Nine Entertainment Co. Holdings Limited · ASX:NEC
Nine Entertainment — Macquarie Conference 2025
15 slides from Nine Entertainment's conference presentation, May 7, 2025
Slide 1: Macquarie Conference 2025 and Trading Update
MACQUARIE CONFERENCE 2025 7 May 2025: CEO of Nine (ASX:NEC), Mr Matt Stanton, will be participating in the Macquarie conference today. The slides to be presented, and Nine’s trading update are attached. TRADING UPDATE Nine has recorded ongoing strong content performance through calendar 2025 to date
Slide 2: Macquarie Conference
Macquarie Conference 7 MAY 2025 Matt Stanton Chief Executive Officer
Slide 3: CoStar proposal for Domain – due diligence in progress
2 CoStar proposal for Domain – due diligence in progress Net proceeds to Nine, after tax, of ~$1.4b Sale of 60% stake in Domain at $4.43 [+ 4c1] per share Assuming Resulting in ~$270m of incremental franking completion credits 60% premium to 60 day VWAP 20.6X EBITDA 2 Strengthened balance sheet Pote
Slide 4: Growth
3 Using the power of the Nine Group, we will deepen our connection with audiences and advertisers by harnessing our unique data and premium content to drive growth At Nine, our strategy is to do three things at scale: Integrated Create value for our audiences Audience Platform and advertisers throug
Slide 5: Group Structure and Key Strategic Growth Priorities
4 Group Structure and Key Strategic Growth Priorities Streaming & Broadcast Publishing Marketplaces Nine Group Strategic Growth Priorities – Core Business Integrated Digital Digital Video Audience Nine 2028 Digital Platforms People & Culture Subscription Market Platform
Slide 6: Digital Subscription Revenue
5 Position for Nine Growth Key growth levers: • Grow subscribers across the Metros, AFR and Stan – c2.7 digital subscriptions Digital • Continue to invest in quality content and journalism to enable ARPU growth Subscription • Utilise Integrated Audience Platform to promote and cross-sell subscriptio
Slide 7: Digital Video Advertising Market: Incremental to FTA
6 Digital Video Advertising Market: Incremental to FTA $200M + c$2BN $800M SVOD YouTube c$3BN $2.7B $522M Actual Market Market Broadcast BVOD Digital video BVOD Market FTA market Market • Consolidation & • Vertical video market • Value extraction expansion • Embrace the long tail • Opportunities to
Slide 8: Evolution of Nine's Integrated Audience Platform
7 Evolution of Nine’s Integrated Audience Platform ~ 2 years ago Today ~ 2 years’ time STREAMING PUBLISHING STREAMING PUBLISHING STREAMING PUBLISHING CON SUMER EXPERIENCES CON SUMER PLATFOR M Content Management Personalisation Identity Mark eting Comms Subscription & Billing ADVERTISING PLATFOR M Ad
Slide 9: Nine has identified a series of initiatives where AI will help us drive value
8 Nine has identified a series of initiatives where AI will help us drive value across revenue and costs Each initiative will continue to be further built out and become increasingly sophisticated in future horizons, as both the technology and Nine’s strategy evolves Horizon 1 (FY26) Horizon 2 Softw
Slide 10: Nine 2028 - Creating opportunities for efficiencies
9 Nine 2028 - Creating opportunities for efficiencies – underpinning $100m operating benefit by FY27 CONTENT MARKETING TECHNOLOGY NEWS TRANSFORMATION Recent examples of content • Align marketing function • Align Stan, 9Now, • Automation of sharing include across Nine Radio onto a single manual proce
Slide 11: Trading update
Trading update
Slide 12: Trading Update
11 Trading Update Streaming & Broadcast (Video) Audio Publishing Marketplaces Continued strong audience performance across Streaming and Broadcast Nine’s Q3 Radio broadcast Nine now expects H2 Publishing Domain has received a non- advertising revenue declined EBITDA to be broadly in line with H1, bi
Slide 13: At Nine, we shape culture by sparking conversations
At Nine, we shape culture by sparking conversations, challenging perspectives, informing and entertaining our communities. We bring people together by celebrating the big occasions and connecting the everyday moments. Australia Belongs Here
Slide 14: Important notice and disclaimer
13 Important notice and disclaimer Important Notice and Disclaimer This document is a presentation of general background information about the activities of Nine Entertainment Co. Holdings Limited (“NEC”) current at the date of the presentation, (7 May 2025). The information contained in this presen
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