Sony Group Corporation · TSE:6758
Sony — Investor Presentation (June 2025)
17 slides from Sony's investor presentation, Jun 13, 2025
Slide 1: Music Segment (SMG)
Web release date: June 13, 2025 Music Segment (SMG) Chairman, Sony Music Group CEO, Sony Music Entertainment Rob Stringer
Slide 2: Record-Breaking SMG Financials In Key Metrics
Music Segment (Global) Record-Breaking SMG Financials In Key Metrics Total Streaming Adjusted Adjusted Revenues Revenues Operating Income3 OIBDA3 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 14.7% 15.1% 18.1% 17.2% 4 Year CAGR 4 Year CAGR 4 Year
Slide 3: Global Creative Success
Music Segment (Global) Global Creative Success Beyoncé Tyler, The Creator Tate McRae Future Bad Bunny Edgar Barrera Chappell Roan Charlie XCX Sony Group Corporation 3
Slide 4: Investing In Growing Repertoire & Creative Ventures
Music Segment (Global) Investing In Growing Repertoire & Creative Ventures BROAD & GROWING GLOBAL ECOSYSTEM Repertoire Centers Label Services Artist Services DIY Distribution Music Publishing SELECT INVESTMENTS Sony Group Corporation 4
Slide 5: Expanding Presence In High-Growth Markets
Music Segment (Global) Expanding Presence In High-Growth Markets Latin Asia Eastern Africa & America Region Europe Middle East Top 100 Tracks #1 Amapiano genre Per Week In Region1 ‘Jumping Machine’ Tymek Alejandro Sanz Kenia Os DJ Maphorisa Kabza de Small Tyler ICU 40.4 LBI Tracks On Average Rancho
Slide 6: SMG Core Value Proposition – Label & Artist Services Spotlight
Music Segment (Global) SMG Core Value Proposition – Label & Artist Services Spotlight Leading Independent Distribution & Services Organization 26,000 20,000+ Orchard AWAL Label Partners Artists Doubled Sales Between CY20 and CY24 1) Gross Sales for Sony Music’s Independent Distribution Businesses fr
Slide 7: Consumption Shift As Streaming Reaches Mainstream
Music Segment (Global) Consumption Shift As Streaming Reaches Mainstream 23M 174M US Streaming Subscribers US Streaming Subscribers Age Demographic Age Demographic < 25 Young Demo Less 33% Years Old Dominant on Platform 44% 25-44 Mid Age Demo Has 41% Years Old Stable Share 44% 45+ Years Old Older De
Slide 8: Investing In Catalog
Music Segment (Global) Investing In Catalog QueenQueen Pink Floyd Sony Group Corporation 8
Slide 9: Supporting Wider Talent Endeavors
Music Segment (Global) Supporting Wider Talent Endeavors Merchandise Sony Music Vision Tyler, The Creator Dua Lipa JENNIE Megan Moroney Zach Bryan LISA Neighboring Live, Experiential Ticketing Recording Artist Rights & Touring Services Studios Management Lars Huang Maluma Reik Sony Group Corporation
Slide 10: Sony Group Collaboration
Music Segment (Global) Sony Group Collaboration 200+ Shows Original Production Documentary Film-In-Concert Soundtrack Immersive Live Concerts Artist Partnership Strategic Music Partner Theme Song Theatrical Production Sony Group Corporation 10
Slide 11: Evolution of Global Streaming
Music Segment (Global) Evolution of Global Streaming 100s of Partners Globally Total Global Users Of Paid Subscription Accounts (m) 752 680 603 509 +11% Growth 417 +80% Growth CY2020 CY2021 CY2022 CY2023 CY2024 1) Source: IFPI Global Music Report 2025 Sony Group Corporation 11
Slide 12: Continued Growth in Data & Technology Capabilities
Music Segment (Global) Continued Growth in Data & Technology Capabilities Intuitive Solutions for Robust Tools Driving Fan Transparency & Insights Connections & Analytics First Party Fan Data Platform T.A.D.A.S Fully-Owned Internally Developed & Acquired Tools Sony Group Corporation 12
Slide 13: SME Has Actively Engaged with 800+ Companies on AI
Music Segment (Global) Navigating Gen AI In Music’s Transformation Era SME Has Actively Engaged with 800+ Companies on AI New Consumer Innovative Creator Products Solutions Content Protection & Detection Enhanced Metadata Audio Tuning and Translation Sony Group Corporation 13
Slide 14: SMG Deeply Involved in Shaping the Future of Music
Music Segment (Global) Navigating Gen AI In Music’s Transformation Era SMG Deeply Involved in Shaping the Future of Music Developing A Copyright is an AI Tech Should Not Functioning Clarity is Needed to Undeniable Legal Be Subsidized By Marketplace Is The Foster Innovation Right Governments Only App
Slide 15: Sony Group Corporation
Music Segment (Global) Sony Group Corporation 15
Slide 16: SONY is a registered trademark of Sony Group Corporation
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 17: 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