# Who are Ouster's customers? Who does Ouster earn revenue from?
Canonical: https://valuechain.wiki/ouster · Facet: customers · Updated: 2026-07-12T04:06:47.55+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Ouster's confirmed revenue counterparties include Komatsu (autonomous mining equipment) plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 12 dated sources, 2 of them primary filings (as of 2026-07-12).

### 산업·로보틱스·인프라 (라이다) (high)
- note: Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3).
- [confirms] Business Wire (EN, news, published 2026-05-12) https://www.businesswire.com/news/home/20260512349586/en/Ouster-Brings-REV8-Native-Color-Lidar-to-the-NVIDIA-DRIVE-Hyperion-Platform-for-Autonomous-Vehicle-Development: "Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform"
- [confirms] Investing.com Korea (KO, news, published 2026-05-06) https://kr.investing.com/news/company-news/article-93CH-1928657: "오스터 2026년 1분기, 매출 49% 급증"
- [confirms] StockTitan (EN, news, published 2026-03-02) https://www.stocktitan.net/sec-filings/OUST/8-k-ouster-inc-reports-material-event-e2d1567ac718.html: "Ouster posts record 2025 revenue and Q4 profit"
- [confirms] SEC EDGAR (Ouster 10-K) (EN, filing, published 2026-03-02) https://www.sec.gov/Archives/edgar/data/1816581/000162828026013313/oust-20251231.htm: "Ouster, Inc. Form 10-K FY2025"
- [confirms] Global Economic (KO, news, published 2026-02-11) https://www.g-enews.com/article/Global-Biz/2026/02/2026021023050059992bd56fbc3c_1: "미 오스터, 스테레오랩스 4800만달러에 인수…'물리적 AI'"
- [confirms] Yahoo Finance (EN, news, published 2025-11-01) https://finance.yahoo.com/news/ouster-announces-results-third-quarter-211000946.html: "Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3)."
- [confirms] SEC EDGAR (EN, filing, published 2025-11-01) https://www.sec.gov/Archives/edgar/data/0001816581/000119312525264756/d44003dex991.htm: "Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3)."
- [confirms] Business Wire (EN, news, published 2025-05-08) https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings: "Ouster to Supply Lidar Sensors for Komatsu's Autonomous Offerings"

### Komatsu (자율주행 광산장비) (high)  → /komatsu.md
- note: Supplies OS-series (REV7) digital lidar for Komatsu's autonomous mining equipment — multimillion-dollar agreement (May 2025).
- [confirms] Business Wire (EN, news, published 2025-05-08) https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings: "Ouster to supply lidar for Komatsu autonomous offerings"
- [confirms] Mining.com (EN, news, published 2025-05-08) https://www.mining.com/web/ouster-to-supply-lidar-sensors-for-komatsus-suite-of-autonomous-offerings/: "Ouster will supply lidar for Komatsu's autonomous mining equipment through a multimillion-dollar agreement; REV7 sensors replace older 2D lidar."

### Motional (high)
- note: Selected as exclusive long-range lidar supplier for Motional's IONIQ 5 robotaxis (Hyundai-Aptiv JV); Alpha Prime VLS-128 serial production through 2026.
- [confirms] Ouster IR (EN, ir, published 2023-05-11) https://investors.ouster.com/news-releases/news-release-details/ouster-awarded-production-win-motional-be-exclusive-supplier: "Motional selected Ouster as the exclusive provider of long-range lidar for its IONIQ 5-based robotaxis; supply through 2026."

### Serve Robotics (high)
- note: Multi-year lidar supply for Uber Eats delivery robots (signed 2022, extended Jul 2024); OS1/REV7 sensors, targeting a 2,000-robot fleet.
- [confirms] The Robot Report (EN, news, published 2024-07-02) https://www.therobotreport.com/serve-robots-expands-koreatown-ouster-agreement/: "Serve will outfit its delivery robots with Ouster's REV7 sensors under the expanded lidar supply arrangement."

### Forterra (미 국방 자율주행) (high)
- note: Forterra's AutoDrive platform, feeding four active US DoD ground-vehicle programs (RCV, ATV-S, ROGUE Fires, SMET), carries multiple Ouster OS lidars; 100+ vehicles shipped.
- [confirms] Ouster (EN, ir, published 2024-06-01) https://ouster.com/insights/case-studies/forterra: "Forterra's AutoDrive platform is equipped with multiple Ouster OS lidars; selected for four active DoD programs."

Reverse side: https://valuechain.wiki/ouster/suppliers.md · Ripple: https://valuechain.wiki/ouster/ripple.md

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Full node: https://valuechain.wiki/ouster.md · JSON: https://valuechain.wiki/ouster.json