Sony Group Corporation · TSE:6758
Sony — Investor Presentation (2025)
43 slides from Sony's investor presentation, 2025
Slide 1: Pictures
Slide 2: Sales, Operating Income and Adjusted OIBDA
Pictures Segment FY2024 (year-on-year) Sales, Operating Income and Adjusted OIBDA (Bln Yen) Sales Operating Income Adjusted OIBDA 1,493.1 1,505.9 1,500 171.2 174.3 175 117.7 117.3 125 FY23 FY24 FY25 (Forecast) Note: In FY25, operating income is expected to grow approximately 10% year-on-year on a U.
Slide 3: Pictures Segment
Pictures Segment Sony Group Corporation | 3
Slide 4: Pictures Segment
Pictures Segment Sony Group Corporation | 4 Represents Global Box Office. Source: Box Office Mojo; As of 4/24/25
Slide 5: Pictures Segment
Pictures Segment Sony Group Corporation | 5
Slide 6: Pictures Segment
Pictures Segment Sony Group Corporation | 6
Slide 7: Pictures Segment
Pictures Segment Sony Group Corporation | 7
Slide 8: Pictures Segment
Pictures Segment Sony Group Corporation | 8
Slide 9: Pictures Segment
Pictures Segment Sony Group Corporation | 9
Slide 10: Pictures Segment
Pictures Segment Sony Group Corporation | 10
Slide 11: Pictures Segment
Pictures Segment Sony Group Corporation | 11
Slide 12: Pictures Segment
Pictures Segment Sony Group Corporation | 12 As of March 31, 2025
Slide 13: Pictures Segment
Pictures Segment Sony Group Corporation | 13
Slide 14: Streamers Continue to Grow amid Price Increases
Pictures Segment Streamers Continue to Grow amid Price Increases Total Subscribers 707M 650M 670M 618M 635M 572M 587M 553M 564M 502M 519M 494M Q1 '22 Q2 '22 Q3 '22 Q4 '22 Q1 '23 Q2 '23 Q3 '23 Q4 '23 Q1 '24 Q2 '24 Q3 '24 Q4 '24 Source: Fortune, Variety, Forbes, The Verge, Company Websites & Earnings
Slide 15: Major Studios are Selling More Content to 3rd Parties
Pictures Segment Major Studios are Selling More Content to 3rd Parties Sony Group Corporation | 15
Slide 16: Younger Generations Spending More Time on Social Media
Pictures Segment YOUNGER GENERATIONS SPENDING MORE TIME ON SOCIAL MEDIA 120 108 100 87 80 63 60 48 40 34 25 24 20 13 0 (Minutes) TikTok YouTube Facebook Instagram Snapchat Reddit X Pinterest Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Note: Data reflects quarterly average
Slide 17: Box Office Recovering
Pictures Segment BOX OFFICE RECOVERING $41.5B $41.9B $40.3B $34.4B $33.2B $30.5B $29.6B $30.5B $25.7B $29.2B $21.1B $24.1B $25.0B $21.8B $18.3B $11.7B $16.5B $9.5B $11.1B $11.9B $11.4B $9.0B $8.7B $9.4B $7.4B $4.5B $2.2B CY17A CY18A CY19A CY20A CY21A CY22A CY23A CY24A CY25E Domestic Box Office Inter
Slide 18: Pictures Segment
Pictures Segment Sony Group Corporation | 18
Slide 19: Pictures Segment
Pictures Segment Sony Group Corporation | 19
Slide 20: Pictures Segment
Pictures Segment Sony Group Corporation | 20
Slide 21: Pictures Segment
Pictures Segment Sony Group Corporation | 21
Slide 22: Pictures Segment
Pictures Segment Sony Group Corporation | 22
Slide 23: Pictures Segment
Pictures Segment Sony Group Corporation | 23
Slide 24: Pictures Segment
Pictures Segment Sony Group Corporation | 24
Slide 25: Pictures Segment
Pictures Segment Sony Group Corporation | 25
Slide 26: Pictures Segment
Pictures Segment Sony Group Corporation | 26
Slide 27: Pictures Segment
Pictures Segment Sony Group Corporation | 27
Slide 28: Pictures Segment
Pictures Segment Sony Group Corporation | 28
Slide 29: Pictures Segment
Pictures Segment Sony Group Corporation | 29
Slide 30: Pictures Segment
Pictures Segment Sony Group Corporation | 30
Slide 31: Pictures Segment
Pictures Segment Sony Group Corporation | 31
Slide 32: Pictures Segment
Pictures Segment Sony Group Corporation | 32
Slide 33: Pictures Segment
Pictures Segment Sony Group Corporation | 33
Slide 34: Pictures Segment
Pictures Segment Source: Global Crunchyroll 2024 User Survey (age) Sony Group Corporation | 34
Slide 35: Pictures Segment
Pictures Segment Sony Group Corporation | 35
Slide 36: Pictures Segment
Pictures Segment Sony Group Corporation | 36
Slide 37: Pictures Segment
Pictures Segment Sony Group Corporation | 37
Slide 38: Pictures Segment
Pictures Segment As of April 2025 Sony Group Corporation | 38
Slide 39: Pictures Segment
Pictures Segment Sony Group Corporation | 39
Slide 40: Pictures Segment
Pictures Segment Sony Group Corporation | 40
Slide 41: Pictures Segment
Pictures Segment ©2025 Sony Pictures Entertainment Inc. All Rights Reserved. MARVEL and all related character names: © & 2025 MARVEL Sony Group Corporation | 41
Slide 42: Trademarks
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 43: 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