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Sony (6758) investor relations material
Sony Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Aug, 2025
Executive summary
Q1 sales rose 2% year-over-year to ¥2,621.6 billion, with operating income up 36% to ¥340 billion and net income up 23% to ¥259 billion, all record highs for the first quarter.
Financial Services business classified as discontinued operation due to planned spin-off of Sony Financial Group Inc. in October 2025.
Net income attributable to stockholders, including discontinued operations, was ¥236,909 million for the quarter.
Full-year sales forecast remains at ¥11,700 billion; operating and net income forecasts were raised by 4% each.
Board approved partial spin-off of Sony Financial Group Inc., with SFGI to be listed on Tokyo Stock Exchange and shares distributed as dividends in kind.
Financial highlights
Operating income margin improved to 13.0% from 9.7% year-over-year.
Diluted EPS increased to ¥42.84 from ¥34.37 year-over-year.
Gross margin improved as costs and expenses decreased by ¥37,947 million year-over-year.
Operating cash flow forecast for FY2025 raised to ¥1,270 billion.
Net cash provided by operating activities from continuing operations was ¥253,881 million, up from ¥146,922 million year-over-year.
Outlook and guidance
FY2025 sales forecast for continuing operations maintained at ¥11,700 billion; operating income forecast raised to ¥1,400 billion and net income to ¥970 billion, both up 4% from previous guidance.
Dividend per share planned at ¥25, reflecting a 5 yen increase year-over-year post stock split.
Guidance reflects estimated impacts from recent U.S. tariff policy changes as of August 1, 2025.
Uncertainties remain for H2 FY25, especially regarding U.S. tariffs and macroeconomic conditions.
Entertainment businesses expected to be more resilient to economic shifts than hardware.
What is driving the decline in ET&S segment?
Assess impact of US tariff policy changes.
Why was SFGI classified as discontinued?
How will Marathon's delay impact live service growth?
What's driving the G&NS margin improvements?
How will Sony mitigate risks from Apple's chip sourcing?
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Frequently asked questions
The SONY Group Corporation is a multinational conglomerate who designs, develops, produces, and sells electronic equipment, instruments and devices for the consumer, professional, and industrial markets worldwide. Sony has multiple subsidiaries that focus on a variety of products, such as video games. The company's sales channels include mass retailers like Best Buy, specialty electronics stores like Best Buy Mobile and Fry's Electronics, convenience retailers like Walmart and 7-Eleven, telecommunication operators, subscription-based services like Netflix and PlayStation Now, convenience stores like Lawson Stationary Stores and 7-Eleven, rental stations like Redbox in the US.
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