Sony Group Corporation · TSE:6758
Sony — Q1 FY2026 Earnings Presentation
20 slides from Sony's earnings presentation, Jul 31, 2026
Slide 1: Q1 FY2026 Consolidated Financial Results
Q1 FY2026 Consolidated Financial Results (Three months ended June 30, 2026) Sony Group Corporation July 31, 2026
Slide 2: 2026 Kumamoto Earthquake
1 2026 Kumamoto Earthquake Sony has several semiconductor facilities located in Kumamoto prefecture and neighboring prefectures. While all these facilities were affected by the earthquake, there were no major casualties. The Kumamoto Technology Center of Sony Semiconductor Manufacturing Corporation
Slide 3: Q1 FY2026 Consolidated Results
2 Q1 FY2026 Consolidated Results (Bln Yen) Q1 FY25 Q1 FY26 Change Sales 2,621.6 2,837.8 +216.2 (+8%) Operating income 340.0 476.5 +136.5 (+40%) Operating income margin 13.0% 16.8% +3.8 pts Income before income taxes 356.6 477.5 +120.9 (+34%) Net income attributable to Sony Group Corporation’s stockh
Slide 4: Q1 FY2026 Consolidated Results: Year-on-year change
3 Q1 FY2026 Consolidated Results: Year-on-year change Year-on-year Change Contributing Factors (+) Better／(-) Worse Sales +216.2 bln yen +8 % (+) Increases in I&SS and Music segments sales On a constant currency basis*, sales decreased by approximately 1% Operating income +136.5 bln yen +40 % (+) In
Slide 5: Q1 FY2026 Results by Segment
4 Q1 FY2026 Results by Segment (Bln Yen) Q1 FY25 Q1 FY26 Change FX Impact Game & Network Services (G&NS) Sales 936.5 937.1 +0.6 +81.7 Operating income 148.0 202.0 +54.1 +19.1 Music Sales 465.3 562.0 +96.7 +42.1 Operating income 92.8 105.9 +13.1 Pictures Sales 327.1 315.1 -12.0 +29.1 Operating income
Slide 6: FY2026 Consolidated Results Forecast
5 FY2026 Consolidated Results Forecast The impact of the 2026 Kumamoto Earthquake, which occurred on July 28, 2026, on financial results has not been incorporated into the above results forecast, as it is currently difficult to reasonably estimate (applies to all following pages). *1 Net income attr
Slide 7: FY2026 Consolidated Results Forecast: Change from May Forecast
6 FY2026 Consolidated Results Forecast: Change from May Forecast Change from May forecast Contributing Factors (+) Better／(-) Worse Sales +200 bln yen +2 % （＋）Increase in G&NS segment sales Operating Income +120 bln yen +8 % （＋）Increase in G&NS segment operating income Income before income taxes +95
Slide 8: FY2026 Results Forecast by Segment
7 FY2026 Results Forecast by Segment (Bln Yen) FY25 FY26 FCT May July Change from May Game & Network Services (G&NS) Sales 4,685.7 4,420 4,540 +120 Operating income 463.3 600 660 +60 Music Sales 2,120.1 2,140 2,190 +50 Operating income 447.0 400 420 +20 Pictures Sales 1,499.3 1,630 1,660 +30 Operati
Slide 9: Game & Network Services Segment Q1 FY2026
8 Game & Network Services Segment Q1 FY2026 (year-on-year) Sales: Essentially flat (FX Impact: +81.7 bln yen) （＋）Impact of foreign exchange rates （－）Decrease in sales of non-first-party game software titles （－）Decrease in sales of hardware due to a decrease in unit sales OI: 54.1 bln yen (37%) incre
Slide 10: Game & Network Services Segment FY2026 Forecast
9 4,685.7 4,420 4,540 463.3 600 660 719.8 705 770 FY2026 Forecast (change from May forecast) Sales: 120 bln yen (3%) upward revision （＋）Impact of foreign exchange rates OI: 60 bln yen (10%) upward revision （＋）Impact of U.S. tariff refunds （＋）Positive impact of foreign exchange rates （＋）Improvement i
