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Realfiction (REALFI) investor relations material
Realfiction Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Technology and market
Directional Pixel Technology (DPT) targets multi-user, glasses-free 3D across automotive, desktop monitors, larger displays and other collaborative uses.
Unlike lens-based displays that divide resolution among viewing zones, DPT is designed to give each eye full panel resolution and wider viewing angles.
The technology is protected by ~15 patent families; its first proof of concept showed three users separate 3D perspectives on one display.
Development and commercialization
High-volume manufacturer Goworld is the licensed manufacturing partner; the business model centers on technology licensing, with potential component sales rather than final-product manufacturing.
Development is focused on a more compact evaluation unit, larger image size and higher resolution; a 7-inch image has been demonstrated.
A new SLM design using standardized nematic liquid crystals is being validated with Goworld for easier mass manufacture and scaling to 27-inch and larger displays.
Physical validation of the nematic SLM is expected before year-end; the evaluation unit is targeted for completion before the end of Q1 next year.
Strategic review and customer evaluation
Grant Thornton was engaged for a structured strategic review examining alternatives to licensing, including development collaborations and potential acquisition discussions.
A global electronics and entertainment company ordered DPT prototypes; one has been delivered for internal evaluation following several months of technical due diligence.
The customer evaluation is ongoing and will shape the next discussion phase; an update was expected within weeks, subject to the customer’s process.
Management said customer collaboration progress is the key factor to watch, while SLM material choice may depend on industry requirements.
- Nematic SLM validation is key to unlocking commercialization, with rights issue as sole financing path.REALFI
Investor update - Liquidity remains tight as revenue declines, with future dependent on a SEK 36m rights issue.REALFI
Q2 2026 - Liquidity risk persists as DPT commercialization lags and early loan repayments strain cash flow.REALFI
Q1 2026 - Sharp revenue decline and liquidity risks as focus shifts to DPT commercialization.REALFI
Q4 2025 - Sharp revenue drop in Q3 as DPT sales paused; capital raised to support DPT commercialization.REALFI
Q3 2025 - SEK 50 million rights issue supports commercialization of advanced glasses-free 3D display tech.REALFI
Status Update - DPT commercialization advances with improved margins and new funding, despite lower revenue.REALFI
Q2 2025 - Q3-2024 saw record DPT-driven revenue growth and strong gross margins, with liquidity secured.REALFI
Q3 2024 - Q2-2024 saw strong revenue growth and DPT licensing talks nearing a breakthrough.REALFI
Q2 2024
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