Wowow Inc. · TSE:4839

Wowow — Q2 FY2024 Earnings Presentation

26 slides from Wowow's earnings presentation, Oct 31, 2023

  1. Slide 1: 第2四半期決算説明会資料

    RES 2023710A318 BEES S71 Aine totasttLwOWOW alas 1—Kk : 4839

  2. Slide 2: 2023年度第2四半期決算の概要

    1. 20237 EB B204HREI\TITk ©2023 WOWOW INC. 2

  3. Slide 3: 2023年度第2四半期決算ハイライト

    20237 ER R20+RRA NITITEKO mA OF YA-—PTIABEMEME BEC EBEICK OD, PRMMAM HERB C NI, Lal. Bcfat— CREORBBMUCBEICK OD. RNAI. RE LT IEMA RUSH etyA-Y-AYMNALRRBL, MicBBS his (BE) 20224F E20 AUER «=| ISEB PARDO ATRL 282 15 105.2% HERI EL 342 38 111.1% EDR AHR 61 A23 - Sat EURO AA 2,620 A144 94.5% "UEFAF vy VEA

  4. Slide 4: 2023年度第2四半期の決算概要

    2023F EB R20+HRE NITFTKO wowow We GE ta) © GL BIAA FRM CL NSRMADRD LITE BITE O BUS CREAN, ABERANUBLESOD, HLBOWDICL SABMSORMIC LO, Wak (HL BPD 20225E2Q BMeyxs3- Je) BUFR BU SF AIRALE cle 38,463 A1,848 95.2% iS Fl at 2,065 A598 71.0% KENENBAAAM OITTHO ET. ©2023 WOWOW INC. 4

  5. Slide 5: 通期業績予想

    te FO PIEI DUT wowow (BT) Pyar 202 2023 sae (S1E= —_ 200 {a ® . +H TEP A ERK A Bt iERMAEM 2,560 2,480 2,476 2,480 (B17 AAA) 20234E 2023 4M atwbeR Sate (SIE Ste “MH He 4a tL SLS 75,400 100 100.1% ES ABE 2,500 A900 64.0% ©2023 WOWOW INC 5

  6. Slide 6: 2. 2023年度第2四半期の業績

    2. 20237 ES 2+ RAR 20234 Een Fis L ©2023 WOWOW INC. 6

  7. Slide 7: 2023年度第2四半期 加入件数

    2023FERB2U+MRE MARI WOW OW (ich) By EIR) BA LER PTAA AEX 15 105.2% BE RIERL 38 111.1% TEMA A SER A23 - aE A144 94.5% A) een! A23 93.8% A) aaeaeseay2 3 104.1% "UEFAF v VEAYAU—Z VUEFAS—Ay/t _ Y—F - 2023-24Y-AVINA ~1 3 1 ARN KS 2BHEe 3 AWBOTYINWRVCASHMEER (AR2 530AHOMBNSOIOA CHS], AISA) X2 PAMRORS CHS

  8. Slide 8: 2023年度第2四半期 損益計算書

    20237 ER R20FRRE MK Geta) wowow (07 BAP) 2022 E2Q 20234FE2Q Bu Fe) AA Des Rin MALE in WON: BUSFIRIHAZ BOSEIRRALE sobs cise iccmeeenem 350,014 100.0% BPANReZts) 95.2% ES Fills 2,131 5.5% Bek) 2.8% BARR)! 48.8% ERS FURS 2,065 we 61 467 4.0% A598 71.0% MAKER TS Pa HA Mh FUZS 1,333 3.5% 720 2.0% A613 54

  9. Slide 9: 売上高・営業利益の増減

    CITAYhLUNBRELE/BSRAAW IE wowow AFaAP-AYFyYY ava TbY-TFAVFA (HS) rls Bera rls Bera 35,645 4,877 1 1.920 4,325 210 1,208 20234 2Q 20224 2Q 2022 2Q 2023 H2Q 2022 2Q 2023 2Q 20224 2Q 20234 2Q KENEN AAA AMISH OIFTTHO ET. -173 RECTLY ORME, ET AY KMS ESA THD ET. ©2023 wowowinc. | 9

  10. Slide 10: 営業利益の増減要因

    me RIA FAR CORSER wowow eA (+) WYZA (A) Ent SEMA (Hr) +392 A1,430 RY MERE +233 BSESran +271 | ARERR Weegee (RIRIRARI : 2,06585R) A381 Aue RA sane A598 A134 fa eee mz x Ry MEME: WOWOWA YF VY ERWOWOWA 54 Y OSEA - RIC SSBB (Sei 71 4678 AF) K SEAOMGSMEAMLORR, “+ DVS, EHENAHAAMIEYOSTCHIET. ©2023 wowow Nc

