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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