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    Masahiro Ono

    Research Analyst at Morgan Stanley

    Masahiro Ono is an Equity Analyst at Morgan Stanley MUFG Securities Co., Ltd., specializing in equity research within the Asia-Pacific markets, with a particular focus on companies in the technology and industrial sectors such as V Technology and others. He consistently provides market insights and has played a significant role in several notable industry research publications, contributing to Morgan Stanley’s highly ranked Asian research team. Ono began his professional career in equity research in Japan and has since built a strong reputation for analytical rigor and industry expertise since joining Morgan Stanley. He holds necessary securities licenses to practice as an analyst in Japan and is recognized for his contributions to comprehensive sector analysis and actionable investment ideas.

    Masahiro Ono's questions to Sony Group (SONY) leadership

    Masahiro Ono's questions to Sony Group (SONY) leadership • Q3 2024

    Question

    Asked about the Game segment's ability to surpass its previous profit peak from FY '21, questioning the outlook given the historical console cycle and the apparent reliance on third-party software for growth.

    Answer

    The executive acknowledged the challenge, citing lower hardware profitability for the PS5 compared to the PS4 at a similar point in its cycle. He noted that decreasing acquisition-related costs will help profits in the future. He affirmed that the company has not given up on surpassing the previous profit peak and will aim to do so in the next mid-range plan.

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