(5026) Stock Price

Triple Eyes is a company that develops AI-powered image recognition solutions and operates a GPU server business. The company operates around its proprietary AI engine, offering services such as facial recognition and store analytics, while also building and operating high-performance servers and data centers.

The company serves a wide range of customers across distribution, retail, manufacturing, finance, and government sectors. It generates revenue through direct orders from major corporations and end users, package implementations, and service usage fees. The company secures sales through engineer service delivery, fees for deliverables, and server sales combined with maintenance contracts.

The business is divided into two main pillars: AI Solutions and GPU Servers. On the AI side, the company provides implementation support, consulting, industry-specific packages, and products including the image recognition platform "AIZE" for facial recognition, attendance management, and marketing applications. On the GPU side, it handles server sales, data center operations, and comprehensive maintenance and support services to enable corporate AI development.

The company operates under the philosophy of "putting imagination into technology" and aims to improve revenue growth rates through AI-centered business expansion. The company prioritizes revenue growth rate as its key performance indicator and uses operating profit and EBITDA as primary financial metrics to measure the results of non-linear growth through M&A. Starting from the fiscal year ending August 2026, the company plans to voluntarily adopt International Financial Reporting Standards (IFRS) and will add operating profit to its key metrics. On the financial side, the company will fund operations through operating cash flow, borrowing, and equity issuance as needed.

The company's priority investment areas are its proprietary AI platform, AI implementation for legacy industries, and GPU servers as core infrastructure. Specifically, the AI platform—developed from expertise in Go AI research—has operational experience managing 100,000 IDs, and its proprietary products such as attendance management systems generate strong monthly recurring revenue (MRR). As a competitive advantage, the company offers integrated services that are difficult for competitors to replicate by combining its in-house developed AI engine, on-site implementation capabilities, and self-owned GPU servers operated as its own data centers—providing a complete "development + design + computing resources" solution.

The company actively uses M&A and capital partnerships to develop new markets and expand its business. In September 2023, it brought Zerofield into its group to strengthen GPU utilization, and in July 2024, it acquired BEX, which specializes in automotive design, to gain access to customer networks including the Toyota Group. The company plans to leverage partnerships with industry-leading companies for horizontal expansion, including capital and business partnerships with major gaming industry players, talent development through educational partnerships, and strategic alignment with founders through third-party capital allocation. The company is also expanding data centers domestically and internationally and developing new facilities utilizing surplus power capacity.

In pursuing technological innovation, the company simultaneously advances research and development with practical implementation. Its in-house AI lab accepts custom development orders and has commercialized products including edge AI solutions, containerized data centers, and GPU machines with optimized software for cryptocurrency mining. Examples include adoption of attendance management systems by municipalities and the commercialization of edge products through joint development with Inotech. The company strengthens both technology and market deployment simultaneously by recruiting and developing talented engineers and systematizing sales and marketing operations.