SONY NYSE Konferencja wynikowa
Sony Group (SONY) · wyniki I kw. 2026
Wyniki I kw. 2026 vs IV kw. 2025 · poprzedni kwartał · rok obrotowy: Q4 2026 · opublikowano 8 maj 2026 i 5 lut 2026
Net income turned to a profit from a loss last quarter. Management sounded cautious, in its script and in answers to analysts.
Na razie dostępna jest tylko podstawowa analiza tej spółki.
1 · Liczby
Zysk zamiast straty
Zysk netto vs IV kw. 2025
Podano perspektywy
Zysk netto 82,87 mld vs -1008,61 mld
Przychody −18,2%
2 · Jak mówił zarząd
Ostrożny
Among the least upbeat of all company calls
Answers to analysts: upbeat, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Excluding JPY 138.4 billion in one-time items from the Bungie asset impairment, Sony's operating income increased 45% year-on-year.
Między wierszami
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Prognoza
The company expects a meaningful increase in the volume and diversity of content available to players.
Cytat ze źródła
“As a result, we expect to see a meaningful increase in the volume and diversity of the content available to the players.”
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Prognoza
The company plans to base PS5 hardware sales in FY '26 on the volume of memory they can procure at reasonable prices to maintain consistent hardware profitability.
Cytat ze źródła
“We plan to base our PS5 hardware sales in FY '26 on the volume of memory, we can procure at reasonable prices and we expect hardware profitability to be essentially the same as FY...”
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Liczba
Excluding JPY 138.4 billion in one-time items from the Bungie asset impairment, operating income increased 45% year-on-year.
Cytat ze źródła
“Despite the impairment of assets at Bungie, excluding the JPY 138.4 billion in onetime items, operating income increased 45% year-on-year.”
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Słabnie
Sony and TCL signed an MOU on January 20 to form a joint venture to operate Sony's home entertainment business by combining their respective technologies and management capabilities.
Cytat ze źródła
“In the MOU, both companies agreed that a joint venture between the 2 companies would operate Sony's home entertainment business... On January 20, Sony signed an MOU with TCL aimed at forming a strategic partnership in the home entertainment field. By leveraging Sony's high definition and high fidelity technology, brand strength and operational management capability while utilizing TCL's advanced display...”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: I kw. 2026. Pierścień: IV kw. 2025.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“The profit growth driver of Sony Group achieved record high profits and business momentum remained strong.”
“Sony's Music businesses, which have enjoyed tremendous success and growth through their efforts to nurture and build strong relationships with a growing roster of outstanding talent, digital streaming platforms and...”
“At last year's corporator strategy presentation, I discussed our direction for pursuing growth in the I&SS business and improving profitability with a strong focus on financial discipline.”
Wszystkie liczby
JPY · ROIC.AI fundamentals (TSE:6758, period end 2026-03-31)
| Pozycja | I kw. 2026period end 2026-03-31 | IV kw. 2025period end 2025-12-31 | Zmiana | I kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 3036,42 mld | 3713,68 mld | −18,2% | 2630,24 mld | +15,4% |
| Zysk brutto ze sprzedaży | 934,27 mld | 1056,04 mld | −11,5% | 814,94 mld | +14,6% |
| Zysk operacyjny | 271,30 mld | 510,10 mld | −46,8% | 204,05 mld | +33,0% |
| Zysk netto | 82,87 mld | -1008,61 mld | Zysk zamiast straty | 197,73 mld | −58,1% |
| Zysk na akcję | 13,95 | -169,03 | Zysk zamiast straty | 32,81 | −57,5% |
| C/Z | — | — | — | — | — |
Tematy
Najczęściej omawiane teraz
- As part of that effort, today, Sony announced the signing of a nonbinding memorandum of understanding with TSMC to form...
- Nowe Starting from its core mobile applications, Sony is developing higher density by advancing process technologies with enhanced fabrication…
- If that leads to passing on price cost to prices, there would be a big impact on the gaming console...
- Sony's purpose to fill the world with emotion through creativity and technology is at the heart of Sony's creative entertainment...
- Within Sony's studios, game developers are automating repetitive workflows, improving software engineering productivity and accelerating…
Zniknęło od IV kw. 2025
- Słabnie That's the merit of having a hit live service.
- Słabnie Recurring revenue means that the hit driven.
- Słabnie Instead, the players are playing new games.
- Słabnie Next fiscal year, Sony plans to release new...