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Occurring Fact2334eole Inc.Information and Communications, Services and Others

Notice Regarding the Planned Sale of Crypto Assets (BTC), Expected Recognition of a Loss on Sale, and Changes to the Use of Funds

The 151.21 BTC held by the company is expected to be sold between 30 October 2026 and the end of November, with an estimated loss on sale of approximately ¥254 million recognized in the third quarter of the fiscal year ending March 2027. In addition, ¥600 million of the funds raised through stock acquisition rights will be reallocated from the purchase of digital assets to investments related to the AI DC business, and the ¥1,831 million in proceeds from the BTC sale will also be used for these investments.

Worth reading
48Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
254
¥ million (estimated loss on sale)
Wording
Avoiding a definitive answer
How definitive the wording is.

Planned sale of cryptoassets (BTC), expected recognition of a loss on sale, and change in the use of funds

Subject Entity

eole Inc. (filing company)

Target Locations / Products

151.21 BTC in Bitcoin. The uses of funds cover investments related to the AI DC business, the purchase of digital assets, and strategic equity contributions and investments

Occurrence30 October 2026 (board resolution date; sale is scheduled to begin on the same day)
This disclosure10/30/2026
Cause

The company will reassess the risks and potential for value creation associated with holding assets and investing in businesses, in light of the expanding cyber threats, and review its capital allocation. This is because the funds required to provide AI computing capacity and invest in the development of the neo-cloud business are expected to increase.

Amount of Impact on Business Performance

An estimated loss on the sale of cryptoassets of approximately ¥254 million is expected to be recognized as cost of sales

Accounting period in which recognized

Third quarter of the fiscal year ending March 2027

Impact on Earnings Forecast

If there are changes after taking other impacts into account, they will be disclosed in the second-quarter financial results summary for the fiscal year ending March 2027, scheduled for release on 16 November 2026

Outlook

The Bitcoin will be sold on the market between 30 October 2026 and the end of November 2026, and the sale proceeds will be allocated to investments related to the AI DC business. The allocation to investments related to the AI DC business is scheduled for early December 2026. The policy is to continue holding the HYPE cryptoassets, whose acquisition began in July 2026.

Planned follow-up disclosure

If the impact of this sale changes, the change will be disclosed in the second-quarter financial results summary for the fiscal year ending March 2027, scheduled for release on 16 November 2026

Event that occurred
ItemDetails
Event namePlanned sale of cryptoassets (BTC), expected recognition of a loss on sale, and change in the use of funds
Date of occurrence30 October 2026 (board resolution date; sale is scheduled to begin on the same day)
Subject Entityeole Inc. (filing company)
Target Locations / Products151.21 BTC in Bitcoin. The uses of funds cover investments related to the AI DC business, the purchase of digital assets, and strategic equity contributions and investments
CauseThe company will reassess the risks and potential for value creation associated with holding assets and investing in businesses, in light of the expanding cyber threats, and review its capital allocation. This is because the funds required to provide AI computing capacity and invest in the development of the neo-cloud business are expected to increase.
Amount of Impact on Business PerformanceAn estimated loss on the sale of cryptoassets of approximately ¥254 million is expected to be recognized as cost of sales
Accounting period in which recognizedThird quarter of the fiscal year ending March 2027
Impact on Earnings ForecastIf there are changes after taking other impacts into account, they will be disclosed in the second-quarter financial results summary for the fiscal year ending March 2027, scheduled for release on 16 November 2026
OutlookThe Bitcoin will be sold on the market between 30 October 2026 and the end of November 2026, and the sale proceeds will be allocated to investments related to the AI DC business. The allocation to investments related to the AI DC business is scheduled for early December 2026. The policy is to continue holding the HYPE cryptoassets, whose acquisition began in July 2026.
Planned follow-up disclosureIf the impact of this sale changes, the change will be disclosed in the second-quarter financial results summary for the fiscal year ending March 2027, scheduled for release on 16 November 2026
Items this document does not state (15)
Date recognized / date notice receivedType of litigation or proceedingCourt or authorityPlaintiffDefendantDate of filing / date of actionClaim amount / surcharge amountAmount of receivables at risk of non-collection or delayed collectionSuspended operationsScheduled resumption dateInvestigation structureMeasures to prevent recurrenceDirectors' and officers' liabilityVoting rights ownership percentage before the changeVoting rights ownership percentage after the change

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company will reassess the risks and potential for value creation associated with holding assets and investing in businesses, in light of the expanding cyber threats, and review its capital allocation. Another reason is that the funds required to provide AI computing capacity and develop the neo-cloud business are expected to increase.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Planned Sale of Crypto Assets (BTC), Expected Recognition of a Loss on Sale, and Changes to the Use of Funds | eole Inc. (2334) timely disclosure | Komori