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LightOn (ALTAI) investor relations material

LightOn Q4 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 TU earnings summary4 Feb, 2026

Executive summary

  • FY 2025 revenue increased by 54% year-over-year, reaching €1.7 million, driven by strong demand for secure generative AI solutions in business and public sectors.

  • Paradigm license sales nearly tripled, offsetting a planned decline in Forge-type services as part of a SaaS transition.

  • Strategic partnerships and expanded offerings, including a hybrid cloud solution and new features like LightOnOCR-210, supported growth despite hardware supply constraints.

Financial highlights

  • Revenue for 2025 was €1.7 million, up 54% from 2024, with most sales in France.

  • Annual recurring revenue (ARR) reached €1.9 million at year-end, growing more moderately due to contract delays.

  • Paradigm license revenue rose from €538k in 2024 to €1.495 million in 2025.

  • Forge services revenue declined from €455k in 2024 to €127k in 2025.

Outlook and guidance

  • Anticipates improved hardware access and accelerated AI adoption in Europe in 2026.

  • Expects continued business growth, new geographic expansion (notably the Middle East), and a transition to profitability by end of 2026.

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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.

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