ALGY, Inc. (ALIT): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução do gerenciamento da força de trabalho digital, a ALGL, Inc. (ALIT) surge como uma potência transformadora, reimaginando como as organizações aproveitam a tecnologia para otimizar o capital humano. Ao misturar perfeitamente soluções avançadas baseadas em nuvem, informações orientadas para a IA e administração abrangente de benefícios, o ALGAT oferece um ecossistema inovador que capacita as empresas a otimizar processos de RH, aprimorar as experiências dos funcionários e impulsionar o planejamento da força de trabalho estratégica com eficiência e precessos sem precedentes. Este modelo de negócios Exploração de Canvas revela a intrincada mecânica por trás da abordagem revolucionária de Ansking para o gerenciamento de capital humano, revelando como eles estão redefinindo a otimização do local de trabalho na era digital.

ALGY, Inc. (ALIT) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com os principais provedores de tecnologia em nuvem e empreendimentos

A Light Solutions mantém parcerias estratégicas com os seguintes provedores de tecnologia em nuvem e corporativo:

Parceiro	Detalhes da parceria	Ano estabelecido
Microsoft Azure	Infraestrutura em nuvem e soluções corporativas	2019
Amazon Web Services (AWS)	Serviços de computação em nuvem e transformação digital	2018
Dia de trabalho	Integração da plataforma de gerenciamento de capital humano	2016

Parcerias com empresas de software de gerenciamento de capital humano

ALTIDA colabora com os principais provedores de software HCM:

• SAP SuccessFactors - Integração da plataforma de experiência dos funcionários
• Oracle HCM Cloud - Soluções de gerenciamento da força de trabalho
• UKG Pro - Parceria de Tecnologia de Recursos Humanos

Colaboração com plataformas de administração de saúde e benefícios

Parceiro de saúde	Foco de colaboração	Valor anual do contrato
UnitedHealthcare	Benefícios de administração e soluções de saúde	US $ 45 milhões
Cigna	Integração de tecnologia de benefícios dos funcionários	US $ 38 milhões

Empresas de consultoria especializadas em soluções de força de trabalho

Parceira parceira com empresas de consultoria para aprimorar os recursos de transformação digital:

• Deloitte - Consultoria de transformação da força de trabalho digital
• Accenture - Serviços de implementação de tecnologia
• PWC - Parcerias consultivas da força de trabalho estratégicas

Contribuição total da receita da parceria: US $ 283 milhões em 2023

ALGY, Inc. (ALIT) - Modelo de negócios: Atividades -chave

Desenvolvendo software de gerenciamento de capital humano baseado em nuvem

A Solutions Light desenvolve software HCM baseado em nuvem com as seguintes especificações:

Métrica de software	Dados quantitativos
Investimento anual de desenvolvimento de software	US $ 87,3 milhões em 2023
Usuários da plataforma em nuvem	Mais de 4,5 milhões de funcionários em mais de 500 clientes corporativos
Frequência de atualização de software	Aprimoramentos trimestrais da plataforma

Fornecendo serviços de administração de benefícios de funcionários abrangentes

Os serviços de administração de benefícios de ALLY incluem:

• Gestão de seguros de saúde
• Administração do plano de aposentadoria
• Coordenação do Programa de Bem -Estar

Benefícios Métrica de Administração	Dados quantitativos
Total de benefícios participantes	22,5 milhões de indivíduos
Volume anual de processamento de benefícios	US $ 78,6 bilhões em benefícios totais gerenciados

Oferecendo soluções de otimização de local de trabalho e força de trabalho digitais

Os serviços de otimização do local de trabalho digital incluem:

• Integração de tecnologia de trabalho remoto
• Ferramentas de produtividade da força de trabalho
• Consultoria de Transformação Digital

Métrica de otimização da força de trabalho	Dados quantitativos
Clientes digitais de local de trabalho	375 organizações corporativas
Investimento anual de transformação digital	US $ 62,4 milhões

Implementando tecnologias de IA e aprendizado de máquina em plataformas de RH

A integração da IA ​​se concentra em:

• Análise de Força de Trabalho Preditiva
• Processos automatizados de recrutamento
• Algoritmos de gerenciamento de desempenho

