Sony Group Corporation (SONY): Business Model Canvas

Die Sony Group Corporation gilt als technologisches Kraftpaket, das Innovationen in den Bereichen Elektronik, Spiele und Unterhaltung nahtlos miteinander verbindet. Von bahnbrechenden PlayStation-Konsolen bis hin zu modernsten Bildgebungstechnologien hat Sony meisterhaft ein dynamisches Geschäftsmodell geschaffen, das mehrere Branchen und Verbrauchersegmente umfasst. Durch die strategische Integration verschiedener Einnahmequellen und die Aufrechterhaltung eines robusten Ökosystems aus Produkten und Dienstleistungen hat sich das Unternehmen als globaler Marktführer positioniert, der die Grenzen technologischer und kreativer Exzellenz kontinuierlich verschiebt.

Sony Group Corporation (SONY) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen in der Gaming-Technologie

Sony unterhält wichtige Partnerschaften mit Microsoft und AMD für die Entwicklung von Gaming-Technologie:

Partner	Details zur Zusammenarbeit	Gründungsjahr
Microsoft	Integration von Cloud-Gaming und KI-Technologie	2019
AMD	Benutzerdefiniertes PlayStation-Halbleiterdesign	2013

Partnerschaften in der Halbleiterfertigung

Sony arbeitet mit führenden Halbleiterherstellern zusammen:

• Taiwan Semiconductor Manufacturing Company (TSMC): Primärer Chip-Herstellungspartner
• Sony investierte im Jahr 2022 500 Millionen US-Dollar in die Erweiterung seiner Halbleiterfabrik
• Produktionskapazität von 45.000 300-mm-Wafern pro Monat

Partnerschaften zur Erstellung von Filmen und Inhalten

Sony Pictures Entertainment unterhält strategische Content-Partnerschaften:

Partner	Art der Zusammenarbeit	Auswirkungen auf den Jahresumsatz
Netflix	Lizenzierung von Inhalten	250 Millionen Dollar
Disney	Filmvertrieb	180 Millionen Dollar

Globale Elektronik- und Unterhaltungsunternehmen

Zu den globalen Joint Ventures von Sony gehören:

• Sony-Ericsson-Mobilfunkpartnerschaft (historisch)
• Zusammenarbeit zwischen Sony und Olympus im Bereich der medizinischen Bildgebung
• Elektronische Partnerschaften in 38 Ländern

Kennzahlen zur Finanzpartnerschaft

Statistiken zu Partnerschaftsinvestitionen und -einnahmen:

Kategorie „Partnerschaft“.	Jährliche Investition	Generierter Umsatz
Technologiepartnerschaften	1,2 Milliarden US-Dollar	3,5 Milliarden US-Dollar
Content-Partnerschaften	750 Millionen Dollar	2,1 Milliarden US-Dollar

Sony Group Corporation (SONY) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Unterhaltungselektronik

Sony stellte im Geschäftsjahr 2023 119,8 Millionen Einheiten elektronischer Geräte her. Zu den Produktkategorien gehören:

Produktkategorie	Jährliches Produktionsvolumen	Einnahmen
Fernseher	8,5 Millionen Einheiten	7,2 Milliarden US-Dollar
Digitalkameras	3,2 Millionen Einheiten	2,1 Milliarden US-Dollar
Audiogeräte	15,6 Millionen Einheiten	3,5 Milliarden US-Dollar

Entwicklung von Videospielkonsolen und Software

Leistung der PlayStation-Plattform im Jahr 2023:

• Kumulierte Verkäufe der PlayStation 5: 40,4 Millionen Einheiten
• Monatlich aktive PlayStation Network-Nutzer: 110 Millionen
• Umsatz mit Gaming-Software: 22,9 Milliarden US-Dollar

Produktion von Unterhaltungsinhalten

Inhaltskategorie	Jahresumsatz	Produktionsvolumen
Filmproduktion	3,6 Milliarden US-Dollar	24 Spielfilme
Musikproduktion	4,2 Milliarden US-Dollar	186 Musikveröffentlichungen

Forschung und Entwicklung in Bildgebungs- und Halbleitertechnologien

F&E-Investitionen im Geschäftsjahr 2023:

• Gesamtausgaben für Forschung und Entwicklung: 4,7 Milliarden US-Dollar
• Anzahl aktiver Forschungsprojekte: 312
• Eingereichte Patentanmeldungen: 3.845

Digitale Dienste und Plattformmanagement

Digitaler Service	Benutzerbasis	Jahresumsatz
PlayStation Network	110 Millionen aktive Benutzer	14,3 Milliarden US-Dollar
Sony Musik-Streaming	45 Millionen Abonnenten	1,8 Milliarden US-Dollar

Sony Group Corporation (SONY) – Geschäftsmodell: Schlüsselressourcen

Starkes Portfolio an geistigem Eigentum

Im Jahr 2024 hält Sony weltweit 54.554 aktive Patente. Das Portfolio des Unternehmens an geistigem Eigentum erstreckt sich über mehrere Technologiebereiche mit wesentlichen Schwerpunkten in:

Patentkategorie	Anzahl der Patente
Elektronik	22,341
Gaming-Technologie	8,765
Bildgebende Systeme	6,543
Audiotechnologien	5,987

Erweiterte F&E-Fähigkeiten

Sony investiert erheblich in Forschung und Entwicklung, wobei die F&E-Ausgaben im Geschäftsjahr 2023 769,1 Milliarden Yen (5,2 Milliarden US-Dollar) erreichen.

