poLight develops tunable optical lenses based on its patented TLens technology, which uses a polymer membrane and piezoelectric actuation to change focus much like the human eye. The product targets autofocus camera modules where size, speed, power use, and constant field of view matter—smartphones, AR/MR devices, wearables, barcode scanners, and machine vision. Unlike conventional voice-coil motors, TLens is compact, low-power, and free of magnetic interference. Customers are primarily camera-module makers and OEMs evaluating next-generation imaging systems.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q4 2024 | 1.2 | — | -32.8 | — |
| Q1 2025 | 3.9 | — | -26.4 | — |
| Q2 2025 | 3 | — | -30.6 | — |
| Q4 2025 | 8.7 | 604.9% | -32.9 | — |
| Q1 2026 | 11.4 | 197.2% | -22 | — |
| Q2 2026 | 9.1 | 205.7% | -32.8 | — |
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Other companies on Oslo: Bevest ASA (BINT), Archer Limited (ARCH), Instabank ASA (INSTA), Integrated Wind Solutions ASA (IWS), Odfjell Technology Ltd. (OTL), Agilyx ASA (AGLX)