Ouster : Investor Presentation November 2024

Published: 2024-11-18 17:07:24 ET OUST

Investor Presentation

November 2024

Disclaimers

DISCLAIMERS

Forward-Looking Statements

This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Ouster intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as "anticipate," "expect," "project," "intend," "believe," "may," "will," "should," "plan," "could," "continue," "target," "contemplate," "estimate," "forecast," "guidance," "predict," "possible," "potential," "pursue," "likely," and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than statements of historical fact, including statements regarding Ouster's revenue guidance; the size of Ouster's total addressable market; anticipated new product launches and developments; its future results of operations, cash reserve and ﬁnancial position; execution against the Company's product roadmap and the demand for products; the Company's path to proﬁtability and its long-term ﬁnancial framework; industry and business trends; the Company's business objectives, plans, strategic partnerships and market growth; and its competitive market position, all constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, risks related to Ouster's limited operating history and history of losses; ﬂuctuations in its operating results; the substantial research and development costs needed to develop and commercialize new products; its ability to maintain competitive average selling prices, high sales volumes and reduce product costs; competition in Ouster's industry; the negotiating power and product standards of its customers; the adoption of its products and the growth of the lidar market generally; product quality and liability risks; Ouster's future capital needs and ability to secure additional capital on favorable terms or at all; risks related to Ouster's indebtedness; its ability to manage growth, including growing the sales and marketing organization; risks related to international operations, including international manufacturing; cancellation or postponement of contracts or unsuccessful implementations; the Company's ability to manage its inventory; credit risk of customers; Ouster's ability to use tax attributes; Ouster's dependence on key third party suppliers, in particular Benchmark Electronics, Inc., Fabrinet, and other suppliers; supply chain constraints and challenges; conditions in the industries the Company targets or the global economy; the ability of its lidar technology roadmap and new software solutions to catalyze growth; Ouster's ability to recruit and retain key personnel; its ability to successfully integrate its business with Velodyne and achieve the anticipated beneﬁts of the Velodyne merger; in its customers' industries; Ouster's ability to recruit and retain key personnel; Ouster's ability to adequately protect and enforce its intellectual property rights, including as it relates to Hesai Group; legal and regulatory risks; risks related to operating as a public company; and other important factors discussed in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, as will be updated in the Company's Annual Report on Form 10-K for the year ended December 31, 2023, that are further updated from time to time in the Company's other ﬁlings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management's reasonable estimates and beliefs as of the date of this presentation. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

Use of Estimates

Unless otherwise indicated, information contained in this presentation concerning our industry, competitive position and the markets in which Ouster operates is based on information from independent industry and research organizations, other third-party sources and management estimates. Management estimates are derived from publicly available information released by independent industry analysts and other third-party sources, as well as data from our internal research, and are based on assumptions made by the Company upon reviewing such data, and the Company's experience in, and knowledge of, such industry and markets, which the Company believes to be reasonable. In addition, projections, assumptions and estimates of the future performance of the industry in which Ouster operates and its future performance are necessarily subject to uncertainty and risk due to a variety of factors, including those described above and in our ﬁlings with the SEC. These and other factors could cause results to differ materially from those expressed in the estimates made by independent parties and by the Company.

Trademarks and Copyrights

This Presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners. Any use of them does not imply afﬁliation or endorsement, and may be for educational purposes. Solely for convenience, some of the trademarks, service marks, trade names and copyrights referred to in this Presentation may be listed without the TM, SM, © or ® symbols, but Ouster will assert, to the fullest extent under applicable law, the rights of the applicable owners, if any, to these trademarks, service marks, trade names, and copyrights.

Eyes of Autonomy

GLACIER MONITORING SYSTEM POWERED BY THE OS0

VATNAJOKULL, ICELAND

Ouster is the Eyes of Autonomy

1,000+

~300

100K+

Customers

Employees globally

Sensors shipped since inception2

12030E TAM based on Ouster internal estimates.

2Inception of Ouster and Velodyne

Investment Highlights

WAREHOUSE SECURITY POWERED BY THE OSDOME ANONYMOUS LOCATION, USA

Hardware Products

Riding the Wave

of Moore's Law

PERFORMANCE - RANGE X POINTS PER SECOND

OS REV7

L1 CHIP

L2 CHIP

40nm

130nm

21.47 GMACS

Signals Processing

125 MILLION

Transistors on Chip

5.2 MILLION

Max Points per Second

L3 CHIP 40nm

L2X CHIP 40nm

L4 CHIP

XXnm

Hardware Products

Full suite of high-performance scanning and solid-state lidar sensors for the

automotive, industrial, robotics, and smart infrastructure industries.

OS Series REV7

360° scanning digital lidar

Short, mid, and long-range sensors

Velodyne Lidar

VLP 16 short and mid-range sensor VLS 128 long range sensor

DF Series (In• Development)VelodyneFS ri s (InLidarDevelopment)

True solid-state digital lidar

Short, mid, and long-range sensors

Hardware Products

OS: 360o Performance

Patented digital lidar architecture enhances reliability, lowers cost, and simpliﬁes development.

Digital Lidar Technology

Fully integrated, all semiconductor design.

VCSEL laser array, custom system on chip.

Single architecture across entire OS portfolio.

Leading Performance

Range and ﬁeld of view versatility.

128 channels packed into a small form factor.

Reliable and rugged, high shock and vibe.

. / 2024

Hardware Products

DF: True Solid State

The industry's ﬁrst true solid state design with NO moving parts.

No Moving Parts

Camera-like architecture.

No scanning or spinning.

Global shutter.

Flexible Design

Short, mid, and long-range sensor suite.

Tailorable to OEM requirements.

Modular design for manufacture at scale.

. / 2024

Software Solutions

Software Solutions: Gemini

Digital Lidar Perception Platform

Crowd and retail analytics, security and monitoring, and ITS.

Detects, classiﬁes, and tracks people and objects.

Disclaimer

Ouster Inc. published this content on November 18, 2024, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on November 18, 2024 at 22:06:10.212.