Slide 11: Music Segment Q1 FY2026
10 Music Segment Q1 FY2026 (year-on-year) Sales: 96.7 bln yen (21%) increase (FX Impact: +42.1 bln yen) （＋）Impact of foreign exchange rates （＋）Higher revenues from live events and merchandising in Recorded Music （＋）Higher revenues from streaming services in Recorded Music and Music Publishing OI: 13
Slide 12: Music Segment FY2026 Forecast
11 2,120.1 2,140 2,190 447.0 400 420 507.8 510 540 Music Segment FY2026 Forecast (change from May forecast) Sales: 50 bln yen (2%) upward revision （＋）Impact of foreign exchange rates （＋）Impact of the consolidation of Recognition Music Group OI: 20 bln yen (5%) upward revision （＋）Impact of the consol
Slide 13: Pictures Segment Q1 FY2026
12 Pictures Segment Q1 FY2026 (year-on-year) The following analysis is on a U.S. dollar basis Sales: 12.0 bln yen (4%) decrease (U.S. dollar basis: -285 mil USD / -13%) （－）Decrease in series deliveries in Television Productions （－）Lower revenues from theatrical releases in the current fiscal year in
Slide 14: Pictures Segment FY2026 Forecast
13 Pictures Segment FY2026 Forecast (change from May forecast) Sales: 30 bln yen (2%) upward revision （＋）Impact of foreign exchange rates OI: 5 bln yen (3%) upward revision （＋）Impact of higher licensing sales of catalog titles in Television Productions Sales, Operating Income and Adjusted OIBDA （Bln
Slide 15: Entertainment, Technology & Services Segment Q1 FY2026
14 Entertainment, Technology & Services Segment Q1 FY2026 (year-on-year) Sales: 9.6 bln yen (2%) increase (FX Impact: +38.4 bln yen) （＋）Impact of foreign exchange rates （－）Decrease in unit sales across various businesses including Displays OI: Essentially flat (FX Impact: +9.5 bln yen） （＋）Positive i
Slide 16: Entertainment, Technology & Services Segment FY2026 Forecast
15 2,260.5 2,250 2,250 158.6 150 150 261.7 260 260 Entertainment, Technology & Services Segment FY2026 Forecast (change from May forecast) Sales: Remains unchanged from May forecast OI: Remains unchanged from May forecast （＋）Impact of U.S. tariff refunds Sales, Operating Income and Adjusted OIBDA （B
Slide 17: Imaging & Sensing Solutions Segment Q1 FY2026
16 Imaging & Sensing Solutions Segment Q1 FY2026 (year-on-year) Sales: 104.5 bln yen (26%) increase (FX Impact: +40.6 bln yen） （＋）Increase in sales of image sensors for mobile products （＋）Improvement in product mix （＋）Increase in unit sales （＋）Impact of foreign exchange rates OI: 68.0 bln yen (125%)
Slide 18: Imaging & Sensing Solutions Segment FY2026 Forecast
17 Imaging & Sensing Solutions Segment FY2026 Forecast (change from May forecast) Sales: 40 bln yen (2%) upward revision （＋）Impact of foreign exchange rates OI: 20 bln yen (5%) upward revision （＋）Positive impact of foreign exchange rates （－）Recording of costs to prepare for the establishment of the
Slide 19: Notes
18 Notes Notes about Adjusted OIBDA Adjusted OIBDA (Operating Income Before Depreciation and Amortization) is calculated by the following formula: Adjusted OIBDA = Operating income + Depreciation and amortization expense* - the profit and loss amount that Sony deems non-recurring * In the above form
Slide 20: Cautionary Statement
19 Cautionary Statement Statements made in this material with respect to Sony’s current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Sony. Forward-looking statements include, but are not lim