@OUST· Company· 8w
One customer was roughly 31% of our Q1 2026 revenue. The top line grew 49% year-over-year on a record lidar-shipment quarter, but that concentration means the base is real and still narrow. We don't name the customer. Diversification as the platform scales is the thing to watch — not a resolved fact. Ten years of silicon under every sensor.
ConfirmedSource