Komori
SBI Holdings (8473) · InitiativeAdvancedLatest M&A and Subsidiary Changes (2026-10-22): "Worsened"

Building a neo-media ecosystem combining media, IT and finance

First written in FY2025. 28 of 31 entries say "Advanced", first in 2026-03-13. Latest entry: 2026-10-22.

31entries
2years
23from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-03-13 – 2026-08-282025: 120252026: 302026
Same theme, other companies
Diversification of Business Income through Media, O2O and Financial ServicesA theme 11 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2025: 4 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-22WorsenedM&A and Subsidiary Changes

    「本公開買付けにより、公開買付者が保有する対象者株式数は買付予定数の上限である23,792,300 株(所有割合(注):20.00%)に達しなかったため、対象者を公開買付者らの持分法適用関連会社とするには至りませんでした。」

    公開買付けは終了し、応募株式90,944株を取得したものの、保有割合は0.08%にとどまり、予定していたBASEの持分法適用関連会社化には至らなかった。資本業務提携契約の在り方は、対象者と協議のうえ今後検討するとしており、テーマ自体は継続している。
  2. 2026-10-14Advancedtopics.smt.docomo.ne.jp

    「SBIホールディングス〈8473〉は14日、吉本興業ホールディングス(大阪市)と戦略的業務提携に向けて基本合意したと発表した。」

    吉本興業との戦略的業務提携に向けた基本合意と合弁会社設立が報じられ、メディア・コンテンツと金融・テクノロジーを融合する構想が具体的な提携段階へ進んだ。
  3. FY2026AdvancedAnnual report

    「当企業グループは、1,000億円規模のSBIネオコンテンツファンドの組成を進め、国際競争力を有する漫画、アニメ、ゲーム等のコンテンツ・IPへの投資を行います。」

    ネオメディア生態系について、統括会社による広告・マーケティング機能の集約、既存事業との相互送客、1,000億円規模のコンテンツファンド、金融スーパーアプリへのメディア機能統合まで具体化した。
  4. FY2025First statedAnnual report

    「The Group established SBI Neo Media Holdings Co., Ltd. to oversee its neo-media business. Through measures including M&A and investments in intellectual property through a content fund, it will build a neo-media ecosystem and seek to become a unique comprehensive financial and media distributor combining content and financial data.」

    First presents the policy of entering the media sector using financial data and the digital-space ecosystem, with M&A, content-fund IP investment and cooperation with local newspapers and broadcasters as the means.
Moved together

"Financial, IT and Web3 cooperation through a capital and business alliance with NTT" moved the same way as this thread, in the same document, in 3 of its 29 moves.

322222★123456
  1. ★This thread
  2. 1Financial, IT and Web3 cooperation through a capital and business alliance with NTT3×
  3. 2Entry into the virtual-currency business2×
  4. 3Investment in and Use of FinTech, IoT, AI and Big Data2×
  5. 4Becoming fully AI-driven and building a financial AI concierge2×
  6. 5Enhancing regional financial institutions' corporate value and regional revitalization through the SBI Regional Bank Value Creation Fund2×
  7. 6Focused investment in IT, biotech, environmental energy and financial services, and enhancing investee value2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
SBI Holdings's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the M&A and Subsidiary Changes of 2026-10-22: "Worsened".