Wowow Inc. · TSE:4839
Wowow — Q1 FY2026 Earnings Presentation
22 slides from Wowow's earnings presentation, 2026
Slide 1: 2026年3月期 第1四半期決算について
WOW OW 2026 FES 1 GHA RAK we 2026 FES 1 GSARESICOUTCHRAUELET. INSZ*MAD/I\FITHALAFOBVUCRVET. RANTITEK® WOW OW UN 3 (3 #8 ) SB ALS : BAMAMBMLEM, SBMACTFLV—-TF 14 VI BRORALMDITAY BUN EB CRM +: BLEORMDICCERWME sci ase) AA Gam 17,644 1,367 AicERHAS| 41,050 AVM] 054 BUSIIRALL| 94.4% BUFIRIRALL] 96.2% K EN
Slide 2: 契約件数について
WOW OW mA B ERMA > UEFAFPYEAYAU-PRFIAZSOAR—-VYIVFVUY, RABY SUPER BEAVERCWDEBRIVT UY RRR IC AR AC. TYA-OY-AVADSCWUDERBNBMRT ICLY ERMAG RISD B RstERMAGS > BNBMORTICHSRHICMA, 257 RRR CHIL AIID STH KEDECETC. WEAR CRY CRS Sst IEDR | meneame te com AA ER cH) A79 2,088 BURRS | A2 BIEREB= | 2195 BURAMIRAIE
Slide 3: NTTドコモとの資本業務提携について
WOW OW NTT RIEE OBA BBC OUT CS. BARBEEORR wowow ® LeminoOn#MBA1t. AFB (IV) OR @ S=AFI4IS NTTEIEA5SLeminoBee Ait NTTEIEA'S . LeminoBXeKMLEOTTH-EREBETS FREE 2. 8B%OWA SHSH (IV) ERT _ . AMEN 2268 RMOMettx > HIER 8.4169 etihAeA 7115 fFx WOWOWOD NTITEIEOSSSE- ala lps RAII—-BCBRETP BYE FUAIVEVT IVERMLELY
Slide 4: NTTドコモによる株式公開買付けについて
WOW OW MBH( IVI RUAZF-ACBASBREBZTVA—-I WOWOW | SHOR |Osezngaoew | LOTSA (DHE) 6A17BRLs 10A1BF® 10A1IBFE WOWOWDK:£ fig 4t 58 7 Lemino##t7 8! #x0B8) WOWOWMF BAIT NUUEAE BUDE W 51%h8 49% tB St WOWOWSE RIESE (HRSt Set > sHaRe ©2026 WOWOW INC. | 7 - BRORIMCCS lasts, 6 A17 BICRTAGCT. © Stilt. WOWOW HiBSee
Slide 5: 株主構成について
WOW OW BS AaSBRICDWT HGAHAA | 202610A18 (a PHS 15,8008 FATA | (sett 2.80%) #81 #1,031F FATMA | XGGARMAD BATE (6/12) OG HZ | 841,089,8009 IVES BSE | LY9—-F1y XUN DUTY REBROKEIRS BREADS AF 4P MMF AIIR MABATBSH—IF 1 YIA BAT LE RSet BAVAI—bSAMENMIMA EH (BFE) MSIP CLIENT SECURITIES (REERSBA EU Y- 29 YL—M
Slide 6: 提携によるシナジー
WOW OW MSt(IVIICH6IFSMHO RE wow ow WOWOW 51% ©dédcomo 49% + ROE MAXCO + DyyyYFoOFIA—--z INU RIVERS © DUP VBE H * iSO R REE © DUS DYE Lem [no + RDI PBRS PRYLOSERR 20267 EOBRMIBRCUTHITE 2026 WOWOW INC. | 9 © Bttld RBS CSLIVFUYFOFA-AZABLUHEDASEDL, KIVREOAUD FIVAY TDI DEED, BREKLUDEFSARIVT UY OPEZWET. ©
Slide 7: Leminoの提供とdocomo MAXでの訴求
WOW OW LeminoltTEFIE MAXIODENSHRELT WOWOW 5 FE Ee ee CENMAX 2 semis ems At ENS! wen 300R 2H 22m (HW-EREBAMOBASCOEMMHETS) 26 EB [_w3e- em. 5 | “BE KS 500520ut Lemino | dv=x2arr «docomo ZSHGR 25ROR SRILA 6EIA TESA ig&:https://ssw.web.docomo.ne.jp/max/ HENTTRIEl2025 FR RABEL 2026 FRM PABIIC OWT 2026 WO
Slide 8: ドコモとの連携による施策
