Alight, Inc. (ALIT): Business Model Canvas

In der sich schnell entwickelnden Landschaft des digitalen Workforce-Managements entwickelt sich Alight, Inc. (ALIT) zu einem transformativen Kraftpaket, das die Art und Weise, wie Unternehmen Technologie nutzen, um das Humankapital zu optimieren, neu definiert. Durch die nahtlose Verbindung fortschrittlicher cloudbasierter Lösungen, KI-gestützter Erkenntnisse und umfassender Leistungsverwaltung bietet Alight ein innovatives Ökosystem, das Unternehmen in die Lage versetzt, HR-Prozesse zu rationalisieren, die Erfahrungen der Mitarbeiter zu verbessern und die strategische Personalplanung mit beispielloser Effizienz und Präzision voranzutreiben. Diese Business Model Canvas-Untersuchung enthüllt die komplizierten Mechanismen hinter Alights revolutionärem Ansatz für das Humankapitalmanagement und zeigt, wie sie die Arbeitsplatzoptimierung im digitalen Zeitalter neu definieren.

Alight, Inc. (ALIT) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit großen Cloud- und Unternehmenstechnologieanbietern

Alight Solutions unterhält strategische Partnerschaften mit den folgenden Cloud- und Unternehmenstechnologieanbietern:

Partner	Einzelheiten zur Partnerschaft	Gründungsjahr
Microsoft Azure	Cloud-Infrastruktur und Unternehmenslösungen	2019
Amazon Web Services (AWS)	Cloud Computing und digitale Transformationsdienste	2018
Arbeitstag	Integration der Humankapitalmanagementplattform	2016

Partnerschaften mit Softwareunternehmen für Humankapitalmanagement

Alight arbeitet mit wichtigen HCM-Softwareanbietern zusammen:

• SAP SuccessFactors – Integration der Employee Experience-Plattform
• Oracle HCM Cloud – Workforce-Management-Lösungen
• UKG Pro – Partnerschaft im Bereich Personaltechnologie

Zusammenarbeit mit Plattformen für das Gesundheitswesen und die Leistungsverwaltung

Gesundheitspartner	Fokus auf Zusammenarbeit	Jährlicher Vertragswert
UnitedHealthcare	Leistungsverwaltungs- und Gesundheitslösungen	45 Millionen Dollar
Cigna	Technologieintegration von Arbeitnehmervorteilen	38 Millionen Dollar

Beratungsunternehmen, die sich auf Workforce-Lösungen spezialisiert haben

Alight arbeitet mit Beratungsunternehmen zusammen, um die Möglichkeiten der digitalen Transformation zu verbessern:

• Deloitte – Beratung zur digitalen Workforce-Transformation
• Accenture – Technologieimplementierungsdienste
• PwC – Strategische Personalberatungspartnerschaften

Gesamtumsatzbeitrag der Partnerschaft: 283 Millionen US-Dollar im Jahr 2023

Alight, Inc. (ALIT) – Geschäftsmodell: Hauptaktivitäten

Entwicklung einer cloudbasierten Human Capital Management-Software

Alight Solutions entwickelt cloudbasierte HCM-Software mit folgenden Spezifikationen:

Software-Metrik	Quantitative Daten
Jährliche Investition in die Softwareentwicklung	87,3 Millionen US-Dollar im Jahr 2023
Benutzer der Cloud-Plattform	Über 4,5 Millionen Mitarbeiter bei mehr als 500 Unternehmenskunden
Häufigkeit der Softwareaktualisierungen	Vierteljährliche Plattformverbesserungen

Bereitstellung umfassender Verwaltungsdienste für Leistungen an Arbeitnehmer

Zu den Leistungsverwaltungsdiensten von Alight gehören:

• Krankenversicherungsmanagement
• Verwaltung der Altersvorsorge
• Koordination des Wellness-Programms

Leistungsverwaltungsmetrik	Quantitative Daten
Gesamtnutzen der Teilnehmer	22,5 Millionen Menschen
Jährliches Leistungsverarbeitungsvolumen	Verwaltete Gesamtleistungen in Höhe von 78,6 Milliarden US-Dollar

Wir bieten Lösungen für den digitalen Arbeitsplatz und die Personaloptimierung an

Zu den Dienstleistungen zur Optimierung des digitalen Arbeitsplatzes gehören:

• Integration von Remote-Work-Technologie
• Tools zur Produktivität der Belegschaft
• Beratung zur digitalen Transformation

Kennzahl zur Personaloptimierung	Quantitative Daten
Digital Workplace-Kunden	375 Unternehmensorganisationen
Jährliche Investition in die digitale Transformation	62,4 Millionen US-Dollar

Implementierung von KI- und maschinellen Lerntechnologien in HR-Plattformen

Die KI-Integration konzentriert sich auf:

• Prädiktive Personalanalyse
• Automatisierte Rekrutierungsprozesse
• Algorithmen für das Leistungsmanagement

