release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on beliefs and assumptions and on information currently available to TNL Mediagene. Forward-looking statements generally relate to future events or TNL Mediagene's future financial or operating performance. In some cases, you can identify forward-looking statements by the following words: "may," "will," "co ...

Core Insights - TNL Mediagene's GIZMART platform launched its debut project, the Keychron Nape Pro, which won Tom's Hardware's "Best of CES 2026 - Best Mouse" award, highlighting its innovative design and usability [1] - The Nape Pro trackball device was co-developed with Keychron and emphasizes ergonomic comfort and workflow efficiency for professionals [1] - The crowdfunding campaign for the Nape Pro exceeded ¥300 million, indicating strong domestic demand and successful engagement with users throughout the development process [1] Group 1 - The Keychron Nape Pro was recognized at CES 2026 for its practical innovation and user-focused design [1] - The product was launched on November 20, 2025, and achieved over ¥100 million in backing within the first 12 hours of its crowdfunding campaign [1] - By the end of the campaign on December 31, 2025, total backing reached ¥301,388,103 from 23,602 supporters [1] Group 2 - GIZMART plans to expand its platform by applying the editor-led development model to new product categories, with recent projects including Meizu's StarV Air2 and Belfida's MAGIC MIC III [1] - The success of the Nape Pro demonstrates the potential of a media-driven commerce model that connects editorial insight with product development [1] - TNL Mediagene aims to leverage the learnings from this project to support future growth initiatives within GIZMART [1]

Core Insights - TNL Mediagene aims to achieve EBITDA break-even in fiscal year 2026 and positive EBITDA in fiscal year 2027 through growth in technology business revenue and cost reductions [1][2][4] Financial Projections - For fiscal year 2025, TNL Mediagene expects approximately $49.1 million in revenue and $17.8 million in gross profit [2] - The company plans to reach EBITDA break-even in fiscal year 2026, driven by revenue growth in its technology business and operational cost reductions [2][3] Strategic Focus - The company intends to achieve positive EBITDA in fiscal year 2027 through organic growth of core businesses, new product development, and disciplined strategic acquisitions [3][4] - TNL Mediagene is focused on building a more efficient and scalable organization to support its financial goals [4] Company Overview - TNL Mediagene operates multi-language news, lifestyle, and tech brands across Asia, providing AI-driven advertising, data analytics, e-commerce, and marketing technology solutions [1][5] - The company has approximately 500 employees and maintains offices in Japan and Taiwan, emphasizing political neutrality and high-quality content [5]

Group 1 - The core point of the article highlights significant declines in the stock prices of several Chinese concept stocks, with Masonglory experiencing the largest drop of 67.25% [1] - Masonglory's latest price is reported at 2.050, with a decrease of 4.210 and a trading volume of 17.15 million [1] - Other notable declines include Su Xuan Tang down 32.29% to 0.0690, Dreamland down 18.68% to 0.1876, Donis down 18.52% to 1.320, and TNL Mediagene down 15.98% to 3.680 [1] Group 2 - Su Xuan Tang's trading volume is reported at 3.8274 million, with a decrease of 0.0329 [1] - Dreamland's trading volume stands at 1.364 million, with a decrease of 0.0431 [1] - Donis has a trading volume of 3.7756 million, with a decrease of 0.300 [1] - TNL Mediagene's trading volume is 487.2 thousand, with a decrease of 0.700 [1]

Group 1 - The top gainers among Chinese concept stocks include Roma Green Finance with a rise of 44.36%, One Construction Group up by 43.73%, Tianci International increasing by 41.77%, TNL Mediagene rising 35.19%, and Sihang Unlimited up 31.25% [1][1][1] - Roma Green Finance's latest price is 3.970 with a gain of 1.220 and a trading volume of 2.9698 million [1][1][1] - One Construction Group's latest price is 4.700 with a gain of 1.430 and a trading volume of 4.1194 million [1][1][1] - Tianci International's latest price is 0.6153 with a gain of 0.1813 and a trading volume of 2.6552 million [1][1][1] - TNL Mediagene's latest price is 4.380 with a gain of 1.140 and a trading volume of 0.8482 million [1][1][1] - Sihang Unlimited's latest price is 1.470 with a gain of 0.350 and a trading volume of 0.3519 million [1][1][1]

