Sony Group Corporation · TSE:6758
Sony — Investor Presentation (June 2025)
21 slides from Sony's investor presentation, Jun 13, 2025
Slide 1: Music Segment (SMEJ)
Web release date: June 13, 2025 Music Segment ( SMEJ) President and Representative Director of the Board, G r o u p C E O, S o n y M u s i c E n t e r t a i n m e n t ( J a p a n ) I n c . S h u n s u k e M u ra m a t s u
Slide 2: FY24 Review
FY24 Review Music Segment (SMEJ) Photo by @kawado_photo Retouched by @hiroyabrian Photo by Kato Shumpei © TYPE-MOON / FGO PROJECT ©Koyoharu Gotoge / SHUEISHA, Aniplex, ufotable ©Solo Leveling Animation Partners ©AKIHAMAZI/HOUBUNSHA, ANIPLEX ©2024 Magica Quartet/Aniplex,Magia Exedra Project Sony Grou
Slide 3: SMEJ's Strengths
SMEJ’s Strengths Music Segment (SMEJ) Solutions Music Anime Games Sony Group Corporation 3
Slide 4: Corporate Strategy: Continue Management of the Business Portfolio, Strengthen International Business
Corporate Strategy Music Segment (SMEJ) Continue Management of the Business Portfolio Further Strengthen International Business Revenue by SMEJ Category SMEJ International Revenue Music Anime Games Solutions 30% 30% 23% 16% 14% +12.1 % 17% 19% 40% 27% +26.6% 35% 23% 23% 26% 26% 3rd Mid-Range 4th Mid
Slide 5: Update on Domestic Music Business
Update on Domestic Music Business Music Segment (SMEJ) Domestic Recorded Music Market SMEJ Recorded Music Revenue Trend Revenue Trend Physical Digital Physical Digital 40% 24% 38% 35% Recorded CAGR CAGR Music 76% 1.8 % 5.8% 60% 62% 65% CY19 CY24 FY19 FY24 ※ Source: Recording Industry Association of
Slide 6: Growth Strategy of the Music Business
Growth Strategy of the Music Business Music Segment (SMEJ) Sustainable Fanbase Expansion ・Strengthening Streaming ・Continuous Production of Hit Songs Global Streaming and Promotional Activities Expansion ・Advancing Tie-ups and Sponsorship Opportunities ・Expansion of Fandom Artists Physical Artist Hi
Slide 7: Strategic Key Initiatives for Music
Strategic Key Initiatives for Music Business Music Segment (SMEJ) Streaming Live & Merch Int’l Exploitation Producing Hit Songs Enhancing Dome and Strengthening Streaming Continuously Arena-Scale Artists and Promotional Activities Billboard Japan Artist 100 of the Year 2024 FY24 Dome and Arena-Scale
Slide 8: YOASOBI
YOASOBI Music Segment (SMEJ) Artist Hits Global Hit Fandom Expansion Continuous Production of Hit Songs Global Hit of 'Idol' Ongoing Tour Activities 16 songs with 100M+ streams YouTube Music / Asia Arena Tour (FY24) （as of the End of March 2025） 1 Apple Music GLOBAL # (2024) 140,000 attendees Billbo
Slide 9: Update on the Anime Business
Update on the Anime Business Music Segment (SMEJ) Anime End User Market in Japan SMEJ Anime Business Revenue Trend Int’l Revenue Merchandising Int’l Revenue Merchandising ※1 ※2 ※1 ※3 Others Others (Bln Yen) CAGR CAGR 7.4 % 3,346.5 9.7 % 2,927.7 2,742.2 28% 2,514.5 2,419.9 37% 27% 28% 29% 25% 21% 52%
Slide 10: Growth Strategy for the Anime Business
Growth Strategy for the Anime Business Music Segment (SMEJ) Production Development & Acquisition of Maximizing Strength of Core IP Popular New IP through Increased through Continuous Planning & Production Capabilities & Diversified Use Planning Expansion Sony Group Corporation 10
Slide 11: Strategic Key Initiatives for the Anime Business
Strategic Key Initiatives for the Anime Business Music Segment (SMEJ) Planning and Development Int’l Expansion Production Enhancement Enhancement Enhancement Initiatives with Major Right Holders Collaborate with Leading Studios Collaborate with Crunchyroll Develop Original Titles Enhance In-House Pr
Slide 12: Solo Leveling
Solo Leveling Music Segment (SMEJ) Planning Production Expansion A Popular Korean Novel Produced by A-1 Pictures, Ranked #1 in Crunchyroll View Count History Adapted into Anime a Subsidiary of Aniplex （as the End of March 2025) Sony Group Corporation 12 ©Solo Leveling Animation Partners
Slide 13: Growth Strategy of the Game Business
Growth Strategy of the Game Business Music Segment (SMEJ) Collaboration with Leading Creators and IP Ongoing Expansion of Hit Titles The Hundred Line -Last Defense Academy- Fate/Grand Order 2015: Japan release 80M+ 2016: Simplified Chinese 2020: 50 million Downloads version release downloads Worldwi
Slide 14: Growth Strategy of the Solution Business
Growth Strategy of the Solution Business Music Segment (SMEJ) Content Solutions Physical Digital LBE E-commerce Maximize IPs / Clients Live Hall Fan Club Live Event Merchandise Ticket Fandom Solutions Sony Group Corporation 14
Slide 15: Strategic Key Initiatives for the Solutions Business
Strategic Key Initiatives for the Solutions Business Music Segment (SMEJ) Reinforcing Increasing Expanding Solution Functions the Business Foundation Collaborative IP FAN CLUB EVENT Number of Members The Number of Annual Production Music CAGR CAGR 25.0% 41.1% Anime FY22 FY24 FY22 FY24 E-COMMERCE Mer
Slide 16: Promoting Sustainability: Entertainment × Sustainability
Promoting Sustainability Music Segment (SMEJ) Entertainment × Sustainability, Making the Standard HINATA FES 2024 AnimeCanvas Rebloom Flower Project Awareness campaign Sustainable work Contribution for Global Environment An SDGs-themed festival featuring Improve work environment of Contribute to red
Slide 17: Creating and Maximizing Hits through Creativity and Business Development
Management Strategy Music Segment (SMEJ) Creating and Maximizing Hits through Creativity and Business Development Sony Group Corporation 17
Slide 18: 5th Mid-Range Plan: Strengthening Creativity and Business Expansion Driving Global Expansion
5th Mid-Range Plan Music Segment (SMEJ) Strengthening Creativity and Business Expansion × Driving Global Expansion Sony Group Corporation 18
Slide 19: Music Segment (SMEJ)
Music Segment (SMEJ) ©Koyoharu Gotoge / SHUEISHA, Aniplex, ufotable Sony Group Corporation 19
Slide 20: SONY is a registered trademark
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 21: 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