Intensifying Competition Among Media and for Premium Content
First written in FY2017. 5 of 9 entries say "Worsened", first in FY2018. Latest entry: FY2026.
Tbs Holdings moved to the "Worse" side of this theme in 2018.
0 other companies' latest entry also says "Advanced".
- 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.」
In response to competition among streaming platforms, subscriber numbers exceeded 5 million following the integration of Paravi and U-NEXT. - 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.」
In response to competition among media, the platform developed into Japan's largest-scale platform, with more than 4 million paying subscribers following the integration of Paravi and U-NEXT. - 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 response to competition among media was reorganized from expanding Paravi on its own to forming Japan's largest-scale streaming platform through its integration with U-NEXT. - FY2022WorsenedAnnual report
「During the current consolidated fiscal year, content sales increased substantially in both free and paid video streaming, partly because the Group began providing content to Netflix and Disney+ to establish a presence on overseas platforms. …As the supply of content to large overseas OTT (over-the-top) platforms increases, the pace of content investment is accelerating.」
Regarding competition among media, it explicitly identified increased content supply to overseas mega-OTTs and faster content investment as new competitive factors. - FY2021WorsenedAnnual report
「Against this backdrop, the Group is working to strengthen its competitiveness in order to promote sustainable growth (having formulated the TBS Group VISION2030 and the TBS Group Medium-Term Management Plan 2023), but competition for consumers' discretionary time is expected to intensify further.」
The Group states that competition among media for consumers' discretionary time is expected to intensify further, and presents VISION2030 and the Medium-Term Management Plan 2023 as frameworks for strengthening competitiveness. - FY2020WorsenedAnnual report
「In the video streaming field, competition to attract viewers is intensifying as large foreign-owned platform operators increase their presence in the Japanese market, while NHK is providing continuous simultaneous streaming. The Group recognizes that a major challenge is how to increase touchpoints in the internet field and connect them to monetization.」
Regarding competition among media, the Group has specified the intensifying competition to attract viewers, including competition from large foreign-owned platform operators and NHK's simultaneous streaming, as well as the challenge of monetization. - FY2019WorsenedAnnual report
「The number of competitors and competing services is increasing, and competition is expected to intensify further. In addition, while sports content broadcasting rights fees have tended to rise, competition among industry peers and media companies for premium content has also intensified. Going forward, the Group will seek to avoid these risks by creating even stronger content, but recognizes that intensifying competition represents an expanding risk.」
The company states that it recognizes the increase in risks associated with the growth of competing services, rising broadcasting rights fees and intensifying competition for premium content. - FY2018WorsenedAnnual report
「The number of competitors and competing services is increasing and becoming more diverse, and competition is expected to intensify further. In addition, while sports content broadcasting rights fees have tended to rise, competition among industry peers and media companies for premium content has also intensified.」
Competition is expected to intensify further as competing services increase and diversify, while competition for content continues to intensify. - FY2017First statedAnnual report
「Media for transmitting video and audio, centered on television, have diversified with the spread of broadband distribution services on the internet, in addition to conventional broadcasting, namely terrestrial, satellite (BS and CS) and cable, and competition among media has also intensified in earnest. In addition, while sports content broadcasting rights fees have tended to rise, competition among industry peers and media companies for premium content has also intensified.」
The diversification of transmission media, rising sports broadcasting rights fees and intensifying competition for premium content are described as risks that could affect operating results.