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Investor Relations Meeting
OCTOBER 2014
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2Sony Music Segment - Revenue Breakdown
1H Revenue(USD in Millions)
FYE14 FYE15
$2,019 $1,971
73%
12%15%
Recorded
Music
Music
Publishing
Visual Media
& Platform
Revenues By Business Line
1H FYE14 Actual 1H FYE15 Actual
70%
14%
16%
Recorded
Music
Music
Publishing
Visual Media
& Platform
[to be updated for 1H actuals; estimates used here]
1HFYE14 1HFYE15 % G/D
Recorded Music $1,492 $1,379 -8%
Music Publishing 233 283 22%
Visual Media & Platform 294 309 5%
Total Music Segment $2,019 $1,971 -2%
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3Recorded Music Business
1H Revenue(USD in Millions)
FYE14 FYE15
$1,492 $1,379
35%
47%
18% Physical
Digital
Other
Revenues By Type
1H FYE14 Actual 1H FYE15 Actual
32%
52%
16%
1HFYE14 1HFYE15 % G/D
Physical $516 $441 -14%
Digital 707 713 1%
Other 269 224 -17%
Total Recorded Music Business $1,492 $1,379 -8%
Physical
Digital
Other
[to be updated for 1H actuals; estimates used here]
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4Michael Jackson Miranda Lambert Chris Brown Adele One Direction
Garth Brooks AC/DC
The Script Kenny Chesney MAGIC! Usher Carrie Underwood Pitbull
Foo Fighters
Sia UVERworld Jack White Calvin Harris Alicia Keys J. Cole
Meghan Trainor
Jason Aldean Train Barbra Streisand Olly Murs A$AP Rocky
Christina Aguilera Pink Floyd
Current Major Releases Upcoming Releases
Current Fiscal Year Bestsellers
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5Recent New and Developing Artist Success
MAGIC! Meghan Trainor Ella Henderson Pharrell Williams Calvin
Harris A Great Big World
Kid Ink Sia Rita Ora Hozier MKTO Pentatonix
Fifth Harmony Kongos Bobby Shmurda Future Tyler Farr George
Ezra
Collabro Juicy J Becky G Tinashe Bleachers G-Eazy
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6Well-Positioned to Capitalize on Market Trends
65%
6%4%
7%
18%
22%
5%
13%
60%
Downloads
Ringtones/Other
DigitalRadio
Streaming/Subscriptions
Video
DownloadsStreaming/Subscriptions
Video
Digital Radio
2013 ACTUAL 2017 FORECAST
Source: IFPI CY2013; includes Japan. Forecast based on internal
projections.
Paid Subscription Has Best ARPU ~1.5x of Downloads
Free Ad-Supported Services Require Up to 7x Number of Streams of
Paid Subscriptions to Generate Same Level of Revenues
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7Commitment to Financial Discipline
Streamlined worldwide Recorded Music operations
Fully integrating EMI Music Publishing into Sony / ATV
Ongoing focus on cost efficiencies as the industry evolves
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Investor Relations Meeting
OCTOBER 2014
