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U-Next Holdings (9418) · RiskRestated

Risk of Competition for Content Procurement and Rising Procurement Costs

First written in FY2016. 5 of 7 entries say "Restated". Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017RestatedFY2024-Q1 – FY20252017: 120172018: 120182019: 020192020: 020202021: 020212022: 020222023: 120232024: 220242025: 22025
Same theme, other companies
Risk of Non-Renewal and Usage Fee Fluctuations Under Copyright License AgreementsA theme 26 companies write about · 28 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 2 of 14 companies on the "Worse" side.

19 other companies' latest entry also says "Restated".

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.
Showing 14 of the 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In addition, foreign exchange fluctuations have had a certain impact on content procurement costs.」

    The circumstances in which foreign exchange fluctuations affect content procurement costs continue to be disclosed.
  2. FY2025-H1RestatedAnnual report

    「In addition, foreign exchange fluctuations have had a certain impact on content procurement costs.」

    The circumstances in which foreign exchange fluctuations affect content procurement costs continue to be disclosed.
  3. FY2024RestatedAnnual report

    「We will also continue to monitor the impact of foreign exchange fluctuations on content procurement costs.」

    The risk that foreign exchange fluctuations will affect content procurement costs continues to be disclosed.
  4. FY2024-Q1RestatedAnnual report

    「The yen has continued to trade on a weaker trend, exerting a certain impact on content acquisition costs.」

    The impact of the weaker yen on content procurement costs continues to be disclosed.
  5. FY2023-Q3WorsenedAnnual report

    「The yen has continued to trade on a weaker trend, exerting a certain impact on content acquisition costs.」

    The Company states that the weaker yen is already affecting content acquisition costs, making the acquisition cost risk more concrete.
  6. FY2017RestatedAnnual report

    「Competition to acquire content may intensify due to competition with other video streaming services.」

    The risks of competition to acquire content, rising acquisition costs and the inability to renew contracts are reiterated.
  7. FY2016First statedAnnual report

    「Competition to acquire content may intensify due to competition with other video streaming services. Higher content acquisition costs could prevent the Group from acquiring content it wishes to obtain or force it to acquire overpriced content, potentially having a material impact on the Group's business results.」

    Competition to acquire content from competitors, higher acquisition costs and the inability to renew contracts are explicitly identified as risks.
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U-Next Holdings's next results are scheduled for 2026-10-14. Read the earnings preview
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Risk of Competition for Content Procurement and Rising Procurement Costs | U-NEXT HOLDINGS Co.,Ltd. (9418) | Komori