Core Insights - The partnership between OBOOK Holdings Inc. (OwlTing) and Arta Global Markets Limited (AGML) aims to enhance digital asset services, focusing on seamless payment experiences through OwlPay [3][4] - The integration of trading, payment, custody, and settlement infrastructures is designed to meet the growing demand for cross-currency and digital asset transactions [4][5] Company Overview - OBOOK Holdings Inc. operates as OwlTing, a global fintech company with a presence in multiple countries, including the United States, Japan, and several Southeast Asian nations [7] - AGML is a regulated financial institution in Hong Kong, offering services in execution, prime brokerage, and custody for both digital and traditional assets [8] Strategic Partnership Details - The collaboration will provide Direct Market Access (DMA) for digital assets and cross-currency trading, enabling near-instantaneous conversions between fiat and digital currencies [4] - The partnership leverages AGML's network of over ten global banking partners and more than thirty market makers to facilitate same-day settlement capabilities for OwlPay clients [4][5] Regulatory Compliance and Security - Both companies emphasize regulatory compliance, with AGML regulated by the SFC and OwlTing holding over 40 active Money Transmitter Licenses across the U.S. and Japan [5] - The solution aims to balance transaction speed and capital efficiency while maintaining high standards of risk management and operational security [5] Product Features - The partnership will support settlement and custody in over 30 local currencies, including major currencies from Greater China, Southeast Asia, and G7 economies [10] - OwlPay will enable same-day fiat-to-digital currency conversion, enhancing capital efficiency for users [10] - A robust framework for Know Your Customer (KYC) and Anti-Money Laundering (AML) protocols will be established to ensure compliance [10] - The client experience will be improved through an intuitive interface and automated reporting that meets regulatory standards [10]

Core Viewpoint - OBOOK Holdings Inc. (NASDAQ:OWLS), operating as the OwlTing Group, is set to participate in the DealFlow Discovery Conference on January 28-29, 2026, where the CEO will present and engage with investors [1] Company Participation - The company will have a presence at the DealFlow Discovery Conference, indicating its commitment to investor relations and market visibility [1] - Darren Wang, the Founder and CEO, will deliver a presentation about the company, showcasing its initiatives and future plans [1] - One-on-one investor meetings will be available, providing opportunities for direct engagement with potential investors [1]

Core Insights - OwlTing has obtained a Money Transmitter License (MTL) from the State of Nevada, expanding its regulatory coverage to 41 U.S. states, which is a significant step in building a compliant cross-border payment network for global enterprises [1][7] Regulatory Expansion - The Nevada license was achieved after a rigorous regulatory review process, highlighting OwlTing's commitment to maintaining high regulatory standards in the financial landscape [2] - The company is actively pursuing licensing in Hong Kong, Singapore, and select Latin American markets to support global partner onboarding and enterprise deployment [3] Strategic Importance - The Nevada MTL is seen as a critical addition to OwlTing's U.S. infrastructure, particularly for transaction-intensive sectors like hospitality and tourism, with Las Vegas being a global convergence point [3] - OwlTing operates under various licenses globally, including a Virtual Asset Service Provider (VASP) license in the EU and an Electronic Payment Intermediary Service Provider license in Japan [3] Company Overview - OBOOK Holdings Inc. operates as the OwlTing Group, with a diversified ecosystem across payments, hospitality, and e-commerce, and was ranked among the top 2 global players in the "Enterprise & B2B" category in the digital currency sector in 2025 [4] - The company's mission focuses on using distributed ledger technology to enhance data management and reinvent the global flow of funds for businesses and consumers [4]

