SONY GROUP CORPORATION Sony IR Day 2021
May 27th, May 28th, 2021
Sony Group Corporation
Day１（May 27th）
Game＆Network Services Segment | 3 |
Music Segment (Global) | 38 |
Music Segment (Domestic) | 57 |
Pictures Segment | 75 |
Day２（May 28th）
Electronics Products & Solution Segment | 99 |
Imaging & Sensing Solutions Segment | 128 |
Financial Services Segment | 152 |
Sony Group Corporation 2
Game & Network Services Segment
Senior Executive Vice President
Sony Group Corporation
President and CEO, Sony Interactive Entertainment LLC
Representative Director and President, Sony Interactive Entertainment Inc.
Jim Ryan
Game & Network Services Segment
PlayStation: The Road to Profitable Growth
PS5™: Building our Biggest‐Ever Platform
PS4®: Ensuring our Longest‐Ever Tail
New Growth Vectors
The Importance of Group Collaboration
Key Monitoring Metrics
Sony Group Corporation 4
Game & Network Services Segment | ||||||||||||||||||||||||||||
FY20: Record Earnings in a Transition Year | ||||||||||||||||||||||||||||
2,656 | ||||||||||||||||||||||||||||
Net Sales | 1,017 | 1,044 | ||||||||||||||||||||||||||
(Billions of Yen) | 661 | |||||||||||||||||||||||||||
FY | 94 | 95 | 96 | 97 | 98 | 99 | 00 | 01 | 02 | 03 | 04 | 05 | 06 | 07 | 08 | 09 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | |
Free to | ||||||||||||||||||||||||||||
Play | ||||||||||||||||||||||||||||
342 | ||||||||||||||||||||||||||||
Operating Income | ||||||||||||||||||||||||||||
(Billions of Yen) | ||||||||||||||||||||||||||||
‐51 | ‐232 | ‐19 | ||||||||||||||||||||||||||
Sony Group Corporation | 5 |
Game & Network Services Segment
Building Our Biggest Platform Ever
Sony Group Corporation 6
Game & Network Services Segment
PS5: Building From The Biggest Launch To The Biggest Platform
OUR HIGHEST EVER LAUNCH YEAR SALES…
Year 1 Sell‐in Units
7.6M 7.8M
3.6M
1.4M
0
FY94 | FY99 | FY06 | FY13 | FY20 |
…BUT STILL HUGE UNMET DEMAND
"Sony warns of potential PS5 shortage amid strong console sales"
"PlayStation dominates Xbox and will for years to come"
"Sony continues to grow PS5 release date, good start"
"PS5 Had the Biggest Console Launch in U.S.
History"
"PlayStation's most extraordinary pandemic launch"
"PS5 breaks all‐time launch sales record"
Sony Group Corporation 7
Game & Network Services Segment
Why We Believe in PS5 - Growth in Gaming Market
A GROWING SHARE OF A GROWING CATEGORY
WW Gaming Industry Size by Platform* | Console Industry Size by Revenue Type* | |||||||||||||||
CAGR 6% | CAGR 7% | |||||||||||||||
(BIL USD) | (BIL USD) | |||||||||||||||
$297 | $304 | $84 | $87 | $88 | Market Share | |||||||||||
$286 | $82 | |||||||||||||||
$274 | ||||||||||||||||
$254 | $75 | $17 | $17 | |||||||||||||
$226 | $62 | $19 | ||||||||||||||
$23 | ||||||||||||||||
$164 | $170 | Console | $23 | $12 | $11 | PS4 | PS5 | |||||||||
$156 | ||||||||||||||||
$136 | $147 | Hardware | $14 | (Target) | ||||||||||||
Mobile | $121 | $19 | $14 | |||||||||||||
Physical Console | $14 | |||||||||||||||
CAGR 7% | ||||||||||||||||
PC | $44 | $45 | $45 | $46 | $47 | Software | $13 | $52 | $57 | $59 | ||||||
$42 | ||||||||||||||||
CAGR 2% | Digital Console | $38 | $45 | |||||||||||||
Console | $62 | $75 | $82 | $84 | $87 | $88 | 45% | 50%+ | ||||||||
Software | $30 | |||||||||||||||
CAGR 7% | CAGR 14% | |||||||||||||||
CY20 | CY21 | CY22 | CY23 | CY24 | CY25 | CY20 | CY21 | CY22 | CY23 | CY24 | CY25 |
*Source: IDG Console Gaming Update, 2020_Q4 | |
Sony Group Corporation | 8 |
Game & Network Services Segment | |||||||||
Why We Believe in PS5 - Favorable Demographics | |||||||||
Age | Gender | Geography | |||||||
PS1 GAMERS HAVE | GROWING FEMALE INTEREST IN | CONTINUAL EXPANSION | |||||||
STUCK WITH US | PLAYSTATION GAMING | OUTSIDE NA/EU/JP | |||||||
*PlayStation Console Ownership | *Female Proportion Among Console Ownership | Opportunity Market Proportion in Revenue | |||||||
PS1 | PS4/PS5 | FY00 | FY10 | FY20 | |||||
18% | 41% | 1% | 5%+ | 10%+ | |||||
Opportunity Markets | |
*Source : SIE Global Platform Experience Tracker (Breakthrough) | |
PlayStation registration information (IDG) | Sony Group Corporation 9 |
PlayStation registration information (IDG) |
Game & Network Services Segment
Why We Believe in PS5 - Our Brand has Never Been Stronger
PLAYSTATION IN TOP GLOBAL BRANDS
#9 PlayStation | help each other |
Helping gamers |
Rising to No. 9 from No. 16, scores best in
"is modern and in touch."
Source: 2021 Prophet Brand relevance index report
PLAYSTATION BRAND MOMENTUM
VS REST OF CATEGORY
73 | ||||||||||
64 | 68 | |||||||||
63 | 62 | 63 | 62 | 61 | 62 | 61 | ||||
60 | ||||||||||
58 | 57 | |||||||||
56 | 55 | 55 | 56 | |||||||
54 | 54 | 54 | 54 | |||||||
53 | ||||||||||
46 | 49 | 47 | 48 | 49 | ||||||
45 | 45 | |||||||||
44 | 43 | 42 | 43 | 44 | 44 | 44 | ||||
40 | ||||||||||
Brand B | Brand C | Brand D | ||||||||
FY18 | FY18 | FY18 | FY18 | FY19 | FY19 | FY19 | FY19 | FY20 | FY20 | FY20 |
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 |
Source : SIE Global Brand Tracker
Question: Do you think this is a brand that is moving forward, staying the same or falling behind?
Sony Group Corporation | 10 |
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Sony Group Corporation published this content on 02 June 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 June 2021 05:08:04 UTC.
