Reported Earnings • Aug 07
Second quarter 2026 earnings released: kr0.27 loss per share (vs kr0.21 loss in 2Q 2025) Second quarter 2026 results: kr0.27 loss per share (further deteriorated from kr0.21 loss in 2Q 2025). Revenue: kr9.14m (up 206% from 2Q 2025). Net loss: kr32.8m (loss widened 6.9% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. New Risk • Jul 31
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Norwegian stocks, typically moving 10.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). Earnings have declined by 19% per year over the past 5 years. Minor Risk Revenue is less than US$5m (kr28m revenue, or US$2.9m). Announcement • Jun 16
Polight Asa Expands Mlens Off-The-Shelf Portfolio Supporting Higher-Performance Larger-Format Industrial Machine Vision Applications PoLight ASA announced the addition of a 13.6mm and a 19.7mm lenses to its MLens off-the-shelf portfolio, offering even more focal lengths, while retaining the speed, power efficiency, and reliability of the MLens platform. Based on the company's ultrafast, ultralow power consuming TLens tunable optics technology, these new lenses enable design engineers to rapidly set and change object/focal distances to accommodate different scenarios. Product samples, a supporting evaluation kit plus several live and static demos will be on display in booth 10022 North Hall at Automate, June 22-25 in Chicago, Illinois. Yole Group estimates the industrial machine vision market to reach USD 7,800 million with a CAGR of 2.1% by 2029. The analyst firm also projects that the global humanoid robot market will reach USD 51,000 million by 2035, with a CAGR of 55%. All three applications require advanced, AI-driven imaging requirements combined with ultrafast, ultralow power consuming and robust autofocus lens. The new lenses deliver key performance capabilities commonly found in AI-based imaging applications including XR smart glasses, micro-display optics, smart machine vision cameras, robotics, barcode readers and high-speed automation demanding constant field of view focusing from infinity to macro. Larger aperture for higher light throughput. Expanded optical range and flexibility. Improved optical quality at scale. System-level integration advantages. The new lenses join the 6.6mm and 7.5mm MLens portfolio options, sharing a common mechanical and electrical interface allowing end users and installers to select or change lenses easily. The MLens portfolio includes a full support platform and ecosystem including a TLens EVK, enabling easy control via a USB connection to a PC or Mac computer. Image Quality Labs offers a Raspberry Pi system available on DigiKey, and camera modules supporting MLens are available from companies in the poLight Partner program. MLens is compatible with a variety of processor platforms.