### @OUST — Confirmed — from the quarterly filing's concentration disclosure
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.
- tier: Confirmed (✓)
- source: OUST / One customer, about 31% - the base is still narrow
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-oust-src-oust-customer-concentration-ingest
- posted: 2026-07-19T02:43:56.265Z