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Tbs Holdings (9401) · InitiativeDecline in DVD sales

Expansion of the Licensing Business Centered on Hit Products and Anime Toys

First written in FY2018-Q1. 9 of 14 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2018AdvancedFY2021-Q1 – FY2024OtherFY2025-H1 – FY2026-H12017: 120172018: 220182019: 020192020: 120202021: 220212022: 220222023: 320232024: 220242025: 12025
Same theme, other companies
Expanding Product Licensing Lead Generation Through Online AdvertisingA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

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

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.
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  1. FY2026-H1Decline in DVD salesAnnual report

    「TCエンタテインメント recorded revenue of ¥2,967 million, a decrease of ¥14 million, or 0.5% year on year, due mainly to lower DVD sales.」

    The licensing and merchandising business recorded lower revenue due to declining DVD sales at TCエンタテインメント.
  2. FY2025-H1Decline in DVD revenue and sales following the previous year's strong performanceAnnual report

    「TBSグロウディア recorded revenue of ¥15,311 million, an increase of ¥278 million, or 1.9% year on year, as the shopping business offset the decline in DVD revenue following the previous year's strong performance, among other factors. … TCエンタテインメント recorded revenue of ¥2,981 million, a decrease of ¥2,025 million, or 40.5% year on year, due mainly to the decline in DVD sales following the previous year's strong performance.」

    DVD revenue and sales declined following the previous year's strong performance, but the shopping business at TBSグロウディア offset the decline.
  3. FY2024AdvancedAnnual report

    「TBSグロウディア recorded revenue of ¥30,193 million, an increase of ¥2,103 million, or 7.5% year on year, due mainly to higher DVD revenue. TCエンタテインメント recorded revenue of ¥9,373 million, an increase of ¥2,251 million, or 31.6%, due to higher DVD sales.」

    Revenue growth in licensing and merchandising took concrete form in higher DVD revenue and sales.
  4. FY2024-Q1AdvancedAnnual report

    「The Merchandising Center recorded higher revenue on strong sales of program-related merchandise and DVDs, while the media business also recorded higher revenue as allocation performed well.」

    Revenue growth in licensing and merchandising progressed through higher revenue from strong sales of program-related merchandise and DVDs.
  5. FY2023AdvancedAnnual report

    「The Merchandising Center recorded higher revenue as the merchandising of October dramas such as "Kurosagi" and "Kimi no Hana ni Naru," and the IP development of "Lappy," a character from the morning belt program "Ravit!," performed well, offsetting the decline from last year's stay-at-home demand.」

    The licensing and merchandising business expanded into drama merchandising and IP development for "Lappy," recording higher revenue by offsetting the decline from stay-at-home demand.
  6. FY2023-Q3AdvancedAnnual report

    「The film and anime businesses recorded higher revenue, benefiting from hit productions including "99.9: Criminal Lawyer THE MOVIE" and the film "The Quintessential Quintuplets."」

    The company stated that specific hit productions contributed to higher revenue in its video and licensing-related businesses, including anime.
  7. FY2022AdvancedAnnual report

    「The anime business recorded higher revenue on overseas program sales of "The Quintessential Quintuplets" and "Platinum End."」

    In the anime business, overseas program sales of "Platinum End," in addition to secondary use, contributed to higher revenue.
  8. FY2022-Q3AdvancedAnnual report

    「The anime business recorded higher revenue, driven by strong secondary-use revenue from "The Quintessential Quintuplets" and overseas program sales of "Platinum End."」

    In addition to secondary use of anime productions, strong overseas program sales of "Platinum End" contributed to higher revenue in the anime-related business.
  9. FY2022-Q2AdvancedAnnual report

    「The anime business recorded higher revenue and profit, as secondary-use revenue from "The Quintessential Quintuplets" and past titles performed well.」

    Strong secondary-use revenue from new and past anime titles contributed to higher revenue and profit.
  10. FY2021-Q3AdvancedAnnual report

    「The licensing business also recorded higher revenue, as shopping programs performed well and sales of DVDs and merchandise related to hit dramas contributed.」

    In addition to shopping programs, DVD sales and merchandise related to hit dramas contributed to higher licensing revenue.
  11. FY2021-Q1AdvancedAnnual report

    「The licensing business also recorded higher revenue, as shopping programs performed well and DVD sales remained solid.」

    In addition to shopping programs, solid DVD sales contributed to higher licensing revenue.
  12. FY2018RestatedAnnual report

    「In addition, in the licensing business, TV shopping performed well and increased sales, led by hit products.」

    The company continued explaining that licensing revenue was being increased around TV shopping and hit products.
  13. FY2018-Q3RestatedAnnual report

    「In the licensing business, TV shopping performed well and increased sales, led by hit products.」

    The company continued to report TV shopping's increased sales, led by hit products, as a result of the licensing business.
  14. FY2018-Q1First statedAnnual report

    「In the licensing business, TV shopping increased sales, led by hit products, while sales of toys based on the anime "Tomica Hyper Rescue Drive Head: Kidō Kyūkyū Keisatsu" were particularly strong.」

    For the first time, TV shopping's hit products and toy sales based on anime productions were presented separately as means of and results from expanding licensing revenue.
Moved together

"Expansion of content revenue, including advertising revenue from free video streaming" moved the same way as this thread, in the same document, in 7 of its 14 moves.

765555★123456
  1. ★This thread
  2. 1Expansion of content revenue, including advertising revenue from free video streaming7×
  3. 2Building an all-Japan content-driven distribution platform through Paravi6×
  4. 3Development of Film and Cultural Businesses Through Film Releases, Art Exhibitions and Stage Performances5×
  5. 4Increase in investment securities and net assets from unrealized gains on shares held5×
  6. 5Diversifying earnings capacity through strategic investment and new business development5×
  7. 6Weak consumer spending and shrinking inbound tourism demand5×

★ 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
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Expansion of the Licensing Business Centered on Hit Products and Anime Toys | TBS HOLDINGS,INC. (9401) | Komori