Métrica de tecnologia da IA	Dados quantitativos
Soluções de RH movidas a IA	17 Recursos de plataforma de AI-I-iabled distintos
Investimento anual de pesquisa de IA/ML	US $ 41,2 milhões

Entregando análises de dados e insights da força de trabalho

Métrica de análise de dados	Dados quantitativos
Pontos de dados totais analisados ​​anualmente	3,8 bilhões de pontos de dados da força de trabalho
Precisão da análise preditiva	92,7% de previsão da tendência da força de trabalho

ALGY, Inc. (ALIT) - Modelo de negócios: Recursos -chave

Infraestrutura tecnológica baseada em nuvem avançada

A partir do quarto trimestre 2023, a ALGY Solutions opera em uma infraestrutura em nuvem com as seguintes especificações:

Componente de infraestrutura	Especificação
Implantação total em nuvem	99,5% de sistemas baseados em nuvem
Investimento anual em nuvem	US $ 42,3 milhões
Locais de data center	7 regiões globais
Porcentagem anual de tempo de atividade	99.99%

Extenso banco de dados de força de trabalho e experiência em gerenciamento de benefícios

O banco de dados de ALGY contém:

• 5,2 milhões de registros de funcionários
• Mais de 250.000 configurações de benefícios
• Gerenciamento de dados de RH para mais de 25 indústrias

Força de trabalho qualificada de profissionais de tecnologia e serviço de RH

Métrica da força de trabalho	2023 dados
Total de funcionários	12,800
Profissionais de tecnologia	6,400
Experiência média dos funcionários	8,5 anos
Investimento anual de treinamento	US $ 18,7 milhões

Plataformas de software proprietárias e propriedade intelectual

O portfólio de propriedade intelectual inclui:

• 23 patentes de software registradas
• 8 plataformas de RH com base em nuvem exclusivas
• Investimento anual de P&D: US $ 64,2 milhões

Fortes recursos de gerenciamento de relacionamento com clientes

Métrica de gerenciamento de clientes	2023 dados
Total de clientes corporativos	1,200+
Taxa de retenção de clientes	92.5%
Duração média do relacionamento do cliente	7,3 anos
Investimento anual de sucesso do cliente	US $ 22,6 milhões

ALGY, Inc. (ALIT) - Modelo de Negócios: Proposições de Valor

Soluções abrangentes de força de trabalho digital e gerenciamento de benefícios

A Light Solutions fornece ao gerenciamento de força de trabalho digital de ponta a ponta com receita anual de US $ 2,43 bilhões em 2023. A empresa atende a mais de 1.500 clientes corporativos em todo o mundo, gerenciando benefícios para aproximadamente 30 milhões de funcionários.

Categoria de serviço	Cobertura anual	Penetração de mercado
Gerenciamento de benefícios digitais	30 milhões de funcionários	85% da fortuna 500 cobertura
Soluções de RH em nuvem	1.500 clientes corporativos	Presença global em mais de 20 países

Automação e eficiência de processo simplificadas de RH

ALTA entrega soluções de automação de RH com 99,5% de precisão do processo e reduz a sobrecarga administrativa em 40% para clientes corporativos.

• Processamento automatizado de folha de pagamento para 30 milhões de funcionários
• Plataformas de gerenciamento da força de trabalho orientadas pela IA
• Rastreamento de conformidade em tempo real

Experiência personalizada de funcionários e ferramentas de engajamento

As tecnologias de personalização da ALLID aprimoram o envolvimento dos funcionários com informações orientadas a dados, apoiando 1,2 milhão de jornadas individuais de funcionários anualmente.

Serviços econômicos e escaláveis ​​de gerenciamento de capital humano

As métricas de redução de custos demonstram a proposta de valor da ALGE: o cliente médio economiza US $ 3,2 milhões anualmente por meio de tecnologias de RH otimizadas.

Métrica de otimização de custos	Economia anual
Eficiência do processo de RH	US $ 3,2 milhões por cliente corporativo
Implementação de tecnologia	40% custos administrativos reduzidos

Insights avançados orientados a dados para o planejamento estratégico da força de trabalho

Aproveitando a análise preditiva, processa de 2,5 petabytes de dados da força de trabalho anualmente, permitindo decisões estratégicas de gerenciamento de talentos.