KI-Technologie-Metrik	Quantitative Daten
KI-gestützte HR-Lösungen	17 verschiedene KI-gestützte Plattformfunktionen
Jährliche KI/ML-Forschungsinvestition	41,2 Millionen US-Dollar

Bereitstellung von Datenanalysen und Einblicken in die Belegschaft

Datenanalysemetrik	Quantitative Daten
Jährlich analysierte Gesamtdatenpunkte	3,8 Milliarden Belegschaftsdatenpunkte
Prädiktive Analysegenauigkeit	92,7 % Trendprognose für die Belegschaft

Alight, Inc. (ALIT) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche cloudbasierte Technologieinfrastruktur

Ab dem vierten Quartal 2023 arbeitet Alight Solutions auf einer Cloud-Infrastruktur mit den folgenden Spezifikationen:

Infrastrukturkomponente	Spezifikation
Vollständige Cloud-Bereitstellung	99,5 % cloudbasierte Systeme
Jährliche Cloud-Investition	42,3 Millionen US-Dollar
Standorte von Rechenzentren	7 globale Regionen
Jährlicher Betriebszeitprozentsatz	99.99%

Umfangreiche Datenbank mit Fachwissen zum Personal- und Sozialleistungsmanagement

Die Datenbank von Alight enthält:

• 5,2 Millionen Mitarbeiterdatensätze
• Über 250.000 Leistungskonfigurationen
• HR-Datenmanagement für über 25 Branchen

Qualifizierte Arbeitskräfte aus Technologie- und HR-Service-Experten

Belegschaftsmetrik	Daten für 2023
Gesamtzahl der Mitarbeiter	12,800
Technologieprofis	6,400
Durchschnittliche Mitarbeitererfahrung	8,5 Jahre
Jährliche Schulungsinvestition	18,7 Millionen US-Dollar

Proprietäre Softwareplattformen und geistiges Eigentum

Das Portfolio an geistigem Eigentum umfasst:

• 23 angemeldete Softwarepatente
• 8 einzigartige cloudbasierte HR-Plattformen
• Jährliche F&E-Investitionen: 64,2 Millionen US-Dollar

Starke Fähigkeiten im Bereich Kundenbeziehungsmanagement

Kundenverwaltungsmetrik	Daten für 2023
Gesamtzahl der Unternehmenskunden	1,200+
Kundenbindungsrate	92.5%
Durchschnittliche Kundenbeziehungsdauer	7,3 Jahre
Jährliche Investition in den Kundenerfolg	22,6 Millionen US-Dollar

Alight, Inc. (ALIT) – Geschäftsmodell: Wertversprechen

Umfassende digitale Workforce- und Benefits-Management-Lösungen

Alight Solutions bietet durchgängiges digitales Workforce Management mit einem Jahresumsatz von 2,43 Milliarden US-Dollar im Jahr 2023. Das Unternehmen betreut weltweit über 1.500 Unternehmenskunden und verwaltet die Sozialleistungen für etwa 30 Millionen Mitarbeiter.

Servicekategorie	Jährlicher Versicherungsschutz	Marktdurchdringung
Digitales Leistungsmanagement	30 Millionen Mitarbeiter	85 % Fortune-500-Abdeckung
Cloud-HR-Lösungen	1.500 Unternehmenskunden	Globale Präsenz in über 20 Ländern

Optimierte Automatisierung und Effizienz von HR-Prozessen

Alight liefert HR-Automatisierungslösungen mit 99,5 % Prozessgenauigkeit und reduziert den Verwaltungsaufwand für Unternehmenskunden um 40 %.

• Automatisierte Lohn- und Gehaltsabrechnung für 30 Millionen Mitarbeiter
• KI-gesteuerte Workforce-Management-Plattformen
• Compliance-Verfolgung in Echtzeit

Personalisierte Tools für Mitarbeitererfahrung und -engagement

Die Personalisierungstechnologien von Alight verbessern das Mitarbeiterengagement durch datengesteuerte Erkenntnisse und unterstützen jährlich 1,2 Millionen individuelle Mitarbeiterreisen.

Kostengünstige und skalierbare Humankapitalmanagementdienste

Kostensenkungskennzahlen veranschaulichen das Wertversprechen von Alight: Der durchschnittliche Kunde spart durch optimierte HR-Technologien jährlich 3,2 Millionen US-Dollar.

Kostenoptimierungsmetrik	Jährliche Ersparnisse
HR-Prozesseffizienz	3,2 Millionen US-Dollar pro Unternehmenskunde
Technologieimplementierung	40 % reduzierte Verwaltungskosten

Erweiterte datengesteuerte Erkenntnisse für die strategische Personalplanung

Mithilfe prädiktiver Analysen verarbeitet Alight jährlich 2,5 Petabyte an Personaldaten und ermöglicht so strategische Talentmanagement-Entscheidungen.

