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LightOn (ALTAI) investor relations material
LightOn H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary20 Oct, 2025
Executive summary
Revenue for H1 2025 increased by 15%, driven by a fivefold rise in Paradigm license sales and expanding partnerships, with a focus on enterprise AI adoption, sovereignty, and on-premise solutions, especially in Europe and the Middle East.
Major updates to the Paradigm platform included advanced agentic capabilities, Visual RAG integration, and open-source model launches, enhancing document interaction and product differentiation.
Strategic partnerships with Orange Business, HPE, Bearing Point, Silan, and participation in OpenEuroLLM consortium to expand reach and address verticals like defense, finance, and public sector.
Notable client wins include Europrop, LDPAM, ENS Paris-Saclay, Soderen, and LBP AM, reflecting diverse sector adoption.
Governance change: Laurent Daudet appointed president of a new Strategic Council, stepping down from operational roles but remaining a significant long-term shareholder.
Financial highlights
H1 2025 revenue reached €709k, up 15% year-over-year, mainly from France, with Paradigm license sales growing fivefold to €655k.
Other operating income totaled €1.8M, including €1.4M capitalized development and €400k in grants.
Personnel expenses rose to €3.03M, up 88% year-over-year, driven by R&D and commercial team expansion.
Operating loss widened to €3.86M, net loss at €3.68M, and gross margin fell to 15% from 37% due to pilot phases and higher infrastructure costs.
Net cash position at €8.8M as of June 30, 2025, down €3.1M from December 2024.
Outlook and guidance
ARR at June 30, 2025 was €1.23M, rising to €1.51M by September after new contracts.
Year-end 2025 ARR expected between €3M and €4M, a 156% to 241% increase over December 2024, though below the initial €6M target.
2026 targets: positive EBITDA and free cash flow; €40M revenue goal set for 2027.
Focus on accelerating commercial deployment, simplifying offers, and international expansion, especially in Europe and the Middle East.
How will Lighton shorten Paradigm sales cycles?
Given current losses, what is the profitability timeline?
How does sovereign AI drive market adoption?
What drives ARR acceleration to year-end?
LightOn's competitive edge vs. Mistral AI?
Strategic importance of Saudi partnership?
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Frequently asked questions
LightOn SAS is a France-based technology company specializing in artificial intelligence and high-performance computing solutions. The company focuses on developing large-scale AI models and optical computing technologies to enhance data processing efficiency. LightOn provides AI-powered solutions for businesses, research institutions, and enterprises, enabling advanced machine learning applications across various industries. LightOn SAS is headquartered in Paris, France, and its shares are listed on the Euronext stock exchange.
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