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LightOn (ALTAI) investor relations material

LightOn H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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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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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.