Ouster Clocks 8% Revenue Decline In Q4, Notes Margin Pressure; On Track To Drive Cost Synergies From Velodyne Merger
Ouster Clocks 8% Revenue Decline In Q4, Notes Margin Pressure; On Track To Drive Cost Synergies From Velodyne Merger
推進時鐘第四季度收入下降 8%，指出保證金壓力；正在進行 Velodyne 合併帶動成本協同效應
- On March 23, Ouster, Inc (NYSE:OUST) reported a fourth-quarter revenue decline of 8% year-on-year to $10.94 million, missing the consensus of $15.84 million.
- EPS loss of $(0.23) missed the consensus loss of $(0.18).
- Ouster shipped a record of over 2,950 sensors for revenue in Q4, up 23% Y/Y.
- The gross margin contracted by 1,300 bps to 17%. Large unit volume sales to customers with lower average selling prices and higher transition expenses to the REV7 sensor platform affected the margins.
- Net loss widened to $(42) million in Q4 FY22, down from $(28) million a year ago.
- Ouster held $315 million in cash and equivalents.
- Ouster expects Q1 revenue of $15 million - $17 million (consensus $20.1 million), excluding revenue from Velodyne products before the merger.
- Ouster completed the merger with Velodyne on February 10, 2023, likely to drive cost synergies and value creation.
- Ouster remains on track to exceed previously projected annualized cost synergies of $75 million within nine months.
- By the end of Q1, Ouster expects to reduce approximately $50 million in annual run-rate costs.
- Ouster expects to deliver higher margins over time as it completes the Velodyne integration and increases shipments of the REV7 sensors.
- CEO Angus Pacala told CNBC in an interview following the company's Q4 that Ouster has already begun integrating Velodyne's people and technology into its existing business, cutting about 200 employees from the post-merger business.
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- Price Action: OUST shares traded lower by 7.65% at $0.84 premarket on the last check Friday.
- 在三月二十三日 推進者公司 紐約證券交易所代碼:OUST) 報告，第四季收入同比下降 8% 至 10.94 萬美元，缺少 15.84 億美元的共識。
- 每股盈餘損失美元（0.23）錯過了美元（0.18）的共識損失。
- 推杆出貨的記錄超過 2,950 傳感器在第四季度的收入, 高達 23% Y/Y.
- 毛利率收縮 1,300 個基點至 17%。對平均銷售價格較低且向 REV7 傳感器平台過渡費用較高的客戶進行大量單位銷售影響了利潤。
- 二十二財年第四季淨虧損由一年前的 (28) 百萬元下降至 (42) 百萬元。
- 驅逐者持有 315 億美元的現金及等價物。
- Ouster 預計第一季營收為 1,500 萬美元至 1,700 萬美元（共識 20.1 萬美元），不包括合併前 Velodyne 產品的收入。
- Ouster 於 2023 年 2 月 10 日完成與 Velodyne 的合併，有可能推動成本協同效應和價值創造。
- 推進者仍然在軌道上超過以前預計的年化成本協同效應 $75 百萬在九個月內.
- 到第一季度結束時，Ouster 預計將減少約 5000 萬美元的年度運行率成本。
- Ouster 希望在完成 Velodyne 整合並增加 REV7 感測器的出貨量後，隨著時間的推移提供更高的利潤。
- 首席執行官安格斯·帕卡拉（Angus Pacala）在公司第四季度接受採訪時告訴 CNBC，Ouster 已經開始將 Velodyne 的人才和技術融入其現有業務中，從合併後的業務中減少了約 200 名員工。
- 另請閱讀: 激光雷達，激光公司聯手挖掘 11 億美元的機會。在港口？
- 價格行動： 上週五，歐斯特股價下跌 7.65%，價格為 0.84 美元。
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