WOW OW BRS ALE HE Ose Le AHUT wowow © ddcomo IYFYVYS1IYIYIO KEE FIIWXUPWO Bh HRS LY9-F4YAY MAR CRSYWISO RIESAYTPAYS1Y AVIFWIVTYY MWS EADU-F BESRBMA A pe RIGHT SIPO MH ~kUSB<NSSS ECHO -EXZ SieHh~ ~j— re ~ —_ -_ fy » 2026 WOWOW INC. | 11 © “HR TRENDUFUYIOFI—ANPHEAL. NTT FIEDSTSSBRE. EIURRBOR PAMAT U—-
Slide 9: 2026年3月期 第1四半期の概況について
WOW OW 2026 FES 1 OHRRRE OSMICOWUT CS. WN 3 1K ht OE i ) WOW OW ($:8 5A) 2025481Q 2026481Q FIR RA LER Ri WRALE RH OS aa RFRA AIaIRALL ThA 18,694 100.0% IiMer-RaTeleneyg =641,050 94.4% Bseilat 1,176 6.3% 921 5.2% A255 78.3% Flat 1,422 7.6% Bislows 7.8% A54 96.2% MAHREIARIS PRE BASDZIZS 997 5.3% 992 5
Slide 10: 契約件数の推移
WOW OW zLke WOW OW BRSFHMORLARHS (0B Pa) 28.8% BARA BEL RRMA © HRMALE 16.8% 18.3% 19.2% 2 = — 124 79,657 77,101 76,757 77 OEHE 74.869 24.3% 26.8% 14,113 14,380 18,215 22,177 e— 18,694 17,644 4,542 4,721 66,277 z 62,987 60,489 58,541 54,947 14,152 12,922 2021 202248 202348 20248 202558 2025FE1Q 2026%
Slide 11: 営業利益の増減要因
WOW OW ERR Rim PFA COARSA Wow oO Ww Des -Pe] tk GN-FEH/ BEBE /BRARK Berea Bens BE aoe +89 => +214 1,367 41,230 A16 Ml Om aw A138 Al6 202548 WAR ie PR PFAR tO BARA F-F Dl-F BRB AMA BH 2026FE 1Q Stet Set at Stt We 1Q (LF 4P_ (FUL-T DYFVY) Ft) X41 PF(DSvbI4—A) ARF: 2A. ODUTV, T—-FIVFLEBEDISYbIA-LBREA O
Slide 12: 中期経営計画の事業戦略
WOW OW PHES ES BICSUSBRAMECRAIXYVEOMRIE wowow HRS sth(2025-2029FB8) LAIXVUbEAS CBF 6 BR an SBA (Btoc) AF AP DVYVFVUVRIRXVb OXF4 7-H EAM >) OSAMA Q@AVY-ABLOIAYVE AM mennnns, > QQRRIMA BB MU (BtoB) QIVTIUVYAE FSOSIVAVRE Ce 2 > @FLV—TFAVILIXIE (©2026 WOWOW INC. | 16 - AHHH CISSAMe. SAAR (BtoC)&,. SSRRU
Slide 13: WOWOW BRIDGEの取り組み
WOW OW J sxan= Prox ree BAMA FLR > WOWOWS RE ICHRURASAMLIED, BSA G2KE BADRAORIACSVMR BSFUIVABREY—-ERA. T-IFUFLED B BR > RADA OMDYGICCESL et CSREOMAIS Yh I4-LEBUEABRE BREY-ER | eet tere B HR Hz ane) WOWSPO, KU DIS, tyYA-DY—AINABE BRMA BRB-1NYb-ECHR (BtoC) RERT 1ATbRG. ECM WOWOWAHEICOIY—-2ER BES STVYR
Slide 14: 新規事業の業績について
WOW OW 5c £ ia A ak ( 5 ) wowow (Fa) oe ech AISERINGSE TSE RINALL BaMA 14,152 12,922 BER) 91.3% BAMA 820 1,533 713, 186.9% BRB) NU b-EC#3R(BtoC) 171 506 334 294.8% 5-1 85x (BtoB) 343 434 90 126.4% EOE (BtoB) 305 593 287 194.4% Bst 14,973 14,456 A516 96.5% 1 DUT YBWE: FOI IY SURE 2 ENENBARAMISMVIET T
Slide 15: グループ会社の業績について
