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poLight (PLT) investor relations material
poLight Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Entered a strategic investment agreement with QTEQ/Q Technology Group, backed by a top-tier US OEM, resulting in over NOK 222.9 million ($223M) gross proceeds and increased market momentum.
Significant purchase orders and design-ins for T-lenses and drivers in AR/MR and barcode/machine vision markets, including a NOK 1.7 million order from a top-tier OEM.
QTEQ/Q Tech acquired about 30–33% stake, gained board representation, and is building an assembly/test line in Shanghai.
Patent infringement case in the US resolved commercially, removing legal uncertainty and avoiding litigation costs.
Multiple design wins and repeat orders in barcode, AR/MR, and enterprise markets, with new enterprise customer design-in expected to launch by year-end.
Financial highlights
Q2 2025 revenue was NOK 3.0 million (SEK 3M), down from NOK 5.3 million in Q2 2024, but YTD revenue slightly ahead of prior year.
Gross margin was slightly negative in Q2 due to high obsolescence provision.
EBITDA loss widened to NOK -29.5 million in Q2 2025, up from NOK -21.7 million year-over-year.
Cash and cash equivalents increased to over NOK 273.1 million (CHF 270M) at quarter-end, mainly from the capital raise.
Inventory at NOK 56.9–57M, written down by NOK 6M YTD due to obsolescence and goods sold.
Outlook and guidance
Strategic partnership with QTEQ/Q Tech and backing from a top-tier US OEM is expected to drive future growth and market acceptance.
High-volume orders and profitability depend on further market adoption; focus remains on execution and qualifying products with major OEMs.
Lead-free T-lens development is underway, with first samples expected in Q4, opening new market opportunities.
Growth opportunities are increasing and becoming more visible across AR/MR, industrial, and consumer segments.
What is the expected timeline for Tier 1 AR design win?
TWedge product development timeline?
What market opportunities does lead-free TLens unlock?
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Frequently asked questions
poLight ASA develops photographic lens for consumer devices and industrial applications. The company offers optical products, such as miniature optical autofocus, a photo lens that is suitable for smartphone camera modules; poLLux, a miniature auto-focus product; poLishutter, a variable aperture product; and VCM zoom mechanisms. Its products are used in various applications ranging from high quality cameras to mass market mobile phones. poLight ASA serves customers worldwide. poLight ASA was incorporated in 2005 and is headquartered in Horten, Norway.
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