Slide 1: 経営方針および業績に関する説明会 2026.05.08
経営方針および業績に関する説明会 2026.05.08 1
Slide 2: President and CEO Hiroki Totoki opening remarks
ソニーグループ株式会社 社長 CEO 十時 裕樹 President and CEO, Sony Group Corporation Hiroki Totoki • Hello. And thank you for joining us. • Today, I would like to share a brief update on Sony’s business, our corporate priorities and direction as we enter the final year of our current Mid-Range Plan. • It has been a t
Slide 3: Creative Entertainment Vision
Creative Entertainment Vision フィジカルとバーチャルが重なる多層的な世界をシームレスにつなぎ、 クリエイターと共にクリエイティビティとテクノロジーによる無限の感動を届ける Seamlessly Connecting a Multilayered World where Physical and Virtual Realities Overlap to Deliver Infinite KANDO — through Creativity and Technology — Working with Creators • And we continued to evo
Slide 4: Sony's Purpose and Group businesses
• Sony’s Purpose – to fill the world with emotion through creativity and technology – is at the heart of our Creative Entertainment Vision, and is driving successes and potential growth opportunities across our Sony Group businesses, including: 4
Slide 5: Game & Network Services: 125 Million monthly active users
ゲーム & ネットワークサービス事業 Game & Network Services business Over 125 Million Monthly active users Number as of end of March 2026 Monthly Active Users is an estimated total number of unique accounts that played games or used services online on PlayStation during the last month of the quarter and is based on
Slide 6: PlayStation gameplay and connection
• who enjoy their favorite titles wherever they are and connect with their friends through gameplay. 6
Slide 7: Sony Music business
• Sony’s Music business, which has enjoyed tremendous success and growth through their efforts 7
Slide 8: Music talent, streaming platforms and audiences
• to nurture and build strong relationships with a growing roster of outstanding talent, digital streaming platforms and global audiences. 8
Slide 9: Pictures business
Spider -Man: Brand New Day ©2026 Sony Pictures Entertainment. All Rights Reserved MARVEL and all related character names: © & 2026 MARVEL. • Our Pictures business, which continues to produce and distribute strong film and TV content and serves as an important “hub” for cross-company collaborations s
Slide 10: Sports: Entertainment, Technology & Services
SPORTS • Our Entertainment, Technology & Services (ET&S) segment is expanding its sports business by advancing officiating technologies and fan engagement initiatives, and investing in athlete performance tracking solutions, 10
Slide 11: Supporting content creation
• while inspiring creators by enabling high quality, innovative content production. 11
Slide 12: Imaging & Sensing Solutions image sensors
• And underpinning that creativity at its very core is the evolution of image sensors in our Imaging & Sensing Solutions (I&SS) segment. 12
Slide 13: Anime as a growth sector
• We also have anime – which cuts across several of our businesses and remains an important growth sector for Sony, and a key part of our Creative Entertainment Vision. • Sony’s strengths come from the synergies and collaborative efforts that exist across the Sony Group companies and with our strate
Slide 14: Demon Slayer: Infinity Castle global hit
©吾峠呼世晴／集英社・アニプレックス・ufotable • The explosive worldwide growth of anime is demonstrated by last year’s massive global hit film Demon Slayer: Kimetsu no Yaiba Infinity Castle, which was produced by Aniplex and our partners 14
Slide 15: Crunchyroll: 21 million paid subscribers
Over 21 Million Paid Subscribers More than 50,000 Episodes Subtitled and Dubbed in 13 Languages Numbers as of end of March 2026 • and in the rapid growth of Crunchyroll. • Crunchyroll now serves more than 21 million paid subscribers globally as an anime distribution platform with a library of more t
Slide 16: MyAnimeList voting and Gaudiy partnership
• In addition, we enabled expanding global fan participation in voting through MyAnimeList for the first time for the upcoming Crunchyroll Anime Awards through our partnership with Gaudiy Inc. 16
Slide 17: Crunchyroll Anime Future Forum
• And this fall, Crunchyroll will host its first-ever Crunchyroll Anime Future Forum in NY, bringing together leaders across anime, gaming, music, film, and emerging technology to strengthen relationships with Japanese publishers and creators globally. 17
Slide 18: Portfolio shaping: Financial Services spin-off and TCL partnership
Game & Network Services Entertainment Music Technology & Services Sony Group Corporation Imaging & Pictures Sensing Solutions • During this MRP period, we also continued to shape our overall portfolio. • Last fall, we completed the partial spin-off of the Financial Services business. • And in March,
