Alight, Inc. (ALIT): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage rapide de la gestion de la main-d'œuvre numérique, Alight, Inc. (ALIT) émerge comme une puissance transformatrice, réinventez la façon dont les organisations exploitent la technologie pour optimiser le capital humain. En mélangeant de manière transparente des solutions avancées basées sur le cloud, des idées axées sur l'IA et une Administration complète des avantages sociaux, Alight offre un écosystème innovant qui permet aux entreprises de rationaliser les processus RH, d'améliorer les expériences des employés et de stimuler la planification stratégique de la main-d'œuvre avec une efficacité et une précision sans précédent. Cette exploration de toile de modèle commercial dévoile la mécanique complexe derrière l'approche révolutionnaire d'Alight de la gestion du capital humain, révélant comment ils redéfinissent l'optimisation du lieu de travail à l'ère numérique.

Alight, Inc. (ALIT) - Modèle commercial: partenariats clés

Alliances stratégiques avec les principaux fournisseurs de technologies de cloud et d'entreprise

Les solutions Alight maintient des partenariats stratégiques avec les fournisseurs de technologies de cloud et d'entreprise suivants:

Partenaire	Détails du partenariat	Année établie
Microsoft Azure	Infrastructure cloud et solutions d'entreprise	2019
Amazon Web Services (AWS)	Services de transformation en cloud computing et numérique	2018
Jour de travail	Intégration de la plate-forme de gestion du capital humain	2016

Partenariats avec des sociétés de logiciels de gestion du capital humain

Alight collabore avec les principaux fournisseurs de logiciels HCM:

• SAP SuccessFactors - Intégration de la plate-forme d'expérience des employés
• Oracle HCM Cloud - Solutions de gestion de la main-d'œuvre
• UKG Pro - Partenariat technologique des ressources humaines

Collaboration avec les plateformes d'administration des soins de santé et des avantages sociaux

Partenaire de santé	Focus de la collaboration	Valeur du contrat annuel
UnitedHealthcare	Administration des avantages sociaux et solutions de soins de santé	45 millions de dollars
Cigna	Intégration de la technologie des avantages sociaux des employés	38 millions de dollars

Les sociétés de conseil spécialisées dans les solutions de main-d'œuvre

Alight s'associe aux sociétés de conseil pour améliorer les capacités de transformation numérique:

• Deloitte - Conseil de transformation de la main-d'œuvre numérique
• Accenture - Services de mise en œuvre de la technologie
• PWC - Partenariats de conseil stratégique de la main-d'œuvre

Contribution totale des revenus de partenariat: 283 millions de dollars en 2023

Alight, Inc. (ALIT) - Modèle d'entreprise: activités clés

Développer un logiciel de gestion du capital humain basé sur le cloud

Auto Solutions développe un logiciel HCM basé sur le cloud avec les spécifications suivantes:

Métrique logicielle	Données quantitatives
Investissement annuel de développement de logiciels	87,3 millions de dollars en 2023
Utilisateurs de plate-forme cloud	Plus de 4,5 millions d'employés chez plus de 500 clients d'entreprise
Fréquence de mise à jour logicielle	Améliorations trimestrielles à la plate-forme

Fournir des services complets d'administration des avantages sociaux des employés

Les services d'administration des avantages sociaux d'Alight comprennent:

• Gestion de l'assurance maladie
• Administration du plan de retraite
• Coordination du programme de bien-être

Métrique de l'administration des avantages	Données quantitatives
Participants avantages sociaux	22,5 millions d'individus
Volume annuel de traitement des avantages	78,6 milliards de dollars d'avantages totaux gérés

Offrir des solutions numériques sur le lieu de travail et l'optimisation de la main-d'œuvre

Les services d'optimisation du lieu de travail numériques comprennent:

• Intégration de technologie de travail à distance
• Outils de productivité de la main-d'œuvre
• Conseil de transformation numérique

Métrique d'optimisation de la main-d'œuvre	Données quantitatives
Clients de travail numériques	375 organisations d'entreprise
Investissement annuel de transformation numérique	62,4 millions de dollars

Implémentation des technologies de l'IA et de l'apprentissage automatique dans les plates-formes RH

L'intégration de l'IA se concentre sur:

• Analyse prédictive de la main-d'œuvre
• Processus de recrutement automatisé
• Algorithmes de gestion du rendement

