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    Okazaki san • Nomura Securities

    Okazaki san's questions to Sony Group Corp (SONY) leadership

    Okazaki san's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Okazaki san from Nomura Securities asked about the progress of diversifying production bases for game consoles in response to U.S. tariffs, specifically inquiring where consoles sold in the U.S. are now produced and how this might affect the hardware's pricing strategy.

    Answer

    Lin Tao, Corporate Executive Officer and CFO, stated that the production transformation for consoles is complete, and hardware sold in the U.S. is now sourced from outside China. She noted that the transfer for peripherals will be completed by the end of the first half. Regarding pricing, she declined to share specifics but affirmed that it would be decided flexibly, considering factors like lifetime value, sales volume, and consumer price sensitivity.

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    Okazaki san's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Okazaki san from Nomura Securities asked about the progress of diversifying the production base for game consoles in response to U.S. tariffs, specifically inquiring where consoles sold in the U.S. are now produced and how this shift impacts the hardware pricing strategy.

    Answer

    CFO Lin Tao stated that production for game consoles sold in the U.S. has already been moved outside of China, with the transfer for peripherals to be completed by the end of the first half. Regarding pricing, she explained that it's a flexible decision based on multiple factors, including lifetime value, content sales expectations, and consumer price sensitivity.

    Ask Fintool Equity Research AI