• F&E-Personal: 22.300 Mitarbeiter
• Globale Forschungs- und Entwicklungszentren: 14 Standorte
• Jährliche Innovationsleistung: über 3.200 neue technologische Entwicklungen

Globale Markenbekanntheit

Der Markenwert von Sony wird im Jahr 2024 auf 53,8 Milliarden US-Dollar geschätzt und liegt damit auf Platz 59 der weltweiten Markenbewertungen.

Markenmetrik	Wert
Markenwert	53,8 Milliarden US-Dollar
Globales Markenranking	59
Markenstärke-Score	87.5/100

Diversifiziertes Technologie- und Unterhaltungstalent

Gesamtbelegschaft der Sony Group: 116.300 Mitarbeiter weltweit

Talentsegment	Anzahl der Mitarbeiter
Elektronik	52,400
Unterhaltung	25,600
Finanzdienstleistungen	15,200
Andere Abteilungen	23,100

Umfangreiche Produktions- und Vertriebsinfrastruktur

Sony unterhält ein umfassendes globales Produktions- und Vertriebsnetzwerk:

• Produktionsstätten: 53 Standorte in 22 Ländern
• Vertriebszentren: 87 globale Standorte
• Jährliche Produktionskapazität:
  • Elektronik: 125 Millionen Einheiten
  • Spielekonsolen: 23 Millionen Einheiten
  • Bildsensoren: 1,2 Milliarden Einheiten

Sony Group Corporation (SONY) – Geschäftsmodell: Wertversprechen

Hochwertige, innovative Unterhaltungselektronik

Sonys Umsatz mit Unterhaltungselektronik im Geschäftsjahr 2023: 5.838,9 Milliarden Yen. Zu den Produktkategorien gehören:

• 4K/8K BRAVIA XR-Fernseher
• Spiegellose Kameras der α7-Serie
• WH-1000XM5 Kopfhörer mit Geräuschunterdrückung

Produktkategorie	Globaler Marktanteil	Jährliches Verkaufsvolumen
Digitalkameras	12.5%	3,4 Millionen Einheiten
4K-Fernseher	8.7%	6,2 Millionen Einheiten

Fesselnde Spielerlebnisse über die PlayStation-Plattform

Umsatz im PlayStation-Segment im Geschäftsjahr 2023: 2.960,6 Milliarden Yen

• Kumulierte Verkäufe der PlayStation 5: 40,4 Millionen Einheiten
• PlayStation Network: 118 Millionen monatlich aktive Benutzer

Premium-Unterhaltungsinhalte

Umsatz von Sony Pictures Entertainment im Jahr 2023: 10,4 Milliarden USD

Inhaltstyp	Jahresumsatz	Globale Reichweite
Filmproduktionen	6,2 Milliarden US-Dollar	Über 180 Länder
Fernsehproduktionen	4,2 Milliarden US-Dollar	Über 200 Märkte

Modernste Bildgebungs- und Halbleitertechnologien

Umsatz von Sony Semiconductor Solutions: 1.178,2 Milliarden Yen im Geschäftsjahr 2023

• Weltweiter Marktanteil von Bildsensoren: 51 %
• CMOS-Sensorproduktion: 1,2 Milliarden Einheiten jährlich

Integriertes digitales Ökosystem

Umsatz mit digitalen Diensten der Sony Group: 1.500 Milliarden Yen im Geschäftsjahr 2023

Digitale Plattform	Aktive Benutzer	Jahresumsatz
PlayStation Network	118 Millionen	750 Milliarden Yen
Sony Musik-Streaming	22 Millionen	350 Milliarden Yen

Sony Group Corporation (SONY) – Geschäftsmodell: Kundenbeziehungen

Treueprogramme für PlayStation und Elektronik

PlayStation Plus-Mitgliedschaft Stand 2023: 47,3 Millionen Abonnenten

Programm	Mitglieder	Jahresumsatz
PlayStation Plus	47,3 Millionen	3,2 Milliarden US-Dollar
Sony-Prämien	2,5 Millionen	420 Millionen Dollar

Direkter Online-Support und Kundenservice

Sony betreibt rund um die Uhr Kundendienstkanäle in 50 Ländern

• Durchschnittliche Antwortzeit: 12 Stunden
• Digitale Supportkanäle: Website, Mobile App, Social Media
• Jährliche Investition in den Kundenservice: 180 Millionen US-Dollar

Community-Engagement durch Gaming-Plattformen

Aktive Benutzer des PlayStation Network: 106 Millionen monatlich aktive Benutzer im Jahr 2023

