Nippon Television Holdings, Inc. · TSE:9404
Nippon Television — Q1 FY2026 Earnings Presentation
52 slides from Nippon Television's earnings presentation, Jul 31, 2026
Slide 1: FY2026 1Q Financial Results
FY2026 1Q Financial Results July 31, 2026 This presentation may include forward-looking statements. Actual results, however, could differ significantly as a result of various factors and circumstances. Forward-looking statements contained herein are not guarantees or commitments. Reproduction of thi
Slide 2: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 3: Shareholder Return
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Shareholder Return 25,000 Dividends Stock Repurchase 20,000 15,000 10,000 5,000 0 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast FY2021 FY2022 FY2023 FY2024
Slide 4: Stock Repurchase・Reduction of cross-shareholdings
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Stock Repurchase・Reduction of cross-shareholdings Stock Repurchase Total number of shares to be acquired: 5,200,000 shares (upper limit) Total amount of share
Slide 5: Response in Line with the Revised Corporate Governance Code
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Response in Line with the Revised Corporate Governance Code We recognize the importance of securing capital profitability that exceeds our cost of equity. In ou
Slide 6: Cash Allocation Policy under the Medium-Term Management Plan
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Cash Allocation Policy under the Medium-Term Management Plan 6
Slide 7: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 8: Overview
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Overview Slight decrease in revenue and lower Operating Profit *Quarterly net income attributable to owners of the parent increased. Time ad sales increased,
Slide 9: Nippon TV HD: Consolidated Financial Results
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV HD: Consolidated Financial Results (Millions of Yen) FY2025 1Q FY2026 1Q YoY Change(%) Net Sales 114,649 114,595 △53 △0.0% Operating Profit 17,475 11,
Slide 10: Net Sales YoY Change Components
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Net Sales YoY Change Components (Millions of Yen) 116,000 ＋214 ＋669 115,000 114,649 △ 480 △ 21 114,595 ＋1,208 △ 215 △ 106 114,000 △ 1,323 113,000 112,000 111,00
Slide 11: Operating Profit YoY Change Components
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Operating Profit YoY Change Components (Millions of Yen) 20,000 18,000 17,475 16,000 14,000 ＋387 ＋352 ＋114 △ 4,449 △ 851 △ 137 12,000 11,075 △ 1,816 10,000 8,00
Slide 12: Nippon TV: Financial Results
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV：Financial Results (Millions of Yen) FY2025 1Q FY2026 1Q YoY Change(%) Net Sales 75,001 74,605 △395 △0.5% Operating Profit 12,255 7,805 △4,449 △36.3% R
Slide 13: Nippon TV: Advertising Revenue
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV：Advertising Revenue (Millions of Yen) FY2025 1Q FY2026 1Q YoY Change(%) Advertising Revenue 58,496 57,172 △1,323 △2.3% Time 24,747 27,530 2,782 11.2%
Slide 14: Nippon TV: Net Sales and Cost of Sales
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV：Net Sales and Cost of Sales (Millions of Yen) Net Sales FY2025 1Q FY2026 1Q YoY Change(%) Advertising Revenue 58,496 57,172 △1,323 △2.3% Program Sales
Slide 15: Nippon TV: Production Costs
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV：Production Costs (Millions of Yen) FY2025 1Q FY2026 1Q YoY Change(%) 21,050 23,008 1,958 9.3% (Millions of Yen) Production Costs 100,000 87,526 89,331
Slide 16: Nippon TV: Events/Content Business Sales and Balance
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Nippon TV: Events/Content Business Sales and Balance (Millions of Yen) Sales Balance FY2026 1Q Change(%) FY2026 1Q Change(%) Anime 2,048 23.4% 528 △32.3% Movie
Slide 17: Group Companies: Net Sales and Operating Profit
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Group Companies: Net Sales and Operating Profit FY2026 1Q (Millions of Yen) Nippon Television BS Nippon Corp. CS Nippon Corp. VAP Inc. TIPNESS Limited MURAYAMA