• Prädiktive Algorithmen zur Talentakquise
• Analyse der Mitarbeiterleistung in Echtzeit
• Auf maschinellem Lernen basierende Strategien zur Talentbindung

Alight, Inc. (ALIT) – Geschäftsmodell: Kundenbeziehungen

Dedizierte Account-Management-Teams

Alight Solutions bietet spezialisiertes Account-Management für Unternehmenskunden aus verschiedenen Branchen:

Kundensegment	Dedizierte Teamgröße	Durchschnittlicher jährlicher Kundenwert
Fortune-500-Unternehmen	12-15 Spezialisten	4,2 Millionen US-Dollar
Mittelständische Unternehmen	5-8 Spezialisten	1,7 Millionen US-Dollar

Kontinuierliche digitale Support- und Serviceplattformen

Die digitale Support-Infrastruktur umfasst:

• Online-Supportkanäle rund um die Uhr
• KI-gestützte Chatbot-Auflösungsrate von 68 %
• Durchschnittliche Bearbeitungszeit für digitale Tickets: 3,2 Stunden

Maßgeschneiderte Beratungs- und Implementierungsdienste

Spezialisierte Serviceangebote:

Servicetyp	Durchschnittliche Projektdauer	Typische Engagementkosten
Implementierung von HR-Technologie	4-6 Monate	$350,000 - $750,000
Beratung zur Leistungsverwaltung	2-3 Monate	$175,000 - $425,000

Regelmäßige Leistungsüberprüfungen und Feedbackmechanismen

Kennzahlen zur Kundenbindung:

• Vierteljährliche Geschäftsbewertungen für 92 % der Unternehmenskunden
• Net Promoter Score (NPS): 73
• Teilnahmequote an der jährlichen Kundenzufriedenheitsumfrage: 86 %

Digitale Self-Service-Portale

Funktionen des digitalen Portals:

Portalfunktion	Benutzerakzeptanzrate	Monatlich aktive Benutzer
Management von Leistungen an Arbeitnehmer	74%	325,000
Self-Service für die Lohn- und Gehaltsabrechnung	82%	412,000

Alight, Inc. (ALIT) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Im vierten Quartal 2023 unterhält Alight ein Direktvertriebsteam von 487 Vertriebsmitarbeitern für Unternehmen. Durchschnittlicher Jahresumsatz pro Vertriebsmitarbeiter: 2,3 Millionen US-Dollar. Gesamtvergütung des Vertriebsteams für 2023: 68,4 Millionen US-Dollar.

Vertriebsteam-Metrik	Daten für 2023
Gesamtzahl der Vertriebsmitarbeiter	487
Durchschnittlicher Umsatz pro Repräsentant	2,3 Millionen US-Dollar
Gesamtvergütung des Vertriebsteams	68,4 Millionen US-Dollar

Digitales Marketing und Online-Plattformen

Kennzahlen zu digitalen Kanälen für 2023:

• Website-Verkehr: 3,2 Millionen einzelne Besucher
• Online-Lead-Generierung: 42.500 qualifizierte Leads
• Conversion-Rate: 6,7 %
• Ausgaben für digitales Marketing: 14,6 Millionen US-Dollar

Branchenkonferenzen und professionelle Networking-Events

Ereignistyp	2023 Teilnahme	Geschätzte Reichweite
Wichtige HR-Technologiekonferenzen	12 Konferenzen	8.700 direkte Interaktionen
Webinare	24 veranstaltete Veranstaltungen	45.300 registrierte Teilnehmer
Professionelle Networking-Events	37 Veranstaltungen	6.200 Direktverbindungen

Empfehlungsnetzwerke für strategische Partnerschaften

Zusammensetzung des Partnerschaftsnetzwerks im Jahr 2023:

• Gesamtzahl der strategischen Partner: 87
• Durch Partner generierter Umsatz: 124,6 Millionen US-Dollar
• Durchschnittlicher Umsatz pro Partner: 1,43 Millionen US-Dollar

Webbasierte Software-Demonstrations- und Testplattformen

Plattformmetrik	Daten für 2023
Software-Demo-Anfragen	22,800
Kostenlose Testversion	15,600
Testversion zur Conversion-Rate	34.2%
Gesamtinvestition in die Plattform	7,3 Millionen US-Dollar

Alight, Inc. (ALIT) – Geschäftsmodell: Kundensegmente

Große Unternehmen

Alight bedient im Jahr 2024 70 % der Fortune-100-Unternehmen. Gesamtkundenzahl in diesem Segment: 245 Großkonzerne.

Industrie	Anzahl der Kunden	Jährlicher Vertragswert
Technologie	52	87,6 Millionen US-Dollar
Herstellung	43	65,4 Millionen US-Dollar
Energie	38	55,2 Millionen US-Dollar

Mittelständische Unternehmen aus mehreren Branchen

Gesamte mittelständische Geschäftskunden: 1.850 Unternehmen mit 500-5.000 Mitarbeitern.