• Algoritmos de aquisição de talentos preditivos
• Análise de desempenho da força de trabalho em tempo real
• Estratégias de retenção de talentos orientadas por aprendizado de máquina

ALGY, Inc. (ALIT) - Modelo de negócios: Relacionamentos do cliente

Equipes de gerenciamento de contas dedicadas

A Light Solutions fornece gerenciamento de contas especializado para clientes corporativos em vários setores:

Segmento de cliente	Tamanho dedicado à equipe	Valor médio anual do cliente
Fortune 500 empresas	12-15 Especialistas	US $ 4,2 milhões
Empresas do mercado intermediário	5-8 Especialistas	US $ 1,7 milhão

Plataformas de suporte digital contínuo e serviço

A infraestrutura de suporte digital inclui:

• Canais de suporte online 24/7
• Taxa de resolução de chatbot movida a IA de 68%
• Tempo médio de resolução de ingressos digitais: 3,2 horas

Serviços de consulta e implementação personalizados

Ofertas de serviço especializadas:

Tipo de serviço	Duração média do projeto	Custo de engajamento típico
Implementação de tecnologia de RH	4-6 meses	$350,000 - $750,000
Benefícios Consultoria de Administração	2-3 meses	$175,000 - $425,000

Revisões regulares de desempenho e mecanismos de feedback

Métricas de engajamento do cliente:

• Revisões de negócios trimestrais para 92% dos clientes corporativos
• Pontuação do promotor líquido (NPS): 73
• Taxa anual de participação da pesquisa de satisfação do cliente: 86%

Portais digitais de autoatendimento

Recursos de portal digital:

Recurso do portal	Taxa de adoção do usuário	Usuários ativos mensais
Gerenciamento de benefícios dos funcionários	74%	325,000
Auto-serviço da folha de pagamento	82%	412,000

ALGY, Inc. (ALIT) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir do quarto trimestre de 2023, a ALGED mantém uma equipe de vendas direta de 487 representantes de vendas corporativas. Receita média anual por representante de vendas: US $ 2,3 milhões. Compensação total da equipe de vendas para 2023: US $ 68,4 milhões.

Métrica da equipe de vendas	2023 dados
Total de representantes de vendas	487
Receita média por representante	US $ 2,3 milhões
Compensação total da equipe de vendas	US $ 68,4 milhões

Plataformas de marketing digital e online

Métricas de canal digital para 2023:

• Tráfego do site: 3,2 milhões de visitantes únicos
• Geração de leads online: 42.500 leads qualificados
• Taxa de conversão: 6,7%
• Gastes de marketing digital: US $ 14,6 milhões

Conferências do setor e eventos de networking profissional

Tipo de evento	2023 Participação	Alcance estimado
Principais conferências de tecnologia de RH	12 conferências	8.700 interações diretas
Webinars	24 eventos hospedados	45.300 participantes registrados
Eventos de networking profissional	37 eventos	6.200 conexões diretas

Redes de referência de parceria estratégica

Composição da rede de parcerias em 2023:

• Total Strategic Partners: 87
• Receita gerada por parceiro: US $ 124,6 milhões
• Receita média por parceiro: US $ 1,43 milhão

Demonstração de software baseada na Web e plataformas de avaliação

Métrica da plataforma	2023 dados
Solicitações de demonstração de software	22,800
Iniciações de teste gratuito	15,600
Teste para taxa de conversão	34.2%
Investimento total da plataforma	US $ 7,3 milhões

ALGY, Inc. (ALIT) - Modelo de negócios: segmentos de clientes

Grandes corporações empresariais

A Light atende a 70% das empresas da Fortune 100 a partir de 2024. Total de clientes corporativos neste segmento: 245 grandes corporações.

Indústria	Número de clientes	Valor anual do contrato
Tecnologia	52	US $ 87,6 milhões
Fabricação	43	US $ 65,4 milhões
Energia	38	US $ 55,2 milhões

Empresas de médio porte em vários setores

Total de clientes empresariais de médio porte: 1.850 empresas com 500 a 5.000 funcionários.

