Sony Group Corporation · TSE:6758
Sony — Q3 FY2025 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) Sony Group Corporation February 5, 2026
Slide 2: Changes in Disclosure Classification of Consolidated Results
1 Changes in Disclosure Classification of Consolidated Results *1 From Q1 FY25, the results for FY24, the comparative period, has been re-presented to conform to the classification of continuing operations and the discontinued operation in accordance with IFRS Accounting Standards (applies to all fo
Slide 3: Q3 FY2025 Results for Continuing Operations
2 Q3 FY2025 Results for Continuing Operations*1 (Bln Yen) Q3 FY24 Q3 FY25 Change Sales 3,693.4 3,713.7 +20.3 （+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%） Net income attributable to Sony Group Corporat
Slide 4: Q3 FY2025 Results for Continuing Operations: Year-on-year Change
3 Q3 FY2025 Results for Continuing Operations: Year-on-year Change Year-on-year Change Contributing Factors (+) Better／(-) Worse Sales +20.3 bln yen +1% — On a constant currency basis*, sales decreased approximately 2% Operating income +92.1 bln yen +22% ・(+) Increase in operating income in Corporat
Slide 5: Q3 FY2025 Results by Segment
4 (Bln Yen) Q3 FY24 Q3 FY25 Change FX Impact Game & Network Services (G&NS) Sales 1,682.3 1,613.6 -68.7 +66.5 Operating income 118.1 140.8 +22.8 +28.9 Music Sales 481.7 542.4 +60.8 +5.1 Operating income 97.4 106.4 +9.0 Pictures Sales 398.2 353.3 -45.0 +4.1 Operating income 34.0 30.9 -3.2 Entertainme
Slide 6: FY2025 Results Forecast for Continuing Operations including Tariff Impact
5 FY2025 Results Forecast for Continuing Operations including Tariff Impact (Bln Yen) FY24 FY25 FCT*1 November February Change from November Sales 12,034.9 12,000 12,300 +300 （+3%） Operating income 1,276.6 1,430 1,540 +110 （+8%） (Estimated tariff impact on operating income*2) － -50 -50 － Operating i
Slide 7: FY2025 Forecast: Change from November
6 FY2025 Results Forecast for Continuing Operations including Tariff Impact: Change from November Forecast Change from November forecast Contributing Factors (+) Better／(-) Worse Sales +300 bln yen +3% ・(+) Increase in G&NS segment sales Operating income +110 bln yen +8% ・(+) Increase in Music segme
Slide 8: FY2025 Results Forecast by Segment including Tariff Impact
7 FY2025 Results Forecast by Segment including Tariff Impact （Bln Yen） FY24 FY25 FCT November February Changes from November Game & Network Services （G&NS） Sales 4,670.0 4,470 4,630 +160 Operating income 414.8 500 510 +10 Music Sales 1,842.6 1,980 2,050 +70 Operating income 357.3 385 445 +60 Picture
Slide 9: Game & Network Services Segment
8 User engagement trended well in Q3 FY25, with Monthly Active Users* in December reaching a record 132 million accounts and total gameplay hours increasing year-on-year. Q3 FY2025 (year-on-year) Sales: 68.7 bln yen (4%) decrease (FX Impact: +66.5 bln yen) ·(ー) Decrease in sales of hardware due to a
Slide 10: Music Segment
9 Q3 FY2025 (year-on-year) Sales: 60.8 bln yen (13%) increase (FX Impact: +5.1 bln yen) ・(+) Higher revenues from live events and merchandising in Recorded Music ・(+) Higher revenues from streaming services in Recorded Music and Music Publishing OI: 9.0 bln yen (9%) increase ・(+) Impact of increase
Slide 11: Pictures Segment
10 Q3 FY2025 (year-on-year) The following analysis is on a U.S. dollar basis Sales: 45.0 bln yen (11%) decrease (U.S. dollar basis: -324 mil USD / -12%) ·(ー) Lower revenues from theatrical releases in the current fiscal year in Motion Pictures OI: 3.2 bln yen (9%) decrease (U.S. dollar basis: -26 mi
Slide 12: Entertainment, Technology & Services Segment
11 Entertainment, Technology & Services Segment (ET&S Segment) Q3 FY2025 (year-on-year) Sales: 46.4 bln yen (7%) decrease (FX Impact: +14.9 bln yen) ·(ー) Decrease in unit sales in Displays OI: 17.7 bln yen (23%) decrease (FX Impact: +6.8 bln yen) ·(ー) Impact of decrease in sales in Displays ·(+) Red
Slide 13: Imaging & Sensing Solutions Segment
12 Imaging & Sensing Solutions Segment Q3 FY2025 (year-on-year) Sales: 103.4 bln yen (21%) increase (FX Impact: +3.6 bln yen) ·(+) Increase in sales of image sensors for mobile products ·(+) Increase in unit sales ·(+) Improvement in product mix OI: 34.4 bln yen (35%) increase (FX Impact: -0.3 bln y
Slide 14: Notes
13 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 15: Cautionary Statement
14 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