Core Viewpoint - TNL Mediagene has regained compliance with Nasdaq's Bid Price Rule after maintaining a closing bid price of $1.00 or greater for fifteen consecutive trading days, as confirmed by Nasdaq on January 20, 2026 [1][2]. Group 1: Compliance with Nasdaq - The company received a letter from Nasdaq confirming compliance with Listing Rule 5550(a)(2) on January 20, 2026 [1]. - The compliance was achieved after the company's Ordinary Shares closed at $1.00 or higher for fifteen consecutive trading days from December 23, 2025, to January 14, 2026 [2]. Group 2: Monitoring and Future Compliance - Nasdaq's Hearings Panel has imposed a Discretionary Panel Monitor for one year to ensure the company addresses any future compliance concerns [3]. - If the company fails to meet any listing standard during the monitoring period, it will not be allowed to submit a compliance plan, and a Delist Determination Letter may be issued [3]. Group 3: Company Overview - TNL Mediagene was formed in May 2023 through the merger of The News Lens Co. and Mediagene Inc., focusing on digital media across various languages and topics [4]. - The company operates in Japan, Taiwan, and Hong Kong, employing approximately 500 staff and offering services such as AI-driven advertising and marketing technology [4].

Market Reaction - U.S. stock futures experienced a significant decline, with the Dow Jones Industrial Average futures dropping 722 points (1.46%) to 48,825.00, S&P 500 futures falling 109.75 points (1.57%) to 6,867.00, and Nasdaq-100 futures decreasing 475.75 points (1.85%) to 25,213.25 [1][3][26] - The sell-off was triggered by President Trump's announcement of tariffs on European imports, starting at 10% on February 1 and escalating to 25% by June 1, unless NATO allies support the U.S. acquisition of Greenland [1][3][26] Tariff Implications - The European Union is considering retaliatory tariffs amounting to approximately $108 billion and may activate an anti-coercion mechanism that could restrict U.S. companies' access to European markets [1][3][26] - Analysts warn that such actions could lead to forced selling of U.S. assets, with potential exposure estimated at $8 trillion across various asset classes [1][3][26] Investor Behavior - Investors are moving towards safe-haven assets, with gold prices rising 2.95% to $4,731.00 and silver reaching record highs near $95 [2][20][24] - The uncertainty surrounding tariffs is causing concerns about rising import prices and inflation, which could complicate central bank policies and delay rate cuts [6][12][25] Bond Market Dynamics - The U.S. 10-year Treasury yield increased to nearly 4.3%, while the 30-year yield approached 4.9%, reflecting a global bond sell-off [9][28] - Rising yields are raising borrowing costs across the economy, impacting mortgage rates, corporate loans, and equity valuations [11][28] Earnings Season Concerns - The timing of the market downturn coincides with a busy earnings calendar, with major companies set to report results, raising concerns about demand and pricing power [13][19] - Consensus estimates suggest S&P 500 earnings growth could be around 12% to 15% this year, but strategists caution that escalating trade tensions could pose significant downside risks [14][19] Commodity Market Signals - Commodity markets indicate a risk-off sentiment, with gold and silver prices reflecting strong demand amid geopolitical and trade uncertainties [20][24] - Oil prices are under pressure, with Brent crude hovering near $64 per barrel and U.S. West Texas Intermediate trading below $60, as fears of a global economic slowdown weigh on demand [22][25]