  11. Slide 11: 財政状態

    BWA OHB wowow WWOYK XD ~—-RBOEY MEES< MAR: MLECCRE LO, BRISA ec kenizin (HS) men EM (EP) OSB LRSLECH EA) (LL3:96) 27,004 27,083 24,761 26,025 13.228 13,362 39.7% a 42.2% 201946 20205 202146 20224 202247 E2Q 202320 KBUBIST A TH KENEN BARA MIS OIETTHOET. ©2023 WOWOW INC. 11

  12. Slide 12: 2023年度 加入件数予想

    2023E MAHH (2023410A31Ha8#i8) WOW OW (Birth) 2022%E 2023E eyes PaER 4a Aiwa Sa Sete Pes oy 202348 | 202348 mu atm 202i | FRE SrA = 551 650 296 344! A10 89 RHO 672 650 380 340 70 48 EMMA = A121 - A84 4| 80 4] Re 2.860 2,560 ACEO 2.476) 2,480] Aso 80 ©2023 WOWOW INC. 12

  13. Slide 13: 2023年度 業績予想

    20238 WRB OBH) (2023%10831 Baxi) WwOWOW (Bir BAA) 2022cF 2023 E4Mne PYeyeesex ens ec wa) wa] ime amma «aL 2H tA Cea = EH ALS 77,101 75,400 100.0% [iydomeyele yum Keleke)75 100 100.1% AI1,601 97.9% Behan 3,225 1,800 2.4% 900 47m A900 850.0% A2325 27.9% HES Flat 3,547 2,500 3.3% 1,600 Yai A900 64.0% A

  14. Slide 14: 2023年度 配当予想

    2023%E ASH (202341083188 xis) wowow Bc 34 77 st SBRFEORMA. MBAR OM. PRAPRMBCCEMANICHRL TT. AMBROBREMD D D. ARHICREN GES € BL THOT. 571 F Bt S He /fc 3 mm RCO BCS (BCR) ea SA 80 80 x oo 120.7% 20194 2020 2021FE 202248 20234 (stiHl) % SABO NRSOR ERS 10F ©2023 WOWOW INC. 14

  15. Slide 15: 3. トピックス

    3. FROMO HH ©2023 WOWOWINC. | 15

  16. Slide 16: WOWOWオンデマンド Paramount+

    WOWOWAYFVY ET 'Paramou 'Paramount+, IcsH#A45ANRUECSHRER. JZA-NLOSERMS 6,100OHAZBATWSYU—-ER INT HUF ©2023 WOWOWINC. | 16

  17. Slide 17: Paramount+ 配信コンテンツ

    [pa nt+ i lé RB. BAK IY, ARP I ABESBEIT VI Y Fest LINDSAY LOHAN'S = BEACH CLUB sate: E7999 ~amvERVRENOR~ ‘ PoOAN-I "hy ZHYs ©2022 Paramount Global "F477 =—CRHR*e, ©1961 Paramount Pictures Corp. Jurow-Shepherd Productions. All Rights Reserved TS IL + 471 ©2022 Paramount International "NCIS: ¥1 E—JCSE

  18. Slide 18: NBA 2023-2024シーズン

    NBA (2023-2024Y-ZY) #RK: LE Wwowow r 7 NAT YbKR-ILU—INBA 2023-24)—-Z%yY 108258 (k) BRE . PATRAS IME. ZOPDSEBOSRA SEM: BRITS CE PM (MK: OE) AWS (AYYRILA-L1hH—-2). HBHA(7ro=y JA YYA)ONFISHES | RAZERE »-FL-AIAYIPLYARE(RALSHA)C NBAZP1HL(BATHRA) SERA AE - NBAA—IL29—7—ABELUNBAA—ILA Bat X ARSE POP — SETH I

  19. Slide 19: 音楽ライブ配信ラインナップ

    113048 (#) 11A25R (+) ARAMBHICLSESEROOSHYP— 'B’z LIVE-GYM Pleasure 2023 -STARS-1 PPAFIWARESHS—Ay CB 12148 (A#) ©2023 WOWOW INC.

  20. Slide 20: Celebration Concert

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  21. Slide 21: K-POPコンテンツ

    IPEY RAO isIE KQ Entertainment BOmR—1 AT IL—TF (xikers) DHA COBIAIBIC DULY T. 1K: ACSHORSICMA, BT. MER MBEOMAAAMSIRE. IMMA BEST ©2023 WOWOWINC. | 21

  22. Slide 22: Ee: ACA HR: WIA, WAAR, EAR. HOSL led

    Ee: ACA HR: WIA, WAAR, EAR. HOSL led 202441 A 19H (#) Blea ha (C)2024kB "TILT vAL1 RFEBR ©2023 WOWOW INC.

  23. Slide 23: パートナーシップ・出資

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  24. Slide 24: Appendix

    Appendix ©2023 WOWOWINC. | 24

  25. Slide 25: IR DATABOOK

    IR DATABOOK https://corporate.wowow.co.jp/ir/finance/databook/

  26. Slide 26: W_O WO W

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WOWOW — Q2 FY2024 Earnings Presentation on 6ix