Sony Group(US:SONY) 智通财经网·2025-05-27 06:59Core Viewpoint - Sony is accelerating its transformation into an entertainment technology group by announcing a strategic plan for the spin-off of its financial business, which is seen as a new chapter in corporate transformation [1] Group 1: Financial Business Spin-off - Sony will detail its spin-off plan and growth strategy for the financial unit during its investor day, with plans to distribute over 80% of Sony Financial Group shares to shareholders through a physical dividend [1] - This spin-off marks the first use of Japan's 2023 tax reform policy for partial spin-offs and is the first direct listing case in over 20 years, scheduled for September 29 [1] - The separation will allow for clearer understanding of the different business development goals by separating the capital-efficient non-financial business from the capital-dependent financial business [1] Group 2: Entertainment Expansion - Sony is expanding its entertainment portfolio from gaming to film and music while maintaining its global leadership in smartphone image sensors [3] - The company is considering various strategies for its chip business, including self-operation, strategic investors, or a light wafer fab strategy [3] - Sony has allocated 1.7 trillion yen for capital investments and 1.8 trillion yen for strategic investments over the next three years [4] Group 3: Anime Business Growth - The anime business is expected to contribute 35%-40% of the profits from the film and television sector in the next two to three years, highlighting its potential as a profitable growth area [5] - Sony's influence in the anime sector is increasing through its Aniplex animation planning company and Crunchyroll streaming platform, which are seen as significant opportunities in a growing market [4][5]