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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LightOn
LightOn (ALTAI) investor relations material
LightOn H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary29 Sep, 2026
Executive summary
H1 revenue rose 51% YoY to €1.07m, led by Paradigm licence sales; net loss widened to €3.96m from €3.68m.
Gross margin improved to 28% from 15%, while adjusted EBITDA improved by €0.4m to -€3.1m.
Strategic focus shifted toward Search and LightOn Suite, with a clarified offer and increased sales effort.
A new CEO began reviewing positioning and commercial targets to align resources with higher-potential segments.
Financial highlights
Revenue was €1.07m, up 51% YoY; licence sales were €849k and related services €220k. France contributed €1.05m and international revenue €20k.
Operating loss was €3.86m versus €3.86m in H1 2025; net loss was €3.96m versus €3.68m.
Other operating income rose to €2.08m from €1.75m, including €1.62m of capitalised development costs and €465k of grants.
Employee costs were €3.41m, up 12% YoY; other operating costs declined 3% to €2.84m.
Operating cash outflow was €5.08m and free cash flow was -€5.09m, versus -€2.99m and -€3.04m, respectively, in H1 2025.
Outlook and guidance
Strategic action plan targets improved technology monetisation, a Search-focused LightOn Suite offer, stronger sales execution and user-led product development.
A new website and commercial offer focused on higher-value customer use cases were planned for the coming weeks.
Recurring revenue growth, expansion within existing accounts and commercial conversion are priorities; industrialised deployments are targeted for 2027.
Going-concern projections assume cost reductions begun in July 2026, growth from the new offer, bond compliance and subscription of a further €1.8m of simple bonds; some projected revenue was uncontracted at period-end.
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Latest events from LightOn
- Revenue up 51% year-over-year, ARR stable, and new CEO targets accelerated growth.ALTAI
Q2 2026 TU - Revenue up 54% but net loss widens; profitability targeted for end of 2026.ALTAIH2 2025
- Revenue up 54% in 2025; SaaS growth and new markets set stage for profitability in 2026.ALTAIQ4 2025 TU
- Revenue up 15% to €709k, but net loss widened to €3.68M amid heavy investment.ALTAIH1 2025
- Revenue up 15% to €0.71M; ARR guidance cut to €3–4M for 2025 amid long sales cycles.ALTAIH1 2025 TU
- Strategic SaaS pivot in 2024 drove ARR growth, robust IPO, and ambitious multi-year targets.ALTAIH2 2024
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Amina0781App Store
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@theshortbearx.com
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