What is Ouster's deferred revenue?

Ouster (OUST) reported deferred revenue of $24.16M in Q1 2026.

How has Ouster's deferred revenue changed year-over-year?

Ouster's deferred revenue decreased by 11.7% year-over-year, from $27.37M to $24.16M.

What is the long-term trend for Ouster's deferred revenue?

Over 3 years (2022 to 2025), Ouster's deferred revenue has grown at a 272.1% compound annual growth rate (CAGR), from $402K to $20.71M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Ouster OUST Deferred Revenue

Deferred Revenue at other companies

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$34.05M-14.6%

AmbarellaAMBA

$17.04M+40.6%

PDF SolutionsPDFS

$23.1M-14.9%

DynatraceDT

$1.24B+14.2%

SamsaraIOT

$703.94M+22.1%

CoherentCOHR

——

Segments

By product

See full

Other contract liabilities$20.57M—

Deferred revenues from multi-year licensing agreements$133K—

Other financials

Income statement

See full

Revenue$48.6M+48.9%

Gross profit$20.8M+54.6%

Operating income-$19.2M+19.4%

Net income-$17.5M+20.7%

EPS (diluted)-$0.28+33.3%

Balance sheet

See full

Cash & equivalents$18.3M-27.3%

Total debt$17.4M-8.3%

Total equity$275.6M+64.1%

Total assets$381.5M+42.0%

Cash flow

See full

Operating cash flow-$7.3M-49.2%

CapEx$2.6M+364%

Free cash flow-$9.8M-81.2%

Valuation

See full

Market cap$2.88B+139%

Enterprise value$2.87B+142%

P/S15.5×+5.3×

Profitability

See full

Gross margin49%+9.5pp

Operating margin-37.9%-13.7pp

Net margin-32.3%-12.1pp

FCF margin-37.4%+11.2pp

Returns & leverage

See full

Return on equity-27%-9.3pp

Debt / equity0.1×0.0×

Current ratio3×+0.4×

Where this comes from

Reported directly by Ouster in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Ouster’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Ouster's deferred revenue?: Ouster (OUST) reported deferred revenue of $24.16M in Q1 2026.
How has Ouster's deferred revenue changed year-over-year?: Ouster's deferred revenue decreased by 11.7% year-over-year, from $27.37M to $24.16M.
What is the long-term trend for Ouster's deferred revenue?: Over 3 years (2022 to 2025), Ouster's deferred revenue has grown at a 272.1% compound annual growth rate (CAGR), from $402K to $20.71M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.