PoLight ASA - to the global top with piezolenses

Everything is on schedule - the order isn’t a million (0.7m NOK), but the train is on track with the timeline in the quote:

“This order is a continuation of the qualification program by the unnamed Top Tier consumer OEM mentioned in the strategic investment agreement with Q Tech. This purchase clearly shows positive progress, commitment and hence is very encouraging,”

Progressing from one stage to the next and the finish line is not far from the estimated schedule. It is ultimately a business decision, not a tech decision, whether a “go” decision comes from the customer’s management (Meta?) or whether they return to iterate on a new version.

Regarding delivery, there is an obvious rush, otherwise it would be without the word “likely” and a matter for H2. There aren’t many working days left in H2.

The deliveries will likely occur second half of 2026.

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