Métrique technologique de l'IA	Données quantitatives
Solutions RH alimentées par AI	17 fonctionnalités de plate-forme activées par AI distinctes
Investissement annuel de recherche AI ​​/ ML	41,2 millions de dollars

Fournir des analyses de données et des informations sur les effectifs

Métrique d'analyse des données	Données quantitatives
Points de données totaux analysés chaque année	3,8 milliards de points de données de la main-d'œuvre
Précision d'analyse prédictive	92,7% Prédiction des tendances de la main-d'œuvre

Alight, Inc. (ALIT) - Modèle d'entreprise: Ressources clés

Infrastructure technologique avancée basée sur le cloud

Depuis le quatrième trimestre 2023, les solutions Alight fonctionnent sur une infrastructure cloud avec les spécifications suivantes:

Composant d'infrastructure	Spécification
Déploiement total du cloud	Systèmes basés sur le cloud à 99,5%
Investissement cloud annuel	42,3 millions de dollars
Emplacements du centre de données	7 régions mondiales
Pourcentage de disponibilité annuel	99.99%

Base de données approfondie de l'expertise de gestion des effectifs et des avantages sociaux

La base de données de Galought contient:

• 5,2 millions de dossiers des employés
• Plus de 250 000 configurations d'avantages sociaux
• Gestion des données RH pour plus de 25 industries

L'effectif qualifié des professionnels de la technologie et des services RH

Métrique de la main-d'œuvre	2023 données
Total des employés	12,800
Professionnels de la technologie	6,400
Expérience moyenne des employés	8,5 ans
Investissement de formation annuelle	18,7 millions de dollars

Plates-formes logicielles propriétaires et propriété intellectuelle

Le portefeuille de propriété intellectuelle comprend:

• 23 brevets logiciels enregistrés
• 8 plates-formes HR basées sur le cloud uniques
• Investissement annuel de R&D: 64,2 millions de dollars

Solides capacités de gestion des relations avec les clients

Métrique de gestion des clients	2023 données
Total des clients d'entreprise	1,200+
Taux de rétention des clients	92.5%
Durée moyenne des relations avec le client	7,3 ans
Investissement annuel de réussite du client	22,6 millions de dollars

Alight, Inc. (ALIT) - Modèle d'entreprise: propositions de valeur

Solutions complètes de gestion de la main-d'œuvre numérique et des avantages sociaux

Alight Solutions fournit une gestion de la main-d'œuvre numérique de bout en bout avec un chiffre d'affaires annuel de 2,43 milliards de dollars en 2023. La société dessert plus de 1 500 clients d'entreprise à l'échelle mondiale, gérant les avantages sociaux pour environ 30 millions d'employés.

Catégorie de service	Couverture annuelle	Pénétration du marché
Gestion des avantages sociaux	30 millions d'employés	Couverture de 85% Fortune 500
Solutions RH de cloud	1 500 clients d'entreprise	Présence mondiale dans plus de 20 pays

Automatisation et efficacité des processus RH rationalisées

Autor fournit des solutions d'automatisation RH avec Précision du processus à 99,5% et réduit les frais généraux administratifs de 40% pour les clients d'entreprise.

• Traitement automatisé de la paie pour 30 millions d'employés
• Plateformes de gestion de la main-d'œuvre dirigée AI
• Suivi de conformité en temps réel

Expérience personnalisée d'expérience des employés et outils d'engagement

Les technologies de personnalisation d'Alight améliorent l'engagement des employés avec des informations axées sur les données, soutenant 1,2 million de voyages individuels par an.

Services de gestion des capitaux humains rentables et évolutifs

Les mesures de réduction des coûts démontrent la proposition de valeur d'Alight: le client moyen permet d'économiser 3,2 millions de dollars par an grâce à des technologies RH optimisées.

Métrique d'optimisation des coûts	Économies annuelles
Efficacité du processus RH	3,2 millions de dollars par client d'entreprise
Mise en œuvre de la technologie	40% ont réduit les coûts administratifs

Informations avancées basées sur les données pour la planification stratégique de la main-d'œuvre

Tirant parti de l'analyse prédictive, des processus allumés 2.5 pétaoctets de données de main-d'œuvre par an, permettant des décisions stratégiques de gestion des talents.

