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Sony Group

SONY · Consumer Discretionary

Last earnings Jul 31, 2026

Key results

Change revenuequarter

8%

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 stockholders* 259.0 342.2 +83.1 (+32%) Net income attributable to Sony Group Corporation’s stockholders per share of common stock (diluted)* 42.84 yen 57.82 yen +14.98 yen Average Rate 1 US dollar 144.6 yen 159.3 yen 1 Euro 163.6 yen 185.3 yen * Effective October 1, 2025, Sony Group Corporation executed a partial spin-off of Sony Financial Group Inc.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Operating incomequarter

40%

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 stockholders* 259.0 342.2 +83.1 (+32%) Net income attributable to Sony Group Corporation’s stockholders per share of common stock (diluted)* 42.84 yen 57.82 yen +14.98 yen Average Rate 1 US dollar 144.6 yen 159.3 yen 1 Euro 163.6 yen 185.3 yen * Effective October 1, 2025, Sony Group Corporation executed a partial spin-off of Sony Financial Group Inc.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Net incomequarter

32%

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 stockholders* 259.0 342.2 +83.1 (+32%) Net income attributable to Sony Group Corporation’s stockholders per share of common stock (diluted)* 42.84 yen 57.82 yen +14.98 yen Average Rate 1 US dollar 144.6 yen 159.3 yen 1 Euro 163.6 yen 185.3 yen * Effective October 1, 2025, Sony Group Corporation executed a partial spin-off of Sony Financial Group Inc.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Worse revenuequarter

8 %

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 % (+) Increases in I&SS and G&NS segments operating income Financial income and expenses, net -15.7 bln yen (－) Decrease in unrealized gains mainly on Sony’s shares of Spotify Technology S.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Revenuequarter

1%

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 % (+) Increases in I&SS and G&NS segments operating income Financial income and expenses, net -15.7 bln yen (－) Decrease in unrealized gains mainly on Sony’s shares of Spotify Technology S.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

(+) Decrease in net foreign exchange losses Income tax expense +33.7 bln yen (－) Absence of decrease in tax expense from refunds of taxes paid in Effective tax rate previous years in Japan in Q1 FY25 26%→27% * For further details about the impact of foreign exchange rate fluctuations on sales and operating income (loss), refer to page 18 (applies to all following pages).

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

(Bln Yen) FY25 FY26 FCT May July Change from May Sales 12,479.6 12,300 12,500 +200 （+2%） Operating income 1,447.5 1,600 1,720 +120 （+8%） Operating income margin 11.6% 13.0% 13.8% +0.8 pts Income before income taxes 1,422.4 1,615 1,710 +95 （+6%） Net income attributable to Sony Group Corporation’s stockholders*1 1,030.9 1,160 1,210 +50 （+4%） Operating Cash Flow*1 1,966.3 1,500 1,500 － Foreign exchange rate Actual・Average Q1-Q4 (Assumption) Q2-Q4 (Assumption) 1 US dollar 150.7 yen Approx.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Growthquarter

up 2%

tariff refunds （＋）Positive impact of foreign exchange rates （－）Increase in costs, including investments for the next-generation platform and restructuring costs Sales, Operating Income and Adjusted OIBDA Total PlayStation® Monthly Active Users* reached 125 million accounts in June, up 2% year-on-year and a record high for the month of June.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Higher revenuequarter

14%

（Bln Yen） Game & Network Services Segment Sales Operating Income Adjusted OIBDA FY25 FY26 May FCT FY26 July FCT 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: 13.1 bln yen (14%) increase （＋）Impact of increase in sales Sales, Operating Income and Adjusted OIBDA Q1 FY26 streaming revenue growth rates on a U.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Higher revenuefull-year

33%

dollar basis: -285 mil USD / -13%) （－）Decrease in series deliveries in Television Productions （－）Lower revenues from theatrical releases in the current fiscal year in Motion Pictures （＋）Higher revenues from Crunchyroll mainly due to paid subscriber growth OI: 6.1 bln yen (33%) increase (U.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

AI analysis

Q1 FY2026 · reported Jul 31, 2026

Based on: Earnings release — transcript not held

Headline figures

MetricQ1 FY2026Prior qtrYear ago
Change revenue8%——
Operating income40%——
Net income32%——
Worse revenue8 %——
Revenue1%——
Growthup 2%——
Higher revenue14%——

6-K · Jul 31, 2026

Guidance · company-stated

Sales

“120 bln yen (3%)”

Guidance stated in the release for FY2026; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

*2 Year-on-year Change of the above dividend per share (planned) does not include the dividends in kind of the shares of SFGI from the Spin-off in FY25.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Sony Group — Earnings release (2026-07-31)

Based on: Earnings release — transcript not held

Guidance & outlook

Sales: “Sales: 120 bln yen (3%)”

Sales (“FY2026”)
“Q1 FY25 Q1 FY26 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 （”

Guidance stated in the release for FY2026; figures as stated.

Capital allocation

*2 Year-on-year Change of the above dividend per share (planned) does not include the dividends in kind of the shares of SFGI from the Spin-off in FY25.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Strategy & priorities

tariff refunds （＋）Positive impact of foreign exchange rates （＋）Improvement in costs （－）Impact of adjustments to the FY26 first-party title roadmap Sales, Operating Income and Adjusted OIBDA Regarding the impact of memory market conditions on PlayStation®5 hardware, we have secured the quantity of memory necessary to meet our projected sales volume for FY26, and there is no change to our plan for hardware profitability for FY26 to remain similar to FY25.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

However, the business is doing everything it can to implement cost-reduction measures in procurement and design, and to adjust its pricing strategies, including foreign exchange management.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

” 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.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Forward-looking statements include, but are not limited to, those statements using words such as “believe,” “expect,” “plans,” “strategy,” “prospects,” “forecast,” “estimate,” “project,” “anticipate,” “aim,” “intend,” “seek,” “may,” “might,” “could” or “should,” and words of similar meaning in connection with a discussion of future operations, financial performance, events or conditions.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Risks & headwinds

tariff refunds （＋）Positive impact of foreign exchange rates （－）Increase in costs, including investments for the next-generation platform and restructuring costs Sales, Operating Income and Adjusted OIBDA Total PlayStation® Monthly Active Users* reached 125 million accounts in June, up 2% year-on-year and a record high for the month of June.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

tariff refunds （＋）Positive impact of foreign exchange rates （＋）Improvement in costs （－）Impact of adjustments to the FY26 first-party title roadmap Sales, Operating Income and Adjusted OIBDA Regarding the impact of memory market conditions on PlayStation®5 hardware, we have secured the quantity of memory necessary to meet our projected sales volume for FY26, and there is no change to our plan for hardware profitability for FY26 to remain similar to FY25.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

tariff refunds Sales, Operating Income and Adjusted OIBDA （Bln Yen） Sales Operating Income Adjusted OIBDA FY25 FY26 May FCT FY26 July FCT The continued surge in memory prices remains a key business challenge in FY26.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

tariff policy, could heighten many of the risks and uncertainties noted above.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Sony cautions investors that a number of important risks and uncertainties could cause actual results to differ materially from those discussed in the forward-looking statements, and therefore investors should not place undue reliance on them.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Risks and uncertainties also include the impact of any future events with material adverse impact.

SEC original ↗Sony Group — Earnings release (6-K report)6-KJul 31, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary
Documents

Filings

63 documents

Earnings releases

0 documents

No earnings releases for Sony Group are held in this edition of the library.

Presentations

0 documents

No presentations for Sony Group are held in this edition of the library.

Transcripts

0 documents

No transcripts for Sony Group are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.