Ouster, Inc. 8-K

What Happened
Ouster, Inc. announced in a Form 8‑K filed December 19, 2025 that it entered into the Fourth Amendment to its NNN lease for its San Francisco headquarters with SIC-350 Treat, LLC on December 17, 2025. The amendment extends the lease term to August 31, 2034 and provides for an initial decrease in annual base rent to $50.00 per rental square foot effective January 1, 2026, with annual adjustments thereafter. The Fourth Amendment is attached as Exhibit 10.1 to the 8‑K.

Key Details

• Lease counterparty: SIC-350 Treat, LLC.
• Amendment execution date: December 17, 2025; 8‑K filed December 19, 2025.
• New initial annual base rent: $50.00 per rentable square foot, effective January 1, 2026.
• New lease term expiration: August 31, 2034; annual rent adjustments to follow.

Why It Matters
This amendment affects Ouster’s occupancy cost and lease commitment for its headquarters through 2034. For investors, the lower initial rent reduces near‑term lease expense compared with prior terms and the extended term locks in the company’s campus location for several years; both items are material to operating cost planning and cash flow forecasting. The full terms and any other obligations or adjustments are contained in the attached Fourth Amendment (Exhibit 10.1).