• Algorithmes d'acquisition de talents prédictifs
• Analyse des performances de la main-d'œuvre en temps réel
• Stratégies de rétention de talents axées sur l'apprentissage automatique

Alight, Inc. (ALIT) - Modèle d'entreprise: relations avec les clients

Équipes de gestion des comptes dédiés

Alight Solutions fournit une gestion des comptes spécialisée pour les clients d'entreprise dans plusieurs secteurs:

Segment client	Taille d'équipe dédiée	Valeur annuelle moyenne du client
Fortune 500 Companies	12-15 spécialistes	4,2 millions de dollars
Entreprises de marché intermédiaire	5-8 spécialistes	1,7 million de dollars

Plateformes de support numérique continu et de service

L'infrastructure de support numérique comprend:

• Canaux de support en ligne 24/7
• Taux de résolution de chatbot propulsé par AI de 68%
• Temps moyen de résolution des billets numériques: 3,2 heures

Services de consultation et de mise en œuvre personnalisés

Offres de services spécialisés:

Type de service	Durée moyenne du projet	Coût d'engagement typique
Mise en œuvre de la technologie RH	4-6 mois	$350,000 - $750,000
Administration des avantages sociaux Consulting	2-3 mois	$175,000 - $425,000

Revues de performances régulières et mécanismes de rétroaction

Métriques d'engagement client:

• Avis sur les entreprises trimestrielles pour 92% des clients d'entreprise
• Score du promoteur net (NPS): 73
• Taux de participation de l'enquête de satisfaction des clients annuels: 86%

Portails numériques en libre-service

Capacités de portail numérique:

Caractéristique du portail	Taux d'adoption des utilisateurs	Utilisateurs actifs mensuels
Gestion des avantages sociaux	74%	325,000
En libre-service	82%	412,000

Hallight, Inc. (ALIT) - Modèle d'entreprise: canaux

Équipe de vente directe

Au quatrième trimestre 2023, Alight maintient une équipe de vente directe de 487 représentants des ventes d'entreprises. Revenu annuel moyen par représentant des ventes: 2,3 millions de dollars. Compensation totale de l'équipe de vente pour 2023: 68,4 millions de dollars.

Métrique de l'équipe de vente	2023 données
Représentants des ventes totales	487
Revenu moyen par représentant	2,3 millions de dollars
Compensation totale de l'équipe de vente	68,4 millions de dollars

Marketing numérique et plateformes en ligne

Métriques des canaux numériques pour 2023:

• Trafic de site Web: 3,2 millions de visiteurs uniques
• Génération de leads en ligne: 42 500 pistes qualifiées
• Taux de conversion: 6,7%
• Dépenses en marketing numérique: 14,6 millions de dollars

Conférences de l'industrie et événements de réseautage professionnel

Type d'événement	2023 Participation	Portée estimée
Conférences de technologie RH majeures	12 conférences	8 700 interactions directes
Webinaires	24 événements hébergés	45 300 participants inscrits
Événements de réseautage professionnel	37 événements	6 200 connexions directes

Réseaux de référence de partenariat stratégique

Composition du réseau de partenariat en 2023:

• Partenaires stratégiques totaux: 87
• Revenus générés par des partenaires: 124,6 millions de dollars
• Revenu moyen par partenaire: 1,43 million de dollars

Plate-forme de démonstration et d'essai logiciels basés sur le Web

Métrique de la plate-forme	2023 données
Demandes de démonstration logicielle	22,800
Initiations d'essai gratuites	15,600
Essai en taux de conversion	34.2%
Investissement total de plate-forme	7,3 millions de dollars

Alight, Inc. (ALIT) - Modèle d'entreprise: segments de clientèle

Grandes entreprises d'entreprise

Alight dessert 70% des sociétés du Fortune 100 en 2024. Total des clients d'entreprise dans ce segment: 245 grandes sociétés.

Industrie	Nombre de clients	Valeur du contrat annuel
Technologie	52	87,6 millions de dollars
Fabrication	43	65,4 millions de dollars
Énergie	38	55,2 millions de dollars

Entreprises de taille moyenne dans plusieurs industries

Total des clients commerciaux de taille moyenne: 1 850 entreprises avec 500 à 5 000 employés.