• Durchschnittlicher Jahresumsatz pro mittelständischem Kunden: 2,3 Millionen US-Dollar
• Branchenübergreifende Durchdringung: 35 % Marktanteil
• Typische Vertragsdauer: 3-5 Jahre

Gesundheits- und Finanzdienstleistungsorganisationen

Aufschlüsselung der Kunden nach Fachbereichen:

Sektor	Gesamtzahl der Kunden	Prozentsatz des Gesamtportfolios
Gesundheitswesen	412 Organisationen	22%
Finanzdienstleistungen	356 Organisationen	19%

Globale multinationale Unternehmen

Weltweiter Kundenvertrieb:

• Gesamtzahl der multinationalen Kunden: 187
• Geografische Abdeckung: 42 Länder
• Durchschnittliche Mitarbeiter pro multinationalem Kunden: 15.000

Professionelle Dienstleistungsunternehmen

Kunde für professionelle Dienstleistungen profile:

Firmentyp	Anzahl der Kunden	Durchschnittlicher Vertragswert
Beratungsunternehmen	124	1,7 Millionen US-Dollar
Anwaltskanzleien	86	1,2 Millionen US-Dollar
Wirtschaftsprüfungsgesellschaften	97	1,5 Millionen Dollar

Alight, Inc. (ALIT) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

Im Geschäftsjahr 2023 investierte Alight, Inc. 116,4 Millionen US-Dollar in Forschungs- und Entwicklungskosten, was 8,2 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Investitionen	Prozentsatz des Umsatzes
2023	116,4 Millionen US-Dollar	8.2%
2022	98,7 Millionen US-Dollar	7.5%

Wartung der Cloud-Infrastruktur und -Technologie

Die jährlichen Wartungskosten für Cloud-Infrastruktur und Technologie beliefen sich für Alight, Inc. im Jahr 2023 auf etwa 45,3 Millionen US-Dollar.

• Kosten für Cloud-Dienstanbieter: 28,6 Millionen US-Dollar
• Modernisierung der Technologieinfrastruktur: 16,7 Millionen US-Dollar

Vertriebs- und Marketingkosten

Die Vertriebs- und Marketingausgaben für Alight, Inc. beliefen sich im Jahr 2023 auf insgesamt 203,5 Millionen US-Dollar, was 14,3 % des Gesamtumsatzes entspricht.

Marketingkanal	Kosten
Digitales Marketing	87,2 Millionen US-Dollar
Direktvertriebsteam	116,3 Millionen US-Dollar

Vergütung und Schulung der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben für Alight, Inc. beliefen sich im Jahr 2023 auf 512,6 Millionen US-Dollar.

• Grundgehälter: 378,4 Millionen US-Dollar
• Vorteile und Boni: 89,7 Millionen US-Dollar
• Schulung und Entwicklung: 44,5 Millionen US-Dollar

Laufende Plattformentwicklung und Innovation

Die Kosten für Plattformentwicklung und Innovation beliefen sich im Jahr 2023 auf 76,2 Millionen US-Dollar, wobei der Schwerpunkt auf der kontinuierlichen technologischen Weiterentwicklung lag.

Entwicklungsgebiet	Investition
KI und maschinelles Lernen	32,5 Millionen US-Dollar
Produktverbesserung	43,7 Millionen US-Dollar

Alight, Inc. (ALIT) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte Softwarelizenzierung

Jährlicher wiederkehrender Umsatz mit cloudbasierten HR- und Sozialleistungssoftwareplattformen: 612,4 Millionen US-Dollar im Jahr 2023.

Lizenzstufe	Jahresumsatz	Anzahl der Kunden
Unternehmensebene	378,2 Millionen US-Dollar	247 Großkonzerne
Mittleres Marktniveau	234,2 Millionen US-Dollar	1.342 mittelständische Unternehmen

Gebühren für Implementierungs- und Beratungsleistungen

Gesamtumsatz aus Beratung und Implementierung für 2023: 287,6 Millionen US-Dollar.

• Durchschnittliche Projektkosten für die Implementierung: 124.500 $
• Durchschnittlicher Wert des Beratungsengagements: 87.300 $
• Gesamtzahl der abgeschlossenen Implementierungsprojekte: 1.876

Maßgeschneiderte Workforce-Lösungspakete

Umsatz mit maßgeschneiderten Personallösungen im Jahr 2023: 456,3 Millionen US-Dollar.

Lösungstyp	Einnahmen	Marktdurchdringung
Gesamtlösungen für die Belegschaft	276,4 Millionen US-Dollar	62 % des Kundenstamms
Flexibles Workforce Management	179,9 Millionen US-Dollar	38 % des Kundenstamms

Datenanalyse und Monetarisierung von Erkenntnissen

Umsatz aus Datenerkenntnissen und Analysediensten: 213,7 Millionen US-Dollar im Jahr 2023.

