Tariffs No Match: Sony Lifts Profit Guidance on Blockbuster Sales and Smarter Supply Chains

Sony Corporation has raised its operating profit forecast for fiscal 2025-26 by 8%, projecting 1.43 trillion yen ($9.48 billion), buoyed by strong performances in its gaming and entertainment divisions. This revision reflects a reduced tariff impact, now estimated at around 50 billion yen, down by 20 billion yen from previous forecasts. The protective tariffs imposed by the US had initially raised concerns about profitability, but Sony’s improved supply chain management and diversified product lines helped mitigate these effects.

 

The company highlighted successful sales of the PlayStation 5 console and its popular online gaming services, alongside blockbuster anime film “Demon Slayer: Infinity Castle – Part 1,” which achieved the second-highest box office earnings in Japan and topped charts in North America.

 

Sony’s net profit in the first half of the year rose 13.7% year-on-year to 570 billion yen, underscoring ongoing momentum in core business lines. Fellow analyst expectations were exceeded in the April-June quarter, driven particularly by the gaming segment's doubling of operating profit to 148 billion yen.

 

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Sources: Yahoo Finance, Gulf News, Reuters, Variety, Free Malaysia Today​