Sony Group Corporation
- Open
- 21.00
- Day high
- 21.39
- Day low
- 21.00
- Prev close
- 20.71
- Volume
- 4.4M
- Mkt cap
- $126.4B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.5
- P/S
- 1.6
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$16.9M over the last 3 months (0 open-market buys, 7 sales)
- 🏛Institutions mixed (13F)
Sony Group Corporation (SONY) is a Technology company listed on NYSE. The stock is down 14% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 7 sales (SEC Form 4).
Sony Group Corporation (SONY) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SONY earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.22 | $0.09 | -58.2% | $19.4B | +5.2% |
| Feb 5, 2026 | $0.33 | $0.41 | +24.2% | $24.1B | +31.7% |
| Nov 14, 2025 | $0.33 | $0.37 | +12.1% | $20.7B | -13.1% |
| Aug 7, 2025 | $0.24 | $0.30 | +25.0% | $18.1B | -12.4% |
| Feb 13, 2025 | $0.29 | $0.41 | +41.4% | $28.0B | +13.4% |
| Nov 8, 2024 | $0.27 | $0.37 | +37.0% | $19.5B | -3.6% |
| Feb 14, 2024 | $0.34 | $0.40 | +17.6% | $26.8B | +10.0% |
| Nov 9, 2023 | $0.24 | $0.22 | -8.3% | $18.9B | -4.1% |
| Jun 15, 2023 | $0.56 | $0.78 | +39.3% | $23.1B | — |
| Feb 2, 2023 | $0.28 | $0.37 | +32.1% | $26.3B | +4.6% |
| Nov 1, 2022 | $0.21 | $0.31 | +47.6% | $19.0B | -0.2% |
| Jul 29, 2022 | $0.23 | $0.27 | +17.4% | $17.0B | -6.4% |
SONY insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 8, 2026 | Ahuja Raviofficer: See Remarks | Sell | 36,826 | $21.08 |
| Jul 8, 2026 | Platt Jonathan Joseofficer: See Remarks | Sell | 16,512 | $21.08 |
| Jul 7, 2026 | Totoki Hirokidirector, officer: President and CEO | Sell | 225,000 | $21.02 |
| Jul 7, 2026 | Mitomo Toshimotoofficer: Chief Strategy Officer (CSO) | Sell | 25,000 | $21.02 |
| Jun 18, 2026 | Kodera Tsuyoshiofficer: Chief Digital Officer (CDO) | Sell | 51,000 | $20.54 |
| Jun 16, 2026 | Kodera Tsuyoshiofficer: Chief Digital Officer (CDO) | Option | 51,000 | $4.21 |
| May 19, 2026 | Kodera Tsuyoshiofficer: Chief Digital Officer (CDO) | Sell | 17,500 | $22.61 |
| May 19, 2026 | Yoshida Kenichirodirector | Sell | 400,000 | $22.61 |
| May 14, 2026 | Kodera Tsuyoshiofficer: Chief Digital Officer (CDO) | Option | 17,500 | $4.28 |
| May 14, 2026 | Yoshida Kenichirodirector | Option | 200,000 | $14.49 |
| May 12, 2026 | Yoshida Kenichirodirector | Grant | 10,800 | — |
Source: SONY SEC Form 4 filings, latest Jul 8, 2026. For informational purposes only — not investment advice.
See the full SONY insider & 13F page →Sony Group Corporation company profile
Overview
Sony Group Corporation (NYSE:SONY) is a Japanese multinational conglomerate founded in 1946 by Masaru Ibuka and Akio Morita. Originally established as Tokyo Tsushin Kogyo (Tokyo Telecommunications Engineering Corporation), the company adopted the Sony name in 1958 when it went public. Over nearly eight decades, Sony has evolved from a small electronics startup into one of the world's largest entertainment and technology companies, with operations spanning gaming, music, movies, consumer electronics, and semiconductors. The company changed its name from Sony Corporation to Sony Group Corporation in April 2021 to better reflect its diversified business structure. Today, Sony is headquartered in Tokyo and operates globally across multiple entertainment and technology sectors.
Business
Sony operates as a diversified entertainment and technology conglomerate with six primary business segments that generate revenue through different channels and serve various markets. Games & Network Services (G&NS) represents Sony's largest revenue segment, accounting for approximately 35% of total sales. This division encompasses the PlayStation gaming ecosystem, including the PlayStation 5 console, PlayStation 4, handheld devices, and the PlayStation Network digital platform. The segment generates revenue through hardware sales, game software (both first-party developed titles and third-party licensing), digital downloads, subscription services like PlayStation Plus, and network services. PlayStation consoles serve as gaming platforms where users can play video games, stream content, and connect with other players online. Music contributes roughly 20% of Sony's revenue and operates through Sony Music Entertainment, one of the world's largest music companies. This segment includes recorded music production and distribution, music publishing, and streaming services. The division manages a vast catalog of musical content from artists worldwide and has expanded significantly into anime music and content through Crunchyroll, which has exceeded 15 million subscribers. The music business benefits from the global shift toward streaming platforms and digital consumption. Pictures generates approximately 16% of revenue through Sony Pictures Entertainment, which produces, acquires, and distributes movies and television content. This includes theatrical releases, streaming content, television series, and animation. The segment operates production studios, manages intellectual property rights, and distributes content across various platforms globally. Recent years have seen increased focus on streaming content and international distribution. Entertainment Technology & Services (ET&S) accounts for about 15% of revenue and encompasses Sony's traditional consumer electronics business. This includes televisions, audio equipment, cameras (both consumer and professional), mobile devices, and various electronic accessories. The segment serves both consumer and professional markets, with particular strength in high-end audio-visual equipment and imaging technology. Imaging & Sensing Solutions (I&SS) represents roughly 12% of revenue and focuses on semiconductor technology, particularly image sensors used in smartphones, cameras, and other devices. Sony is a leading supplier of CMOS image sensors globally, providing critical components to major smartphone manufacturers and camera companies. This segment benefits from increasing demand for high-quality imaging in mobile devices and automotive applications. Financial Services contributes approximately 9% of revenue through Sony Financial Group, which offers life insurance, non-life insurance, and banking services primarily in the Japanese market. This segment provides financial products and services to individual and corporate customers, generating revenue through insurance premiums, investment returns, and banking fees.