• Revenu annuel moyen par client de taille moyenne: 2,3 millions de dollars
• Pénétration entre les industries: 35% de part de marché
• Durée du contrat typique: 3-5 ans

Organisations de soins de santé et de services financiers

Répartition des clients dans les secteurs spécialisés:

Secteur	Total des clients	Pourcentage du portefeuille total
Soins de santé	412 organisations	22%
Services financiers	356 organisations	19%

Sociétés multinationales mondiales

Distribution mondiale du client:

• Total des clients multinationaux: 187
• Couverture géographique: 42 pays
• Employés moyens par client multinational: 15 000

Entreprises de services professionnels

Client de services professionnels profile:

Type d'entreprise	Nombre de clients	Valeur du contrat moyen
Cabinets de conseil	124	1,7 million de dollars
Cabinets d'avocats	86	1,2 million de dollars
Compagnies comptables	97	1,5 million de dollars

Alight, Inc. (ALIT) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Pour l'exercice 2023, Alight, Inc. a investi 116,4 millions de dollars dans les dépenses de recherche et développement, ce qui représente 8,2% des revenus totaux.

Exercice fiscal	Investissement en R&D	Pourcentage de revenus
2023	116,4 millions de dollars	8.2%
2022	98,7 millions de dollars	7.5%

Infrastructure cloud et maintenance technologique

Les coûts annuels de l'infrastructure cloud et de la maintenance technologique pour Alight, Inc. étaient d'environ 45,3 millions de dollars en 2023.

• Dépenses du fournisseur de services cloud: 28,6 millions de dollars
• Mises à niveau des infrastructures technologiques: 16,7 millions de dollars

Dépenses de vente et de marketing

Les dépenses de vente et de marketing pour Alight, Inc. ont totalisé 203,5 millions de dollars en 2023, représentant 14,3% des revenus totaux.

Canal de marketing	Frais
Marketing numérique	87,2 millions de dollars
Équipe de vente directe	116,3 millions de dollars

Compensation et formation des employés

Le total des dépenses liées aux employés pour Alight, Inc. a atteint 512,6 millions de dollars en 2023.

• Salaires de base: 378,4 millions de dollars
• Avantages et bonus: 89,7 millions de dollars
• Formation et développement: 44,5 millions de dollars

Développement et innovation de plate-forme en cours

Le développement de la plate-forme et les coûts d'innovation étaient de 76,2 millions de dollars en 2023, en se concentrant sur l'amélioration technologique continue.

Zone de développement	Investissement
IA et apprentissage automatique	32,5 millions de dollars
Amélioration des produits	43,7 millions de dollars

Alight, Inc. (ALIT) - Modèle d'entreprise: Strots de revenus

Licence de logiciel basé sur l'abonnement

Les revenus récurrents annuels des RH et des avantages sociaux basés sur le cloud: 612,4 millions de dollars en 2023.

Niveau de licence	Revenus annuels	Nombre de clients
Niveau d'entreprise	378,2 millions de dollars	247 grandes entreprises
Niveau intermédiaire	234,2 millions de dollars	1 342 entreprises moyennes

Frais de service de mise en œuvre et de conseil

Revenu total de conseil et de mise en œuvre pour 2023: 287,6 millions de dollars.

• Coût moyen du projet de mise en œuvre: 124 500 $
• Valeur d'engagement de consultation moyen: 87 300 $
• Projets totaux de mise en œuvre terminés: 1 876

Packages de solutions de main-d'œuvre personnalisées

Revenus des solutions de main-d'œuvre sur mesure en 2023: 456,3 millions de dollars.

Type de solution	Revenu	Pénétration du marché
Solutions totales de main-d'œuvre	276,4 millions de dollars	62% de la clientèle
Gestion de la main-d'œuvre flexible	179,9 millions de dollars	38% de la clientèle

Analyse des données et monétisation des informations

Revenus générés par les services de données et les services d'analyse: 213,7 millions de dollars en 2023.

• Renus du package d'analyse de la main-d'œuvre prédictive: 87,6 millions de dollars
• Benchmarking rapporte Revenus: 63,2 millions de dollars
• Services de renseignement sur les données personnalisées: 62,9 millions de dollars

Contrats de soutien et de maintenance continus

Revenus de soutien récurrent et de maintenance annuels: 421,5 millions de dollars en 2023.

Niveau de soutien	Revenus annuels	Durée du contrat
Support premium	276,4 millions de dollars	24-36 mois
Support standard	145,1 millions de dollars	12-24 mois

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.