Sony Group Corporation · TSE:6758
Sony — Investor Day (May 2021)
61 slides from Sony's investor day presentation, May 26, 2021
Slide 1: Corporate Strategy Meeting
SONY Corporate Strategy Meeting May 26, 2021 Chairman, President and CEO, Sony Group Corporation Kenichiro Yoshida
Slide 2: Slide 2
Slide 3: 1. Review of Past Initiatives
1. Review of Past Initiatives 2. Current State of Sony 3. Value Creation Centered on Purpose
Slide 4: Important Business Initiatives
Important Business Initiatives Strengthened branded hardware business profitability Focused on CMOS image sensors in the components area Invested in Content IP and Direct-to-Consumer (DTC)
Slide 5: Important Business Initiatives
Important Business Initiatives Strengthened branded hardware business profitability
Slide 6: Investments in CMOS Image Sensors
Investments in CMOS Image Sensors 574.6 billion yen 357.6 billion yen 144 billion yen 1st MRP 2:4 MRP 3'4 MRP (FY12~14) (FY15~17) (FY18~20)
Slide 7: Investments in IP/DTC
Investments in IP/DTC Bok e / Orchard. Funimatien Evil : INSOMNIAC age GAMES BEMIVISS ome Lilibil DQ BEATSTARS Ee PUREFLIX AWAL
Slide 8: Expansion of Network Services
Expansion of Network Services PS Plus Number of Subscribers (Million) 47.6 ce PlayStation.Plus Sep-14 Jan-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21
Slide 9: Financial Strength
Financial Strength Increased Investment Capability
Slide 10: Consolidated Operating Cash Flow
Consolidated Operating Cash Flow (Excluding Financial Services) 2638.5 billion yen 1474.8 billion yen 601.1 billion yen 1st MRP 2nd MRP 3'4 MRP (FY12~14) (FY15~17) (FY18~20)
Slide 11: Strategic Investments
Strategic Investments 1. IP/DTC > The @ oréhara Sony/AXV Funimauen Sya@e INSOMNIAC Vintage Lilibil 8 BENUISY [3 BEATSTARS PUREFLIX AWAL 2. Technology SIGAIKAL _SoftKinetic > Sony Interactive Entertainment 3X Sony Depthsensing Solutions Altair = Qcositai @SATURNUS ae A Sony Group Company DefinedCrowd
Slide 12: Market Capitalization Trend
OsanNWHRUDNDWO Market Capitalization Trend (Trillion yen) FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20
Slide 13: Fourth Mid-Range Plan Capital Allocation
Fourth Mid-Range Plan Capital Allocation 3.8 or more 3.8 or more | on Carry-over, etc. 0.3 or more 2.8 [rem Asset sales, etc. 3.1 or more Operating Cash Flow (Excluding Financial Services) 2.8 2.0 or more Strategic Investment Capital Expenditure Dividends Sn | 3°¢MRP Results 4th MRP Plan Breakdown 4
Slide 14: Group Architecture
Group Architecture Group Collaboration
Slide 15: Sony Group
Sony Group Corporation As of April 1, 2021 Game & Network Electronics Products & Solutions Imaging & Sensing Solutions Financial Services Sony Interactive Entertainment Sony Music Group (Sony Music Entertainment / Sony Music Publishing) Sony Music Entertainment Japan Sony Pictures Entertainment Sony
Slide 16: Slide 16
Slide 17: Services
Services Mobile Social
Slide 18: Services
Services
Slide 19: New Distribution Agreements
New Distribution Agreements NETFLIX Béup> hulu
Slide 20: Music
Mobile
Slide 21: ~ YOASOBI
“we 4 ~ YOASOBI - 2 Ur “ J. ——E san | Lil Nas X
Slide 22: Social
Social Kenshi Yonezu
Slide 23: Fill the world with emotion, through the power of creativity and technology
Fill the world with emotion, through the power of creativity and technology.
Slide 24: ights Re
ights Re " + ieserved. = — . oa an & TM 2021 MARVEL.
