Komori
Tbs Holdings (9401) · InitiativeAdvanced

Transition to Japan’s largest-scale video streaming platform through integration with U-NEXT

First written in FY2023. 5 of 7 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-06.

7entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2AdvancedFY2024 – 2026-08-062023: 320232024: 120242025: 020252026: 32026
Same theme, other companies
Expansion of the video streaming platform through the integration of U-NEXT and ParaviA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In July 2023, Paravi, operated by Premium Platform Japan, Inc., and U-NEXT also integrated their UI/UX. Subscriber numbers will exceed 5 million in fiscal 2025, and the platform is running as the overwhelming leader among domestic paid streaming platforms.」

    The plan to integrate Paravi and U-NEXT progressed toward a post-integration scale of more than 5 million paying subscribers in FY2025.
  2. FY2024AdvancedAnnual report

    「The number of paying subscribers has continued to grow steadily, surpassing 4 million as of the end of September 2023, and the platform is by far the leading domestic operator.」

    Disclosed that, following the integration of Paravi and U-NEXT, it had become a video streaming platform of the largest scale in Japan, with more than 4 million paying subscribers.
  3. FY2024-Q2RestatedAnnual report

    「In June 2023, ㈱U-NEXT became an equity-method investee.」

    Continued to disclose the capital relationship under which U-NEXT is accounted for as an equity-method associate following the integration of Paravi and U-NEXT's video streaming platforms.
  4. FY2024-Q1AdvancedAnnual report

    「In June 2023, ㈱U-NEXT became an equity-method investee.」

    The transition to a video streaming platform through the integration of Paravi and U-NEXT progressed to the specific accounting and capital relationship stage of making U-NEXT an equity-method associate.
  5. FY2023First statedAnnual report

    「The integration will create Japan's largest domestic video streaming platform, with revenue of at least ¥80 billion and more than 3.7 million paying subscribers.」

    For the first time, specifically disclosed the plan to create a domestic platform of the largest scale in Japan through the integration of Paravi and U-NEXT, with revenue of at least ¥80 billion and more than 3.7 million paying subscribers.
Moved together

"Expansion of the overseas business, centered on the sale of program formats" moved the same way as this thread, in the same document, in 4 of its 7 moves.

433332★123456
  1. ★This thread
  2. 1Expansion of the overseas business, centered on the sale of program formats4×
  3. 2Shareholder returns and capital policy through share repurchases3×
  4. 3Development of Film and Cultural Businesses Through Film Releases, Art Exhibitions and Stage Performances3×
  5. 4Diversifying earnings capacity through strategic investment and new business development3×
  6. 5Weak consumer spending and shrinking inbound tourism demand3×
  7. 6Changes in interest-bearing debt and cash balances due to bond redemptions2×

★ 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
Tbs Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Financial Results Presentation of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.