TNL Mediagene Issues Shareholder Letter Providing H2 and 2025 Corporate Update
TNL Mediagene Issues Shareholder Letter Providing H2 and 2025 Corporate Update |
| [19-December-2025] |
TOKYO and TAIPEI, Dec. 19, 2025 /PRNewswire/ -- TNL Mediagene (Nasdaq: TNMG) (the "Company"), a Tokyo-based next-generation digital media and data group in Asia, today issued a letter to shareholders from Joey Chung, Co-Founder and CEO, and Motoko Imada, Co-Founder and President of TNL Mediagene, discussing key recent positive and notable developments, milestones and achievements of the Company year-to-date in 2025 and plans for the year ahead.
Dear Shareholders, As we conclude 2025, we want to give an update on some notable developments at the Company as well as look back at key milestones achieved throughout this transformative year, and we will also highlight some of our plans for the year ahead. FY2025 Summary Performance Guidance We are issuing the following summary performance guidance for FY2025:
FY2025 performance highlights the bifurcation between strength in our Technology and Digital Studio business units as they continue to experience growth and expansion, offset by our Media & Branded Content business unit that has been pressured by industry-wide AI SEO shifts. Our Gross Profit is expected to remain approximately in line with FY2024, while our Management Adjusted EBITDA, which adjusts for the impact of public company costs to enhance comparability with FY2024, is expected to exceed FY2024 as a result of the implementation of our cost efficiency and cost reduction initiatives. We expect FY2025 to be our first year of Management Adjusted EBITDA profitability which is an important and exciting milestone for us. Capital Structure Improvements & New Capital Raised We recently announced key updates on the Company's capital structure and funding:
These updates enhance our financial flexibility and reduce dilution pressure on our stock price. We now benefit from a simpler capital structure that better fits our operational needs and strategic goals. New Strategic Partnerships Drive Commerce Revenue & Retail Media Network Growth On the business development front, we have signed several new and significant strategic partnerships that we believe will position us well in the commerce space:
These strategic partnerships support our strategy to connect large pools of retail data with our leading AI, AdTech and technology products to build out a much more accurate view of our customers we can monetize with precision targeting. This strategy taps into the broader rise of retail media networks (RMN) and harnesses their significant power and potential to position our company on the cutting edge of ecommerce and has the potential to drive significant revenue for our business. Active Event Hosting Schedule Drives Enhanced Visibility for Our Brand We've hosted, co-hosted and curated several high-profile global and regional events this year, including:
These events bolster our visibility and reach globally and regionally in Asia and most importantly spark other business opportunities and collaborations with key innovators and technologists. Diversification into Technology, Digital Studio & New Media Verticals Bears Fruit As the tectonics of the Media industry continue to shift as a result of advancements in AI, we've positioned our business for the future by making early investments in building out our Technology and Digital Studio business units, and those investments are now bearing fruit and generating very substantial revenue. The split of our businesses is now roughly 30% Media & Branded Content, 30% Technology and 40% Digital Studio and we expect that ratio to continue in the near future. Within our Media & Branded Content business unit we correctly identified short-form video as a key growth area and focal point with continued high traffic and engagement and we've spent the last 18 months pivoting more content toward video. We've also made key talent acquisitions to bolster our video capabilities including Toru Nakamaru, a veteran broadcast journalist from leading "Big Six" Japanese broadcaster TV Asahi, as the new Video Editor-in-Chief for Business Insider Japan. We are reimagining the traditional media and e-commerce model with a strong emphasis on content commerce – building relationships with customers through consistent creation of interesting and relevant content which we can then monetize with targeted and relevant commerce offerings. Our recent launch of GIZMART is a successful example of this, whereby we have created a new, media-linked e-commerce platform modelled as a "tech station supermarket" curated by Gizmodo Japan to sell unique gadgets and designs to its tech and gadget engaged audience. Our recent GIZMART launch of the Keychron Nape Pro trackball has been a strong success, generating over ¥200 million in GMV sales in the first 12 days of its launch, upon which we earn a sizeable % of GMV sales for our contributions in promotion, platform usage and intellectual property, representing a large revenue opportunity as we scale the program. We've also selectively identified and partnered with innovative new media brands that have reached a critical mass in their home market and we think bring something unique and scalable that we can optimize and deploy in our markets. A great example of this is our recently announced licensing agreement with Mexico City's Capital Digital media group, owners of acclaimed Mexican media brand PICTOLINE. PICTOLINE produces distinctive, engaging visual content, including illustrations, infographics, animated graphics, comics and games that have been extremely successful as a media format in Latin America, with engagement metrics including 132 million monthly content views and 9.5 million followers and subscribers*1. We'll be working with PICTOLINE's founder in the weeks and months ahead to roll out this special media property in the Japanese market in early 2026. Expansion of Media Through Multilingualization Another key strategic area for us is the expansion of our successful media properties into new language markets via our AI-driven multilingualization strategy which we supplement with key local talent including:
