Sony Group Corporation · TSE:6758
Sony — Q3 2025 Earnings Presentation
15 slides from Sony's earnings presentation, Feb 5, 2026
Slide 1: Q3 FY2025 Consolidated Financial Results
Q3 FY2025 Consolidated Financial Results (Three months ended December 31, 2025) February 5, 2026 Sony Group Corporation
Slide 2: Changes in Disclosure Classification of Consolidated Results
Changes Changesin in Disclosure Classification Disclosure of Consolidated Classification Results of Consolidated Results Effective October 1, 2025, Sony Group Corporation executed a partial spin-off (the “Spin-off”) of Sony Financial Group Inc. (“SFGI”), a formerly wholly-owned subsidiary which op
Slide 3: Q3 FY2025 Results for Continuing Operations
Q3 FY2025 Results for Continuing Operations*1 Q3 FY2025 Results for Continuing Operations *1 (Bln Yen) Q3 FY24 Q3 FY25 Change 3,693.4 3,713.7 +20.3 Sales （+1%） Operating income 423.0 515.0 +92.1 （+22%） Operating income margin 11.5% 13.9% +2.4 pts Income before income taxes 447.7 500.2 +52.5 （+12%） N
Slide 4: Q3 FY2025 Results for Continuing Operations: Year-on-year Change
Q3 FY2025 Results for Continuing Operations: Year-on-year Change Q3 FY2025 Results for Continuing Operations: Year-on-year Change Contributing Factors Year-on-year Change (+) Better／(-) Worse — +20.3 bln yen Sales +1% On a constant currency basis*, sales decreased approximately 2% ・(+) Increase in o
Slide 5: Q3 FY2025 Results by Segment
Q3 FY2025 Results by Segment (Bln Yen) Q3 FY24 Q3 FY25 Change FX Impact Game & Network Services Sales 1,682.3 1,613.6 -68.7 +66.5 (G&NS) Operating income 118.1 140.8 +22.8 +28.9 Sales 481.7 542.4 +60.8 +5.1 Music Operating income 97.4 106.4 +9.0 Sales 398.2 353.3 -45.0 +4.1 Pictures Operating income
Slide 6: FY2025 Results Forecast for Continuing Operations including Tariff Impact
FY2025 Results Forecast for Continuing Operations including Tariff Impact FY2025 Results Forecast for Continuing Operations including Tariff Impact (Bln Yen) FY25 FCT*1 FY24 Change from November February November Sales 12,034.9 12,000 12,300 +300 （+3%） Operating income 1,276.6 1,430 1,540 +110 （+8%）
Slide 7: FY2025 Results Forecast: Change from November Forecast
FY2025 FY2025 Results Results Forecast for Continuing Forecast for Continuing Operations Operationsincluding includingTariff Tariff Impact: Impact: Change Changefrom fromNovember NovemberForecast Forecast Change from Contributing Factors November (+) Better／(-) Worse forecast +300 bln yen Sales ・(+)
Slide 8: FY2025 Results Forecast by Segment including Tariff Impact
FY2025 Results Forecast by Segment including Tariff Impact FY2025 Results Forecast by Segment including Tariff Impact （Bln Yen） FY25 FCT FY24 Changes from November February November Game & Network Services Sales 4,670.0 4,470 4,630 +160 （G&NS） Operating income 414.8 500 510 +10 Sales 1,842.6 1,980 2
Slide 9: Game & Network Services Segment
Game & Network Services Segment Sales, Operating Income and Adjusted OIBDA Sales (Bln Yen) Q3 FY2025 (year-on-year) Operating Income Adjusted OIBDA Sales: 68.7 bln yen (4%) decrease (FX Impact: +66.5 bln yen) ·(ー) Decrease in sales of hardware due to a decrease in unit sales 1,682.3 1,613.6 ·(+) I
Slide 10: Music Segment
Music Segment Sales, Operating Income and Adjusted OIBDA Sales (Bln Yen) Q3 FY2025 (year-on-year) Operating Income Sales: 60.8 bln yen (13%) increase (FX Impact: +5.1 bln yen) Adjusted OIBDA 542.4 ・(+) Higher revenues from live events and merchandising in Recorded Music 481.7 ・(+) Higher revenues
Slide 11: Pictures Segment
Pictures Segment Sales, Operating Income and Adjusted OIBDA Sales (Bln Yen) Q3 FY2025 (year-on-year) Operating Income The following analysis is on a U.S. dollar basis Adjusted OIBDA Sales: 45.0 bln yen (11%) decrease (U.S. dollar basis: -324 mil USD / -12%) ·(ー) Lower revenues from theatrical rele
Slide 12: Entertainment, Technology & Services Segment
Entertainment, Entertainment,Technology & Services Technology Segment & Services Segment (ET&S Segment) Sales, Operating Income and Adjusted OIBDA Sales (Bln Yen) Q3 FY2025 (year-on-year) Operating Income Adjusted OIBDA Sales: 46.4 bln yen (7%) decrease (FX Impact: +14.9 bln yen) ·(ー) Decrease in
Slide 13: Imaging & Sensing Solutions Segment
Imaging & Sensing Solutions Segment Sales, Operating Income and Adjusted OIBDA (Bln Yen) Sales Q3 FY2025 (year-on-year) Operating Income Sales: 103.4 bln yen (21%) increase (FX Impact: +3.6 bln yen) Adjusted OIBDA 604.3 ·(+) Increase in sales of image sensors for mobile products 500.9 ·(+) Increas
Slide 14: Notes
Notes 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 f
Slide 15: Cautionary Statement
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 limite