Plattform	Monatlich aktive Benutzer	Engagement-Kennzahlen
PlayStation Network	106 Millionen	Durchschnittlich 12 Stunden pro Benutzer/Monat

Personalisierte Marketing- und Produktempfehlungen

Sony nutzt KI-gesteuerte Empfehlungssysteme auf allen digitalen Plattformen

• Investition in Marketingtechnologie: 75 Millionen US-Dollar pro Jahr
• Personalisierungsgenauigkeitsrate: 68 %
• Conversion-Rate durch personalisierte Empfehlungen: 22 %

Regelmäßige Software-Updates und Integration von Kundenfeedback

Aktualisierungshäufigkeit der PlayStation-Software: Vierteljährliche Hauptaktualisierungen

Produktkategorie	Jährliche Updates	Kundenfeedback integriert
PlayStation-Software	4 große Updates	87 % der Nutzervorschläge bewertet
Sony Electronics-Firmware	3 große Updates	72 % des Benutzerfeedbacks umgesetzt

Sony Group Corporation (SONY) – Geschäftsmodell: Kanäle

Online-Einzelhandelsplattformen

Sony betreibt mehrere Online-Einzelhandelskanäle mit den folgenden Schlüsselkennzahlen:

Plattform	Jährliches Verkaufsvolumen	Globale Reichweite
Offizielle Website von Sony.com	2,3 Milliarden US-Dollar (2023)	58 Länder
Amazon Marketplace	1,7 Milliarden US-Dollar (2023)	25 Länder

Physische Einzelhandelsgeschäfte weltweit

Sony unterhält eine weltweite Einzelhandelspräsenz mit folgendem Vertrieb:

Region	Anzahl der Geschäfte	Geschäftstypen
Nordamerika	287 Geschäfte	Sony Store, Elektronikeinzelhändler
Europa	412 Geschäfte	Sony Center, Partnerstores
Asien-Pazifik	624 Geschäfte	Sony-Markengeschäfte, Elektronik-Outlets

Elektronische Unterhaltungsgeschäfte

• PlayStation Network: 108 Millionen aktive monatliche Benutzer
• PlayStation Store: 14,8 Milliarden US-Dollar Umsatz mit digitalen Spielen im Jahr 2023
• Spiele-Einzelhandelspartnerschaften: 12.500 globale Spiele-Einzelhändler

Telekommunikationsanbieter

Sony arbeitet mit großen Telekommunikationspartnern zusammen:

Träger	Einzelheiten zur Partnerschaft	Jährlicher Umsatzanteil
Verizon	Vertrieb mobiler Geräte	327 Millionen Dollar
NTT Docomo	Japanischer Smartphone-Markt	512 Millionen Dollar

Digitale Vertriebskanäle direkt an den Verbraucher

• Sony Rewards-Programm: 3,2 Millionen aktive Mitglieder
• Direkte Downloads digitaler Inhalte: 6,5 Milliarden US-Dollar Jahresumsatz
• Verbreitung mobiler Apps: 47 Millionen monatlich aktive Nutzer

Sony Group Corporation (SONY) – Geschäftsmodell: Kundensegmente

Gaming-Enthusiasten

PlayStation-Marktsegment mit 117,2 Millionen verkauften PlayStation 5-Einheiten (Stand September 2023). Die globale Gaming-Marktgröße wird im Jahr 2023 auf 184,4 Milliarden US-Dollar geschätzt.

Demografische Daten der PlayStation-Benutzer	Prozentsatz
Männliche Benutzer	62%
Weibliche Benutzer	38%
Alter 18–34	45%

Technologiekonsumenten

Die Elektroniksparte von Sony erwirtschaftete im Geschäftsjahr 2023 einen Umsatz von 75,4 Milliarden US-Dollar.

• Smartphone-Nutzer: 4,5 Millionen verkaufte Xperia-Smartphones im Jahr 2023
• Verbraucher von Audioprodukten: 3,2 Milliarden US-Dollar Marktanteil bei Kopfhörern und Lautsprechern
• Fernsehmarkt: 7,2 Millionen weltweit verkaufte TV-Geräte im Jahr 2023

Professionelle Fotografen und Videofilmer

Die spiegellose Kamerareihe Alpha erwirtschaftete im Jahr 2023 einen Umsatz von 1,8 Milliarden US-Dollar im professionellen Bereich.

Kamerasegment	Marktanteil
Professionelle spiegellose Kameras	18.5%
Professionelle Videoausrüstung	22.3%

Konsumenten von Unterhaltungsinhalten

Sony Entertainment erzielte im Jahr 2023 einen Medien- und Streaming-Umsatz von 9,6 Milliarden US-Dollar.

• PlayStation Plus-Abonnenten: 47,3 Millionen aktive Benutzer
• Anime-Streaming-Plattform Crunchyroll: 5,4 Millionen zahlende Abonnenten

Märkte für Unternehmens- und Halbleitertechnologie

Sony Semiconductor Solutions erzielte im Geschäftsjahr 2023 einen Umsatz von 12,3 Milliarden US-Dollar.

