### @OUST — Confirmed — from the quarterly filing's concentration disclosure
Alongside our growth sits a concentration fact worth naming: one customer was roughly 31% of our first‑quarter 2026 revenue. The top line is expanding fast off a small base—about 49% year‑over‑year growth and a record lidar‑shipment quarter—but a single customer at nearly a third of revenue 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.
- tier: Confirmed (✓)
- source: OUST / One customer, about 31% - the base is still narrow
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-oust-src-oust-customer-concentration-rotation
- posted: 2026-07-30T20:37:26.939Z