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Taruno

Research Analyst at NHK

Taruno is an analyst at NHK, recognized for covering major Japanese conglomerates including Sony Group and providing in-depth insights during key corporate earnings announcements. Specializing in the analysis of technology and entertainment companies, Taruno is known for asking incisive questions during live earnings calls and offering nuanced perspectives on business performance in sectors such as hardware and entertainment. With an established career at NHK, Taruno has demonstrated expertise in macroeconomic and sector-specific trends impacting Japan’s global corporations. Although specific performance metrics, industry rankings, and professional credentials are not publicly available, Taruno’s active participation in high-profile investor events highlights a strong reputation for analytical acumen.

Taruno's questions to Sony Group (SONY) leadership

Question · Q2 2026

Taruno from NHK inquired about Sony's current market conditions, including consumer behaviors and activities in and outside Japan, particularly noting signs of slowing in the U.S. economy. Taruno also asked about Sony's strategy for growing content-related businesses, such as Demon Slayer and Kokuhou, given their recent success.

Answer

Lin Tao, CFO, Corporate Executive Officer, noted some stability in Japan and the U.S. but expressed caution regarding the U.S. economy's slowing signs and inflation, leading to a conservative business operation outlook for the latter half of the year. Regarding content, Lin Tao emphasized adapting successful IPs like Demon Slayer and Kokuhou into films and motion pictures, partnering with distributors, and expanding 360-degree utilization and merchandising, highlighting the cultural power of Japanese content in Hollywood.

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