Slide 25: IP, TV, Anime, Movie, Theme Song
Whe ‘©KoyoharuGotoge/ SHUEISHA ‘©Koyoharu Gotoge / SHUEISHA, Aniplex, ufotable ‘©Koyoharu Gotoge / SHUEISHA, Aniplex, ufotable IP TV Anime Movie Theme Song
Slide 26: IP Collaboration
IP Collaboration (3) [NAUGHT TV Series Uncharted The Last of Us as Voice Actor ©2021 Sony Pictures Entertainment Inc. All Rights Reserved. MARVEL and all related character names: © & TM 2021 MARVEL,
Slide 27: Som Livre
som livre Brazilian Independent Music Label
Slide 28: Orchard and AWAL
@ ofShara AWAL.
Slide 29: Fill the world with emotion, through the power of creativity and technology
Fill the world with emotion, through the power of creativity and technology.
Slide 30: Sony founders and leaders
(From left) Herbert von Karajan, Akio Morita, Norio Ohga (From left) Masaru Ibuka, Akio Morita
Slide 31: CMOS Image Sensors
CMOS Image Sensors
Slide 32: Slide 32
Slide 33: Hawk-Eye
Hawk-Eye
Slide 34: Airpeak
Airpeak
Slide 35: ) "| AY
) "| AY 4
Slide 36: Latest achievement in experiential technology
~ Latest achievement in experiential technology
Slide 37: Next-Generation Virtual Reality System
Next-Generation Virtual Reality System
Slide 38: Collaboration in Game AI
Sony Interactive Entertainment Collaboration in Game Al
Slide 39: Fill the world with emotion, through the power of creativity and technology
Fill the world with emotion, through the power of creativity and technology.
Slide 40: Communities of Interest
Communities of Interest
Slide 41: Services
Services Mobile Social
Slide 42: DTC Collaboration
DTC Collaboration £y els & runimaten PlayStation™Network
Slide 43: Pureflix
PUREFLIX
Slide 44: PlayStation Network
PlayStation™Network
Slide 45: Slide 45
Slide 46: Fa Ab/Y OURAN
Fa Ab/Y OURAN ‘Bra bilibili OTYPE-MOON / FGO PROJECT
Slide 47: monogatary.om _
monogatary.om _ 3 Evolution Championship Series : Posting site for novels World's largest Agent for creators who are active in fighting game tournament social media centered on YouTube ss , BEATSTARS Web platform where creators and artists can Digital marketplace for producers and artists search and
Slide 48: Slide 48
Slide 49: so = BD COC#UREFLIX
so = BD COC#UREFLIX Funimatien
Slide 50: Slide 50
Slide 51: Mobility
Mobility
Slide 52: Automotive sensing
* “Automotive DARE P(SPAD DepthSensor), Fusion . . CMOS ImageSensor ff iToF In-Cabin Sensing 4
Slide 53: Slide 53
Slide 54: Edge Solution with CMOS Image Sensors
Edge Solution with CMOS Image Sensors Logic Chip» “<4
Slide 55: Reduce data, power consumption, increase security
Reduce data Reduce power consumption Increase security and privacy
Slide 56: Slide 56
Slide 57: Global Social Justice Fund and Environmental Initiatives
GLOBAL SOCIAL JUSTICE FUND Environmental Initiatives Provide aibo for medical institutions Donation to India in response to the COVID-19 crisis Product donation to the International African American Museum Supporting launch of the radio network for African Americans Donation to Asian American commun
Slide 58: Slide 58
Slide 59: Sony Group structure
Sony Music Group (Sony Music Entertainment / Sony Music Publishing) Sony Music Entertainment Japan Sony Pictures Entertainment As of April 1, 2021 Sony Corporation Sony Semiconductor Solutions Sony Financial Holdings Sony Group 5 cues | —_ Bee |
Slide 60: SONY
SONY
Slide 61: Cautionary Statement
Cautionary Statement Statements made in this presentation 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 li