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Taku Umegaki

Senior Analyst at Toyo Keizai Inc.

Taku Umegaki is a Senior Analyst at Toyo Keizai Inc., specializing in equity research with a focus on the Japanese consumer retail and technology sectors. He actively engages in earnings calls for companies like Panasonic Holdings Corp, contributing insightful questions on key business developments such as TID-PID situations. Umegaki's career is centered at Toyo Keizai, where he serves as a prominent voice in financial analysis, though specific performance metrics, prior roles, and professional credentials are not publicly detailed in available sources.

Taku Umegaki's questions to Sony Group (SONY) leadership

Question · Q3 2026

Taku Umegaki asked about the considerations behind the delayed release of Marathon, the strategic significance of live service games for Sony Group, and the company's perspective on its stock price performance, market valuation, and strategies to raise market capitalization amidst memory concerns and the shift to AI-related investments.

Answer

Lin Tao, Corporate Executive Officer and CFO, explained that Marathon's delay was due to incorporating user feedback for modifications, expressing confidence in its March 5th release. She highlighted live service games' importance for recurring revenue and reducing volatility, aiming for integration with AAA titles. Regarding stock performance, Ms. Tao acknowledged market concerns about memory supply and capital shift to AI, emphasizing strengthening fundamentals, optimizing the portfolio, and communicating Sony's long-term strategy to improve business performance and market valuation.

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