Ouster, Inc., a leader in sensing and perception for Physical AI, announced today that on February 4, 2026 it closed the acquisition of StereoLabs SAS (“StereoLabs”), a pioneer in AI vision and perception solutions. With this acquisition, Ouster now offers Physical AI's first unified sensing and perception platform, combining high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models.

Founded in 2010, StereoLabs provides high-quality 3D vision for advanced perception systems. StereoLabs has shipped over 90,000 ZED cameras to over 10,000 customers, and its perception software is trusted by an active community of many thousands of developers to power industrial-grade solutions across robotics, industrials, and smart infrastructure. Co-founders Cecile Schmollgruber, Edwin Azzam, and Olivier Braun will continue to lead the StereoLabs team. Ouster is committed to maintaining continuity for StereoLabs’ products, global customer base, and developer community.

“The future of autonomy isn't about choosing between vision or lidar, it's about unifying them,” said StereoLabs CEO Cecile Schmollgruber. “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."

“This acquisition builds on Ouster’s momentum and positions us as the foundational end-to-end sensing and perception platform for Physical AI,” said Ouster CEO Angus Pacala. “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."

Strategic Rationale

• Provides a Comprehensive Single-Source: Positions Ouster as the foundational end-to-end sensing and perception platform for Physical AI, offering high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models.
• Accelerates Customer Development: Fuses industrial-grade Ouster digital lidar with StereoLabs ZED cameras to deliver seamlessly synchronized and calibrated data out-of-the-box; combines high-density stereo camera data with the range and accuracy of lidar data to optimize object manipulation, safety, and navigation; and simplifies customer development while reducing costs with best-in-class customer support from prototype to production.
• Strengthens Software Capabilities: Harnesses combined investments in AI training and proven in-house models to accelerate Ouster’s software development and provide increased capabilities to customers.
• Extends Market Reach: Significantly increases total addressable market across the robotics, industrial, and smart infrastructure verticals through new vision and AI compute solutions; unlocks new high-growth use-cases for humanoid robotics, industrial automation, and visual inspection; and leverages a complete suite of technologies to provide additional value to customers.
• Drives Stakeholder Value: Strengthens Ouster’s financial position and reinforces its path to profitability by adding a high growth, EBITDA positive business. StereoLabs generated unaudited revenue of approximately $16 million in 2025.

Transaction Summary
Ouster completed the acquisition of StereoLabs on February 4, 2026. StereoLabs will operate as a wholly owned subsidiary. The acquisition was completed using a mix of approximately $35 million in cash and 1.8 million shares, of which 0.7 million will be released over a four-year period. The acquisition will be accounted for as a business combination, and the Company will begin consolidating StereoLabs’ financial results in its consolidated financial statements in the first quarter of fiscal 2026.

(Photo credit: Ouster)

TrendForce 2026 Infrared Sensing Application Market and Branding Strategies
Release: 01 January 2026
Format: PDF / EXCEL
Language: Traditional Chinese / English
Page: 168