech relies on LiDAR. Ouster sensor is obvious on Pelican but already hard to find on Pelican 2. flypyka.com/technology
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The Defence Blog@Defence_blog

A California startup went from idea to flying autonomous cargo plane in just six months. Pyka's DropShip — Group 3+, 1,400 lb MTOW, hybrid propulsion, modular open architecture — completed first flight April 27. defence-blog.com/pykas-autonomo…

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Ouster
Ouster@ousterlidar·
The Ouster BlueCity journey is one that evolved from Canadian roots to a global ITS success story Founded to solve the limitations of outdated inductive loops and unreliable traffic sensors, Ouster BlueCity has expanded from a few pilots to over 700+ contracted site deployments across intersections and roadways worldwide
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ppdd
ppdd@usppdd·
@TheRideshareGuy Waymo doesn't need Uber in the long term so it's just a matter of time for them to break up.
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Harry Campbell 🇺🇸
Harry Campbell 🇺🇸@TheRideshareGuy·
I'm surprised this post is still up, considering that it came from Uber’s CTO. Public criticism like this is usually not a great look in the context of an active partnership and can signal some underlying tension. Do you think Waymo x Uber are on the outs? Waymo has launched over a dozen new markets without Uber since ATL and AUS.
Praveen Neppalli@praveenTweets

Scary @Waymo moment in SF today - it overtook a Muni bus in the wrong lane at a signal, didn’t stop, and aggressively tried to squeeze between me and the bus. Had the bus driver and I not steered away, this could have been a serious incident. Big fan of AVs, but perception ≠ judgment. Edge cases matter!

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ppdd@usppdd·
@CMZoQadri What do the politicians know about robotaxis? Politicians might know much less than I do. I think less regulation is the best regulation.
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Council Member Zo Qadri, District 9
Council Member Zo Qadri, District 9@CMZoQadri·
Disappointed Waymo didn’t show up to yesterday’s Public Safety & Mobility meeting. People deserve transparency when it comes to safety on our streets. This isn’t partisan, it’s public safety. Reach out to your reps and to Waymo. Accountability only happens if we demand it.
Council Member Zo Qadri, District 9 tweet media
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Keşfet

@ousterlidar @SelfMadeMastery @MilremR @suchenzang @nejatian @Brendaliu1989 @Astrolab_Space @flypyka