索尼集团（Sony Group Corp）(TYO:6758)(NYSE:SONY)公布了创纪录的季度利润，超出市场预期， 并上调了全年展望。尽管存在内存芯片成本上升的担忧，但游戏、音乐和影像业务的强劲表现推动了盈利 增长。 营业利润增长22%至5150亿日元，比LSEG共识预期高出约9%，促使公司将全年预测上调 8%至1.54万亿日元。季度营业利润率从11.5%上升至13.9%。 截至12月的三个月内，净利润同比增长11%至3773.2亿日元，超过分析师在Visible Alpha调查中预期的3482亿日元，而收入小幅增长0.5%至3.714万亿日元，同样高于预 期。 索尼现在预计截至3月的财年收入为12.300万亿日元，净利润为1.130万亿日元，高于此前 预测的12.000万亿日元和1.050万亿日元，同时重申关税将对营业利润造成500亿日元的 冲击。 Goyal写道："我们认为，索尼在其各项业务中都处于强势地位。" 索尼还将股票回购计划从1000亿日元扩大至最多1500亿日元，并表示将从其在Peanuts Holdings的股权中获得约450亿日元的估值收益。首席财务官林桃表示，公司正在为下一 个假日 ...

February 5, 2026 Q3 FY2025 Consolidated Financial Results (Three months ended December 31, 2025) Sony Group Corporation Changes in Disclosure Classification of Consolidated Results Changes in Disclosure Classification of Consolidated Results Previous Disclosure Classification Disclosure Classification Before the Execution of the Spin-off (1H FY25) Disclosure Classification After the Execution of the Spin-off (2H FY25) FY24*1 FY25 G&NS Music Pictures ET&S I&SS All other / Corporate and elimination*2 Financia ...

Financial Performance - Q1 FY2025 Results (Continuing Operations) - Sales increased by 563 billion yen (+2%) year-on-year to 26216 billion yen, with an approximately 8% increase on a constant currency basis[6, 8] - Operating income increased by 908 billion yen (+36%) year-on-year to 3400 billion yen, with operating income margin at 130%, a 33 percentage point increase[6] - Net income attributable to Sony Group Corporation's stockholders increased by 489 billion yen (+23%) to 2590 billion yen[6] Segment Performance - Q1 FY2025 - Game & Network Services (G&NS) sales increased by 716 billion yen (+8%) to 9365 billion yen, and operating income increased by 827 billion yen (+127%) to 1480 billion yen[9, 22] - Music sales increased by 233 billion yen (+5%) to 4653 billion yen, and operating income increased by 69 billion yen (+8%) to 928 billion yen[9, 26] - Pictures sales decreased by 102 billion yen (-3%) to 3271 billion yen, but operating income increased by 74 billion yen (+65%) [9, 30] - Entertainment, Technology & Services (ET&S) sales decreased by 667 billion yen (-11%) to 5343 billion yen, and operating income decreased by 209 billion yen (-33%) to 431 billion yen[9, 39] - Imaging & Sensing Solutions (I&SS) sales increased by 547 billion yen (+15%) to 4082 billion yen, and operating income increased by 176 billion yen (+48%) to 543 billion yen[9, 44, 47] FY2025 Forecast (Continuing Operations) - Sales forecast remains unchanged at 117 trillion yen[10, 16] - Operating income forecast increased by 50 billion yen (+4%) to 133 trillion yen after considering a 70 billion yen estimated tariff impact[10, 11, 16] - Net income attributable to Sony Group Corporation's stockholders forecast increased by 40 billion yen (+4%) to 970 billion yen[10, 15] Spin-off of Financial Services Business - Sony plans to execute a partial spin-off of Sony Financial Group Inc (SFGI) in October 2025, classifying the Financial Services business as a discontinued operation from Q1 FY25[3, 4] - A considerable one-time loss will be recorded in the consolidated statements of income at the time of the execution of the Spin-off, but there will be no impact on operating income and net income from continuing operations[52]