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Yoshida

Research Analyst at Nikkei

Japan

Yukio Yoshida is an experienced analyst and technology reporter currently affiliated with Nikkei Inc., specializing in IT infrastructure and open source software coverage. His work includes analysis and reporting on leading companies such as Linux Foundation affiliates and key players in cloud infrastructure and automotive technologies, consistently delivering in-depth market insights. Yoshida began his career as a technology journalist in the early 2010s and joined Nikkei following a tenure at ThinkIT, where he developed expertise in enterprise technology coverage. While specific performance metrics and securities credentials are not publicly available, Yoshida is recognized for his contributions to major industry events and his respected status among technology media professionals in Japan.

Yoshida's questions to Sony Group (SONY) leadership

Question · Q2 2026

Yoshida from Nikkei asked for an update on the development status of the live service game Marathon, including whether its launch plan for this year remains unchanged, and the results of its recent technical test. Yoshida also questioned if the add-on service underperformance from July to September, the first in 13 quarters, was linked to delays in live service or new title releases. Additionally, Yoshida sought Sony's view on why titles like Demon Slayer exceeded performance expectations, particularly their cultural impact.

Answer

Lin Tao, CFO, Corporate Executive Officer, confirmed Marathon's development is ongoing, with a technical test involving 80,000 people providing key KPI data for analysis and corrections, and the launch within this year is included in the forecast. Lin Tao clarified that add-on performance depends on popular titles and does not necessarily indicate a slowdown, expecting strengthening performance with new titles for the year-end season. For Demon Slayer's success, Lin Tao attributed it to strong overseas market performance, especially unprecedented top-grossing revenue in Hollywood, which exceeded initial high confidence.

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