Core Insights - OwlTing is integrating with the x402 ecosystem to enable merchants to accept payments from AI agents, addressing a gap in the market for compliant payment processing for AI-initiated transactions [3][4][5] Group 1: Company Overview - OBOOK Holdings Inc. operates as OwlTing Group, a global fintech company with a diversified ecosystem across payments, hospitality, and e-commerce [10] - The company is headquartered in Taiwan and has subsidiaries in multiple countries, including the United States, Japan, and Singapore [10] - OwlTing was ranked among the top 2 global players in the "Enterprise & B2B" category in the digital currency sector as of 2025 [10] Group 2: Product and Technology - OwlTing's OwlPay Checkout solutions are designed to verify AI-initiated payment requests and settle transactions instantly in regulated digital or fiat currencies [4][6] - The x402 standard allows AI agents to initiate payments, while OwlTing provides the necessary infrastructure for merchants to receive these payments [5][7] - The integration aims to facilitate a seamless transition from digital instructions to recognized revenue with minimal human intervention [6][7] Group 3: Market Opportunity - AI-driven traffic to retail websites in the U.S. surged by over 4,700% over the past year, indicating a significant shift towards AI-driven commerce [7] - McKinsey estimates that the transition to Agentic Commerce could represent up to US$1 trillion in the U.S. B2C retail sector by 2030, with a global opportunity of US$3 to 5 trillion [7][8] - Trust and compliance are critical for capturing this market volume, and OwlTing holds Money Transmitter Licenses in 39 U.S. states and other regulatory licenses in Europe and Japan [9]

Core Viewpoint - OBOOK Holdings Inc. has entered the execution phase of a share repurchase program of up to $10 million, reflecting confidence in the company's fundamentals and long-term strategy [1][5]. Group 1: Share Repurchase Program - The company may repurchase shares of its Class A common stock based on market conditions and Board of Directors' authorization [2]. - The repurchase program is part of the company's capital allocation strategy announced on November 26, 2025, aimed at optimizing capital structure and enhancing long-term shareholder value [2]. - Repurchases will comply with securities laws and will be conducted under the safe harbor provisions of Rule 10b-18 [3]. Group 2: Trading Plan and Execution - The company plans to implement a Rule 10b5-1 trading plan to enhance the consistency and predictability of the repurchase process [4]. - The timing and details of the trading plan will be announced after completing relevant procedures [4]. Group 3: Management Statements - The CEO emphasized the company's strong fundamentals and commitment to balancing growth with capital efficiency [5]. - The CFO noted that the repurchase program demonstrates the company's ability to invest in future growth while optimizing capital structure [5]. Group 4: Company Overview - OBOOK Holdings Inc. operates as the OwlTing Group, focusing on blockchain technology with a diversified ecosystem across payments, hospitality, and e-commerce [6]. - The company is headquartered in Taiwan and has subsidiaries in multiple countries, ranking among the top 2 global players in the "Enterprise & B2B" category according to CB Insights [6].

Core Insights - OBOOK Holdings Inc. (OwlTing) reported its unaudited financial results for the first half of 2025, highlighting a transition year focused on completing its core global payment infrastructure and preparing for enterprise-scale stablecoin payment activation in 2026 [1][4][7]. Financial Performance - Total revenue for the first half of 2025 was US$3.84 million, a 6.4% increase from US$3.61 million in the same period of 2024 [4]. - Payment services revenue increased by 16% to US$2.17 million, contributing 56.4% of total revenue, up from 51.8% year-over-year [12]. - Gross profit was US$480 thousand, with a gross margin of 12.5%, down from 15.0% in the prior year [9]. - Operating expenses rose to US$6.79 million, primarily due to one-time public listing-related expenses [11]. - The net loss narrowed by 27% to US$3.91 million from US$5.35 million in the same period last year [12]. Operational Highlights - The company is nearing completion of its core global payment infrastructure, which includes regulatory, settlement, processing capacity, and compliance capabilities necessary for stablecoin payments [7][18]. - The infrastructure is expected to support multi-billion-dollar monthly transaction capacity as enterprise customers transition from pilot programs to production integration [7]. - The company has expanded its regulatory footprint in the U.S., obtaining money transmitter licenses in multiple states, enhancing its operational capabilities [22]. Strategic Developments - OwlTing successfully integrated its OwlPay platform into the Circle Payments Network, enabling compliant stablecoin transactions across various regions [25]. - The company announced a collaboration with Visa to launch the OwlPay Cash app for remittances, allowing users to send funds directly to bank accounts in 26 countries [26]. - A share repurchase program of up to US$10 million was authorized by the Board of Directors to provide flexibility in capital allocation [20]. Liquidity and Capital Resources - Operating cash outflows improved significantly to US$1.29 million from US$4.45 million in the same period of 2024, driven by stronger revenue performance and cost efficiencies [15]. - As of June 30, 2025, the company maintained a solid liquidity position, with cash reserves sufficient to support ongoing operational needs and strategic investments [17].

