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Side-by-side financial comparison of Ouster, Inc. (OUST) and Rumble Inc. (RUM). Click either name above to swap in a different company.
Ouster, Inc. is the larger business by last-quarter revenue ($48.6M vs $27.1M, roughly 1.8× Rumble Inc.). Ouster, Inc. runs the higher net margin — 8.2% vs -120.8%, a 129.0% gap on every dollar of revenue. On growth, Ouster, Inc. posted the faster year-over-year revenue change (48.9% vs -10.5%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (34.2% CAGR vs 15.2%).
Ouster, Inc. is an American lidar technology company headquartered in San Francisco, California. It builds high-resolution, digital 3D lidar sensors for use in autonomous vehicles, industrial, robotics, drones, mapping, defense, and security systems.
Rumble is a Canadian-American online video platform, web hosting, and cloud services business headquartered in Toronto, Canada, with its U.S. headquarters in Longboat Key, Florida. It was founded in 2013 by Chris Pavlovski, a Canadian technology entrepreneur. Rumble's cloud services business hosts Truth Social, and the video platform is popular among American conservative and far-right users. Rumble has been described as "alt-tech".
OUST vs RUM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $48.6M | $27.1M |
| Net Profit | $4.0M | $-32.7M |
| Gross Margin | 42.9% | 5.5% |
| Operating Margin | 17.6% | -131.1% |
| Net Margin | 8.2% | -120.8% |
| Revenue YoY | 48.9% | -10.5% |
| Net Profit YoY | — | 86.2% |
| EPS (diluted) | $0.06 | $-0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $48.6M | — | ||
| Q4 25 | $62.2M | $27.1M | ||
| Q3 25 | $39.5M | $24.8M | ||
| Q2 25 | $35.0M | — | ||
| Q1 25 | $32.6M | $23.7M | ||
| Q4 24 | $30.1M | $30.2M | ||
| Q3 24 | $28.1M | $25.1M | ||
| Q2 24 | $27.0M | $22.5M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-32.7M | ||
| Q3 25 | $-21.7M | $-16.3M | ||
| Q2 25 | $-20.6M | — | ||
| Q1 25 | $-22.0M | $-2.7M | ||
| Q4 24 | — | $-236.8M | ||
| Q3 24 | $-25.6M | $-31.5M | ||
| Q2 24 | $-23.9M | $-26.8M |
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | 5.5% | ||
| Q3 25 | 42.1% | -1.8% | ||
| Q2 25 | 45.2% | — | ||
| Q1 25 | 41.3% | -26.7% | ||
| Q4 24 | 43.8% | -14.2% | ||
| Q3 24 | 38.3% | -45.4% | ||
| Q2 24 | 33.7% | -58.8% |
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | -131.1% | ||
| Q3 25 | -61.4% | -113.6% | ||
| Q2 25 | -76.5% | — | ||
| Q1 25 | -73.0% | -153.5% | ||
| Q4 24 | -85.1% | -80.1% | ||
| Q3 24 | -98.0% | -131.0% | ||
| Q2 24 | -93.6% | -172.7% |
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | -120.8% | ||
| Q3 25 | -55.0% | -65.7% | ||
| Q2 25 | -58.8% | — | ||
| Q1 25 | -67.5% | -11.2% | ||
| Q4 24 | — | -783.2% | ||
| Q3 24 | -91.1% | -125.9% | ||
| Q2 24 | -88.4% | -119.2% |
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.13 | ||
| Q3 25 | $-0.37 | $-0.06 | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.42 | $-0.01 | ||
| Q4 24 | $-0.46 | $-1.17 | ||
| Q3 24 | $-0.54 | $-0.15 | ||
| Q2 24 | $-0.53 | $-0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $173.1M | $237.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $275.6M | $274.8M |
| Total Assets | $381.5M | $336.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $237.9M | ||
| Q3 25 | $244.5M | $269.8M | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $168.2M | $301.3M | ||
| Q4 24 | $172.0M | $114.0M | ||
| Q3 24 | $151.4M | $132.0M | ||
| Q2 24 | $184.2M | $154.2M |
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $274.8M | ||
| Q3 25 | $247.4M | $302.2M | ||
| Q2 25 | $221.0M | — | ||
| Q1 25 | $167.9M | $339.6M | ||
| Q4 24 | $180.9M | $-63.1M | ||
| Q3 24 | $171.7M | $166.1M | ||
| Q2 24 | $170.6M | $192.7M |
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $336.8M | ||
| Q3 25 | $353.8M | $367.2M | ||
| Q2 25 | $321.8M | — | ||
| Q1 25 | $268.6M | $391.1M | ||
| Q4 24 | $276.1M | $195.3M | ||
| Q3 24 | $255.2M | $217.2M | ||
| Q2 24 | $309.9M | $243.2M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-29.4M |
| Free Cash FlowOCF − Capex | — | $-31.7M |
| FCF MarginFCF / Revenue | — | -117.2% |
| Capex IntensityCapex / Revenue | — | 8.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-70.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $-29.4M | ||
| Q3 25 | $-18.3M | $-10.6M | ||
| Q2 25 | $-1.3M | — | ||
| Q1 25 | $-4.9M | $-14.5M | ||
| Q4 24 | $-2.6M | $-12.4M | ||
| Q3 24 | $-3.8M | $-19.1M | ||
| Q2 24 | $-21.6M | $-21.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $-31.7M | ||
| Q3 25 | $-20.0M | $-12.0M | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.4M | $-14.6M | ||
| Q4 24 | $-4.0M | $-12.4M | ||
| Q3 24 | $-4.3M | $-19.9M | ||
| Q2 24 | $-22.0M | $-23.1M |
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | -117.2% | ||
| Q3 25 | -50.7% | -48.6% | ||
| Q2 25 | -6.3% | — | ||
| Q1 25 | -16.6% | -61.7% | ||
| Q4 24 | -13.3% | -40.9% | ||
| Q3 24 | -15.4% | -79.5% | ||
| Q2 24 | -81.5% | -102.8% |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 8.5% | ||
| Q3 25 | 4.3% | 5.7% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 4.8% | 0.1% | ||
| Q3 24 | 2.0% | 3.4% | ||
| Q2 24 | 1.3% | 6.1% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OUST
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
