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U-Next Holdings (9418) · RiskRestated

Intensifying Competition and Price Competition Risk in Video Streaming Services

First written in FY2016. 5 of 8 entries say "Restated". Latest entry: FY2025.

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ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017RestatedFY2023-Q3 – FY20252017: 120172018: 120182019: 020192020: 020202021: 020212022: 120222023: 220232024: 120242025: 22025
Same theme, other companies
Intensifying competition and price competition among video streaming servicesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In this business, the decline in the population of core age groups that watch video streaming services, resulting from Japan's declining population and rapid aging, could affect the Group's business results. At the same time, competition is expected to intensify in content acquisition, production and other areas aimed at securing a competitive advantage over new and existing operators, including overseas-capitalized companies with substantial financial resources.」

    The intensifying competition in content acquisition and production, including with overseas-capitalized companies, together with domestic population trends, continues to be identified as an external environmental risk for the video streaming business.
  2. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, video streaming services continued to become established as part of everyday life, while consumers increasingly concentrated their choices among services.」

    The Company continues to recognize the competitive environment in which video streaming services are becoming established while consumers increasingly concentrate their choices among services.
  3. FY2024RestatedAnnual report

    「While video streaming services are becoming established as part of everyday life, consumers have increasingly concentrated their choices among services.」

    The Company continues to recognize consumer selectivity and concentration, as well as the competitive environment, in video streaming services.
  4. FY2023-Q3RestatedAnnual report

    「As competition in content intensifies, the Company has adopted the mission of “Delivering the best time to each and every person,”」

    The continuing intensification of competition surrounding content acquisition and distribution is recognized, with the Company continuing to respond through exclusive and live streaming.
  5. FY2023-Q1WorsenedAnnual report

    「As competition in content intensifies, in addition to its existing Coverage Strategy, the Company is rolling out an ONLY ON Strategy to upgrade its exclusive content, including by launching streaming of new and notable titles, sports content, and live music content,」

    The intensifying competitive environment surrounding content in the Content Distribution service is explicitly identified.
  6. FY2022WorsenedAnnual report

    「At the same time, competition is expected to intensify in content acquisition, production and other areas aimed at securing a competitive advantage over new and existing operators, including overseas-capitalized companies with substantial financial resources.」

    For the video streaming business, intensifying competition in content acquisition and production with new and existing operators, including overseas-capitalized companies, is explicitly identified.
  7. FY2017RestatedAnnual report

    「As the market expands, competition to acquire subscribers with operators offering other video streaming services is expected to intensify further.」

    The risk of intensifying competition to acquire subscribers and price competition among video streaming services is reiterated.
  8. FY2016First statedAnnual report

    「As the market expands, competition to acquire subscribers with operators offering other video streaming services is expected to intensify further.」

    The possibility is indicated that declining competitiveness or intensified price competition could reduce revenue or increase advertising, marketing and sales promotion expenses.
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U-Next Holdings's next results are scheduled for 2026-10-14. Read the earnings preview
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Intensifying Competition and Price Competition Risk in Video Streaming Services | U-NEXT HOLDINGS Co.,Ltd. (9418) | Komori