Canon Inc. · TSE:7751
Canon — Investor Day (November 2025)
30 slides from Canon's investor day presentation, Nov 18, 2025
Slide 1: Imaging Group Business Strategy Conference
Canon Inc. Imaging Group Business Strategy Conference Go Tokura Executive Vice President Head of Imaging Group November 18, 2025 This presentation contains forward-looking statements with respect to future results, performance and achievements that are subject to risk and uncertainties and reflect m
Slide 2: Agenda
Agenda 1. Imaging Group Overview 2. Camera Strategy 3. Network Camera Strategy 4. New Business Areas 2
Slide 3: Imaging Group's Position Within Canon
Imaging Group’s Position Within Canon Industrial Printing 7.9% 54.1% Medical 12.6% 2025 Consolidated Net Sales* 4.62 trillion yen Imaging 22.7% Exchange rates USD：148.58 EUR：168.24 1.05 trillion yen * Outlook when Q3 2025 results were announced in October 3
Slide 4: Imaging Group Business/Product Overview
Imaging Group Business/Product Overview Integrated Camera Business Network Camera Business EOS R System Network Cameras Professional Camcorders Video Management Software/Cloud Services Broadcast Lenses Video Analytics Software Other Other & New Areas 3D Imaging Components Imaging Data Usage 4
Slide 5: Imaging Group P&L
Imaging Group P&L Net Sales: Projected to exceed 1 trillion yen in 2025 Net Sales Targeting a 5% CAGR through 2030 (Billions of yen) 1,200 50.0% 1,049.7 45.0% 1,000 937.4 40.0% 861.6 Network Cameras & Others 803.5 35.0% 800 Cameras 653.5 30.0% Operating Profit Ratio 600 25.0% 20.0% 400 16.9% 15.0% 1
Slide 6: Agenda
Agenda 1. Imaging Group Overview 2. Camera Strategy 3. Network Camera Strategy 4. New Business Areas 6
Slide 7: Camera Market Trend
Camera Market Trend Source： CIPA (2019-2024) Canon est. (2025-2030) Modest growth projected in interchangeable-lens and compact digital camera markets through 2030 Units ( in millions) Units ( in millions) 10 10 Interchangeable-lens Camera Market Compact Digital Camera Market* *Based on only CIPA me
Slide 8: Changes in Market: Customer Needs
Changes in Market : Customer Needs Growing diversity in image capture needs and expansion of new user segments Photography Hybrid Videography Personal Professional Film & Sports & News Enthusiasts Photography Creator Production Photographer Broadcasting & Hobbies Seamless integration of photography
Slide 9: Changes in Market: Industry Trends
Changes in Market : Industry Trends Integration of photo and video markets driven by changes in user needs Photography Videography Sports & news Film agencies Hybrid Live broadcasts Production Professionals Advertising News Semi-pro Advertising News gathering Documentary Enthusiasts Creator Fashion
Slide 10: Camera Lineup Strategy
Camera Lineup Strategy Seamless full-lineup strategy for photo and video R1 C500 II R3 C300 III C400 R5 R5 II C70 C80 R6 II R6 III R7 R5 C C50 RP R10 R8 R50 V V1 R100 R50 PS ELPH 360 HS A / IXUS 285 HS A SX740 HS G7 X III V10 10
Slide 11: Lens Lineup Strategy
Lens Lineup Strategy Expanding the RF lens lineup, targeting 100 lenses in the medium-term 80 RF PRIME F1.4 L series RF Cinema Lens 70 PRIME Lens series 63 * Total number of RF mount lenses RF24-105mm F2.8 L IS USM Z 60 56 RF-S18-45mm F4.5-6.3 IS STM RF-S18-150mm F3.5-6.3 IS STM Expansion into Cinem
Slide 12: Camera Technology Innovations to Meet Customer Needs
Camera Technology Innovations to Meet Customer Needs Refining advanced camera and lens technologies to deliver products that continue to earn customer support AF Image Processing and Reliability System DIGIC Photodiodes A Photodiodes B DIGIC X Accelerator Dual Pixel CMOS AF DIGIC Coordinated IS ×2 ×
Slide 13: Lens Technology Innovations to Meet Customer Needs
Lens Technology Innovations to Meet Customer Needs Refining advanced camera and lens technologies to deliver products that continue to earn customer support Optical Coating Drive Systems Fluorite BR lenses SWC ASC VCM Nano USM Production Technology Aspherical lenses Design STM Coordination Productio
Slide 14: Compact Digital Camera Strategy
Compact Digital Camera Strategy Addressing new imaging needs and gaining support from new users Persistent demand for still photography Photo-centric hybrid Social Media・Sharing Video-centric Selfies Growing video demand Vlog・Streaming PowerShot V1 Content creation Flat high-zoom & Slim-compact Uniq
Slide 15: Leveraging Customer Behavior Data