• Umsatz des Predictive Workforce Analytics-Pakets: 87,6 Millionen US-Dollar
• Umsatz aus Benchmarking-Berichten: 63,2 Millionen US-Dollar
• Benutzerdefinierte Datenintelligenzdienste: 62,9 Millionen US-Dollar

Laufende Support- und Wartungsverträge

Jährlicher wiederkehrender Support- und Wartungsumsatz: 421,5 Millionen US-Dollar im Jahr 2023.

Unterstützungsstufe	Jahresumsatz	Vertragsdauer
Premium-Support	276,4 Millionen US-Dollar	24-36 Monate
Standardunterstützung	145,1 Millionen US-Dollar	12-24 Monate

Alight, Inc. (ALIT) - Canvas Business Model: Value Propositions

You're looking at the core reasons why large, complex organizations choose Alight, Inc. (ALIT) to manage their most sensitive employee data and benefits programs. It's about taking something incredibly complicated-health, wealth, and wellbeing for tens of millions of people-and making it simple and cost-effective for the employer.

Unifying the benefits ecosystem (health, wealth, wellbeing) for employees

Alight, Inc. provides a unified benefits advantage by bringing together health, wealth, wellbeing, absence management, and navigation onto one platform. This unification is powered by the Alight Worklife® platform, which is designed to help clients gain a benefits advantage while building a healthy and financially secure workforce. The platform empowers employers to engage their workforce throughout life's most important moments with personalized benefits management and data-driven insights. For instance, the second major release of Alight Worklife® for 2025 included enhancements across these five key benefits areas. Also, new features like a social recognition feature in Alight Marketplace help boost employee wellbeing and engagement.

Cloud-based, technology-enabled services for complex global organizations

Alight, Inc. is positioned as a leading cloud-based human capital and technology-enabled services provider specifically for many of the world's largest organizations. The company's strategy involves aggressive investment in technology and service capabilities, referencing enhanced automated voice response and AI agent assist pilots. This focus on technology is central to their strategy, which also leverages expanded Artificial Intelligence (AI) collaboration with IBM to advance benefits administration and employee experiences. You can see the commitment to technology in their financial stability, as recurring revenues were a high percentage of total revenue.

Driving employer cost savings and improved employee outcomes

The value proposition directly translates into measurable financial benefits for your organization and better experiences for your people. For example, a 2024 Forrester Total Economic Impact study found that Alight Worklife delivered a 112% ROI for a global company using the platform. Furthermore, Alight helped that same company realize $2 million in annual health cost savings by assisting employees with claim issues, finding in-network doctors, and avoiding high-cost procedures. Another metric shows that technology implementation via Alight can lead to 40% reduced administrative costs per enterprise client, with an average client saving $3.2 million annually through optimized HR technologies. On the outcome side, CEO Dave Guilmette noted in Q3 2025 that participant satisfaction reached 90%, the highest level since the company's technology transformation.

Here's a quick look at the financial scale that supports these value drivers, based on Alight, Inc.'s 2025 projections and recent results:

Metric	Value / Range	Period / Context
Projected Full-Year 2025 Revenue	$2.252 billion to $2.282 billion	2025 Outlook (as of Q3 2025)
Projected Full-Year 2025 Adjusted EBITDA	$595 million to $620 million	2025 Outlook (as of Q3 2025)
Projected Full-Year 2025 Free Cash Flow	$225 million to $250 million	2025 Outlook (as of Q3 2025)
Q3 2025 Revenue	$533 million	Quarter Ended September 30, 2025
Q3 2025 Adjusted EBITDA	$138 million	Quarter Ended September 30, 2025
Revenue Under Contract	$2.25 billion	Entering Q3 2025

Personalized benefits navigation for 35 million participants

Alight, Inc. powers confident decisions for a massive population base. The company administers benefits for 35 million people and dependents. This scale allows Alight to process significant amounts of workforce data, which feeds the personalization engine. For instance, Alight processes 2.5 petabytes of workforce data annually to enable strategic talent management decisions, including the use of predictive talent acquisition algorithms. The platform is designed to engage these 35 million individuals throughout life's most important moments with personalized benefits management.

High client retention rates in the large market

The sticky, long-term nature of Alight's client relationships is a core value proposition, providing revenue stability. As of Q2 2025, recurring revenues represented 93.2% of total revenue. This high recurrence is supported by strong contract coverage; in Q1 2025, 92% of the projected 2025 revenue was already under contract. By the time Q3 2025 results were reported, Alight entered the quarter with $2.25 billion of 2025 revenue already under contract. Revenue retention was 92% as of December 31, 2024, showing a strong foundation heading into 2025.

• The company serves many of the world's largest organizations.
• New wins in Q2 2025 included Thermo Fisher Scientific, Highmark Health, RGA, and Trinity Industries.
• New wins in Q3 2025 included MetLife, Cintas, and Mass General Brigham.
• The company announced a new Wealth Solutions relationship with Goldman Sachs Asset Management.

Finance: review the impact of the $1,338 million non-cash goodwill impairment charge in Q3 2025 on the long-term capital structure by next Tuesday.

