Sony Group Corporation · TSE:6758
Sony — Investor Presentation (June 2025)
23 slides from Sony's investor presentation, Jun 13, 2025
Slide 1: Entertainment, Technology & Services Segment
Web release date: June 13, 2025 Entertainment, Technology & Services Segment Representative Director, President and CEO, Sony Corporation Kimio Maki
Slide 2: FY2024 Review, ET&S Business Direction, Strategic Key Points, Business Figures
・ FY2024 Review ・ ET&S Business Direction ・ Strategic Key Points by Business Area Structural Reform/Transformation Area Expansion Business Growth/Generation ・ Business Figures
Slide 3: June 17, 2025 SEC 経営企画部門 経営企画部 経営戦略課
3 June 17, 2025 SEC 経営企画部門 経営企画部 経営戦略課
Slide 4: FY2024 Topics
ET&S Segment FY2024 Topics Cinematography Photography Remote Sound Sports Sustainability VENICE Alpha 1 II Solutions 360 VME/MDR-MV1 Alternative Broadcast Sony Group Corporation 4
Slide 5: Business Environment/Issue Analysis
ET&S Segment Business Environment/Issue Analysis Politics Economy Social Technology Increasing complexity Ongoing geopolitical risks Tariff policy in flux Growing Uncertainty of content production and rise of generative AI Policy changes regarding Uncertainty in the global Growing influence of socia
Slide 6: Establishing a Business Structure for Maintaining Profitability and Growth Strategy
ET&S Segment Establishing a Business Structure for Maintaining Profitability and Growth Strategy Profit Growth Business Direction Open & Transparent Respect for differing opinions A climate where we can take on new challenges without fear of failure Enhancing corporate value Business Goals Generatin
Slide 7: ET&S Business Portfolio
ET&S Business Portfolio *1 ET&S Segment -Accelerating structural reform and expanding creation areas- Profit Growth Structural Reform/ Area Expansion Business Growth/ *2 Transformation Generation Camera/Lens Solutions TV Imaging Sports Experience Creation Smartphone Sound New Content Creation *1 Mai
Slide 8: ET&S Business Portfolio
ET&S Business Portfolio *1 ET&S Segment -Accelerating structural reform and expanding creation areas- Profit Growth Structural Reform/ Area Expansion Business Growth/ *2 Transformation Generation Camera/Lens Solutions TV Imaging Sports Experience Creation Smartphone Sound New Content Creation Sony G
Slide 9: Structural Reform/Transformation: TV/Smartphone Business
ET&S Segment Structural Reform/Transformation: TV/Smartphone Business -Transforming businesses to creation fields through structural reform in each business area- Operational Reform Business Transformation Narrow down sales regions Expansion to creative Sales and reduce number of sites applications
Slide 10: ET&S Business Portfolio
ET&S Business Portfolio *1 ET&S Segment -Accelerating structural reform and expanding creation areas- Profit Growth Structural Reform/ Area Expansion Business Growth/ *2 Transformation Generation Camera/Lens Solutions TV Imaging Sports Experience Creation Smartphone Sound New Content Creation Sony G
Slide 11: Imaging Business
Imaging Business ET&S Segment *1 -Building an imaging ecosystem with an overwhelming competitive advantage- Camera Lens Solutions *2 Imaging business forecast for sales growth between FY24-FY27 +4% (Solutions area*2 : +39%) Photography Wild birds: Super telephoto(400-800mm F6.3-8) 3D 1,000 (Bil yen)
Slide 12: Sound Business
Sound Business ET&S Segment *1 -Building an end-to-end sound ecosystem, from sound production to consumer products- Experience *2 Creation *3 Sound business forecast for sales growth between FY24-FY27 +3% (Creation area*3 : +59%) *2 (Bil yen) Experience Creation *3 300 Hardware(MDR-M1/C-80) Solution
Slide 13: ET&S Business Portfolio
ET&S Business Portfolio *1 ET&S Segment -Accelerating structural reform and expanding creation areas- Profit Growth Structural Reform/ Area Expansion Business Growth/ *2 Transformation Generation Camera/Lens Solutions TV Imaging Sports Experience Creation Smartphone Sound New Content Creation Sony G
Slide 14: Sports Business
Sports Business ET&S Segment -From officiating support to the creation of new entertainment using data enhancement technology- Utilization of acquired data Sports business Officiating Support forecast for sales growth between Entertainment Data analysis FY24-FY27 +39% (Bil yen) NFL:Virtual Measureme
Slide 15: New Content Creation Business
New Content Creation Business ET&S Segment *1 -Actively introducing Sony's unique technologies to drive New Content Creation, from capturing to experiencing- Capturing Creative Tools New Experiential Value Short Film「Retake」 ©2024 Sony PCL Inc. Scene capturing Virtual Production HOKUSAI: ANOTHER STO
Slide 16: Sustainability
Sustainability ET&S Segment -The foundation of our business and corporate culture- Environment Accessibility Diversity, Equity and Inclusion Expanding the use of recycled materials Promoting gender diversity Creating together with creators Implementing material-to-material recycling Listening to cus
Slide 17: Business Figures
Business Figures ET&S Segment -Improving profitability by shifting portfolio to high-profit businesses- Sales Composition Ratio Operating Income/Operating Income Margin FY27 Business Figure Operating Income Targets *5 FY24A FY27E 190.9bil yen *1 Operating Income Operating Income Margin Margin 7.9% 1
Slide 18: ET&S Segment
ET&S Segment Sony Group Corporation
Slide 19: 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 20: ET&S Segment image credits
ET&S Segment Sony is a sponsorship partner of World Athletics and does not have partnership relationships with individual athletes. Sony is a sponsorship partner of World Aquatics and does not have partnership relationships with individual athletes. Venom: The Last Dance – Now on Disc and Digital ©2
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
Slide 22: Appendix
ET&S Segment Appendix Sony Group Corporation 22
Slide 23: Appendix: Business Figures
ET&S Segment Appendix Business Figures Life Science Business Network Services Business Sales growth rate +106% Sales growth rate +40% Operating Income 190.9 bil yen FY24A 20 bil yen Approx. 1/4 *1 200 bil yen FY24A FY27E FY24A FY27E Total number of NURO subscribers growth rate +116% 1 mil Profit axi