Halbleitersegment	Einnahmen
Bildsensoren	8,7 Milliarden US-Dollar
Automobilelektronik	2,1 Milliarden US-Dollar
Industrielle Lösungen	1,5 Milliarden US-Dollar

Sony Group Corporation (SONY) – Geschäftsmodell: Kostenstruktur

Hohe F&E-Investitionen

Sony investierte im Geschäftsjahr 2023 769,4 Milliarden Yen (ca. 5,5 Milliarden US-Dollar) in Forschungs- und Entwicklungskosten. Die Aufteilung der F&E-Investitionen auf die Geschäftsbereiche:

Elektronikprodukte & Lösungen

Spiel & Netzwerkdienste

Bildgebung & Sensorlösungen

Geschäftssegment	F&E-Investitionen (Milliarden Yen)
378.2
251.6
139.6

Globale Herstellungskosten

Die weltweiten Herstellungskosten von Sony beliefen sich im Jahr 2023 auf etwa 4,2 Billionen Yen, mit bedeutenden Produktionsstätten in:

• Japan
• China
• Malaysia
• Thailand
• Vereinigte Staaten

Marketing- und Werbekosten

Die Marketing- und Werbeausgaben von Sony für das Geschäftsjahr 2023 beliefen sich auf 507,3 Milliarden Yen und verteilten sich auf verschiedene Produktkategorien:

Produktkategorie	Marketingausgaben (Milliarden Yen)
Spielen	226.5
Elektronik	168.9
Unterhaltung	111.9

Investitionen in die Content-Produktion

Sony investierte im Jahr 2023 612,8 Milliarden Yen in die Content-Produktion seiner Unterhaltungssparten:

• Sony Pictures Entertainment: 287,4 Milliarden Yen
• Sony Music Entertainment: 189,6 Milliarden Yen
• Anime- und Gaming-Inhalte: ¥ 135,8 Milliarden

Wartung der Technologieinfrastruktur

Die Wartungskosten für die Technologieinfrastruktur beliefen sich für Sony im Jahr 2023 auf 342,6 Milliarden Yen, darunter:

Kategorie „Infrastruktur“.	Wartungskosten (Milliarden Yen)
Rechenzentren	126.5
Netzwerkinfrastruktur	98.7
Cloud-Dienste	117.4

Sony Group Corporation (SONY) – Geschäftsmodell: Einnahmequellen

Verkauf von Unterhaltungselektronik

Der Umsatz von Sony mit Unterhaltungselektronik belief sich im Geschäftsjahr 2023 auf insgesamt 8.409 Milliarden Yen. Zu den wichtigsten Produktkategorien gehören:

Produktkategorie	Umsatz (Milliarden Yen)
Audio & Video	1,243
Kameras	412
Mobilkommunikation	541

Einnahmen aus PlayStation-Spielen und Konsolen

Das PlayStation-Segment erwirtschaftete im Geschäftsjahr 2023 einen Umsatz von 3.785 Milliarden Yen.

• Kumulierte Verkäufe der PlayStation 5: 40,4 Millionen Einheiten, Stand Dezember 2023
• PlayStation Plus-Abonnement: 47,2 Millionen Abonnenten
• Umsatz mit digitalen Spielen: 1.521 Milliarden Yen

Lizenzierung von Unterhaltungsinhalten

Umsatz von Sony Pictures Entertainment für 2023: 10,1 Milliarden USD

Inhaltstyp	Umsatz (Milliarden USD)
Filmlizenzierung	4.2
Fernsehlizenzierung	3.7
Streaming-Rechte	2.2

Vertrieb von Halbleitertechnologie

Umsatz von Sony Semiconductor Solutions: 1.138 Milliarden Yen im Geschäftsjahr 2023

• Umsatz mit Bildsensoren: 839 Milliarden Yen
• Markt für Automobilsensoren: 312 Milliarden Yen

Abonnements für digitale Dienste

Umsatz mit digitalen Diensten auf allen Plattformen: 2.345 Milliarden Yen

Abonnementdienst	Abonnenten	Umsatz (Milliarden Yen)
PlayStation Plus	47,2 Millionen	812
Sony Music-Abonnements	22,5 Millionen	456
PlayStation Now	16,8 Millionen	287

Sony Group Corporation (SONY) - Canvas Business Model: Value Propositions

You're looking at the core offerings that keep Sony Group Corporation at the center of consumer and professional markets. Honestly, the value they deliver is split across experiences and the foundational technology that powers them.

Immersive Entertainment: High-fidelity gaming and premium music/film content

The Game & Network Services (G&NS) division is a massive draw, showing strong user engagement. For the second quarter of fiscal year 2025, the PlayStation Network recorded 119 million Monthly Active Users. This platform supports hardware sales, with PlayStation 5 lifetime units reaching 84.2 million as of that same quarter, having moved 3.9 million units in Q2 FY2025 alone. Network services revenue is a key growth driver; in Q2 FY2025, G&NS sales were up around 4% year-on-year, reaching ¥1.1 trillion (approximately US $7.1 billion). Subscription value is clear: PlayStation Plus Premium subscriptions grew 9% year-on-year to 23.7 million. Furthermore, the digital ecosystem is maturing, with the full game software digital download ratio hitting 72%.