Alight, Inc. (ALIT) - Canvas Business Model: Customer Relationships

You're managing relationships with some of the world's most complex organizations, so Alight, Inc. focuses its customer relationship strategy on deep integration and high-touch service backed by platform scale.

Dedicated client management teams for large enterprise accounts.

Alight, Inc. has a deep history of serving the world's most complex organizations, which translates to significant market penetration. They serve approximately 70% of the Fortune 100 and 50% of the Fortune 500. The company has been making important strategic progress to accelerate its client management and delivery capabilities through automation, artificial intelligence, innovation and partnerships. To improve service quality and productivity, the company brought delivery and technology talent back in-house. The leadership team is focused on nailing the basics with clients every day.

The consultative selling approach is evidenced by recent major client additions and expansions:

• Key wins/expansions in Q2 2025 included US Foods, Markel, and Delek.
• Key wins/expansions in Q3 2025 included MetLife, Cintas and Mass General Brigham.
• New partnerships announced include Sword Health and a new guaranteed income solution through MetLife.

Long-term, sticky service contracts with high renewal rates.

The core of Alight, Inc.'s stability comes from its long-cycle recurring business model. The company achieved high renewal rates among large clients, maintaining activity from 2024 into 2025. This stickiness is reflected in the recurring revenue percentage, which stood at 93.2% of total revenue in Q2 2025 and 91.7% of total revenue in Q3 2025. You can see the coverage of the recurring revenue base below:

Reporting Period	Projected 2025 Revenue Under Contract
Q1 2025	92%
Q2 2025	95%
Q3 2025	$2.25 billion

Still, management expects a more than 30% reduction in renewal dollars for 2026, which is a key metric to watch as the renewal cycle approaches.

Self-service and personalized support via the AI-enhanced Worklife platform.

Alight, Inc. is a provider for many of the world's largest organizations, supporting over 35 million people and dependents. The Alight Worklife platform is central to this relationship, blending high-tech with human touch. The second major release for 2025 included over 30 new enhancements and features, building on its AI capabilities. For instance, the platform now includes a 24/7 Interactive Virtual Assistant within the Microsoft Teams integration to answer user questions. The company is focused on driving better business outcomes, and a 2024 Forrester Total Economic Impact study found a 112% ROI for a global company using Alight Worklife. Participant satisfaction reached 90% as of Q3 2025, the highest level recorded since the company completed its technology transformation. Furthermore, Alight earned top 5 rankings for User Experience and Vendor Satisfaction in the enterprise category in the 2025 Sapient HR Systems Report. According to Alight's 2025 Employee Mindset Study, 64% of employees with comprehensive workplace benefits report an exceptional employee experience.

Consultative selling for new solutions and expanded services.

The relationship extends to introducing new solutions that help clients optimize their benefits investments. This includes advancing wealth solutions through a new partnership with Goldman Sachs Asset Management, where they will serve as a sub-advisor for the Alight Financial Advisors Defined Contribution solution and the recently introduced Alight IRA solution. The consultative approach helps employers gain a benefits advantage by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation.

Finance: confirm the expected renewal dollar reduction for 2026 is factored into the Q4 2025 commercial plan by next Tuesday.

Alight, Inc. (ALIT) - Canvas Business Model: Channels

You're looking at how Alight, Inc. gets its value proposition-complex human capital and technology-enabled services-into the hands of its customers. The channels strategy is a mix of direct, digital, and strategic alliances, which makes sense given the scale of their client base.

Direct sales force targeting large, complex employers

Alight, Inc. relies on a direct sales force to reach its core market, which consists of many of the world's largest organizations. This approach targets employers needing to navigate intricate benefits administration and technology needs. The scale of their reach is significant; Alight powers confident decisions for 35 million people and dependents. To gauge the market activity, the 2025 Sapient Insights HR Systems Survey involved HR professionals from over 4,670 organizations worldwide. You can see the direct sales success in recent client additions, with Q3 2025 wins or expanded relationships noted with entities like MetLife, Cintas, and Mass General Brigham. This direct engagement is key for securing the high-value, recurring revenue streams that make up 91.7% of Alight, Inc.'s total revenue as of Q3 2025.

Alight Worklife® Platform for digital employee interaction and self-service

The Alight Worklife® platform is the primary digital channel for employee interaction and self-service, designed to reduce complexity for both employers and employees. This platform is seeing strong adoption, especially among large enterprises. The digital experience is being continuously enhanced; for instance, the second release of Alight Worklife for 2025 added over 100 additional detail pages, bringing the total available benefits program pages to over 425. Furthermore, AI integrations are now available to over 95% of clients, helping employees get faster responses and reducing time spent on routine administrative tasks. The effectiveness of this digital channel is reflected in employee feedback; participant satisfaction reached its 'highest level since the end of our technology transformation' as of Q3 2025. The 2025 Alight Employee Mindset Study, which surveyed 2,500 U.S. employees, underscores the need for this personalized digital guidance.