Company Updates - NetEase Inc. announced the retirement of Yingfeng Ding, executive vice president and head of the Interactive Entertainment Group, impacting its online games division. NetEase shares increased by 0.7% to close at $138.07 on Friday [1]. - Obook Holdings Inc. is expected to report its H1 earnings results after the market closes. The company's shares decreased by 2.1% to close at $6.21 on Friday [1]. - Immersion Corp. received a delinquency compliance alert notice from Nasdaq, leading to a 0.6% decline in its shares, which closed at $6.85 on Friday [1]. - Nvidia Corp. shares rose approximately 1% following a $20 billion strategic deal with AI startup Groq, which analysts believe will enhance Nvidia's competitive position in artificial intelligence. The shares closed at $190.53 on Friday [1]. - Target Corp. shares increased by 3.1% after reports of an activist investor, Toms Capital Investment Management, building a stake in the company, with shares closing at $99.55 on Friday [1].

Core Viewpoint - OBOOK Holdings Inc. (OwlTing) has rescheduled its earnings conference call to discuss financial results for the first half of 2025, which will take place on December 29, 2025, after U.S. market close [1][2]. Company Overview - OBOOK Holdings Inc. operates as the OwlTing Group, a blockchain technology company headquartered in Taiwan with subsidiaries in multiple countries including the U.S., Japan, Poland, Singapore, Hong Kong, Thailand, and Malaysia [3]. - The company is recognized as one of the top 2 global players in the "Enterprise & B2B" category of the digital currency market map according to CB Insights statistics in 2025 [3]. - OwlTing's mission is to leverage blockchain technology for reliable and transparent data management, aiming to transform the global flow of funds for businesses and consumers [3]. - The company has introduced OwlPay, a hybrid payment solution for Web2 and Web3, to support businesses in the expanding digital currency economy [3].

Core Viewpoint - OBOOK Holdings Inc. (OwlTing) will report its financial results for the first half of 2025 on December 30, 2025, and will host a conference call to discuss these results and recent business developments [1][2]. Company Overview - OBOOK Holdings Inc. operates as the OwlTing Group, a blockchain technology company headquartered in Taiwan with subsidiaries in multiple countries including the United States, Japan, Poland, Singapore, Hong Kong, Thailand, and Malaysia [3]. - The company has established a diversified ecosystem across payments, hospitality, and e-commerce [3]. - In 2025, OwlTing was ranked among the top 2 global players in the "Enterprise & B2B" category according to CB Insights' Stablecoin Market Map [3]. - The company's mission is to leverage blockchain technology for reliable and transparent data management, aiming to transform the global flow of funds for businesses and consumers [3]. - OwlTing introduced OwlPay, a hybrid payment solution for Web2 and Web3, to support businesses in the expanding stablecoin economy [3].

Core Viewpoint - OBOOK Holdings Inc. (OwlTing) emphasizes a long-term value creation strategy in the blockchain industry, focusing on building a reliable financial infrastructure rather than pursuing short-term gains [1][20]. Group 1: Company Philosophy - The company prioritizes compliance and technology-driven approaches, aiming to help other businesses grow responsibly while maintaining a focus on long-term market leadership [8][18]. - Decisions are made with a long-term perspective, ensuring that actions taken today will still be relevant in five to ten years [10][19]. Group 2: Business Model and Strategy - OwlTing has chosen a slower, more deliberate path over the past five years, focusing on building a structurally sound foundation rather than chasing visibility or market momentum [10][11]. - The company has integrated with established partners like Visa Direct and Stellar to enhance the movement of funds and make stablecoins usable in real financial workflows [12][13]. Group 3: Regulatory Compliance - OwlTing has invested over four years in building a robust compliance framework, holding money transmitter licenses in 39 U.S. states and various licenses in Japan and Europe [14][15]. - These compliance measures are critical for gaining trust from institutions and ensuring the company's infrastructure can be adopted over time [15]. Group 4: Future Focus - The company aims to lower barriers to stablecoin access, enhancing user experience without complicating the underlying technology [16][18]. - OwlTing emphasizes disciplined cost management and the importance of hiring exceptional talent to drive long-term shareholder value [17].