Slide 18: CAPEX and Depreciation
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials CAPEX and Depreciation (Billions of yen) Depreciation and (Consolidated) CAPEX amount Amortization FY2026 1Q 4.0 2.9 (Billions of yen) CAPEX amount (Billions of
Slide 19: Consolidated Forecast and Dividend Forecast
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Consolidated Forecast and Dividend Forecast *Unchanged from previous forecast as of May 14, 2026 Forecast for FY2026 (Millions of Yen) FY2025 Result FY2026 Fore
Slide 20: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 21: Studio Ghibli ①
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Studio Ghibli ① Display of Panorama Boxes and Screening of A Night in the Valley of Witches Begin at Ghibli Park On July 8, a new special exhibition, Panorama
Slide 22: Studio Ghibli ②
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Studio Ghibli ② Friday Road Show Ghibli Exhibition This exhibition explores the enduring appeal of Studio Ghibli films alongside the history of Friday Road Sh
Slide 23: Studio Ghibli ③
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Studio Ghibli ③ Super Kabuki: Princess Mononoke Hayao Miyazaki’s timeless Studio Ghibli masterpiece has been transformed into a Super Kabuki production that s
Slide 24: Movie Business
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Movie Business Detective Conan: Fallen Angel of the Highway has become a massive blockbuster, surpassing 9.25 million admissions and achieving a cumulative box
Slide 25: New Anime Releases for Summer
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials New Anime Releases for Summer Draw This, Then Die! Magilumiere Magical Girls Inc. Red River Manga Taisho 2023 Grand Prize Winner! Set in a world where natural d
Slide 26: Anime Business
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Anime Business Anime EXPO 2026 At Anime Expo 2026, one of North America’s largest anime conventions, That Time I Got Reincarnated as a Slime was prominently pro
Slide 27: Global Business Expansion
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Global Business Expansion ●GYOKURO STUDIO Secures Option Agreements for Majority Rules • Majority Rules, which aired on terrestrial television in February, is a
Slide 28: Global Content Rollout
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Global Content Rollout Drama: Hong Kong Adaptation of Life’s Punchline Aired on ViuTV The Nippon TV drama Life’s Punchline, which aired in the April 2021 season
Slide 29: IP Business/Music Business ①
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials IP Business/Music Business ① HANA A rookie group taking Japan by storm! Most 100-million-stream songs ever by a Japanese dance & vocal group! Since their debut
Slide 30: IP Business/Music Business ②
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials IP Business/Music Business ② Murder Mystery THE TRUE PIECE From April 29 (Wed), 2026 | 18 Performances at IMM THEATER Creating a New Business Model: Artist & Pe
Slide 31: Events Business ①
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Events Business ① Masterpieces of the Renaissance from the Musée du Louvre Dates & Venue: Tokyo — September 9, 2026–December 13, 2026 The National Art Center, S
Slide 32: Events Business ②
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Events Business ② The Girl Who Leapt Through Time 20th Anniversary: The Origins of Mamoru Hosoda Exhibition Dates & Venue: June 20 (Sat)–August 31 (Mon), 2026 |
Slide 33: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 34: 2026 April Cour Viewer Ratings
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials 2026 April Cour Viewer Ratings 2026/3/30～2026/6/28 Core Target(%) Individual(%) All Day 2.1 3.3 (6:00 – 24:00) 1st Prime Time 3.4 4.6 (19:00 – 23:00) 2nd Golden
Slide 35: April 2026 Season Topics
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials April 2026 Season Topics The FIFA World Cup 2026 Captivates the Nation! Japan vs. Tunisia Becomes the Highest-Rated Television Broadcast of 2026 Nippon TV broad
Slide 36: Upcoming Key Content in FY2026
