Sony Group Corporation · TSE:6758
Sony — Investor Day (June 2025)
41 slides from Sony's investor day presentation, Jun 13, 2025
Slide 1: Game & Network Services Segment
Web release date: June 13, 2025 Game & Network Services Segment President and CEO, Sony Interactive Entertainment Hideaki Nishino CEO, Studio Business Group, Sony Interactive Entertainment Hermen Hulst
Slide 2: Introduction
G&NS Segment Introduction Sony Group Corporation 2
Slide 3: G&NS Segment
G&NS Segment © 2025 MARVEL © 2025 MARVEL Sony Group Corporation 3
Slide 4: Most Profitable Generation To-Date
Most Profitable Generation To-Date G&NS Segment SALES $24B $44B $71B $107B $136B FY94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 OPERATING INCOME $3B $2B -$4B $9B $13B Evolving Financial Profile with Increasing Operating Leverage Note: Total G&NS sales
Slide 5: 5th MRP Theme
G&NS Segment 5th MRP Theme G&NS Segment Sony Group Corporation 5
Slide 6: Capitalize on Momentum
Capitalize on Momentum G&NS Segment FOUNDATION FOCUS Established a Leading Capitalize on Momentum to Position in this Drive Profitable Growth & Console Generation Evolve the PlayStation Experience Sony Group Corporation 6
Slide 7: The PlayStation Experience
G&NS Segment The PlayStation Experience Sony Group Corporation 7
Slide 8: G&NS Segment
G&NS Segment Sony Group Corporation 8
Slide 9: 124M MAU, 4K+ Creators, 12K+ Games
G&NS Segment 124M 4K+ MAU* Creators* 12K+ Games* *As of March 31, 2025; Note: Monthly Active Users (MAU) is an estimated total number of unique accounts that played games or used services on the PlayStation Network during the last month of the quarter and is based on company research, and may be upd
Slide 10: World Class Franchises and Growing Live Services Capabilities
G&NS Segment Growing World Class Live Services Franchises Capabilities Rich Narrative On Console Experiences & Beyond Sony Group Corporation 10
Slide 11: G&NS Segment
G&NS Segment Sony Group Corporation 11
Slide 12: Platform Business
G&NS Segment Platform Business Sony Group Corporation 12
Slide 13: Integrated Platform Driving Player Lifetime Value
Integrated Platform Driving Player Lifetime Value G&NS Segment The PlayStation Console is a Gateway... ...to a Lifetime of Player Engagement and Value PERIPHERALS SERVICES CONTENT ILLUSTRATIVE PLAYER LIFETIME VALUE Differentiated and Leading subscription An expanding offering Ongoing value for diver
Slide 14: Record Levels of Play & Engagement
Record Levels of Play & Engagement G&NS Segment Continued growth in Monthly Active Users... ...driving record high levels of engagement Monthly Active Users* Annual Gameplay Hours* +14% 124M +14% 51B FY22 FY23 FY24 FY22 FY23 FY24 *As of March 31, 2025 Sony Group Corporation 14
Slide 15: Multi-Generational Ecosystem & Growing Monetization
Multi-Generational Ecosystem & Growing Monetization G&NS Segment Robust, multi-generational ecosystem... ...with high life-to-date (LTD) spend Monthly Active Users* Life-to-Date Spend per Console* % Growth 124M $846 +26% PERIPHERALS +27% $669 SERVICES +63% CONTENT +21% Note: Life-to-Date spend repre
Slide 16: Durable & Predictable Revenue Base
Durable & Predictable Revenue Base G&NS Segment Strong revenue base, underpinned by steady & recurring content and services % Total Revenue CONSOLE Evolving value proposition and increased & OTHER awareness driving profitable growth PERIPHERALS 14% 13% SERVICES 13% Diverse catalog of annualized rele
Slide 17: PlayStation Store | Recurring & Diverse Content
PlayStation Store | Recurring & Diverse Content G&NS Segment Consistent base of ongoing major franchises and high potential partnerships % PlayStation FY22 FY23 FY24 Store Revenue Stable base of revenue from major franchise titles, with a large share of ongoing content 53% 51% 53% Revenue Revenue Re
Slide 18: PlayStation Plus | Compelling & Profitable Services
PlayStation Plus | Compelling & Profitable Services G&NS Segment Evolving value proposition ...driving profitable subscriber growth, and increased awareness... engagement and retention Subscriber Mix FY22 FY23 FY24 38% Content Discovery 17% 19% Curated hub with personalization and 22% player lifecyc
Slide 19: Peripherals | Enhancing the PlayStation Experience
Peripherals | Enhancing the PlayStation Experience G&NS Segment Experience content in new and bespoke ways ACCESS Enhancing the Experience Increasing player immersion by allowing players to play in new ways, through CONTROLLERS both first- and third-party products AUDIO CUSTOMIZATION Personalization
Slide 20: Platform Business | Operational Excellence
Platform Business | Operational Excellence G&NS Segment Player & Supply Chain Distribution Creator Services Geographically diverse Best-in-class commerce Extensive player and operational footprint, experience, with creator features and with robust planning and ongoing investment in services ensuring
Slide 21: Platform Business | Focus
Platform Business | Focus G&NS Segment FOUNDATION FOCUS Established a Leading Position Capitalize on Momentum to Drive Profitable Growth in this Console Generation & Evolve the PlayStation Experience • Build a strong, multi-device ecosystem 124M • Continue to drive record levels of engagement Total
Slide 22: Studio Business
G&NS Segment Studio Business Sony Group Corporation 22
Slide 23: Studio Business | Showcasing the PlayStation Experience
Studio Business | Showcasing the PlayStation Experience G&NS Segment Single Live Player Services Franchises Creative Build Grow IP into Leadership & Foundation Powerhouse Consistent & Strengthen Franchises Delivery Capabilities in Gaming & Beyond Portfolio & Operations Technology Publishing Sony Gro
