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    Ryosuke Katsura • SMBC Nikko Securities Inc.

    Ryosuke Katsura's questions to Sony Group Corp (SONY) leadership

    Ryosuke Katsura's questions to Sony Group Corp (SONY) leadership • Q3 2025

    Question

    Ryosuke Katsura of SMBC Nikko Securities Inc. raised concerns about the profit sustainability of the G&NS and I&SS segments into the next fiscal year. He also asked about expectations for the next generation of management and for the company's engagement with capital markets.

    Answer

    Executive Kenichiro Yoshida addressed business sustainability, stating G&NS profits are supported by network services and a strong game pipeline, while I&SS growth will continue via larger sensors, with the smartphone market being a key variable. Regarding management, Executive Hiroki Totoki added that he has high expectations for the 'Internet native' next generation, who can leverage new technologies like AI to innovate products and work styles.

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    Ryosuke Katsura's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Ryosuke Katsura from SMBC Nikko Securities asked about the I&SS segment's outlook for major customers and competitive risks. He also inquired about the Financial Services segment's operating income progress and associated risks.

    Answer

    Executive Hiroki Totoki stated I&SS production was increased for high-end products and competitive risk is low for the MLP period. An executive from Sony Financial Group, Yamada-san, explained the segment's slow start was due to increased policy surrenders and disaster impacts, with market fluctuations remaining a key risk.

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