Revenue model
Sony generates revenue through multiple business models across its diversified portfolio, with each segment employing different monetization strategies tailored to their respective markets. The Games & Network Services segment operates on a multi-layered business model combining hardware sales, software licensing, digital services, and subscription revenue. Sony sells PlayStation consoles often at thin margins or losses initially, then generates profits through game software sales (taking a percentage from third-party developers), digital downloads, downloadable content, and subscription services like PlayStation Plus. The segment benefits from network effects where larger user bases attract more game developers, creating a virtuous cycle. Music and Pictures segments primarily monetize through content licensing, distribution fees, and streaming revenue. Sony Music earns from streaming platforms like Spotify and Apple Music, physical sales, licensing music for films and advertisements, and artist management. The Pictures segment generates revenue through theatrical releases, streaming platform licensing, television syndication, and home entertainment sales. Both segments benefit from owning valuable intellectual property that can generate recurring revenue streams. Electronics (ET&S) follows a traditional product sales model, selling consumer electronics like televisions, cameras, and audio equipment directly to consumers and through retail channels. This segment faces margin pressure from competition and commodity pricing but maintains premium positioning in certain categories. Imaging & Sensing Solutions operates as a business-to-business supplier, selling semiconductor components to other manufacturers. Revenue comes from chip sales with pricing influenced by supply-demand dynamics, technological advancement cycles, and customer concentration risk. Financial Services generates revenue through insurance premiums, investment returns, and banking services, operating under traditional financial services models with regulatory oversight. Factors that could increase Sony's margins include successful content creation driving higher licensing fees, increased digital game sales with higher margins than physical media, growing demand for premium electronics, and expansion of image sensor technology into new applications. Conversely, margin pressures could arise from intense competition in consumer electronics, rising content production costs, semiconductor industry cyclicality, currency fluctuations affecting international operations, and potential disruption from new technologies or platforms. The company's diversified model provides some protection against sector-specific downturns but also means performance depends on multiple different market dynamics.
Risks & safety
Sony maintains a moderate margin of safety with generally stable financial metrics, though some areas warrant attention. • Liquidity and Solvency: Cash and short-term investments of $16.3 billion provide adequate liquidity buffer. Current ratio of 0.68 appears concerning but is typical for Sony's business model with significant current liabilities from customer deposits and deferred revenue. Free cash flow generation of $5.7 billion demonstrates operational strength. • Debt Management: Debt-to-equity ratio of 0.53 represents manageable leverage levels. The company maintains investment-grade credit quality with diversified revenue streams supporting debt service capabilities. • Valuation Metrics: Trading at P/E ratio of 13.4x and EV/EBITDA of 6.8x suggests reasonable valuation relative to earnings. Price-to-book ratio of 2.45x reflects market recognition of intangible assets and content value. • Profitability Trends: Return on equity of 4.6% is modest but improving, with operating margins showing resilience across business cycles. Revenue growth has been relatively stable with diversification benefits. • Other Considerations: Exposure to yen fluctuations affects international operations. Cyclical semiconductor business and competitive electronics markets create some earnings volatility. Strong content portfolio provides defensive characteristics during economic downturns.
Recent development
Sony has undergone significant strategic evolution over recent years, transitioning from a traditional electronics company to an entertainment-focused technology conglomerate with several key initiatives reshaping its business model. Leadership Transition and Strategic Focus: A major development was the leadership change with Kenichiro Yoshida stepping down as CEO and Hiroki Totoki taking over in April 2024. This transition emphasizes Sony's commitment to global expansion and improving headquarters' international perspective while maintaining the company's core purpose of creating "KANDO" (emotional impact). Gaming Platform Expansion: Sony has significantly expanded its PlayStation ecosystem, with PlayStation 5 sales tracking similarly to PS4 at comparable launch periods. Monthly active users across PlayStation platforms reached a historic high of 129 million users. The company has been investing heavily in live service games, though learning from setbacks like Concord's discontinuation by implementing more rigorous user testing and development processes. Successful titles like Helldivers 2 and Astro Bot have received major industry recognition. Content and Streaming Growth: The company has aggressively expanded its streaming presence, with Crunchyroll exceeding 15 million subscribers as Sony capitalizes on the global anime market growth. Sony Music continues expanding in emerging markets while focusing on streaming revenue optimization. The company announced a strategic collaboration with Kadokawa to create new entertainment value, indicating continued content acquisition and partnership strategies. Semiconductor Technology Advancement: Sony's Imaging & Sensing Solutions segment continues developing advanced image sensor technology, particularly for high-end smartphones requiring larger sensors. The company is expanding applications beyond mobile devices into automotive and other emerging markets, positioning itself for future growth in sensor technology. Cross-Segment Synergy Initiatives: Sony has implemented its "Beyond the Boundaries" strategic theme, focusing on creating synergies across entertainment businesses and leveraging content intellectual property across multiple platforms. This includes using music and film content to enhance gaming experiences and expanding content distribution across various digital platforms.
SONY company profile · for informational purposes only — not investment advice.
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