Ouster announced it has closed its acquisition of StereoLabs SAS, expanding the company’s offering beyond lidar to a single, unified sensing and perception platform for “Physical AI.” The deal adds stereo cameras, AI vision software, and a large developer and customer community to Ouster’s portfolio. Ouster said the combined platform brings together high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, positioning the company to serve customers who want vision and lidar integrated rather than deployed separately.
Founded in 2010, StereoLabs is best known for its ZED stereo camera line and associated perception software. Ouster said StereoLabs has shipped more than 90,000 ZED cameras to over 10,000 customers and supports a developer community for industrial-grade deployments across robotics, industrial, and smart infrastructure. StereoLabs’ co-founders, Cecile Schmollgruber, Edwin Azzam, and Olivier Braun, will continue leading the team, and Ouster said it plans to maintain continuity for StereoLabs’ products and customer base.
Ouster framed the acquisition as a push to reduce integration friction for autonomy and advanced automation programs by delivering synchronized, calibrated lidar and stereo camera data out of the box. The company said that pairing lidar range and accuracy with high-density stereo vision data improves object manipulation, safety, and navigation, while also reducing development costs and time to deployment through a single-source product and support model.
The company also emphasized software and model development as a key driver. Ouster said it will combine investments in AI training and in-house models to accelerate software development and expand capabilities for customers, while broadening its addressable market to additional high-growth use cases, including humanoid robotics, industrial automation, and visual inspection.
Financially, Ouster said StereoLabs is a high-growth, EBITDA-positive business that supports Ouster’s path to profitability. StereoLabs generated unaudited revenue of approximately $16 million in 2025, according to Ouster.
Ouster said it acquired StereoLabs using a mix of approximately $35 million in cash and 1.8 million shares. Of those shares, 0.7 million will be released over a four-year period. StereoLabs will operate as a wholly owned subsidiary, and Ouster said it will begin consolidating StereoLabs’ results in the first quarter of fiscal 2026.
Ouster scheduled a conference call for February 9, 2026, to discuss the announcement.
KEY QUOTES:
“The future of autonomy isn’t about choosing between vision or lidar, it’s about unifying them. By combining StereoLabs’ AI vision with Ouster’s digital lidar, we are creating the world’s most capable perception platform to directly address customers’ primary sensor fusion requirements and enable machines to sense, think, act, and learn in the physical world.”
StereoLabs CEO Cecile Schmollgruber
“This acquisition builds on Ouster’s momentum and positions us as the foundational end-to-end sensing and perception platform for Physical AI. StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software, making it a natural fit for Ouster’s next stage of growth. With seamless sensor fusion, we are addressing the unprecedented pull for both lidar and vision as industries transition from simple automation towards Physical AI. Together, we offer a unified platform that simplifies and accelerates customer development, harnesses combined investments in AI training and models, brings thousands of new customers into the Ouster ecosystem, and cements our leadership as we enable real-world autonomy across industries.”
Ouster CEO Angus Pacala
