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U-NEXT, Dec-Feb (2Q) Ordinary Profit Increases by 6%

Mon Apr 13, 2026 4:00 pm JST Earnings

9418 U-NEXT HOLDINGS Co.,Ltd. 【J-GAAP】

Earnings Report

U-NEXT HOLDINGS Co.,Ltd. <9418> [TSE Prime] announced its financial results after the market closed on April 13th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) was 17.0 billion yen, a 2.8% increase compared to the same period last year. Progress toward the full-year plan of 32.2 billion yen was 53.1%, almost the same as the five-year average of 51.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to grow 5.8% from the same period last year, reaching 15.1 billion yen.

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit grew 6.3% from the same period last year, reaching 8.86 billion yen. However, the operating profit margin remained almost flat, changing from 8.8% in the same period last year to 8.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Sep - Feb, 2023 152,249 15,813 15,323 8,727 48.4 54.1 Apr 9, 2024 J-GAAP
Sep - Feb, 2024 186,782 16,602 16,615 9,436 52.3 53.8 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 212,823 18,116 17,087 9,884 54.8 53.1 Apr 13, 2026 J-GAAP
YoY +13.9% +9.1% +2.8% +4.7% +4.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Guidance ー ー ー ー － 8.50 Oct 14, 2025 J-GAAP
Sep - Feb, 2025 Results 212,823 18,116 17,087 9,884 54.8 8.50 Apr 13, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 203,626 14,969 14,285 8,959 49.7 8.50 Oct 14, 2025 J-GAAP
Mar - Aug, 2026 Guidance 211,177 15,384 15,113 8,616 47.8 8.50 Apr 13, 2026 J-GAAP
YoY +3.7% +2.8% +5.8% -3.8% -3.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 326,754 29,110 28,321 15,357 85.2 11 Oct 10, 2024 J-GAAP
Aug, 2025 390,408 31,571 30,900 18,395 102.0 15.50 Oct 14, 2025 J-GAAP
Aug, 2026 Guidance 424,000 33,500 32,200 18,500 102.6 17 Oct 14, 2025 J-GAAP
YoY +8.6% +6.1% +4.2% +0.6% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 94,854 8,351 8,338 4,869 27.0 8.8 Apr 10, 2025 J-GAAP
Mar - May, 2025 96,656 7,604 7,337 4,131 22.9 7.9 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 106,970 7,365 6,948 4,828 26.8 6.9 Oct 14, 2025 J-GAAP
Sep - Nov, 2025 104,673 8,766 8,221 4,533 25.1 8.4 Jan 14, 2026 J-GAAP
Dec - Feb, 2025 108,150 9,350 8,866 5,351 29.7 8.6 Apr 13, 2026 J-GAAP
YoY +14.0% +12.0% +6.3% +9.9% +9.9%

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