Slide 19: Bandai Namco strategic partnership
©窪岡俊之 THE IDOLM@STER & ©Bandai Namco Entertainment Inc. 主催・企画 株式会社バンダイナムコエンターテインメント ©Toshiyuki Kubooka THE IDOLM@STER & ©Bandai Namco Entertainment Inc. Organized by Bandai Namco Entertainment Inc. • Building on the strategic partnerships announced with Bandai Namco Holdings Inc. last summer we are
Slide 20: Peanuts Holdings stake increased to 80%
• Our recent agreement with WildBrain Limited to acquire their stake in Peanuts Holdings LLC increased Sony’s ownership stake to 80% to expand its beloved and globally recognized brand. 20
Slide 21: Expanding Investment in Music IP
音楽IP への投資拡大 Expanding Investment in Music IP • And ongoing investments in music. • Following major deals to acquire the Pink Floyd and Queen catalogues, Sony Music Group recently announced a partnership with GIC, the Singapore sovereign wealth fund, to further scale our music IP investments. 21
Slide 22: Growth of the entertainment businesses
エンタテインメント事業の成長 Growth of the entertainment businesses 約 67 % Approximately 連結売上高 Consolidated Sales Game 約 30 % Approximately Music Pictures FY12 FY25 Sony adopted International Financial Reporting Standards (IFRS) starting in FY21 in lieu of the previously applied generally acc epted accounting pri
Slide 23: Human Creativity × AI
Human Creativity × AI • Now I would like to turn to the topic of AI. • When we think about further growth at Sony Group, AI is one of the most important themes for us to consider. • Specifically, the potential it holds for us across the Sony Group businesses to unlock new value creation and capture
Slide 24: Human creativity at the center
Stock photo: コンテンツを楽しむひとたち？ ⇒ゲームしてるとかライブで盛り上がっている とか映画館で映画見ているとか の素材 • Great content comes from deep personal experiences, unique perspectives, and a strong inner motivation to express something meaningful. • Fans are drawn to such stories, characters and worlds that offer deep emotional connection.
Slide 25: Expand Creativity, Empower Creators
Expand Creativity Empower Creators • AI brings new opportunities to the world of entertainment. • Not only in terms of efficiency, but in empowering creators to expand their creativity. 25
Slide 26: Innovative Content Experiences
Innovative Content Experiences • Additionally, we believe AI will make it easier to take on more innovative and ambitious projects—projects that were previously difficult to pursue due to constraints of cost and time 26
Slide 27: AI opportunity across PlayStation, Pictures and Music
• For example, this shift represents a significant opportunity for PlayStation as a Platform. • As more diverse and innovative content is created and the overall game industry continues to evolve, PlayStation can connect more fans with more games, further strengthening its value. • At Sony Pictures,
Slide 28: Generative AI pilot with Bandai Namco
• Alongside our own efforts, we are currently engaged in a collaborative pilot initiative with Bandai Namco Holdings Inc. to explore how Generative AI and the latest technologies can most effectively contribute to realizing a creator’s vision in the realm of video production. • Through these explora
Slide 29: Hideaki Nishino, President and CEO, SIE
ソニー・インタラクティブエンタテインメント 社長 CEO 西野 秀明 President and CEO, Sony Interactive Entertainment Hideaki Nishino • Now, I’d like to introduce Hideaki Nishino, President and CEO of Sony Interactive Entertainment, to say a few words about how we see AI strengthening our efforts in one of our most important growth
Slide 30: The PlayStation Experience
THE PLAYSTATION EXPERIENCE 最高の遊び場 最高のパートナー • At PlayStation, our goal is always to be the best place to play and the best place to publish. • We see AI as a powerful tool to help us in this mission. • For our players, this will mean gaming experiences like never before – more immersion, more adventu
Slide 31: AI will increase volume and diversity of content
AI will increase the volume and diversity of content AI で拡大するコンテンツの量と多様性 Trusted franchises promising high quality experiences will standout 実績のある高品質なフランチャイズの魅力 • AI is lowering barriers to creation, accelerating development cycles, and enabling more creators to enter the market. • As a result, we e
Slide 32: AI amplifies creative freedom: Mockingbird
AI amplifies creative freedom, letting designers focus more on storytelling and less on routine workflows デザイナーの創造性を解き放ち、 豊かな世界観やゲーム体験の創出により注力できる AI INPUT AI OUTPUT • Within our studios, game developers are automating repetitive workflows, improving software engineering productivity, and acceleratin
