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Tbs Holdings (9401) · InitiativeContinued decline in paid-streaming revenue

Building an all-Japan content-driven distribution platform through Paravi

First written in FY2018. 10 of 18 entries say "Advanced", first in FY2020. Latest entry: FY2026.

18entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2020-Q3AdvancedFY2020 – FY2021AdvancedFY2022-Q3 – FY2023-Q3OtherFY2025-H1 – FY20262018: 120182019: 020192020: 420202021: 420212022: 320222023: 220232024: 220242025: 120252026: 12026
Same theme, other companies
Building a content-led video streaming platformA 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. FY2026Continued decline in paid-streaming revenueAnnual report

    「Paid-streaming revenue was ¥9.334 billion, down 16.8% year on year, mainly due to the difference in the number of titles distributed overseas.」

    The paid-streaming platform continues to operate after integration with U-NEXT, but full-year paid-streaming revenue declined 16.8% year on year, mainly due to the difference in the number of titles distributed overseas.
  2. FY2026-H1Decline in paid-streaming revenueAnnual report

    「Paid-streaming revenue was ¥5.331 billion, down 8.5% year on year, mainly due to the difference in the number of titles distributed overseas.」

    Paid-streaming revenue declined 8.5% year on year, mainly due to the difference in the number of titles distributed overseas.
  3. FY2025-H1Decline from paid-streaming revenueAnnual report

    「Although past popular titles contributed to revenue, paid-streaming revenue, including overseas distribution, was ¥5.826 billion, down 11.9% year on year, due largely to the impact of titles such as “Fuun! Takeshi Joh Castle” and “Let’s Get Divorced” in the previous interim consolidated fiscal period.」

    The paid-streaming business continues after integration with U-NEXT, but paid-streaming revenue declined 11.9% year on year due to the negative impact of major titles released in the previous year.
  4. FY2024AdvancedAnnual report

    「In July 2023, Paravi, operated by Premium Platform Japan, Inc., and U-NEXT also integrated their UI/UX. Paying subscribers have since grown steadily, surpassing 4 million as of the end of September 2023, and the platform is running as the overwhelming domestic leader.」

    The Paravi-based content-led streaming strategy progressed to UI/UX integration with U-NEXT and a leading domestic platform with more than 4 million paid subscribers.
  5. FY2023ReframedAnnual report

    「The paid video streaming service Paravi will be transferred into U-NEXT and continue operating there from July 2023 following its integration with U-NEXT. The integration will create the largest domestic video streaming platform, with revenue of at least ¥80 billion and more than 3.7 million paying subscribers.」

    The explanation of building an independent platform through Paravi was revised to describe integration with U-NEXT and the creation of one of Japan’s largest platforms following the integration.
  6. FY2023-Q3AdvancedAnnual report

    「Although content revenue declined from the strong domestic program-sales market driven by stay-at-home demand in the same period of the previous year, it increased substantially on the strength of free and paid video streaming, particularly drama content.」

    Despite the decline in program sales, content revenue increased substantially on the strength of free and paid video streaming, particularly drama content.
  7. FY2023-Q1AdvancedAnnual report

    「Content revenue, including advertising revenue from domestic program sales and free video streaming, was ¥5.82 billion, up 24.4% year on year. Content revenue increased on the strength of free and paid video streaming, particularly drama content.」

    Content revenue increased 24.4% year on year on the strength of free and paid video streaming, particularly drama content.
  8. FY2022AdvancedAnnual report

    「Although content revenue declined from the strong domestic program-sales market driven by stay-at-home demand in the same period of the previous year, it increased substantially on the strength of free and paid video streaming, particularly drama content.」

    The strength of free and paid video streaming, particularly drama content, more than offset the decline from stay-at-home-demand-driven program sales, and revenue growth centered on streaming continued.
  9. FY2022-Q3AdvancedAnnual report

    「Although content revenue declined from the strong domestic program-sales market driven by stay-at-home demand in the same period of the previous year, it increased substantially on the strength of free and paid video streaming, particularly drama content.」

