Sony projects Game & Network Services operating income to rise to 600 billion yen in fiscal 2026 despite lower sales.
Sony Group Corporation (SONY) forecast fiscal 2026 Game & Network Services operating income of 600 billion yen, up from 463.3 billion yen, even as sales decline to 4.42 trillion yen. The improvement reflects stronger software, network services, and recurring revenue streams, offsetting lower hardware sales and prior-year impairment charges.
The company’s shift away from console hardware dependency follows a 125 million-strong PlayStation monthly active user base and increased playtime. While hardware demand softens and memory costs remain a concern, Sony’s focus on first-party software and platform monetization underpins the profit outlook.
Sony’s gaming segment, part of its broader operations spanning music, electronics, and financial services, highlights the resilience of its digital and recurring revenue model amid evolving market dynamics.