Slide 33: Emboldened with AI: Gran Turismo Sophy
Gran Turismo Sophy (GT Sophy) is a superhuman AI racing agent trained with deep reinforcement learning in Gran Turismo Sport to compete with top drivers and elevate gameplay. AI will help our studios 『 グランツーリスモＳＰＯＲＴ 』 の深層強化学習で鍛えられ、 realize their creative visions トップドライバーと競い、ゲームプレイを高次元へ引き上げる AIレーシングエ
Slide 34: Unified commerce experience around the player
Unified commerce experience around the player プレイヤー 1人ひとりに最適化された購買体験 Console Right Player Portable Right Message PC Right Channel App Right Time Web Other • AI is also already a part of our platform business. To take one example, over the last 3 years AI-powered tools ensured transactions were route
Slide 35: Machine learning delivering 4K visuals through PSSR 2.0
Machine learning delivering 4K visuals at high frame rates through PSSR 2.0 機械学習で高フレームレートの 4K 描画を実現する PSSR 2.0 • Beyond the store, our recently updated PlayStation Spectral Super Resolution, available on the PS5 Pro, uses machine learning to enhance image clarity, delivering 4K visuals at high frame
Slide 36: Empowered with AI
最高の遊び場 最高のパートナー Empowered with AI AI の力で、さらなる飛躍を Unlocked Enhanced Bespoke Creativity Platform Value Experiences 無限の創造力 プラットフォームの価値向上 1人ひとりに最適な体験 • We believe AI will unleash the creativity of our studios, power a more curated platform, and enhance the PlayStation experience for both players and cre
Slide 37: Imaging & Sensing Solutions business
• Thank you Nishino-san. I would like to now turn to our Imaging & Sensing Solutions (I&SS) business. • Sony’s image sensors have evolved as “electronic eyes” that accurately capture the real world, driven by our relentless pursuit of fundamental advancements that go beyond competing on specificatio
Slide 38: Image sensor competitive strength
• Our number one priority is to deliver the best possible imaging experience for our customers. • To do so, we scrutinize and optimize every aspect of the sensor, from the pixel structure, stacking and layering technologies, through to the circuitry, processes, and final packaging. • Sony possesses
Slide 39: Image sensors for mobile
モバイル向けイメージセンサー Image sensors for mobile • Starting from our core mobile applications, we are developing higher density by advancing process technologies with enhanced fabrication precision, together with stacking technologies to further improve performance. • At last year’s Corporate Strategy Presen
Slide 40: TSMC strategic partnership MOU
× • TSMC (Taiwan Semiconductor Manufacturing Company Limited) to form a strategic partnership for the development and manufacturing of next- generation image sensors. • Under the proposed partnership, we intend to establish a joint venture with Sony being the majority and controlling shareholder, 40
Slide 41: Joint venture in Kumamoto and physical AI
• to set up development and production lines in Sony’s newly constructed fab in Koshi City, Kumamoto. • As part of our partnership, we intend to explore emerging new opportunities in physical AI applications, such as automotive and robotics, paving the way for future innovations and expanded technol
Slide 42: Technological and geopolitical disruptions, memory shortage
• I would like to close today by addressing the technological and geopolitical disruptions which together have greatly impacted international supply chains and drastically upended traditional ways of doing business around the world. • One such technological disruption is the current memory shortage,
Slide 43: Business Foundation that Adapts to Change
変化に対応する事業基盤 Business Foundation that Adapts to Change • Our businesses are managing this issue very carefully. • SIE will be able to contain the negative impact of increased memory cost in the current fiscal year and is engaged in on-going negotiation with suppliers to meet the demand beyond the cur
Slide 44: Diversity of business and people
事業と人材の多様性 Diversity of business and people • Looking ahead, we are optimistic about the environment in which we are operating, and the strengths and diversity of our businesses and employees in driving continued success for Sony. • At the same time, we are very aware of the seismic changes taking pl
Slide 45: Cautionary Statement
Cautionary Statement Statements made in this material with respect to Sony’s current plans, estimates, strategies and beliefs and other statements th at are not historical facts are forward -looking statements about the future performance of Sony. Forward -looking statements include, but are not lim