Sony Group Corporation (SONY) Q2 2024 Earnings Call Transcript Summary
Sony Group Corporation (SONY) Q2 2024 Earnings Call Transcript Summary
Net income rose impressively by 69% YoY to ¥338.5 billion.The following is a summary of the Sony Group Corporation (SONY) Q2 2024 Earnings Call Transcript:
以下是索尼集團公司（SONY）2024年第二季度業績會通訊的總結：
Financial Performance:
財務表現:
Sony reported a consolidated revenue increase of 9% YoY to ¥2,973.4 billion, excluding Financial Services, and a 3% increase including Financial Services to ¥2,905.6 billion.
Operating income surged 57% to ¥389.3 billion, marking a record high for Q2, with a similar 73% increase in operating income including Financial Services to ¥451.1 billion.
Net income rose impressively by 69% YoY to ¥338.5 billion.
索尼報告稱，排除金融服務後，合併營業收入同比增長9%，達到¥29734億，包含金融服務則增長3%，達到¥29056億。
營業收入激增57%，達到¥3893億，創下第二季度的新高，包含金融服務的營業收入也同比增長73%，達到¥4511億。
淨利潤同比顯著增長69%，達到¥3385億。
Business Progress:
業務進展：
PlayStation monthly active users grew 8% YoY to 116 million, reflecting ongoing platform engagement growth.
The G&NS segment saw sales increase by 12% YoY to ¥1,071.5 billion, led by third-party software sales, despite a decline in hardware sales.
In the Music segment, streaming revenues increased by 9% YoY, with recorded music and music publishing showing growth in emerging markets.
Sony Pictures faced a decline in sales and operating income due to a strike's impact, with expected recovery in the second half of the fiscal year.
PlayStation的月活躍用戶數同比增長8%，達到11600萬，反映出平台參與度的持續增長。
G&NS部門的銷售金額同比增長12%，達到¥10715億，主要得益於第三方軟件的銷售，儘管硬件銷售出現下降。
在音樂部門，流媒體營業收入同比增長了9%，錄製音樂和音樂出版在新興市場表現出增長。
索尼影視因罷工影響，銷售和營業收入下降，預計在財年的下半年會復甦。
Opportunities:
機會：
Growth in the PlayStation user base and increase in higher-tier PlayStation Plus subscriptions could drive future revenue.
Expanding business globally in fast-growing streaming markets and leveraging old music catalogs for stable earnings contributes to growth in the Music segment.
PlayStation用戶群體的增長和更高層次PlayStation Plus訂閱量的增加可能推動未來的營業收入。
在快速增長的流媒體市場中，全球擴展業務並利用舊音樂目錄以實現穩定的收益，推動音樂部門的增長。
Risks:
風險：
Sony noted a gradual adjustment of AI services in the smartphone market, which could introduce short-term market volatility.
Continued recovery in the Pictures segment is uncertain and dependent on overcoming previous strike impacts.
索尼注意到智能手機市場中人工智能服務的逐步調整，這可能帶來短期市場波動。
影視部門的持續復甦存在不確定性，並依賴於克服之前的罷工影響。
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提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
