Ouster, Inc. (Nasdaq: OUST), a leader in sensing and perception for Physical AI, announced on February 4, 2026, the completion of its acquisition of StereoLabs SAS, a pioneering company in AI vision and perception solutions. The deal marks a major strategic step in Ouster’s mission to deliver an end-to-end, unified sensing and perception platform for Physical AI. The acquisition combines Ouster’s high-performance digital lidar technology with StereoLabs’ advanced stereo cameras, AI vision software, and perception models, creating a comprehensive solution that integrates lidar, cameras, AI compute, sensor fusion, and cutting-edge AI. StereoLabs, founded in 2010, has shipped over 90,000 ZED cameras to more than 10,000 customers and has built a strong developer community for industrial-grade applications in robotics, manufacturing, and smart infrastructure. The company’s co-founders—Cecile Schmollgruber, Edwin Azzam, and Olivier Braun—will continue to lead the team, ensuring continuity for customers and developers. Ouster has committed to maintaining StereoLabs’ product lines, global customer base, and open developer ecosystem. “By combining StereoLabs' AI vision with Ouster’s digital lidar, we are creating the world’s most capable perception platform,” said Schmollgruber. “The future of autonomy isn’t about choosing between vision or lidar—it’s about unifying them to enable machines to sense, think, act, and learn in the real world.” Ouster CEO Angus Pacala emphasized the strategic importance of the acquisition: “This positions us as the foundational end-to-end sensing and perception platform for Physical AI. With seamless sensor fusion, we’re addressing the growing demand for both lidar and vision as industries move beyond simple automation toward true physical intelligence. Together, we simplify development, accelerate innovation, and bring thousands of new customers into our ecosystem.” The transaction was structured with approximately $35 million in cash and 1.8 million shares of Ouster stock, of which 0.7 million will be released over four years. The acquisition will be accounted for as a business combination, and StereoLabs’ financial results will be consolidated into Ouster’s statements starting in the first quarter of fiscal 2026. Ouster highlighted that the combined platform enables faster development, deeper AI training, and improved performance across industrial robotics, autonomous vehicles, and smart infrastructure. The integration of StereoLabs’ software with Ouster’s hardware is expected to unlock new use cases and strengthen Ouster’s competitive edge in the rapidly evolving Physical AI market. The company also acknowledged the risks associated with the acquisition, including integration challenges, the need for continued R&D investment, market competition, and uncertainties around future profitability. These risks are detailed in Ouster’s SEC filings, including its 2024 Annual Report and 2025 Quarterly Report. Ouster will host a conference call on February 9, 2026, at 8:00 a.m. ET to discuss the acquisition. The live webcast will be available on Ouster’s investor relations website, with a replay accessible for at least seven days. Headquartered in San Francisco, Ouster serves thousands of customers globally across the Americas, Europe, and Asia-Pacific. The company continues to expand its role in enabling real-world autonomy through innovation in sensing, perception, and AI. With this acquisition, Ouster reinforces its vision of building a unified, intelligent perception stack that powers the next generation of autonomous systems—where machines don’t just react but understand and learn from the physical world.