• Receita média anual por cliente de médio porte: US $ 2,3 milhões
• Penetração entre as indústrias: 35% de participação de mercado
• Duração típica do contrato: 3-5 anos

Organizações de saúde e serviços financeiros

Redução de clientes em setores especializados:

Setor	Total de clientes	Porcentagem de portfólio total
Assistência médica	412 organizações	22%
Serviços financeiros	356 organizações	19%

Empresas multinacionais globais

Distribuição global do cliente:

• Total de clientes multinacionais: 187
• Cobertura geográfica: 42 países
• Funcionários médios por cliente multinacional: 15.000

Empresas de serviços profissionais

Cliente de serviços profissionais profile:

Tipo de empresa	Número de clientes	Valor médio do contrato
Empresas de consultoria	124	US $ 1,7 milhão
Escritórios de advocacia	86	US $ 1,2 milhão
Empresas de contabilidade	97	US $ 1,5 milhão

ALGY, Inc. (ALIT) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a ALGE, Inc. investiu US $ 116,4 milhões em despesas de pesquisa e desenvolvimento, representando 8,2% da receita total.

Ano fiscal	Investimento em P&D	Porcentagem de receita
2023	US $ 116,4 milhões	8.2%
2022	US $ 98,7 milhões	7.5%

Infraestrutura em nuvem e manutenção de tecnologia

Os custos anuais de infraestrutura de nuvem e manutenção de tecnologia da ALGE, Inc. foram de aproximadamente US $ 45,3 milhões em 2023.

• Despesas de provedores de serviços em nuvem: US $ 28,6 milhões
• Atualizações de infraestrutura de tecnologia: US $ 16,7 milhões

Despesas de vendas e marketing

As despesas de vendas e marketing da ALGE, Inc. totalizaram US $ 203,5 milhões em 2023, representando 14,3% da receita total.

Canal de marketing	Despesa
Marketing digital	US $ 87,2 milhões
Equipe de vendas diretas	US $ 116,3 milhões

Compensação e treinamento de funcionários

O total de despesas relacionadas aos funcionários da ALGE, Inc. atingiu US $ 512,6 milhões em 2023.

• Salários base: US $ 378,4 milhões
• Benefícios e bônus: US $ 89,7 milhões
• Treinamento e desenvolvimento: US $ 44,5 milhões

Desenvolvimento e inovação em andamento

O desenvolvimento de plataformas e os custos de inovação foram de US $ 76,2 milhões em 2023, com foco no aprimoramento tecnológico contínuo.

Área de desenvolvimento	Investimento
AI e aprendizado de máquina	US $ 32,5 milhões
Aprimoramento do produto	US $ 43,7 milhões

ALGY, Inc. (ALIT) - Modelo de negócios: fluxos de receita

Licenciamento de software baseado em assinatura

Receita recorrente anual de RH baseada em nuvem e plataformas de software de benefícios: US $ 612,4 milhões em 2023.

Camada de licenciamento	Receita anual	Número de clientes
Nível corporativo	US $ 378,2 milhões	247 grandes corporações
Nível intermediário do mercado	US $ 234,2 milhões	1.342 empresas médias

Taxas de serviço de implementação e consultoria

Receita total de consultoria e implementação para 2023: US $ 287,6 milhões.

• Custo médio do projeto de implementação: US $ 124.500
• Valor médio de engajamento de consultoria: US $ 87.300
• Projetos totais de implementação concluídos: 1.876

Pacotes de solução de força de trabalho personalizados

Receita das soluções de força de trabalho personalizadas em 2023: US $ 456,3 milhões.

Tipo de solução	Receita	Penetração de mercado
Total de soluções de força de trabalho	US $ 276,4 milhões	62% da base de clientes
Gerenciamento flexível da força de trabalho	US $ 179,9 milhões	38% da base de clientes

Analítica de dados e insights Monetização

Receita gerada a partir de Insights e serviços de análise de dados: US $ 213,7 milhões em 2023.

• Receita preditiva de pacote de análise de força de trabalho: US $ 87,6 milhões
• Receita de relatórios de benchmarking: US $ 63,2 milhões
• Serviços de inteligência de dados personalizados: US $ 62,9 milhões

Contratos contínuos de suporte e manutenção

Receita anual de suporte recorrente e manutenção: US $ 421,5 milhões em 2023.

Nível de suporte	Receita anual	Duração do contrato
Suporte premium	US $ 276,4 milhões	24-36 meses
Suporte padrão	US $ 145,1 milhões	12-24 meses

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.