Nine Entertainment Co. Holdings Limited · ASX:NEC
Nine Entertainment — Shareholder Meeting (November 2022)
15 slides from Nine Entertainment's shareholder meeting presentation, Nov 10, 2022
Slide 1: Nine Annual General Meeting Presentation
NINE ANNUAL GENERAL MEETING PRESENTATION 10 November 2022: Attached is a copy of the presentation to be given at the Nine Entertainment Co. (ASX:NEC, Nine) Annual General Meeting today. This announcement was authorised for lodgment by the Company Secretary of Nine. Further information: Nola Hodgson
Slide 2: Slide 2
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer Forward looking statements can generally be identified by Nothing contained in this presentation nor any information This document is a presentation of general background the use of forward looking words such as, ‘expect’, made available to you is, or shall be relied
Slide 4: Peter Costello, AC, Chairman
PETER COSTELLO, AC CHAIRMAN 3
Slide 5: Mike Sneesby, Chief Executive Officer
MIKE SNEESBY CHIEF EXECUTIVE OFFICER 4
Slide 6: Group Results
GROUP RESULT S GROUP GROUP GROUP FY REVENUE EBITDA MARGIN DIVIDEND $2.7B $701M 26% 14.0 CPS (+15%) (+24%) (+1.8 PTS) (+3.5 CPS) A$M FY22 FY21 VARIANCE REVENUE1 2,688.8 2,331.5 +15% GROUP EBITDA1 700.7 564.7 +24% EBIT1 551.6 415.6 +33% GROUP NPAT, PRE MINORITIES1 373.5 277.5 +35% GROUP NPAT, AFTER MI
Slide 7: Record year for total television audience and revenue share
RECORD YEAR FOR TOTAL AUDIENCE AND REVENUE SHARE 53% GROW TH IN TELEVISION GAINS IN RADIO PUBLISHING EBITDA Image (RADIO) INVESTMENTS IN 38% GROW TH IN ONGOING ON-MARKET BUY-BACK GROW TH AT STAN EBITDA AT DOMAIN ANNOUNCED 6
Slide 8: Divisional Results
DIVISION AL RESULT S Revenue1 contribution – FY22 FY21 BROADCAST PUBLISHING STAN DOMAIN CORPORATE ASSOCIATES INTERSEGMENT TOTAL $M REVENUE 1,371.9 593.5 381.2 356.7 4.9 - (19.4) 2,688.8 PCP 1,242.6 504.5 311.8 286.6 2.3 - (16.3) 2,331.5 % CHG +10% +18% +22% +24% +113% - +19% +15% EBITDA1 contributio
Slide 9: Australia's Media Company
The Sudney Bar ning Herald Y AUSTRALIA’S MEDIA COMPAN
Slide 10: Digital Growth Continues
DIGITAL GROW TH CONTINUES EBITDA, $M REVENUE, $M 400 1200 DIGITAL REVENUE +29% TO 43%1 OF GROUP 350 REVENUE 1000 300 800 250 200 600 DIGITAL EBITDA 150 +43% TO 50%1 OF GROUP 400 EBITDA 100 200 50 0 0 FY20 FY21 FY22 Digital EBITDA Domain Digital EBITDA Total Digital revenue Digital includes 9Now, Sta
Slide 11: Total Television
TOTAL TELEVISION Nine Network 9Now live streaming 9Now catch-up 10 Source: Nielsen Consumer and Media View National Online Survey S03 2022. Fused Digital Media Ratings (DMR) March 2022. People 14+1 Monthly reach
Slide 12: Local Leader in Subscription Video
LOCAL LEADER IN SUBSCRIPTION VIDEO 11
Slide 13: We shape culture by sparking conversations
We shape culture by sparking conversations, challenging perspectives and entertaining our communities. We bring people together by celebrating the big occasions and connecting the everyday moments. Australia belongs here.
Slide 14: Trading Update
TRADING UPDATE NINE EXPECTS SHARE GROWTH ACROSS ALL CORE ADVERTISING BUSINESSES, BOTH AUDIENCE AND REVENUE IN FY23 Total Television Total Audio Total Publishing Stan Domain Nine's Total Television revenue1 up Nine Radio ad Q1 subscription revenue Strong revenue Q1 FY23, Domain recorded c9% in Q1, wi
Slide 15: Nine
Nine
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