W_O WO W J sxe Perxvree WOWOWIS3=7-YSYLIW-FAHT Ale == 52555 eesti: FULT FL ITRB- FI9VV— T5479 MB REB * WOWOWISam7—Yar¥cinratOmR RBERM é B SAAR : TLR RICCE A eat #@WOWOWAS4=7-YarZ sao Kea. | LEB case) | er aE tee WOWOW igs ste bE A, COMMUNICATIONS FIG FIV FIT ATERIRALL 89.0% AIERALL — gage eeoe 2,651
Slide 16: その他の契約件数
WOowow AUER 2025£1Q 2026FE1Q Pies AU SEINBLL, TEDRAN AK A77 A79 A2 = RET TEDRAN AER 2,283 A195 91.5% 73) ELSA 307 30 90.3% PY) HBR 89 2 102.0% 2026 WOWOW INC. | 20 MAGHRCIOWT © TETRA PRIS 7 5 9 FO ID. SRETIEDRANA HIS 208 G8 FE SUEZ. © IEMRMMAG RIS, UEFA FeVEAYAU—FI, FIAZDBMA—-TFY FA VIWREVEW DEAR—-Y
Slide 17: 番組制作費について
WOW OW BABOHE WOWOW me Be (HAA) OF LBL (RA) (LE: %) 27,083 26,025 25,692 25,735 25,388 39.1% 39.3% BOM gee A0:2% 39.8% 5,962 5,349 2021 2022 202358 20245 202558 2025%1Q 20261Q senatias ccs KXENENGAAARBISDVIET THIET. ©2026 WOWOW INC. | 21 BABOHBCS. © LPGAFIIVIYP—OBGE- BURT SICH), ATERIBBLL SC 6 £8 13
Slide 18: 2026年3月期の通期予想について
WOW OW 2026 FEstHCs. 5/15 BRMBEURELO CWE A. RE. 2026 £6A 16 AICARLELETARAHNTTRIECOMICHIFSLUIY—F1YUXAUER RIVT YESS! LeminoJICH gs SBA EID, ST )I—TO 2027 3 AOR SIC SASRBICOUW CAE CHVUERT. SHH MINS SBMECEBAIA RAC BHSHUELET. WN 3 St el (= i ) WOWOW 202676 1ORICARLELEHRSHNTTRIEL OMICS SIV I—-F-1 XY BID T
Slide 19: 通期予想の修正について
WOW OW MAH HE 20255 2026%88 BIRALCRR Fi ate ane AUB TEDROD AH A193 A110 83 - Et EDRMA PR 2,167 2,057 A110 94.9% 2026 FEMAHHICS. < MASHBIIE, EDR APERDIT1 FZ 11 BFE, REHEGRIDA PDS 205 5 7 FLA E to < AIMBLET 8 3 FH OMB RUET I, ERO MUEREICLY, VIF ATORMER, AACE. © MET —CAZ PARI SY bhI4A-LCORMSL, ACSTRIC
Slide 20: 配当について
WOW OW Bc 34 A st SBR OR, MBAAO GL, PRAABEMIBAC SAN ICMISEL C. AMR RORREMY I, MGIC EAVES & Biss TRAE VES E/A SH AOHES me TRE ER (AE) —®- ACTER 141.9% 132.8% ‘* 77.3% a 50 65.5% 30 30 30 _ : | | 2022e8 20238 202475 2025%K 2026eF RSH ©2026 WOWOW INC. | 24 2026 FERMHHCS. © TYE OEMS. 30 AEHHLTHAG. © RRE
Slide 21: 今後のコンテンツ・イベントについて
WOW OW SEODUMAICOUT CS. BPS (ya es Mrs. GREEN APPLEA‘IZ5 LITE, ASRAROMMBSRILASRAS1 OBE SERIVIT 1 UXUbYS—-EBEU |! Mrs. GREEN APPLE presents FCEREMONY4 2026 8/22(+)-23(B) BGE-BIE WOWOWX5REF=S. 14010fF mA ER - GDRAEXES-MVHA CHAT SUMMER SONIC 2026 8/14 (s)~16 (BBE [CSUMIER SONIC All Cooyrights Reserved
Slide 22: 今後のコンテンツについて
WOW OW TRUPBRICHIFS MAS WOWwow SUA Bl SPITZ SHV LAOOY IAB BiG] KAMER BOS I—IDINRY EM DSEENETAU bo BAAD? —F 4 ZALA—BRRUIO AAINIA-VUAZZSRIt SHORERE ! RETAZLCONIA-VVAEDR o ae O78 4 || a FOTIA ~SPITZ BBVHLAO =: Dream Fes. Oy IAB BERRY ~ Drea mes. anemo> | | Ie a 9/25 (#) : 9/22(K-h) <2028 WOWOW INC. | 2