Core Insights - Sony Group Corporation reported its full-year 2024 results, which were described as somewhat lackluster, indicating potential challenges ahead for the company [1]. Financial Performance - The financial results for Sony in 2024 were not particularly promising, reflecting uncertainty in the market [1]. Future Guidance - The guidance provided by Sony for the upcoming period also lacked optimism, suggesting that the company may face difficulties in achieving growth [1].

Core Viewpoint - Sony Group Corporation reported a mixed performance for the fourth quarter of fiscal 2024, with net income per share increasing but total revenues declining significantly due to weak sales in several segments [1][2]. Financial Performance - The net income per share on a GAAP basis was ¥32.63 (21 cents), up from ¥30.72 in the same quarter last year, exceeding the Zacks Consensus Estimate of 12 cents [1]. - Adjusted net income rose to ¥197.7 billion from ¥189 billion year-over-year [1]. - Total revenues fell 24% year-over-year to ¥2,630.2 billion ($17 billion), below the Zacks Consensus Estimate of $20 billion [2]. Segmental Results - Game & Network Services (G&NS) sales decreased by 4.2% year-over-year to ¥1,051.3 billion, with operating income dropping to ¥92.7 billion from ¥106 billion [3]. - Music sales increased by 9.5% year-over-year to ¥470.7 billion, driven by higher streaming revenues, with operating income rising to ¥83.6 billion from ¥71.2 billion [4]. - Pictures sales grew by 1.9% year-over-year to ¥414.6 billion, with operating income increasing to ¥53.5 billion from ¥30.7 billion [5]. - Imaging & Sensing Solutions (I&SS) sales rose by 2.6% year-over-year to ¥409 billion, with operating income slightly decreasing to ¥34.5 billion from ¥34.7 billion [6]. - Entertainment, Technology & Services (ET&S) sales fell by 9% year-over-year to ¥484.1 billion, resulting in an operating loss of ¥20.4 billion compared to a loss of ¥6.4 billion in the prior year [7]. - Financial Services reported losses of ¥172.4 billion, with operating loss totaling ¥11.6 billion against income of ¥26.1 billion in the year-ago quarter [8]. - All Other sales increased by 17.5% to ¥25.6 billion, with an operating loss of ¥9.8 billion compared to a loss of ¥5.5 billion in the prior year [9]. Cost and Cash Flow - Total costs and expenses were ¥2,423.9 billion, down 25.5% year-over-year, while operating income fell by 11.2% to ¥203.6 billion [11]. - For the 12 months ending March 31, 2025, Sony generated ¥2,321.7 billion in cash from operating activities, up from ¥1,373.2 billion in the prior year [12]. Fiscal 2025 Outlook - Sony expects sales for fiscal year ending March 31, 2026, to be ¥11,700 billion, a decrease of 3% year-over-year, primarily due to slowdowns in G&NS and ET&S segments [13]. - The company estimates operating income of ¥1,280 billion, down from ¥1,380 billion without tariff impacts, and net income is projected to be ¥930 billion, down 13% year-over-year [14].

Market Overview - US stock index futures are all up before the market opens, with Dow futures up 0.05%, S&P 500 futures up 0.20%, and Nasdaq futures up 0.34% [1] - European indices show mixed performance, with Germany's DAX down 0.31%, UK's FTSE 100 up 0.03%, France's CAC40 down 0.43%, and the Euro Stoxx 50 down 0.33% [2][3] - WTI crude oil is down 1.10% at $62.97 per barrel, while Brent crude oil is down 1.04% at $65.94 per barrel [3][4] Economic Insights - April's Consumer Price Index (CPI) unexpectedly cooled to 2.3% year-on-year, down from 2.4% in March, but analysts warn that the impact of tariffs has yet to be reflected in the data [4] - Morgan Stanley's chief economist suggests that the true effects of tariffs will become evident in upcoming months, with inflation pressures expected to rise [4] - Goldman Sachs estimates that the core Personal Consumption Expenditures (PCE) inflation rate could rise from 2.6% in March to 3.6% by the end of the year [4] Stock Market Predictions - Citigroup and JPMorgan predict short-term gains by investing in the worst-performing stocks of the year, particularly small-cap stocks and technology hardware [4] - UBS has downgraded its rating on US stocks from "attractive" to "neutral," citing concerns over rapid market increases and ongoing uncertainties [5] Currency and Trade - A potential long-term "dollar bear market" is anticipated, driven by chaotic trade policies and the impact of tariffs on investor confidence [6] - Analysts suggest that institutional investors are recalibrating their portfolios, which may lead to significant selling pressure on the dollar [6] Company News - Nvidia and AMD have secured significant contracts in the Middle East, with Nvidia exporting 18,000 advanced AI chips to Saudi Arabia and AMD entering a $10 billion partnership [8] - Tesla plans to resume importing components from China for its Cybercab and Semi truck production, indicating a positive impact from easing trade tensions [9] - Sony's Q4 results were mixed, with a sales decline but a net profit increase, and it announced a ¥250 billion stock buyback plan despite warning of a ¥100 billion profit loss due to tariffs [10] - Supermicro has entered a $20 billion partnership with DataVolt to deliver high-density GPU platforms for AI data centers in Saudi Arabia and the US, leading to a significant pre-market stock increase [11]