Leveraging Customer Behavior Data Enhancing business operations and service delivery by leveraging customer data Customer data • Equipment used Deeper Customer • Subjects Understanding Through • Connected Advanced Analysis devices Sales Business 1to1 marketing Customer behavior analysis AI Enhance c
Slide 16: Enhancing Profitability Through Improved Productivity
Enhancing Profitability Through Improved Productivity Carrying out measures to improve productivity across entire commercialization processes Image of sales and headcount Sales Headcount Improved productivity is necessary ‘20 21年 ‘25 25年 ‘30 30年 Forecast Planning Development Production Thoroughly ut
Slide 17: Initiatives to Improve Productivity (Planning & Development)
Initiatives to Improve Productivity (Planning & Development) Planning Development Leverage IT Tools Utilize Simulation Optimize Development Process Ex. Drop Test Simulation Ex. Lens design automation Generative AI Technology trends Market information Customer behavior data Actual sales Economic RPA
Slide 18: Initiatives to Improve Productivity (Production)
Initiatives to Improve Productivity (Production) Production (Automation & DX Measures) Cameras Lens Main Unit Early-stage Later-stage Main Unit glass glass assembly assembly processing processing assembly assembly Camera: Main Assembly Automation Glass processing Automation Lens assembly Automation
Slide 19: No.1 market share for 22 consecutive years
Continue to Drive Growth in Camera Market No.1 market share for 22 consecutive years Canon in interchangeable-lens camera market (2003 to 2024) Market Share 2024 19 19
Slide 20: Agenda
Agenda 1. Imaging Group Overview 2. Camera Strategy 3. Network Camera Strategy 4. New Business Areas 20
Slide 21: Network Camera Business Overview
Network Camera Business Overview Overview of Group Companies Sales Trend Over the past 10 years (2015 to 2024), ３X Growth ◼ Company ： Axis Communications ◼ CEO ： Ray Mauritsson Achieved ◼ HQ ： Lund, Sweden Other ０．１ T yen ◼ Joined the Gr. ： ２０15 No.１ market share ◼ Net sales ： Approx. 18.7 billion S
Slide 22: Network Camera Business Group Products
Network Camera Business Group Products Video Management Network Cameras Video Analytics Software Solving Social Challenges Software Realization of a safe and secure society On-Premises VMS People Count Facial recognition Video Synopsis "BriefCam" “XProtect” Cities Retail VSaaS Human and LPR photo ve
Slide 23: Future Market Trends
Future Market Trends Continued Growth in “Safety and Security" Demand and Rising Demand for “Video Solutions" Driving Market Expansion Video Surveillance Equipment Market Size Forecast Key Trends in Market Expansion Network camera market Other 100 billion ✓ Advancement of Network Camera Technology y
Slide 24: Strengths of Axis
Strengths of Axis 1. Industry-Leading Diverse Product Portfolio and Technology Partnerships 2. Robust Two-Tier Sales Network and Service Framework 3. Strong Brand Power Built Through Years of Industry Leadership Product Portfolio Two-tier Business Model Video Sureillance Peripheral & New Area Networ
Slide 25: Axis Business Expansion Strategy
Axis Business Expansion Strategy ◼ Strengthen Core Technologies and Portfolio of Network Cameras ◼ Further Expansion of Security Business through Strengthening New Domains ◼ Expansion into Video Solution Areas (Operational Efficiency and Business Intelligence) through System Integration Portfolio Sy
Slide 26: Strengths of Milestone and Its Business Expansion Strategy
Strengths of Milestone and Its Business Expansion Strategy Strengths 1. Scalable Product Portfolio Offering XProtect, Arcules and BriefCam across On-premises and Cloud 2. Industry-leading Technology and Sales Partners Built on an Open Platform 3. Strong Brand Power Built Through Years of Industry Le
Slide 27: Innovating for a smarter, safer world
Innovating for a smarter, safer world CAGR 2030 target More than More than 10％ 500B Yen 社名所属 27 27
Slide 28: Agenda
Agenda 1. Imaging Group Overview 2. Camera Strategy 3. Network Camera Strategy 4. New Business Areas 28
Slide 29: New Business Areas: 3D Imaging Components
New Business Areas 3D Imaging Components EOS VR SYSTEM MREAL Leveraging High-quality 3D VR shooting lenses Fusion of digital 3D images & real world Manufacturing, Medical, Entertainment in-house technology VR viewing devices & content creation Partner collaboration In-house devices Optical technolog
Slide 30: Conclusion
Conclusion Continuing to solve customers’ diverse challenges and enrich lifestyles 30 30