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Other Disclosures9418U-NEXT HOLDINGS Co.,Ltd.Information and Communications, Services and Others

Notice regarding the conclusion of a comprehensive strategic partnership with NBCUniversal in the Japanese market

U-NEXT has entered into a comprehensive strategic partnership with NBCUniversal for the Japanese market. The partnership will bring Universal+ exclusively to U-NEXT, promote joint marketing with Universal Studios Japan, and support the international distribution of Japanese content.

Worth reading
75Important
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
520
10,000 people (U-NEXT paid subscribers, as of the end of May 2026)
Wording
Conditional
How definitive the wording is.

Announced details

U-NEXTUniversal+Universal Studios JapanPeacock
Applicable field (uses covered by this announcement)

Video streaming, films, dramas and anime, theme parks, live music and events, and the international distribution of Japanese content

Launch dateFrom September 2026 onward (films and dramas on Universal+ are scheduled to be released sequentially; new films and major drama series are scheduled to be added from next spring onward)
Contract Date31 August 2026 (concluded)
What the company reported numerically
Usage history

U-NEXT paid subscribers surpassed 5.2 million (as of the end of May 2026)

Relationship between the counterparty and the company
U-NEXT HOLDINGS Co.,Ltd.9418
Relationship with the Company

Partner through U-NEXT Co., Ltd. The parties have entered into a comprehensive strategic partnership with NBCUniversal for the Japanese market.

CounterpartyNBCUniversal

One of the world's leading media and entertainment companies, with NBC, Peacock, Universal Pictures and Universal Studios among its businesses. NBC, which marks its 100th anniversary this year, is one of the three major U.S. television networks.

Impact on Business Performance

As the initiative will begin in or after September 2026, it will have no impact on consolidated results for the current fiscal year.

The company does not address Contract Value / Offering price.

Source (materials cited by the company)

According to research by GEM Partners

Announced details
ItemDetails
Names of Products / Services CoveredU-NEXT, Universal+, Universal Studios Japan, Peacock
CounterpartyNBCUniversal
Counterparty overviewOne of the world's leading media and entertainment companies, with NBC, Peacock, Universal Pictures and Universal Studios among its businesses. NBC, which marks its 100th anniversary this year, is one of the three major U.S. television networks.
Relationship with the CompanyPartner through U-NEXT Co., Ltd. The parties have entered into a comprehensive strategic partnership with NBCUniversal for the Japanese market.
Contract Date31 August 2026 (concluded)
Launch dateFrom September 2026 onward (films and dramas on Universal+ are scheduled to be released sequentially; new films and major drama series are scheduled to be added from next spring onward)
Applicable areaVideo streaming, films, dramas and anime, theme parks, live music and events, and the international distribution of Japanese content
Usage historyU-NEXT paid subscribers surpassed 5.2 million (as of the end of May 2026)
Impact on Business PerformanceAs the initiative will begin in or after September 2026, it will have no impact on consolidated results for the current fiscal year.
SourceAccording to research by GEM Partners
Items this document does not state (8)
Contract ValueOffering priceAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative Effects

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Against the backdrop of changes in the global entertainment market, where production, distribution and experiences are being integrated around intellectual property, the partnership is intended to maximize the value of both companies' businesses in the Japanese market and contribute to the global development of the content industry.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice regarding the conclusion of a comprehensive strategic partnership with NBCUniversal in the Japanese market | U-NEXT HOLDINGS Co.,Ltd. (9418) timely disclosure | Komori