    Despite the decline from stay-at-home-demand-driven program sales, free and paid video streaming, particularly drama content, remained strong, and content revenue rose 41.7% year on year to ¥15.98 billion.
  10. FY2022-Q2RestatedAnnual report

    「Although content revenue declined from the strong domestic program-sales market driven by stay-at-home demand in the same period of the previous year, it increased substantially on the strength of free and paid video streaming, particularly drama content.」

    Despite a decline from the previous year’s stay-at-home-demand-driven program-sales strength, free and paid video streaming, particularly drama content, remain strong.
  11. FY2022-Q1ReframedAnnual report

    「Meanwhile, the Media business posted lower revenue because the CS business's strong performance, supported by higher channel rates and other factors, was offset by the transfer of the paid streaming business to the Television division.」

    The explanation of the paid-streaming business expanded beyond overall growth in the streaming business to describe how the transfer to the television segment, involving changes to business classification and the operating structure, affected the presentation of financial results.
  12. FY2021AdvancedAnnual report

    「Content revenue increased substantially as the company captured the stay-at-home demand that rose as lifestyles changed following the declaration of a state of emergency, with both free and paid video-streaming revenue increasing significantly.」

    Content revenue, including paid video streaming through services such as Paravi, captured stay-at-home demand and increased for the full year in both free and paid video streaming.
  13. FY2021-Q3AdvancedAnnual report

    「Content revenue increased substantially as the company captured stay-at-home demand, with free video-streaming revenue up 49% year on year and SVOD streaming revenue from services such as Paravi up 94%.」

    Against a backdrop of stay-at-home demand, free video-streaming and SVOD streaming revenue from services such as Paravi increased substantially, specifically demonstrating progress in the content-led streaming business.
  14. FY2021-Q2AdvancedAnnual report

    「Content revenue increased substantially as revenue from free video streaming rose on the back of high ratings for new dramas, while SVOD streaming revenue from services such as Paravi also grew on stay-at-home demand.」

    Content revenue, including video streaming, increased substantially on the strength of high ratings for new dramas, free video streaming and growth in SVOD streaming revenue from services such as Paravi.
  15. FY2021-Q1AdvancedAnnual report

    「Meanwhile, the Media business posted a substantial increase in revenue, as the CS business performed well and revenue from SVOD streaming services such as Paravi increased on stay-at-home demand.」

    SVOD streaming revenue from services such as Paravi grew on stay-at-home demand, leading to a substantial increase in revenue from the video-streaming business.
  16. FY2020AdvancedAnnual report

    「In paid video streaming, the company became a core shareholder of Premium Platform Japan Co., Ltd., which is led by broadcasters and content holders, and provides content to its subscription video-on-demand (SVOD) service Paravi. The number of paid subscriptions continues to increase.」

    For content-led video streaming through Paravi, the company continues to participate as a core shareholder and provide content, and reported that the number of paid subscriptions is increasing.
  17. FY2020-Q3RestatedAnnual report

    「In the media business, while the video-streaming business remained firm,」

    The company reported that the video-streaming business remained firm and continues to develop its business through video-streaming platforms.
  18. FY2018First statedAnnual report

    「PPJ’s paid video-streaming service “Paravi” launched on 1 April this year. Many businesses in Japan and overseas have entered the video-streaming market, but we will do our utmost to develop an all-Japan platform led by content creators.」

    PPJ launched Paravi and aims to develop it into an all-Japan video-streaming platform led by content creators.
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 9 of its 18 moves.

976655★123456
  1. ★This thread
  2. 1Expansion of content revenue, including advertising revenue from free video streaming9×
  3. 2Shareholder returns and capital policy through share repurchases7×
  4. 3Increase in investment securities and net assets from unrealized gains on shares held6×
  5. 4Expansion of the Licensing Business Centered on Hit Products and Anime Toys6×
  6. 5The challenging business environment surrounding radio5×
  7. 6Diversifying earnings capacity through strategic investment and new business development5×

★ 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.

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Building an all-Japan content-driven distribution platform through Paravi | TBS HOLDINGS,INC. (9401) | Komori