On April 10th, U-NEXT HOLDINGS <9418> announced its consolidated financial results for the second quarter of the fiscal year ending August 2025, with sales of 186.782 billion yen (up 22.7% from the same period last year), operating profit of 16.608 billion yen (up 5.0% from the same period last year), operating profit of 16.62 billion yen (up 8.5% from the same period last year), and final profit of 9.436 billion yen (up 8.1% from the same period last year). Sales and operating profit hit record highs.
・Revenue: 186.782 billion yen (up 22.7% from the previous year)
・Operating profit: 16.608 billion yen (up 5.0% from the previous year)
・Order profit: 16.62 billion yen (up 8.5% from the previous year)
・Final profit: 9.436 billion yen (up 8.1% from the previous year)
The company said that although communications and energy profits decreased due to the impact of electricity capacity contributions, all other segments saw an increase in revenue and profit.
Focusing on the content distribution business, sales increased 17.7% to 62.455 billion yen, while operating profit increased 31.5% to 5.815 billion yen. Although currency fluctuations have a certain impact on content procurement costs, the number of paid users has increased by 400,000, and Soccer Pack has contributed.
U-NEXT offers a wide variety of unlimited viewing titles, and as of February 2025, there were over 360,000 videos including movies and dramas, including rentals, over 1.14 million e-books such as manga and books, and over 200 magazines, providing an entertainment experience that transcends genres.
U-NEXT has worked to expand its lineup, including broadcasting popular content from overseas and Korean waves, as well as streaming a variety show on TBS and TV Tokyo, as well as sports such as European soccer, domestic and international martial arts, golf tours, music, and live streaming.
In addition to videos, music and live performances, we are also focusing on expanding e-books, etc., and strengthening the development and development of original IPs and adaptation into visuals, aiming to create an attractive and satisfying service.
In February 2025, the company acquired exclusive distribution rights for the US Open and the US Professional Championship, and will focus on expanding its sports content, including streaming all four overseas men's golf tournaments.
With the opportunity to provide the U-NEXT Soccer Pack, the company has worked to expand its sales of U-NEXT not only for individuals but also for corporations and stores such as hotels, commercial facilities, and sports bars. In addition, to commemorate the number of paid members of U-NEXT exceeded 4.5 million, we held a limited-time collaboration campaign with Sumitomo Mitsui Banking Corporation.
■Outlook for the fiscal year ending August 2025
The company expects its results for the fiscal year ending August 2025 to be 360 billion yen in sales (up 10.2% year on year), operating profit of 31 billion yen (up 6.5% year on year), operating profit of 30 billion yen (up 5.9% year on year), final profit of 16.7 billion yen (up 8.7% year on year), and EPS of 92.58 yen. The price-earnings ratio is 19.8 times.
・Revenue: 360 billion yen (up 10.2% from the previous year)
・Operating profit: 31 billion yen (up 6.5% from the previous year)
・Order profit: 30 billion yen (up 5.9% from the previous year)
・Final profit: 16.7 billion yen (up 8.7% from the previous year)
・EPS: 92.58 yen
[Progress rate for full-year plans]
・Revenue: 51.9%
・Operating profit: 53.6%
・Order profit: 55.4%
・Top profit: 56.5%