Source disclosure: January 16, 2026

TRIPLEIZE CO.,LTD. [5026.T]

TOKYO — Tripleize Co., Ltd. announced on Monday that it has released a transcript of its earnings presentation held on January 15, 2026, covering the first quarter of the fiscal year ending August 2026. The company, listed on the Tokyo Stock Exchange's Growth Market under code number 5026, provided detailed insights into its performance and future strategies during the event.

The presentation highlighted significant progress in transitioning from an M&A-driven sales expansion phase to a profit generation phase. For the quarter ended January 2026, Tripleize reported revenues of ¥1.421 billion, marking a 105 percent increase over the same period last year. Operating income stood at ¥61 million, representing about 75 percent of the full-year target of ¥80 million, indicating a strong start to the fiscal year. Additionally, the adoption of International Financial Reporting Standards (IFRS) contributed positively to the improvement in profitability metrics.

Segment-wise performance was notably driven by the AI Solutions business, which saw record quarterly 225 billion and operating income of ¥64 million due to increased demand for generative AI and AI agents. This segment also benefited from recovery in the engineering sector following personnel reductions. Meanwhile, the GPU Server business witnessed a shift from mining applications to AI development uses, coupled with the commencement of operations at a data center in Arkansas, USA. These factors, along with the non-amortization of goodwill under IFRS, significantly improved the segment’s profitability.

Looking ahead, Tripleize outlined its long-term growth strategy centered around three key areas: facial recognition and biometric authentication, AI integration in manufacturing and printing industries, and strengthening alliances with universities. The company aims to leverage these initiatives to enhance its market position and operational efficiency, particularly focusing on high-value sectors where strict identity verification is essential. Furthermore, Tripleize plans to accelerate the commercialization of research outcomes through enhanced collaboration between academia, government, and industry, while boosting recruitment efforts for engineers.

These strategic moves underscore Tripleize's commitment to leveraging advancements in artificial intelligence to drive sustainable growth and innovation across various sectors.

Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.

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