In Music, the value is in premium content access and creator support. Dollar-based revenue for the Music division saw growth of 7.3% in Q2 FY2025, supported by physical sales up 10.6% and digital downloads up 52%. For Pictures, value comes from established IP; Crunchyroll paid subscribers exceeded 17 million as of March 31, 2025. Standout content like the Netflix hit "KPop Demon Hunters" helped the Pictures division's net income jump 65% in Q1 FY2025.

Metric	Value (Latest Available)	Period/Context
PlayStation Network MAU	119 million	Q2 FY2025
PlayStation 5 Lifetime Units Sold	84.2 million	As of Q2 FY2025
PlayStation Plus Premium Subscribers	23.7 million	As of Q2 FY2025
G&NS Quarterly Sales	¥1.1 trillion	Q2 FY2025
Crunchyroll Paid Subscribers	Over 17 million	As of March 31, 2025

Technological Leadership: Cutting-edge image quality via BRAVIA and Alpha cameras

Sony Group Corporation maintains its lead through high-performance components and premium consumer electronics. The Imaging & Sensing Solutions (I&SS) segment delivered significant financial results for the fiscal year ending March 31, 2025, with sales reaching JPY 1.799 trillion. Operating income for I&SS for that same fiscal year was JPY 261 billion, an increase of JPY 67.6 billion year-on-year. The company's forecast for the calendar year 2025 global image sensor market share by revenue was set at 56%. For consumer electronics under the Entertainment, Technology & Services (ET&S) division, sales for the fiscal year ending March 31, 2025, were JPY 2.409 trillion, with operating income ticking up to JPY 190 billion.

B2B Component Excellence: High-performance image sensors for mobile and automotive

This is where the foundational technology translates into critical B2B value. The I&SS division saw increased unit sales of smartphone image sensors combined with an improved product mix, meaning they sold more of the higher-priced models. The overall segment posted record high sales and operating income for the fiscal year ending March 31, 2025. The company is actively working to build on this, with I&SS growth expected to drive the upward revision to the full-year operating income forecast for FY2025. While the company did not meet its ambitious target of capturing 60% market share by 2025, the 56% forecast for CY2025 still represents a dominant position. The Mobile Communications segment, which is part of ET&S, contributed JPY 279 billion in sales for the fiscal year ending March 31, 2025.

Ecosystem Lock-in: Seamless integration across hardware, software, and network services

The value proposition here is the sticky environment created by connecting hardware to services. The 119 million MAUs on the PlayStation Network in Q2 FY2025 are actively engaged in the ecosystem, which is further evidenced by the 72% digital download ratio for full games. The overall Group saw sales of continuing operations increase 5% year-on-year to ¥3,107.9 billion in Q2 FY2025, with network services revenue being a primary driver. The upward revision to the full-year sales forecast by 3% to ¥12 trillion reflects confidence in this integrated model continuing through the second half of FY2025. The company's strategy is focused on maximizing IP value through diverse collaboration across its segments.

• PSN MAU: 119 million (Q2 FY2025)
• Digital Game Sales Ratio: 72% (Q2 FY2025)
• Group Sales Growth (Continuing Ops): 5% YoY (Q2 FY2025)
• FY2025 Sales Forecast Revision: Up 3%

Creative Tools: Professional-grade cameras and audio equipment for creators

Sony provides tools for professionals, which is reflected in the performance of the ET&S division, which houses still and video cameras and audio equipment. While overall ET&S sales for the fiscal year ending March 31, 2025, saw a slight drop to JPY 2.409 trillion, the operating income still managed to tick up to JPY 190 billion. This suggests that the higher-value, professional-grade equipment sales, which carry better margins, are holding up or improving mix. The overall Group is focused on improving profitability through an accelerated review of low-profit businesses and shifting resources to priority areas, which includes these professional tools.

The Group's overall financial health supports continued investment in these areas; for Q2 FY2025, operating income rose 10% year-on-year to ¥429.0 billion, and the full-year operating income forecast was revised up 8% to ¥1.430 trillion. That financial strength helps fund the R&D needed to keep these creative tools at the forefront.

Finance: draft 13-week cash view by Friday.

Sony Group Corporation (SONY) - Canvas Business Model: Customer Relationships

Direct-to-Consumer (DTC) via PlayStation Network and Crunchyroll subscriptions.

PlayStation Network monthly active users reached 119 million as of September 30, 2025. The average monthly revenue per user (ARPU) on PSN is now $7.96. Total PlayStation Plus subscribers were at 51.6 million across all tiers in Q1 2025. Specifically, PlayStation Plus Premium subscriptions stood at 23.7 million.

For the anime streaming service, Crunchyroll surpassed 17 million paid subscribers as of May 2025. This represents a growth from 5 million subscribers in 2021. The platform is available in over 200 countries.