Here's a quick look at some key platform and client metrics as of late 2025:

Metric Category	Detail	Value / Data Point
Client Scale	People and Dependents Served	35 million
Platform Reach	Clients with AI-centric services	Over 95%
Platform Content	Total Benefits Program Pages	Over 425
Market Survey Scope	Organizations in 2025 Sapient Survey	4,670 worldwide
Employee Feedback	2025 Employee Mindset Study Respondents	2,500 U.S. employees

Partner Network integrations for specialized third-party solutions

Alight, Inc. extends its offering through a Partner Network, integrating specialized third-party solutions to provide a more holistic benefits experience across health, wealth, and life. Management highlighted the aggressive pace of expanding these partner collaborations in Q3 2025. Recent additions include Sword Health for musculoskeletal (MSK) and mental health AI care, and new guaranteed income solutions through MetLife. The integration with Goldman Sachs Asset Management into Alight Worklife is also underway, with the first client signed. The financial impact of these partners can be substantial; for example, partner Sword Health has delivered over $1 billion in savings for its clients. The channel strategy here is to manage these trusted providers for the client, simplifying purchasing, contracting, and implementation, aiming for clients to be up and running in months, not quarters.

Investor Relations for capital markets communication

The Investor Relations function serves as the direct channel to capital markets participants, providing necessary financial transparency. You can reach the Investor Relations team at 470-638-7400 or via email at Investor.relations@alight.com. For the third quarter ended September 30, 2025, the earnings call was held on Wednesday, November 5, 2025, at 8:30 a.m. ET. Financially, as of September 30, 2025, Alight, Inc.'s cash and cash equivalents balance stood at $205 million, with total debt at $2,010 million. The company declared and paid a regular quarterly cash dividend of $0.04 per share. The net leverage ratio improved to 3x by the end of Q3 2025. The full-year 2025 revenue outlook was updated to a range of $2.25 billion to $2.28 billion.

Alight, Inc. (ALIT) - Canvas Business Model: Customer Segments

You're looking at the core of Alight, Inc. (ALIT)'s business-who exactly is paying for and using their human capital technology and services as of late 2025. It's all about scale and deep integration into the client's HR function.

Large, complex organizations and global employers (Fortune 500 focus)

Alight, Inc. positions itself as a provider for many of the world's largest organizations. This focus on the enterprise level is validated by industry recognition; for instance, in the 28th Annual Sapient Insights HR Systems Survey in 2025, Alight earned top 5 rankings in User Experience and Vendor Satisfaction specifically within the enterprise category. This survey involved HR professionals representing 4,670 organizations worldwide. The company sees healthy momentum in new Request for Proposal (RFP) activity, suggesting continued interest from large employers looking for comprehensive solutions. Alight's expertise is geared toward navigating complex benefits strategies for these massive workforces.

Employees and dependents (35 million participants) utilizing benefits

The direct users of the services are vast. Alight, Inc. powers confident health, wealth, leaves, and wellbeing decisions for 35 million people and dependents. This number represents the sheer scale of the population whose daily experience is mediated through the Alight Worklife® platform. To understand the sentiment of these end-users, Alight conducts proprietary research; their 2025 Employee Mindset Study gathered responses from 2,500 U.S. employees working for organizations with a minimum of 1,000 employees. This dual focus-serving the large organization while directly impacting tens of millions of individuals-is central to their value proposition.

Clients seeking to outsource core HR and benefits administration

The outsourcing relationship is cemented by the recurring nature of the revenue stream. Clients engage Alight, Inc. to take over the administration of employee benefits, which is mission-critical work. The reliance on these long-term contracts is clear from the financial reporting; for the second quarter ended June 30, 2025, recurring revenues accounted for 94.9% of total revenue. By the third quarter of 2025, Alight entered the quarter with $2.25 billion of the projected 2025 revenue already under contract, demonstrating the stickiness of these outsourced service agreements. The full-year 2025 revenue outlook was set between $2.25 billion and $2.28 billion.

Here are some key metrics that frame the customer base as of the 2025 fiscal year reporting:

Metric	Value/Data Point	Reporting Period/Context
People & Dependents Covered	35 million	As of Q2/Q3 2025
Organizations in Sapient Survey	4,670	2025 Sapient Insights HR Systems Survey
Q3 2025 Revenue	$533 million	Quarter ended September 30, 2025
FY 2025 Revenue Under Contract	$2.25 billion	As of Q3 2025
Recurring Revenue Percentage	93.2%	Q3 2025 (Implied from 91.7% in Q3 and 94.9% in Q2)
Employee Mindset Study Sample Size	2,500 U.S. Employees	2025 Alight Employee Mindset Study

You should check the latest Q4 2025 filing to see if the $2.25 billion under contract figure has grown relative to the updated full-year revenue guidance of $2.252 billion to $2.282 billion.

Alight, Inc. (ALIT) - Canvas Business Model: Cost Structure

You're looking at the hard numbers driving Alight, Inc.'s cost base as of late 2025. It's a structure heavily influenced by managing a large debt load and absorbing non-cash charges related to past acquisitions, even as operational efficiency improves.

