P.22 Message from the CGO (1)

Message from the CGO Growth Strategies

Becoming a Globally Acclaimed Entertainment Group

Growth

Strategies

Message from the CGO Global Strategy New IP Strategy EduTainment Strategy

Creating original content loved around the world

Yayoi Nakatani

Board Director & CGO, TBS HOLDINGS, INC.

With our growth strategy in full swing,

we are ready to take a major leap forward

In our growth strategy areas, we are actively pursuing growth investments to leverage our content IP and accelerate the growth of EDGE. The key areas of our growth strategies are “Global,” “IP,” and “EduTainment.” Since declaring 2024 the “first year of our global business,” TBS has accelerated its overseas expansion and is beginning to see steady results. THE SEVEN, INC., our content strategy compa- ny focused on global markets, is launching a series of major titles from FY2026 onward to expand its lineup. We are expecting net sales of ¥6.3 billion in FY2026 and ¥8.1 billion in FY2027. In April, it signed a joint development agreement with The Walt Disney Company (Japan) Ltd. This is the first time Disney has entered into a long-term, ongoing content development agreement with a Japanese production company. TBS will continue creating innovative content from Japan that captivates global audiences. In October 2025, we also established THE SEVEN US, INC. in North America, creating a platform for expanding our network and exploring investment opportunities. With THE SEVEN US, INC. playing a central role, we are advancing the development of content for global audiences. In North America, we invested approximately ¥24.0 billion in Legendary Entertainment, one of Hollywood’s premier film production companies, and entered into a strategic partnership in January for the planning and development of screen content based on Japanese IP. Legendary has produced a number of in- ternationally acclaimed titles, including “Dune,” “Minecraft,” and the MonsterVerse series, including “Godzilla.” It also has a deep respect for Japanese IP and culture, having worked on “POKÉMON Detective Pikachu” and “Street Fighter,” among others, and possesses the ability to develop them into entertainment that can be enjoyed by global audiences. Its film division has generated cumulative worldwide box office revenues of more than $21 billion, with 27 films having opened at No. 1 at the U.S. box office. It is one of the world’s leading production studios, with numerous titles earning top honors at major award ceremonies, including the Academy Awards, Emmy Awards, and Golden Globe Awards. TBS, THE SEVEN, and Legendary are now actively holding content planning and development meetings, and discussions on specific IP are gaining momentum. Legendary will be an important and highly valuable partner as TBS expands its business in Hollywood. We are eager to create global hit content with Legendary as soon as possible and then reinvest in that content. In Asia, TBS, CJ ENM, one of South Korea’s leading enter- tainment companies, and U-NEXT HOLDINGS have established a joint venture called “StudioMonowa.” CJ ENM is home to Studio Dragon and CJ Studios, known for continuously produc- ing global hit titles. The purpose of StudioMonowa, however, extends beyond production; it is designed to drive our transfor- mation into an integrated IP business that seamlessly manages everything from production to secondary exploitation. By combining TBS’s planning and creative direction capabilities, 22