Sony is building a new engagement platform leveraging core backend functions like payment, data infrastructure, and security from PlayStation Network across various network services within Sony Group for better monetization.

Metric	Value	Date/Period
PSN Monthly Active Users	119 million	September 30, 2025
PlayStation Plus Total Subscribers	51.6 million	Q1 2025
PlayStation Plus Premium Subscribers	23.7 million	Q1 2025
Crunchyroll Paid Subscribers	17 million	May 2025
PSN ARPU (Monthly)	$7.96	Early 2025

Automated Service: Digital support and community forums for electronics.

The Entertainment, Technology & Services (ET&S) division sells innovative electronics, with a value proposition centered on superior technology enhancing enjoyment of diverse entertainment types. Sony aims to provide timely and efficient customer support to strengthen customer loyalty and retention.

Dedicated Account Management: For B2B clients purchasing image sensors and professional displays.

The Imaging & Sensing Solutions (I&SS) division reported sales of JPY 1.799 trillion for the fiscal year ended March 31, 2025. Operating income for I&SS for that same period rose to JPY 261 billion. Sony's forecast for global image sensor market share by revenue for CY2025 is 56%. For Professional Display Solutions in 2025, the focus includes reinforcing existing relationships with integrators and consultants.

Community Building: Fostering fan engagement around major IP like anime and gaming.

Sony is focused on maximizing IP value through diverse collaboration. For anime, fan communities contributed 51 million votes worldwide for the 2025 Crunchyroll Anime Awards. In gaming, 60% of PlayStation Network users log in weekly. Sony aims to create opportunities by connecting fan communities across various entertainment sectors through its Engagement Platform initiative.

• PlayStation Network users under age 35 accounted for 51% in 2025.
• Women now make up 29% of the PlayStation user base.
• The Crunchyroll library includes more than 25,000 plus hours of anime content.

Sony Group Corporation (SONY) - Canvas Business Model: Channels

You're looking at how Sony Group Corporation gets its products and services into the hands of customers across its diverse portfolio. The channel strategy is a mix of massive digital ecosystems, traditional retail partnerships, and direct-to-consumer touchpoints.

PlayStation Network (PSN) for digital game and network service sales

The PlayStation Network is a core distribution channel, heavily favoring digital transactions. For the Game & Network Services (G&NS) segment in the second quarter of fiscal year 2025 (Q2 FY25), Sales Income reached ¥1.1 trillion (approximately US $7.1 billion), marking an increase of around 4% year-on-year. This growth was driven by network services and software sales.

Digital sales dominance is clear. For Q2 FY25, a significant 83% of full game software sales were digital downloads. In the first quarter of FY25 (Q1 FY25), digital software sales alone hit ¥200 billion ($1.38 billion), a substantial 40.6% year-on-year increase. The platform's reach is measured by its user base, with Monthly Active Users (MAUs) on the PlayStation Network reaching 123 million as of June 2025.

Key metrics for the digital channel in Q2 FY25 include:

• Monthly Active Users (MAUs): 123 million
• Full Game Software Units Sold (PS5/PS4): 65.9 million
• First-Party Software Units: 6.9 million

Direct Online Store for electronics and hardware sales

While specific revenue for the direct online store for electronics isn't broken out, the Entertainment, Technology & Services (ET&S) segment, which includes consumer electronics, posted Sales of ¥614.6 billion in Q2 FY25. Sony's overall strategy for hardware relies on a combination of direct sales and partners, with the company forecasting 18 million PS5 units for the full fiscal year 2025.

Global network of Retail Partners (e.g., Best Buy, Amazon)

Retail partners are essential for hardware placement and physical software sales. The PlayStation 5 hardware sales are heavily reliant on this channel. Lifetime PS5 console sales surpassed 80.3 million units globally as of June 30, 2025. For Q2 FY25, Sony shipped 2.5 million PS5 units during the quarter. Physical software revenue recognition is lower for Sony as they primarily recognize royalties from third-party sales, but physical games still accounted for 24% of overall PlayStation game sales in 2024.

Here's a look at the G&NS segment channel performance context:

Metric	Latest Reported Figure (Q2 FY25 or most recent)	Comparison/Context
G&NS Sales Income	¥1.1 trillion (Q2 FY25)	Up around 4% YoY
PS5 Units Shipped (FY2025 Forecast)	18 million units	Full Fiscal Year ending March 2026
PS5 Units Shipped (Q2 FY25)	2.5 million units	During the quarter
Digital Software Sales Ratio	83%	Of full game software sales in Q2 FY25
Physical Software Sales Revenue Share (2024)	3% (Reported by Sony)	Analyst noted physical games made up 24% of overall sales volume

Sony Stores (physical and online) for premium product experience

The dedicated Sony Stores serve as flagship locations for experiencing premium products, though their direct revenue contribution is aggregated within the larger segments. The ET&S segment, which houses these retail experiences, posted an operating income of ¥61.0 billion in Q2 FY25. This channel supports the brand image for high-end electronics and the PlayStation ecosystem.

