Contraction and Intensifying Competition in the Cable Television-Related Market
First written in FY2018. 4 of 9 entries say "Materialised", first in FY2023-Q3. Latest entry: FY2025.
BroadBand Tower moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2025: 10 of 11 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- FY2025MaterialisedAnnual report
「The content platform provides multichannel distribution services such as JC-HITS for cable television operators, but revenue declined to ¥2,696 million, down 8.9% year on year, due to a decline in the number of users of cable television stations’ multichannel broadcasting services.」
Regarding the risks of contraction and competition in the cable television-related market, revenue from JC-HITS and other services fell 8.9% year on year due to a decline in users of multichannel broadcasting services. - FY2026-H1MaterialisedAnnual report
「Due to a decline in the number of users of cable television stations’ multichannel broadcasting services, revenue was ¥1,313 million, down 5.2% year on year.」
Regarding the risks of contraction and competition in the cable television-related market, the continued decline in users of multichannel broadcasting services resulted in content platform revenue falling 5.2% year on year. - 2026-04-30MitigatedEarnings
「At the end of the first-quarter consolidated accounting period, the outstanding balance of borrowings under this agreement was ¥1,250 million.」
The outstanding balance of borrowings under the committed syndicated loan for investment in the new Otemachi site declined from ¥1,875 million at the end of December 2025 to ¥1,250 million. - FY2025-H1MaterialisedAnnual report
「The content platform provides multichannel distribution services such as JC-HITS for cable television operators, but revenue declined to ¥1,385 million, down 7.5% year on year, due to a decline in the number of users of cable television stations’ multichannel broadcasting services.」
Users of cable television multichannel broadcasting services continued to decline, and revenue from content platforms such as JC-HITS fell 7.5% year on year. - FY2024-Q1RestatedAnnual report
「Services on the content platform centered on JC-HITS have been affected by a decline in the number of users of multichannel broadcasting services provided by cable television operators. Services on the information platform have also been affected by a lack of new orders, resulting in lower sales for both.」
In the cable television-related market, revenue continues to decline due to a decrease in users of multichannel broadcasting services and insufficient new orders. - FY2023-Q3MaterialisedAnnual report
「The Content Platform business centered on "JC-HITS" reported lower sales, affected by a decline in the number of users of multichannel broadcasting services provided by cable television operators.」
Regarding the previously disclosed risks related to contraction and competition in the cable television-related market, the Company stated that declines in users of multichannel broadcasting services and in revenue had actually occurred. - FY2020WorsenedAnnual report
「Following the launch of 4K and 8K satellite broadcasting, JCC has been advancing 4K and ACAS services to promote the spread of next-generation high-definition broadcasting and expand its platform, resulting in substantial investment and expenses to prepare for these services. Accordingly, delays in service provision or failure to generate the expected revenue could affect our group's business and results.」
In addition to the risks of contraction and intensifying competition in the cable television market, the Company identified the risk of substantial investment burdens associated with 4K/8K and ACAS compatibility, as well as the risks of service delays and failure to meet revenue targets. - FY2018WorsenedAnnual report
「Revenue at consolidated subsidiaries ジャパンケーブルキャスト株式会社 and 沖縄ケーブルネットワーク株式会社 depends on the cable television-related market, including cable television operators and program suppliers.」
In addition to JCC, 沖縄ケーブル also became subject to the risk, broadening the Group’s reliance on the cable television-related market for revenue. - FY2018First statedAnnual report
「Revenue at consolidated subsidiary ジャパンケーブルキャスト株式会社 depends on the cable television-related market, including cable television operators and program suppliers. Although the number of households subscribing to paid multichannel cable television services is particularly significant, a decline in those households due to competition from other video-streaming services, changes in viewers’ preferences, population decline and other factors, the termination of paid multichannel services by cable television operators using the Company’s services in response to these trends, or changes to the pricing structure could affect the Group’s operating results and financial position.」
Following JCC’s conversion into a consolidated subsidiary, the Company disclosed new business risks, including competition from video-streaming services, changing preferences, and the contraction of households subscribing to paid multichannel services due to population decline.