Sony Group Corporation · TSE:6758

Sony — Q2 FY2026 Earnings Presentation

19 slides from Sony's earnings presentation, Nov 5, 2026

  1. Slide 1: Q2 FY2026 Consolidated Financial Results

    Q2 FY2026 Consolidated Financial Results (Three months ended September 30, 2026) November 5, 2026 Sony Group Corporation

  2. Slide 2: Q2 FY2026 Consolidated Results

    Q2 FY2026 Consolidated Results (Bln Yen) Q2 FY25 Q2 FY26 Change Sales 3,107.9 3,429.4 +321.5 (+10%) Operating income 429.0 622.3 +193.4 (+45%) Operating income margin 13.8% 18.1% +4.3 pts Income before income taxes 441.8 623.2 +181.4 (+41%) Net income attributable +138.2 to Sony Group Corporation’s

  3. Slide 3: Q2 FY2026 Consolidated Results: Year-on-year change

    Q2 FY2026 Consolidated Results: Year-on-year change Year-on-year Contributing Factors Change (+) Better／(-) Worse (+) Increases in Pictures and G&NS segments sales +321.5 bln yen Sales +10 % On a constant currency basis*, sales increased by approximately 4% +193.4 bln yen Operating income (+) Increa

  4. Slide 4: Q2 FY2026 Results by Segment

    Q2 FY2026 Results by Segment (Bln Yen) Q2 FY25 Q2 FY26 Change FX Impact Game & Network Services Sales 1,113.2 1,208.5 +95.3 +73.0 (G&NS) Operating income 120.4 220.1 +99.7 +8.7 Sales 542.4 598.4 +56.0 +34.3 Music Operating income 115.4 122.8 +7.4 Sales 346.0 513.7 +167.7 +37.8 Pictures Operating inc

  5. Slide 5: FY2026 Consolidated Results Forecast

    FY2026 Consolidated Results Forecast (Bln Yen) FY26 FCT FY25 July November Change from July Sales 12,479.6 12,500 13,000 +500 （+4%） Operating income 1,447.5 1,720 1,870 +150 （+9%） Operating income margin 11.6% 13.8% 14.4% +0.6 pts Income before income taxes 1,422.4 1,710 1,860 +150 （+9%） Net income

  6. Slide 6: FY2026 Consolidated Results Forecast: Change from July Forecast

    FY2026 Consolidated Results Forecast: Change from July Forecast Change from Contributing Factors July forecast (+) Better／(-) Worse +500 bln yen Sales （＋）Increases in G&NS, Music and Pictures segments sales +4 % +150 bln yen Operating Income （＋）Increases in Pictures and G&NS segments operating incom

  7. Slide 7: FY2026 Results Forecast by Segment

    FY2026 Results Forecast by Segment (Bln Yen) FY26 FCT FY25 July November Change from July Game & Network Services Sales 4,685.7 4,540 4,830 +290 (G&NS) Operating income 463.3 660 700 +40 Sales 2,120.1 2,190 2,300 +110 Music Operating income 447.0 420 445 +25 Sales 1,499.3 1,660 1,760 +100 Pictures O

  8. Slide 8: Game & Network Services Segment

    Game & Network Services Segment Sales, Operating Income and Q2 FY2026 (year-on-year) Adjusted OIBDA  Sales: 95.3 bln yen (9%) increase (FX Impact: +73.0 bln yen) （Bln Yen） （＋）Impact of foreign exchange rates 1,208.5 （＋）Increase in sales from network services 1,113.2 （＋）Increase in sales of first-pa

  9. Slide 9: Game & Network Services Segment Forecast

    Game & Network Services Segment Sales, Operating Income and FY2026 Forecast (change from July forecast) Adjusted OIBDA  Sales: 290 bln yen (6%) upward revision （Bln Yen） （＋）Increase in sales of non-first-party game software titles 4,685.7 4,830 4,540  OI: 40 bln yen (6%) upward revision （＋）Impact

  10. Slide 10: Music Segment

    Music Segment Sales, Operating Income and Q2 FY2026 (year-on-year) Adjusted OIBDA  Sales: 56.0 bln yen (10%) increase (FX Impact: +34.3 bln yen) （Bln Yen） （＋）Impact of foreign exchange rates 598.4 （＋）Higher revenues from live events and merchandising in 542.4 Recorded Music （＋）Higher revenues from

  11. Slide 11: Music Segment Forecast

    Music Segment Sales, Operating Income and FY2026 Forecast (change from July forecast) Adjusted OIBDA  Sales: 110 bln yen (5%) upward revision （Bln Yen） （＋）Higher revenues from live events and merchandising in 2,300 Recorded Music 2,120.1 2,190 （＋）Higher revenues from streaming services in Recorded

  12. Slide 12: Pictures Segment

    Pictures Segment Sales, Operating Income and Q2 FY2026 (year-on-year) The following analysis is on a U.S. dollar basis Adjusted OIBDA  Sales: 167.7 bln yen (48%) increase （Bln Yen） (U.S. dollar basis: +880 mil USD / +37%) （＋）Increase in theatrical revenues primarily due to the 513.7 contribution of

  13. Slide 13: Pictures Segment Forecast

    Pictures Segment Sales, Operating Income and FY2026 Forecast (change from July forecast) Adjusted OIBDA  Sales: 100 bln yen (6%) upward revision （Bln Yen） （＋）Increase in revenues from theatrical releases in the current fiscal year, primarily due to the contribution of 1,760 Spider-Man: Brand New Da

  14. Slide 14: Entertainment, Technology & Services Segment

    Entertainment, Technology & Services Segment Sales, Operating Income and Q2 FY2026 (year-on-year) Adjusted OIBDA  Sales: 7.9 bln yen (1%) decrease (FX Impact: +26.6 bln yen) （Bln Yen） （－）Decrease in unit sales across various businesses including Imaging 575.7 567.8 （＋）Impact of foreign exchange rat

  15. Slide 15: Entertainment, Technology & Services Segment Forecast

    Entertainment, Technology & Services Segment Sales, Operating Income and FY2026 Forecast (change from July forecast) Adjusted OIBDA  Sales: Remains unchanged from July forecast （Bln Yen） 2,260.5 2,250 2,250  OI: Remains unchanged from July forecast 261.7 260 260 158.6 150 150 FY25 FY26 FY26 July F

  16. Slide 16: Imaging & Sensing Solutions Segment

    Imaging & Sensing Solutions Segment Sales, Operating Income and Q2 FY2026 (year-on-year) Adjusted OIBDA  Sales: 37.0 bln yen (6%) decrease (FX Impact: +40.9 bln yen) （Bln Yen） （－）Decrease in sales of image sensors for mobile products 614.6 （－）Decrease in unit sales 577.6 （＋）Improvement in product m

  17. Slide 17: Imaging & Sensing Solutions Segment Forecast

    Imaging & Sensing Solutions Segment Sales, Operating Income and FY2026 Forecast (change from July forecast) Adjusted OIBDA  Sales: Essentially flat （Bln Yen） 2,151.5 2,110 2,120  OI: 30 bln yen (7%) upward revision （＋）Decrease in costs （＋）Positive impact of foreign exchange rates （－）Impact of the

  18. Slide 18: 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 formula

  19. Slide 19: 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

Sony Group — Q2 FY2026 Earnings Presentation on 6ix