Sign in

    Junya Ayada • JPMorgan Chase & Co.

    Junya Ayada's questions to Sony Group Corp (SONY) leadership

    Junya Ayada's questions to Sony Group Corp (SONY) leadership • Q3 2025

    Question

    Junya Ayada of JPMorgan Chase & Co. asked about the primary drivers behind the record-high active user growth in the Game & Network Services segment during the third quarter and its sustainability. He also inquired about the respective roles of the past three CEOs and the development of future management talent.

    Answer

    Executive Hiroki Totoki attributed the record MAUs to strong console sales, high-quality third-party titles, and seasonality, expressing confidence in continued momentum from a strong upcoming game pipeline. Executive Kenichiro Yoshida reflected on the management transition, noting his focus was on a 'creation shift' towards content and technology, and he expects Mr. Totoki to advance this with a 'creative entertainment vision' centered on computing and sensing.

    Ask Fintool Equity Research AI

    Junya Ayada's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Junya Ayada from JPMorgan asked for a breakdown of the significant growth in gaming add-on sales. He also inquired about the JPY 100 billion inventory increase in the I&SS segment and the outlook for production utilization.

    Answer

    Executive Hiroki Totoki clarified that the add-on sales growth was driven mostly by third-party titles. Regarding I&SS, he explained the inventory increase was primarily due to seasonality, finished goods levels are reasonable, and mobile image sensor utilization is expected to be near full capacity from Q2 onwards.

    Ask Fintool Equity Research AI

    Junya Ayada's questions to Hitachi Ltd (HTHIY) leadership

    Junya Ayada's questions to Hitachi Ltd (HTHIY) leadership • Q2 2025

    Question

    Junya Ayada of JPMorgan Chase & Co. asked about margin volatility across different product categories within the GEM Power Grid business and questioned the reason for the profitability decline in the DSS Services & Platforms sub-segment.

    Answer

    Hitachi Energy CEO Andreas Schierenbeck acknowledged that different product mixes can cause margin volatility but noted the new global ERP system provides better visibility to manage it. Executive Tomomi Kato attributed the DSS margin pressure to intensified competition and rising memory costs in the storage business, but expressed confidence in a second-half recovery driven by new midrange products and cost countermeasures.

    Ask Fintool Equity Research AI