Group 1 - Sony's sales for FY2024 were 12.96 trillion yen, remaining stable compared to the previous fiscal year, while operating profit increased by 16% to 1.41 trillion yen and net income attributable to shareholders rose by 18% to 1.14 trillion yen [2] - The company sold 18.5 million units of PlayStation 5 in FY2024, a decrease from 20.8 million units in the previous fiscal year [2] - The new CEO, Hiroki Totoki, faces challenges from U.S. tariff policies affecting the image sensor and film divisions, with potential price increases for PlayStation 5 in the U.S. market [2] Group 2 - The delay of the highly anticipated game "GTA 6" is expected to negatively impact PlayStation 5 sales, as it was anticipated to drive consumers from PlayStation 4 to PlayStation 5 [3] - For FY2025, Sony forecasts operating profit of 1.28 trillion yen, with tariffs expected to have a negative impact of 100 billion yen on this figure [3] - Sony announced a stock buyback plan of up to 250 billion yen and a timeline for the partial divestiture of its financial services division, which is set to be listed on September 29 [3] Group 3 - In Q4 FY2024, Sony's sales were 2,807.3 billion yen, with operating income at 215.2 billion yen, reflecting a 6% increase [1] - The net income attributable to Sony Group Corporation's stockholders in Q4 FY2024 was 224.4 billion yen, a 33% increase compared to the previous year [1] - The sales breakdown by business segment includes 1.05 trillion yen for Game & Network Services, 470.7 billion yen for Music, 414.6 billion yen for Film, 484.1 billion yen for Entertainment, Technology & Services, and 409.0 billion yen for Imaging & Sensing Solutions [1]

Core Viewpoint - Sony Group Corporation announced a significant share buyback and reported operating income that exceeded analyst expectations, despite a year-over-year decline in profits [1][2]. Financial Performance - Operating income for the last three months of the financial year was 203.6 billion yen ($1.4 billion), surpassing analyst estimates of 192.2 billion yen, although it represented an 11% decrease from the same period last year [2]. - The company forecasted a slight increase in operating profit of 0.3% to 1.28 trillion yen for the current financial year, despite anticipating a 100 billion yen impact from U.S. trade policies [3][4]. Shareholder Actions - Sony announced a share buyback program worth 250 billion yen ($1.7 billion), which contributed to a 2% rise in its stock price during volatile trading [1][2]. Strategic Moves - The company is planning a partial spinoff of its financial unit, intending to distribute over 80% of the shares to its shareholders through dividends [3]. - The financial unit will be classified as a discontinued operation in Sony's accounting starting from the current quarter, with plans for a public listing this year [3].

智通财经5月14日电，索尼集团公司第四财季销售净额2.63万亿日元，同比减少24%，预估3.03万亿日 元，净利润1,977.3亿日元，同比增长4.6%，预估1,450亿日元。公司将回购至多2500亿日元的股票。 ...

Group 1 - The company expects an operating profit of 1.28 trillion yen for the fiscal year 2026, which is below the market estimate of 1.5 trillion yen [1] - The projected net profit is 930 billion yen, while the market forecast is 1.15 trillion yen [1] - The anticipated net sales are 11.70 trillion yen, compared to the market expectation of 13.29 trillion yen [1] - The company plans to issue a dividend of 25.00 yen, exceeding the market estimate of 22.70 yen [1]

109.53 395.44 130.66 -1.02(-0.77%) +1.41(+1.30%) -0.50(-0.13%) CAT 卡特彼勒 Q 波音 Q 高通 1676.98亿市值 1652.87亿市值 1532.86亿市值 152.73 351.44 203.29 +0.61(+0.40%) +8.89(+2.60%) +4.76(+2.40%) 贝莱德 索尼 ITD 化旗集团 SONY 1498.42亿市值 1491.23亿市值 1407.06亿市值 75.33 24.87 962.54 +0.13(+0.53%) +0.42(+0.57%) +4.51(+0.47%) 康菲石油 TotalEnergies Pfizer 辉瑞 1286.03亿市值 1169.62亿市值 1311.04亿市值 59.04 22.62 92.65 +0.34(+0.58%) +0.38(+0.41%) -0.47(-2.04%) 8 洛克希德马丁 1100.37亿市值 法拉利 黑石集团 1153.16亿市值 1086.96亿市值 148.97 490.98 469.65 -3.51(-0.74%) -0.03(-0.02 ...

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Sony Group Corporation (SONY) is scheduled to report fourth-quarter fiscal 2024 earnings on May 14.The Zacks Consensus Estimate for earnings is pegged at 12 cents per share, indicating a decline of 42.9% from the year-ago reported figure. The consensus estimate for revenues is $20.4 billion, implying a fall of 13% from the prior-year actuals.The company’s earnings surpassed the Zacks Consensus Estimate in each of the last four quarters, with the average surprise being 28.4%. In the past year, the stock has ...