Film/Music Distribution via theaters, streaming platforms, and record labels

Distribution for content is highly segmented. The Music segment saw robust growth in Q2 FY25, with sales increasing 21% year-on-year and operating income up 28%. This was fueled by streaming and Visual Media and Platform revenue, which saw recorded music streaming revenue rise 12% and music publishing streaming revenue rise 25% (on a USD basis) in Q2 FY25. The full-year sales forecast for Music was revised up 6% to ¥1.980 trillion.

Conversely, the Pictures segment faced headwinds in Q2 FY25. Sales decreased 3% year-on-year, mainly due to lower theatrical release sales compared to a strong prior period. Operating income for Pictures dropped 25% in the same quarter. Crunchyroll sales provided some offset to the decline.

Distribution channel highlights for Content segments (Q2 FY25):

• Music Sales Growth: 21% year-on-year
• Music Operating Income Growth: 28% year-on-year
• Pictures Sales Change: -3% year-on-year
• Pictures Operating Income Change: -25% year-on-year

Finance: review the Q3 FY25 forecast impact on ET&S segment sales by end of month.

Sony Group Corporation (SONY) - Canvas Business Model: Customer Segments

You're looking at the core customer groups that drive the current financial performance for Sony Group Corporation as of late 2025. The data from the second quarter of fiscal year 2025, ending September 30, 2025, gives us a clear picture of where the money is coming from.

The sheer scale of the consumer base is best seen when you look at the segment results. Here's the quick math on the Q2 FY2025 performance for the key revenue-generating segments:

Segment	Q2 FY2025 Sales (Bln Yen)	Q2 FY2025 Operating Income (Bln Yen)
Game & Network Services (G&NS)	1,113.2	120.4
Music	448.2	90.4
Imaging & Sensing Solutions (I&SS)	614.6	138.3
Entertainment, Technology & Services (ET&S)	575.7	13.9

This table shows the Imaging & Sensing Solutions (I&SS) segment delivered the highest operating income for the quarter at ¥138.3 billion, even beating the Game & Network Services (G&NS) segment's ¥120.4 billion.

Gamers/Entertainment Seekers: Consumers of PlayStation, movies, and music content.

This group is anchored by the massive reach of the PlayStation ecosystem. Monthly Active Users (MAUs) across all of PS reached 119 million accounts as of September 2025. The G&NS segment posted sales of ¥1.1 trillion for the quarter, with 80.3 million full game software units sold.

• PlayStation 5 installed base reached 84.2 million units as of Q2 FY2025.
• The digital download ratio for full game software (PS4/PS5) is at 72%.
• PlayStation Plus Premium subscriptions reached 23.7 million in early 2025.
• The Music segment, serving music fans, recorded sales of ¥448.2 billion in Q2 FY2025.
• The Pictures segment, covering movies and TV, had Q2 FY2025 sales of ¥346.0 billion.

The music business shows steady growth, with streaming revenue for recorded music increasing 5% and music publishing increasing 6% year-on-year on a U.S. dollar basis for the quarter.

Tech Enthusiasts/Creatives: Professionals and hobbyists buying Alpha cameras and high-end audio.

These customers are primarily served through the Entertainment, Technology & Services (ET&S) segment, which includes consumer electronics like cameras and audio gear. The ET&S segment generated sales of ¥575.7 billion in the second quarter of fiscal year 2025.

• The segment's operating income for the quarter was ¥13.9 billion.
• The strength in professional digital cameras is noted as a key driver contributing to the success of the I&SS segment's profit, even though the camera hardware itself is booked in ET&S.

What this estimate hides is the specific revenue split between high-end cameras and high-end audio within the ET&S total.

Mobile/Automotive Manufacturers: B2B clients purchasing image sensors (I&SS segment).

This is a critical B2B segment, where Sony is the market leader in image sensors for mobile devices and increasingly for automotive applications. The I&SS segment sales for Q2 FY2025 were ¥614.6 billion, a significant jump from the ¥535.6 billion in sales reported for the same quarter in the prior fiscal year (FY2024). Operating income for I&SS in Q2 FY2025 hit ¥138.3 billion, up from ¥92.4 billion in Q2 FY2024.

• Sony forecasts a 56% global image sensor market share by revenue for CY2025.
• Growth was driven by increased unit sales of smartphone image sensors and an improved product mix (selling more pricey models).
• The segment's ROIC forecast for FY2025 is 10.4%.

This division is definitely the most profitable part of Sony in this quarter, even beating G&NS's operating income on paper.

Corporate/Education/Retail: B2B buyers of professional displays and AV solutions.

These professional clients are also served through the ET&S segment, which includes Professional Products & Solutions. The segment's Q2 FY2025 sales were ¥575.7 billion, with an operating income of ¥13.9 billion. This group buys high-end professional displays and AV equipment for corporate installations, broadcast, and educational facilities.

• The ET&S segment's operating income for the quarter was ¥13.9 billion.

Finance: draft 13-week cash view by Friday.

