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Nakayama

Research Analyst at Yomiuri Newspaper

There is no analyst named Nakayama affiliated with Yomiuri Newspaper in a financial or research analyst capacity according to available results and professional databases. The primary individual named Nakayama at Yomiuri is Raito Nakayama, an infielder for the Yomiuri Giants baseball team, and not an analyst or journalist. No profiles, credentials, or records reflecting analytical or research work, company coverage, or professional certifications related to finance or journalism were found for a Nakayama serving as an analyst at Yomiuri Newspaper.

Nakayama's questions to Sony Group (SONY) leadership

Question · Q2 2026

Nakayama from Yomiuri Newspaper asked for a specific breakdown of the upside contribution from Demon Slayer versus Kokuhou to the music segment's operating income. Nakayama also sought clarification on the background of the JPY 20 billion decline in the tariff impact forecast, particularly regarding the utilization of strategic inventory and its effect on the I&SS segment.

Answer

Lin Tao, CFO, Corporate Executive Officer, refrained from providing a specific breakdown for individual titles. Naoya Horii, Senior Vice President in Charge of Corporate Planning and Control, Disc Manufacturing Business, and Storage Media Business, explained that the JPY 20 billion decline in tariff impact (from JPY 70 billion to JPY 50 billion) primarily stems from the I&SS segment. Horii noted that based on the final product market and customer orders, there was no longer a need to incorporate the tariff impact in this segment's forecast, leading to its exclusion.

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