Slide 24: World Class Creative
World Class Creative G&NS Segment Global team with differentiated and complementary capabilities SINGLE PLAYER LIVE SERVICES CO-DEVELOPMENT / EVOLVING / MULTI-GENRE XDEV PUBLISHING SUPPORT ...and ongoing partnerships with additional studios Sony Group Corporation 24
Slide 25: Single Player | Creative Leadership & Consistent Delivery
Single Player | Creative Leadership & Consistent Delivery G&NS Segment Annual tentpole releases underpinned by established and emerging franchises FY21 FY22 FY23 FY24 FY25 UPCOMING © 2025 MARVEL © 2025 MARVEL Sony Group Corporation 25
Slide 26: Highly Anticipated Next Installment in the Major Franchise
G&NS Segment FY24 ACHIEVEMENT FY25 FOCUS Game of the Year and Highly Anticipated Ambassador of Next Installment in the the PlayStation Major Franchise Experience Sony Group Corporation 26
Slide 27: Live Services | Build Foundation & Strengthen Capabilities
Live Services | Build Foundation & Strengthen Capabilities G&NS Segment Establishing a portfolio of successful live service titles FY21 FY22 FY23 FY24 FY25 UPCOMING Day-and-date releases on PlayStation and PC Note: Day-and-date releases exclude MLB The Show (console-exclusive) Sony Group Corporation
Slide 28: Strong Early Engagement for Bungie's New Title
G&NS Segment FY24 ACHIEVEMENT FY25 FOCUS Multi-Award Winner With a Strong and 3.6M Strong Early Engagement for Bungie’s Bold and MAU* Highly Engaged Innovative New Title Player Base *As of March 31, 2025 Sony Group Corporation 28
Slide 29: Track Record of Growing Game IP into Franchises
Track Record of Growing Game IP into Franchises G&NS Segment Developing IP... ...with the potential to grow into enduring franchises Emerging IP © 2025 MARVEL Franchise Lifetime Engagement Hours* © 2025 MARVEL © 2025 MARVEL New IP + Others in Development © 2025 MARVEL *As of March 31, 2025 Note: Fra
Slide 30: Establishing Transcendent Franchises
Establishing Transcendent Franchises G&NS Segment Expanding audiences and invigorating engagement through new formats and experiences Gaming Audiences New Audiences, Formats & Experiences ANIMATION MOVIES LOCATION-BASED ENTERTAINMENT (LBE) TV SHOWS Sony Group Corporation 30
Slide 31: Second Season of the Hit Action-Comedy Series
G&NS Segment Strong Start for the Returning 5.3M Second Season of the Hit Action-Comedy Season 2 Premiere Emmy-Award Viewership* SEASON 2 Series Premiering in July SEASON 2 Winning Series (+13% vs. Season 1) *As of April 15, 2025 Sony Group Corporation 31
Slide 32: Studio Business | Operational Excellence
Studio Business | Operational Excellence G&NS Segment Portfolio Development Management Processes Operations Portfolio framework Robust development Global studio and creator for decision-making and testing framework, network, supported by to balance game- aimed at ensuring games central functions and
Slide 33: Studio Business | Focus
Studio Business | Focus G&NS Segment FOUNDATION FOCUS Established a Leading Position Capitalize on Momentum to Drive Profitable Growth in this Console Generation & Evolve the PlayStation Experience Single Player | Creative Leadership • Portfolio of leading and recurrent single player & Consistent De
Slide 34: Concluding Remarks
G&NS Segment Concluding Remarks Sony Group Corporation 34
Slide 35: Evolving the PlayStation Experience
Evolving the PlayStation Experience G&NS Segment Expanding audiences, deepening engagement and enhancing experiences PORTAL PC Providing access points off- Extending top franchises ACCESS console and experimenting beyond console to showcase with new form factors and the PlayStation Experience busine
Slide 36: PlayStation x Sony Group
PlayStation x Sony Group G&NS Segment Partnering across Sony Group to explore new opportunities and accelerate innovation IP & Audience Global Product & Technology Expansion Expansion Marketing Support Infrastructure Leveraging PlayStation IP and Sony Partnering on Sony Group expansion Cross-marketi
Slide 37: Leading the Way with Responsible Growth
Leading the Way with Responsible Growth G&NS Segment Forging an intentional path to do the right thing well ENVIRONMENT SOCIAL GOVERNANCE Road to Zero & Safety & Community Inspiring Change Accessibility Engagement Reducing PS5 energy consumption, Modernizing the moderation Partnering with the United
Slide 38: G&NS Segment | Focus
G&NS Segment | Focus G&NS Segment FOUNDATION FOCUS Established a Leading Position Capitalize on Momentum to Drive Profitable Growth in this Console Generation & Evolve the PlayStation Experience SALES Platform Business $29.4B $30.7B • Build a strong, multi-device ecosystem $26.8B • Continue to drive
Slide 39: Positioned for Profitable Growth
Positioned for Profitable Growth G&NS Segment The PlayStation Durable, Experience | Predictable Lifetime of Value Revenue Base Established + Improving Emerging Operational IP Franchises Leverage Sony Group Corporation 39
Slide 40: Trademark notice
SONY is a registered trademark of Sony Group Corporation. Names of Sony products and services are the registered trademarks and/or trademarks of Sony Group Corporation or its Group companies. Other company names and product names are registered trademarks and/or trademarks of the respective companie
Slide 41: Cautionary Statement
Cautionary Statement Statements made in this material with respect to Sony’s current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Sony. Forward-looking statements include, but are not limite