Sony Group Corporation (SONY) - Canvas Business Model: Cost Structure

You're looking at the major outflows for Sony Group Corporation as of late 2025, which shows where the bulk of their operational cash goes to keep the whole machine running. It's a mix of making physical things, creating digital content, and heavy investment in future tech.

The single largest cost component is the Cost of Sales, which hit ¥8,504.8 billion for the fiscal year ending March 31, 2025. This figure primarily covers the direct costs associated with manufacturing hardware and producing the content that drives their revenue streams. To be fair, while this number is huge, the ratio of cost of sales to sales actually improved slightly year-on-year, moving to 70.7%.

To maintain its edge in imaging and sensing, plus game technology, Sony keeps its foot on the gas with Research and Development (R&D). For FY2025, R&D expenses totaled ¥734.6 billion. Honestly, this R&D spend is baked right into the Cost of Sales, and it represented 6.1% of sales for the year.

The necessary overhead to sell and manage this global operation is substantial. Selling, General and Administrative (SGA) Expenses for FY2025 were reported at ¥2,256.8 billion, marking a year-on-year increase of ¥100.7 billion. This ratio to sales improved slightly to 18.8%.

Investment in future capacity, particularly for semiconductors, is a major capital outlay. Capital Expenditures for the fiscal year ending March 2025 totaled $4.318 billion. This represents a 4.7% increase over the prior year.

Content creation is a massive, ongoing cost, especially for the entertainment segments. While a single total for Content Acquisition Costs isn't explicitly broken out, the structure includes significant spending on:

• Content production capitalized as deferred film production costs.
• Acquisition of TV broadcasting rights and digital distribution rights.
• Internally developed game content and master recordings included in Content assets.

Here's a quick look at how the main cost categories stack up for the fiscal year ended March 31, 2025, based on the consolidated financial data:

Cost Category	Amount (Billions of JPY)	Notes
Cost of Sales	8,504.8	Primary cost for manufacturing and content production.
Selling, General and Administrative Expenses (SGA)	2,256.8	Increased by 100.7 billion JPY year-on-year.
R&D Costs (Included in Cost of Sales)	734.6	Maintained tech leadership efforts.

You can see the scale of the operation just by looking at the total costs. For context, the total costs and expenses for the fiscal year ended March 31, 2025, were ¥2,423,866 million (or ¥2,423.9 billion) on a basis that excludes the Financial Services business (which was reclassified as discontinued operations for comparison).

Finance: draft the 13-week cash flow view incorporating the Q3 FY2025 actuals by Friday.

Sony Group Corporation (SONY) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for Sony Group Corporation's revenue engine as of late 2025. Honestly, the story is in the mix, with technology sales underpinning massive entertainment revenue streams.

FY2025 Consolidated Sales reached ¥12,957.1 billion for the fiscal year ended March 31, 2025. This massive top line is built from several distinct, powerful segments.

Here is a look at the revenue generation across the key business areas, using the latest available quarterly data from Q2 FY2025 (the quarter ended September 30, 2025) for segment detail, alongside the full-year actual:

Revenue Stream Segment	Q2 FY2025 Sales (Billions of Yen)	Key Driver/Context
Game and Network Services (G&NS)	¥1,113.2 billion	Sales of consoles, software, and PS Plus subscriptions.
Imaging & Sensing Solutions (I&SS)	¥614.6 billion	Sales of image sensors to external manufacturers.
Electronics Products & Solutions (EP&S) (Reported as ET&S)	¥575.7 billion	Sales of TVs, cameras, and audio equipment.
Music	¥542.4 billion	Recorded music, music publishing, and visual media platform revenue.
Pictures	¥346.0 billion	Theatrical, home entertainment, and television production/licensing revenue.

The G&NS segment shows strong recurring revenue growth. For instance, in Q1 FY2025, network services revenue, which includes PS Plus, was up 8.3% year-on-year. Game software sales overall saw an 11% jump in that same quarter.

For the Music segment, the FY ended March 31, 2025, saw sales reach ¥1,842.6 billion, a year-on-year increase of ¥223.6 billion. This was fueled by streaming, where recorded music revenue increased 7% and music publishing revenue increased 8% in Q1 FY2025.

The I&SS segment is a high-margin powerhouse. Its operating income exploded by 50% in Q2 FY2025, making it a single biggest reason for Sony's blockbuster results that quarter.

You can see the subscription base is growing, which is key for predictable revenue:

• Monthly active users across all PlayStation platforms increased 6% year-on-year to 123 million as of June 2025.

The Pictures segment shows resilience through varied distribution. In Q1 FY2025, sales were down 3% year-on-year, but operating income increased 65%, primarily due to higher television production deliveries.

The Electronics Products & Solutions segment (labeled ET&S in the Q2 data) saw sales decrease 11% year-on-year in Q1 FY2025, largely due to lower TV unit sales and foreign exchange impact. Still, the segment generated ¥575.7 billion in sales in Q2 FY2025.

Finance: draft 13-week cash view by Friday.