Core Insights - GIZMART's first project, the Keychron Nape Pro, achieved over ¥300 million in gross merchandise value (GMV), validating the company's digital media-commerce strategy [1][2][7] - The project showcased the company's ability to monetize its platform through collaborative initiatives with global brands, specifically Keychron [1][3] - The campaign demonstrated strong demand, reaching ¥100 million in GMV within the first 12 hours and maintaining momentum throughout the campaign [2][6] Project Details - The Keychron Nape Pro campaign launched on November 20, 2025, and concluded on December 31, 2025, with a total GMV of ¥301,388,103 and participation from 23,602 purchasers [2] - The product concept originated from a personal development initiative by Koichiro Amito and gained traction after its prototype exhibition at the Tokyo Game Show 2025 [3] GIZMART Strategy - GIZMART operates under a multi-year digital media-commerce strategy, integrating editorial insight, product development, and commerce [4] - The platform positions media as co-creators, translating user insights into tangible products [4] Engagement and Trust - Live commerce initiatives, including live-streamed product presentations, facilitated real-time interaction with users, enhancing trust and transparency during the purchasing process [5][6] - The sustained purchasing momentum indicates the viability of a commerce model driven by editorial credibility and user engagement [6] Future Plans - Building on the success of the Keychron Nape Pro, the company plans to expand GIZMART in 2026 with additional initiatives that apply the same editorial-led development model across new product categories [8]

Core Viewpoint - TNL Mediagene's subsidiary Infobahn has been appointed as the Lead Partner for the Japanese Ministry of Economy, Trade and Industry's initiative "The Program for Creating Global Fashion IP," aiming to enhance Japan's creative industries and promote global fashion intellectual property [1][5]. Group 1: METI and Its Initiatives - The Ministry of Economy, Trade and Industry (METI) is a crucial government body in Japan responsible for industrial policy, trade, energy security, and innovation, formed in 2001 [2]. - METI's initiatives, such as "Cool Japan," aim to leverage Japan's pop culture to boost the economy and enhance national brand power through public-private partnerships [2][3]. Group 2: The Program for Creating Global Fashion IP - The "Program for Creating Global Fashion IP" focuses on enhancing the global value of Japanese creative industries, particularly fashion, by fostering international expansion and talent development [3][5]. - The program aims to transform cultural strengths into economic assets by developing products that utilize local resources and traditional techniques [3]. Group 3: Infobahn's Role and Capabilities - Infobahn is recognized for its strategic planning and project execution capabilities, making it a suitable leader for the METI program [4][5]. - The company will provide comprehensive support for business development, including mentoring, fieldwork, and collaboration opportunities for creators [4]. Group 4: Upcoming Event - The outcomes of the program will be showcased at the "UNFOLDING" event scheduled for January 2026 in Tokyo and Kyoto, Japan [6]. - This event is positioned as a significant step in introducing Japanese fashion creators to the international market [7].

Core Insights - The Company announced the launch of two AI initiatives: Agentic Newsroom and CiteRadar, aimed at enhancing content distribution and brand narrative monitoring in the media sector [1][10] Group 1: Agentic Newsroom - Agentic Newsroom is an AI-driven content system that automates translation, localization, and distribution of content across various Asian markets [1][2] - The initiative aims to maximize the value of the Company's licensed and original content by enabling seamless distribution across media brands in Japan, Taiwan, and Hong Kong [3] - The system will generate a proprietary dataset of editorial workflows and multilingual content, serving as a long-term competitive advantage and foundation for AI training [4][10] - The Chief Technology Officer highlighted that this initiative represents a fundamental shift in media operations, allowing journalists to focus on high-value journalism [5] Group 2: CiteRadar - CiteRadar is an enterprise SaaS analytics platform designed to monitor how AI models describe brands, products, and competitive landscapes [6][10] - The platform addresses a visibility gap for enterprises by providing structured insights into AI-generated narratives and competitive positioning [7] - The Company plans to publish quarterly AI radar reports using CiteRadar metrics, providing brand visibility rankings and competitive analysis across major AI platforms [8] - CiteRadar will launch with a tiered subscription model targeting enterprises, agencies, and organizations, entering beta in 2026 [8][10] Group 3: Strategic Implications - Both initiatives exemplify the Company's comprehensive AI strategy and position at the forefront of AI-driven media innovation [10] - The Company is committed to leveraging AI to transform internal content operations while creating new B2B revenue opportunities [10][11] - The dual initiatives reflect innovative ways the Company is enhancing its business and addressing emerging enterprise needs in the AI era [11]