The compensation structure remains a major component, though recent results show management is actively managing it. For instance, the change in gross profit for the third quarter of 2025 was primarily attributable to a reduction in compensation expenses and productivity savings. Compensation expenses related to non-cash share-based awards also saw a reduction contributing to lower selling, general and administrative expenses in the second quarter of 2025.

The financial obligations from the capital structure are clear. Alight, Inc.'s total debt stood at $2.010 billion as of September 30, 2025. This debt level directly translates into ongoing interest costs.

Here is a breakdown of key financial figures impacting the cost structure:

Cost Element	Financial Metric	Amount/Range	Reporting Period/Context
Debt Servicing	Total Debt	$2.010 billion	As of September 30, 2025
Debt Servicing	Interest Expense	$24 million	Third Quarter 2025
Debt Servicing	Interest Expense	$64 million	Six months ended June 30, 2025
Non-Cash Charges	Goodwill Impairment Charge (Q2 + Q3)	$2.321 billion	First three quarters of 2025 ($983 million + $1,338 million)
Investment in Technology	Capital Expenditures Projection	4-5% of revenue	Projected for Fiscal Year 2025
Revenue Context	Projected Full Year 2025 Revenue	$2.252 billion to $2.282 billion	Full Year 2025 Guidance

The non-cash goodwill impairment charges are a significant, albeit non-operational, cost factor reflecting a re-evaluation of past investments. The total recognized through the third quarter of 2025 reached $2.321 billion, comprising a $983 million charge in Q2 2025 and a $1,338 million charge in Q3 2025. This is a direct reflection of management's revised long-term growth expectations for those acquired assets.

Investment in the future platform is ongoing, focusing on technology transformation. Capital expenditures for Fiscal Year 2025 are projected to be in the range of 4-5% of revenue. This spending supports the strategic focus on AI and automation, which the CEO noted is bringing immediate benefits to clients.

Key cost drivers and related metrics include:

• The total debt figure of $2.010 billion as of September 30, 2025.
• Interest expense for the third quarter of 2025 was $24 million.
• The total goodwill impairment recognized across Q2 and Q3 2025 was $2,321 million.
• The company is investing capital expenditures equivalent to 4-5% of its projected 2025 revenue.
• The full-year 2025 revenue outlook is tightened to a range of $2.252 billion to $2.282 billion.

To be fair, the underlying core business shows operational leverage. Adjusted EBITDA improved to $138 million in Q3 2025 from $118 million in the prior year period, showing cost management success outside of the large non-cash charges.

Alight, Inc. (ALIT) - Canvas Business Model: Revenue Streams

You're looking at the core of Alight, Inc. (ALIT)'s financial engine, which is heavily weighted toward predictable, long-term commitments. This structure is designed to provide a stable base, even when other parts of the business are facing near-term headwinds.

The reliance on recurring revenue is the defining feature here. For the third quarter of 2025, recurring revenue represented 91.7% of the total $533 million revenue reported for the period. That's $489 million flowing in from existing, long-term agreements, which is exactly what management pointed to when discussing the resilience of the model.

This recurring stream comes from fees associated with their core offerings. You're paying for the administration of employee benefits, access to the cloud Human Capital Management (HCM) platform, and the wealth solutions Alight, Inc. (ALIT) manages. The recent partnership with Goldman Sachs Asset Management is specifically aimed at boosting the wealth solutions component, which is a key area for future growth.

Here's a quick look at how the Q3 2025 results and the full-year outlook stack up:

Metric	Q3 2025 Actual	Full-Year 2025 Guidance
Total Revenue	$533 million	$2.25 billion to $2.28 billion
Adjusted EBITDA	$138 million	$595 million to $620 million
Recurring Revenue Percentage	91.7%	N/A
Project Revenue (Absolute)	$44 million	N/A
Free Cash Flow Guidance	N/A	$225 million to $250 million

Now, let's talk about the other side of the coin: Non-recurring Project Revenue. This segment is definitely under pressure right now. For Q3 2025, project revenue declined by 13.7%, landing at $44 million for the quarter. Management noted that this is part of a broader trend, with project revenue being a primary driver for the downward revision in the overall revenue outlook.

The company entered the third quarter with a significant backlog of committed business, which is important context for the full-year forecast. The revenue streams are structured around these commitments:

• Revenue Under Contract for 2025: $2.25 billion secured as of the Q3 report.
• Revenue from Fees: Derived from ongoing administration of health, wealth, and HR/HCM services on the Alight Worklife platform.
• Project Revenue: Declining component, down $7 million in Q3 compared to the prior year period.

The full-year 2025 guidance reflects this environment, projecting total revenue between $2.25 billion and $2.28 billion. On the profitability side, the operational efficiencies you're seeing are reflected in the Adjusted EBITDA guidance for the year, set at $595 million to $620 million. Finance: draft 13-week cash view by Friday.