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Analyst Meeting
Analyst Meeting
DAVID HENDLER
DAVID HENDLER
Demand for film and TV content is growing Home Entertainment
Demand for film and TV content is growing Home Entertainment
Growing Demand
Growing Demand
Motion Pictures
Motion Pictures
Upcoming Releases Columbia
Upcoming Releases Columbia
Upcoming Releases Columbia
Upcoming Releases Columbia
Upcoming Releases Screen Gems
Upcoming Releases Screen Gems
Home Entertainment Market Update  Recent Performance
Home Entertainment Market Update Recent Performance
Success in a Changing Marketplace
Success in a Changing Marketplace
Television
Television
Networks Expansion of Networks Globally
Networks Expansion of Networks Globally
International Production Expanding Presence
International Production Expanding Presence
3D Initiatives
3D Initiatives
3D Theatrical Releases Expanding the box office
3D Theatrical Releases Expanding the box office
Sony Pictures Financial Highlights
Sony Pictures Financial Highlights
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: Analyst Meeting. : Sony Pictures Entertainment. : Analyst Meeting.ppt. zip-: 2787 .

Analyst Meeting

Analyst Meeting.ppt
1 Analyst Meeting

Analyst Meeting

SONY PICTURES ENTERTAINMENT

March 17, 2010

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2 DAVID HENDLER

DAVID HENDLER

CHIEF FINANCIAL OFFICER SONY PICTURES ENTERTAINMENT

Privileged and Confidential

3 Demand for film and TV content is growing Home Entertainment

Demand for film and TV content is growing Home Entertainment

consumption patterns are shifting SPEs global TV production and network footprint is expanding SPE remains focused on financial discipline SPE is core to Sonys 3D strategy

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4 Growing Demand

Growing Demand

2009 global box office up 34% from 2008, with SPE up 44% U.S. TV viewership at all-time high Average U.S. Household watches 8 hours and 37 minutes of TV per day 2009/2010 primetime viewership up 2% over 2008/2009 Home Entertainment transactions grew 2% from 2008 to 2009

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5 Motion Pictures

Motion Pictures

2009 was a record year for SPE, with nearly $3.6BN in global box office 2009 was SPEs eighth straight year with over $1BN in North American box office Eight #1 movie openings and four films over $250 million in worldwide box office in 2009 More #1 openings than any other studio between 2002 and today

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6 Upcoming Releases Columbia

Upcoming Releases Columbia

Salt Angelina Jolie, Phillip Noyce (D) Grown Ups Adam Sandler, Kevin James, Chris Rock Karate Kid Jaden Smith, Jackie Chan, Will Smith (P) D = Director, P = Producer

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7 Upcoming Releases Columbia

Upcoming Releases Columbia

The Other Guys Will Ferrell, Mark Wahlberg Eat, Pray, Love Julia Roberts, Javier Bardem Pretend Wife Adam Sandler, Jennifer Aniston

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8 Upcoming Releases Screen Gems

Upcoming Releases Screen Gems

Death at a Funeral Chris Rock, Martin Lawrence Resident Evil: Afterlife (3D) Milla Jovovich Burlesque Cher, Christina Aguilera Priest Paul Bettany

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9 Home Entertainment Market Update  Recent Performance

Home Entertainment Market Update Recent Performance

Despite a 2% increase in total home video transactions in 2009 vs. 2008, retail revenue decreased 5%, as consumers continued to shift to lower-margin rental transactions vs. purchase

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+5%

% ST

27%

24%

-7%

Source: Nielsen, Rentrak Note: Figures are based on data collected through week ending Dec 27, 2009

10 Success in a Changing Marketplace

Success in a Changing Marketplace

Financial discipline Reductions in headcount Reductions in marketing Continued adjustment to film economics Home Entertainment growth drivers Blu-ray growth driven by added features and future 3D capabilities New windowing opportunities Investment in television assets New programs Expanded footprint for networks and production 3D opportunity across SPE divisions

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11 Television

Television

Large and growing global footprint Continued investment in international production and networks Broad range of shows on-air in U.S. including 9 network shows, 12 cable, 5 syndicated shows, and 8 made-for-TV movies #1 comedy in history (Seinfeld) #1 and #2 shows in syndication (Wheel of Fortune and Jeopardy!) #1 producer of scripted series on basic cable (Breaking Bad, Damages, Drop Dead Diva, Hawthorne, My Boys, Justified, Rescue Me) Back-to-back Emmys for Best Actor/Actress in a Drama for Bryan Cranston and Glenn Close SPT selected by Harpo to be strategic partner for co-production and distribution of new shows including The Dr. Oz Show and Nate Berkus

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12 Networks Expansion of Networks Globally

Networks Expansion of Networks Globally

57 networks in over 140 countries spanning 435 million homes

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mobile

mobile

mobile

mobile

mobile

13 International Production Expanding Presence

International Production Expanding Presence

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Gogglebox

Netherlands

UK

HUASO

Russia

Germany

China

Reveille

France

US Hispanic Market

Spain

Italy

Hong Kong

Teleset

Latin America

14 3D Initiatives

3D Initiatives

Theatrical: SPE will release several new films in 3D, including The Smurfs and the upcoming Spider-Man Digital Productions: SPE has produced stereoscopic 3D effects for more movies than any other studio including, most recently, Alice in Wonderland for Disney Home Entertainment: Introducing 3D titles on Blu-ray with release of Cloudy with a Chance of Meatballs Television: Launching 3D network in 2011 in partnership with Discovery and IMAX Technology: Evaluating systems for new 3D production, creating and driving industry support of 3D authoring tools, technologies, and processes; launched with SCA the Sony 3D Technology Center to demonstrate Sony expertise in 3D content creation/manipulation

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15 3D Theatrical Releases Expanding the box office

3D Theatrical Releases Expanding the box office

3D films are generating 60-80% of box office from 3D ticket sales Higher ticket prices for 3D are driving increases in box office Attraction of 3D is expanding film viewership

Domestic Box Office of Recent 3D Releases

Potential Uplift from 3D Release

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DBO (to date) $113M $115M $721M

100%

90%

80%

70%

60%

50%

82%

40%

70%

63%

30%

20%

10%

0%

Cloudy with a

Alice in

Avatar

Chance of

Wonderland

Meatballs

2D Box Office

3D Box Office

18%

30%

37%

16 Sony Pictures Financial Highlights

Sony Pictures Financial Highlights

Calendar Year 2009 Revenues: $7.4 Billion

Sony Pictures has made a positive contribution to operating income for 14 straight years

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