The global Mandarin language market is a strategic growth area for us as it is a market of over 1 billion readers globally, is culturally similar to the other Asian geographies in which we operate and is considered a highly lucrative market. As our recent multilingualization launches have been successful, we expect that we will launch other proven media properties into this market going forward. M&A Pipeline Remains Active M&A continues to be a key part of our expansion plans whereby we aim to acquire both pan-Asia audience footprint as well as select novel technology assets that complement our existing technology and data offering. We've acquired 10 companies in this manner since 2018 and we continue to operate an active M&A pipeline and dialog with potential M&A targets. Looking ahead into 2026 we aim to execute on this pipeline selectively in situations where we can finance acquisitions accretively, which is largely a factor of our share price performance in the year ahead. Our pipeline contains a short-list of some high-quality assets we are excited about that we think fit very well with our existing business and we believe we can execute on quickly given the appropriate market conditions. Key New Hires & Staff Restructuring Drive Cost Discipline On the operational side, since our public listing on NASDAQ in December 2024, we've implemented a group-wide restructuring to better integrate our businesses across Japan and Taiwan, improve operational efficiency and have made some significant key hires into leadership roles including:
These accomplished individuals bring industry best practices to our company from leading regional and international companies. In addition, as a result of our efforts to better integrate our businesses and improve operation efficiency, we have reduced our full-time headcount from 501 full-time employees as of December 2024 to 478 as of November 2025. Looking into the remainder of the year and beyond, we are fully focused on running our business and executing on our exciting growth plans, and with our improved capital structure and streamlined cost structure, we're focusing less on financing contingencies and more on innovation and execution. We believe the ingredients are now in place for share price appreciation in the new year and a return to an emphasis on the long-term fundamental value of our market capitalization with less emphasis on technical-driven short-term moves. We thank our shareholders for their continued support and we remain committed to shareholder value. Joey Chung, Co-Founder and CEO Motoko Imada, Co-Founder and President *1 According to PICTOLINE's internal data and estimates *2 Management Adjusted EBITDA is a non-IFRS Company-specific performance measure that excludes the impact of public company costs to enhance comparability between performance of the private Company in FY2024 and the public Company in FY2025; this performance measure may not follow conventional calculation About TNL Mediagene Headquartered in Tokyo, TNL Mediagene was formed in May 2023 through the merger of Taiwan's The News Lens Co. and Japan's Mediagene Inc., two of the region's leading independent digital media groups. TNL Mediagene's operations span original and licensed media brands in Japanese, Chinese, and English, covering topics such as news, business, technology, science, food, sports, and lifestyle. It also offers AI-driven advertising services, marketing technology platforms, ecommerce, and innovative solutions tailored to the needs of advertising agencies. Known for its political neutrality, appeal to younger audiences, and high-quality content, TNL Mediagene has approximately 500 employees across Asia, with offices in Japan, Taiwan, and Hong Kong. Cautionary Statement Regarding Forward-Looking Statements This press 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," "could," "would," "should," "expect," "intend," "plan," "anticipate," "believe," "estimate," "predict," "project," "potential," "continue," "ongoing," "target," "seek" or the negative or plural of these words, or other similar expressions that are predictions or indicate future events or prospects, although not all forward-looking statements contain these words. Forward-looking statements in this communication include, but are not limited to, statements about TNL Mediagene's future business plan and growth strategies and statements by TNL Mediagene's management. Any statements that refer to expectations, projections or other characterizations of future events or circumstances, including strategies or plans, are also forward-looking statements. These statements involve risks, uncertainties and other factors that may cause actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by these forward-looking statements. Forward-looking statements in this communication or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for TNL Mediagene to predict these events or how they may affect TNL Mediagene. In addition, risks and uncertainties are described in TNL Mediagene's filings with the Securities and Exchange Commission, including the risks and uncertainties set forth under the heading "Risk Factors" in TNL Mediagene's Annual Report on Form 20-F filed on April 30, 2025, as may be supplemented or amended by the TNL Mediagene's Reports of a Foreign Private Issuer on Form 6-K. These filings may identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. TNL Mediagene cannot assure you that the forward-looking statements in this communication will prove to be accurate. There may be additional risks that TNL Mediagene presently does not know or that TNL Mediagene currently does not believe are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by TNL Mediagene, its directors, officers or employees or any other person. Except as required by applicable law, TNL Mediagene does not have any duty to, and does not intend to, update or revise the forward-looking statements in this communication or elsewhere after the date of this communication. You should, therefore, not rely on these forward-looking statements as representing the views of TNL Mediagene as of any date subsequent to the date of this communication.
SOURCE TNL Mediagene | ||
Company Codes: NASDAQ-NMS:TNMG |
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