Sky Network Television Ltd · NZX:SKT

Sky Network Television — Craigs Investment Partners Investor Day 2022

12 slides from Sky Network Television's conference presentation, Sep 7, 2022

  1. Slide 1: Craigs Investment Partners Investor Day 2022

    For personal use only sky Craigs Investment Partners Investor Day 2022

  2. Slide 2: What Matters Most? Our Customers

    WHAT MATTERS MOST? Our Customers For personal use only WHAT DO WE DO? We connect New Zealanders with the sport and entertainment they love, in ways that work for them, right across the country WHAT WE’RE FOCUSING ON 1 2 3 4 CUSTOMERS CONTENT CREW CAPABILITY Nurture and Create and Be a place Develop

  3. Slide 3: We connect New Zealanders with the sport and entertainment they love

    We connect New Zealanders with the sport and entertainment they love ... Craigs Investment Partners Investor Day 2022

  4. Slide 4: For personal use only

    For personal use only © Kevin & Content Ltd 4

  5. Slide 5: Sky Customer Relationships

    SKY CUSTOMER RELATIONSHIPS 990 991 9572 18 7 7 154 779 9 fw | fm | ~ FY19 FY20 FY21 FY22 Sky Box mStreaming’ m Commercial = Broadband © Lightbox Wholesale” CUSTOMERS (000) Streaming customer groups comprise Neon, Sky Sport Now, RugbyPass subscriptions and Retransmission.? Lightbox 5 acquisition comp

  6. Slide 6: Revenue by segment: streaming, commercial and more

    FY19 FY20 FY21 FY22 STREAMING! [2] “ FY19 FY20 FY21 FY22 » 4h COMMERCIAL +8% FY19 FY20 FY21 FY22 FY19 FY20 FY21 FY22 FYI9 FY20 FY21 FY22 1 Streaming revenue includes Neon, Sky Sport Now, Rugby Pass subscriptions and Vodafone Retransmission. 6 Note: Total Revenue includes Other Revenue of $25m.

  7. Slide 7: Sky Box customer tenure, churn and ARPU

    0-1 Years I 5 Years+ 5% of base 76% of base 23% churn 6.5% churn TENURE 1-4 Years 19% of base 19% churn <$50 Ml $e9+ 15% of base 33% of base -14% YoY +6% YoY Ave Mthly ° $50 - $89 REVENUE! 52% of base +1% YoY S 1. Sky Box ARPU is the monthly average revenue for residential customers, calculated as t

  8. Slide 8: Significant cost reductions

    Significant cost reductions Firm focus on costs delivered with additional savings in our sights Laser focus on cost reduction as we step into FY22 SAVINGS higher rights costs OPERATING COST INCLUDING PERMANENT Delivered transformational cost reset across alah SAVINGS OF operating and capex lines in

  9. Slide 9: Balance Sheet and Capital Return

    For personal use only Balance Sheet Capital Return Cash Reserves including proceeds from property sale Reinvestment for future growth Free Cash Flow2 Dividends $150m Debt Facility (undrawn) 9

  10. Slide 10: For personal use only

    For personal use only 10

  11. Slide 11: For personal use only

    For personal use only        11

  12. Slide 12: Disclaimer

    For personal use only This presentation has been prepared by Sky Network Television Limited and its group of companies (“the Company”) for informational purposes. This disclaimer applies to this document and the verbal or written comments of any person presenting it. Information in this presentation

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