OUST
A new gig for lidar
Ouster just signed a strategic agreement with ARGUS Interception to help make counter-drone systems more precise and reliable. Translation: its digital lidar isn’t just for robots and self-driving toys anymore — now it’s got a defense/security cameo.
Why investors should care
This matters because defense-adjacent deals can be a nice way for a small-ish hardware company to widen its addressable market without having to invent a whole new product. If the tech actually performs in the field, Ouster gets to pitch itself as more than a cute lidar vendor. It gets to say: we help stop bad drones too.
The bigger picture
For Ouster, the bull case has always been about turning lidar into an everyday utility, not a niche science project. A partnership like this nudges the story in that direction, especially if counter-UAS demand keeps growing.
Big picture: it’s still just an agreement, not a revenue parade — but this is the kind of deal that can open doors if the tech proves sticky.