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Upcoming Key Content in FY2026 Watch together, cheer together! Live, this summer. Airing August 29 (Sat) – 30 (Sun), 2026 24-HOUR TELEVISION 49 Theme: “My Famil
Slide 37: Upcoming Key Content in FY2026
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Upcoming Key Content in FY2026 Signature Nippon TV Content: From Hakone Ekiden to the Return of the Legendary Quiz Show! 2026 October Drama Series Our Hakone Ek
Slide 38: Upcoming Key Content in FY2026
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Upcoming Key Content in FY2026 The Legendary Quiz Show Is Back! Scheduled for Broadcast During the New Year Holiday Season Trans-America Ultra Quiz Host: Sho Sa
Slide 39: Streaming Business: HJ Holdings (Hulu in Japan)
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Streaming Business: HJ Holdings (Hulu in Japan) (Millions of Yen) Net Sales Operating Profit FY2026 1Q 7,975 393 Expanding original and exclusive content to att
Slide 40: Streaming Business: TVer (AVOD)
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Streaming Business: TVer (AVOD) TVer Highlights ◆ Unique Browsers (UB): April – 26.78M, May – 26.35M, June – 25.62M Catch-up Views: April – 520M, May – 520M, Ju
Slide 41: Streaming Business: Media Development
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Streaming Business: Media Development ■Harajuku TV! ◆Overview A digital comedy-variety series featuring members led by the popular idol group CANDY TUNE. The pr
Slide 42: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 43: Overview of Major Strategic Investments
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Overview of Major Strategic Investments Medium-Term Medium-Term Medium-Term Medium-Term Management Plan Management Plan Management Plan Management Plan 2016 – 2
Slide 44: Creating Synergies with KANAMEL Group
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Creating Synergies with KANAMEL Group PMI initiatives with the KANAMEL Group have commenced, including joint content development and talent exchange. Producti
Slide 45: KANAMEL Becomes a Wholly Owned Subsidiary
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials KANAMEL Becomes a Wholly Owned Subsidiary Strengthening Content Production with a Global Market Focus Nippon Television Holdings Inc. has announced the acqu
Slide 46: Global Content from KANAMEL/AOI Pro.
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Global Content from KANAMEL/AOI Pro. Initiatives to create global content centered around AOI Pro. are currently underway. Film “ Children Untold” (Directed b
Slide 47: NeoRealX: XR Creative Tech Company
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials NeoRealX: XR Creative Tech Company In May 2026, Nippon TV made NeoRealX Inc. a wholly owned subsidiary and completed an additional investment of 350 million y
Slide 48: Contents
Shareholder Return & Capital Contents Management Policy Financial Results Contents Strategy Programming Strategy , Digital & Streaming Strategic Investment Trend Reference Materials
Slide 49: Segment Results
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Segment Results (Millions of Yen) Net Sales Operating Profit FY2025 1Q FY20261Q Change FY2025 1Q FY20261Q Change Content and 107,000 106,798 △201 17,257 10,719
Slide 50: Spot Sales: Industry-classified
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Spot Sales : Industry- classified FY2025 1Q Share Change(%) FY20261Q Share Change(%) 1 Service 18.3% 27.5% 1 Service 16.8% △ 19.3% 2 Cosmetics/Toiletries 13.2%
Slide 51: Movie Lineup For 2026 ①
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Movie Lineup For 2026 ① ★＝Co-organized with Nippon TV Date Title Distributor ●＝Nippon TV is an investor in the film ■=Nippon TV is lead organizer Friday, ●GUILT
Slide 52: Movie Lineup For 2026 ②
HD : Capital Strategic Reference Financial Results Group Companies Nippon TV Contents Strategy Management Policy Investment Trend Materials Movie Lineup For 2026 ② ★＝Co-organized with Nippon TV ●＝Nippon TV is an investor in the film ■=Nippon TV is lead organizer Date Title Distributor Friday, TOHO ★
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