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Arcure
Arcure (ALCUR) investor relations material
Arcure Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary15 Jan, 2026
Executive summary
2025 revenue reached €12.6M, down from €18.7M in 2024, reflecting a strategic pivot toward industrial embedded AI and a challenging OEM sales environment.
73% of revenue was generated internationally, with strong presence in Europe (excluding France) and North America.
A cost-saving plan reduced fixed costs by €1.7M, preserving cash amid lower sales.
Strategic reorganization focuses on AI algorithms for OEMs and end users, targeting autonomy and functional safety.
Financial highlights
Revenue declined year-over-year by €6.1M, mainly due to a €4M base effect from a major OEM order in 2024 and reduced industrial investment.
International sales accounted for 73% of total revenue, with 43% from Europe (excluding France) and 21% from North America.
Direct sales, distributors, and OEM channels contributed 6%, 24%, and 67% of revenue, respectively.
Outlook and guidance
Anticipates significant growth in OEM market volumes, especially with the Jungheinrich contract ramping up in 2026.
Expects the new Blaxtair AHD solution to become the main sales driver in 2026.
Additional OEM contracts with major players are expected throughout 2026.
Blaxtair AHD impact on 2026 margins?
2026 revenue contribution from new OEM contracts?
Timeline for new AI application revenue?
Partial view of Summaries dataset, powered by Quartr API
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Next Arcure earnings date
H2 20258 Apr, 2026
Arcure
Next Arcure earnings date
H2 20258 Apr, 2026
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Frequently asked questions
Arcure S.A. specializes in developing and manufacturing intelligent safety solutions for the industrial sector. The company primarily focuses on creating vision systems and artificial intelligence (AI) technologies to enhance the safety of industrial vehicles, such as forklifts and construction machinery. Arcure’s flagship product, Blaxtair, is a pedestrian detection system designed to prevent collisions between vehicles and people in high-risk environments like construction sites, warehouses, and industrial facilities. The company is headquartered in Paris, France, and its shares are listed on the Paris Stock Exchange.
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