Yoshida san's questions to Sony Group Corp (SONY) leadership • Q1 2025
Question
Yoshida san from Nikkei asked for an evaluation of the box office performance of recent anime titles like 'Demon Slayer' and 'National Treasure' against expectations, and whether their success could lead to an upward forecast revision. He also asked about the results of recent IP investments, like the one in Bandai Namco.
Answer
CFO Lin Tao stated that while 'Demon Slayer' met high expectations and 'National Treasure' significantly outperformed, their financial impact was already largely factored into the current forecast. Satahiko Hayakawa, SVP of Finance and IR, added that investments in IP like Crunchyroll and music catalogs are increasing the stability and profitability of the entertainment portfolio, though the upward revision was not a direct result of any single investment.