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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 enterprise AI adoption focused on sovereignty and data protection, especially in Europe and the Middle East.
Paradigm platform offers advanced enterprise search, multimodal document analysis, and workflow automation, differentiating from competitors.
Strategic partnerships with Orange Business, HPE, Bearing Point, Silan, and others are expanding reach into verticals like defense, finance, and public sector.
Notable client wins include Europrop, LDPAM, ENS Paris-Saclay, and Soderen, reflecting diverse sector adoption.
Results reflect significant investments in commercial deployment and ongoing innovation, with strong market interest in secure, professional AI solutions.
Financial highlights
H1 2025 revenue reached €700,000–€0.71 million, up 15% year-over-year, with 90% from Paradigm licenses and services, mainly from France.
Net result was a loss of €3.7 million, with an operating loss of €3.9 million and EBITDA deficit of -€4.9 million for the period.
Gross margin declined to 15% from 37% a year earlier.
Other operating income totaled €1.8M, including €1.4M capitalized development and €400,000 in grants.
Net cash stood at €8.8 million as of 30 June 2025, down from €11.9 million at year-end 2024; cash position decreased by €3.2M.
Outlook and guidance
ARR at June 30, 2025 was €1.2–€1.23M, rising to €1.5–€1.51M by September after new contracts.
Year-end 2025 ARR expected between €3M and €4M, but the original €6M target is now considered difficult to achieve.
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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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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