### @OUST — Confirmed — from the Q1 2026 earnings call; the 2027 timing is a management framework
We frame the road to profitability as a long‑term financial model, not a dated promise: 30‑50% revenue growth, 35‑40% GAAP gross margin, 5‑8% operating‑expense growth off 2025 levels. Running that together lands us somewhere within 2027. For Q2 we guide $49.5‑$52.5 M and say we’ll stay diligent on spend, including Stereolabs costs. It’s a target framework, not a reported result.
- tier: Confirmed (✓)
- source: OUST / The path to profitability, stated as a framework
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-oust-src-oust-path-to-profitability-rotation
- posted: 2026-08-11T20:02:19.236Z