Sony

Sony Group sells PlayStation hardware and network services, music and pictures content, cameras/TVs/audio (ET&S), and image sensors (I&SS) from a Japan base. FY2025 continuing sales were ¥12,479.6B (+4%), or about $82.8B at Sony’s average ¥150.7/USD (INFERENCE); operating income ¥1,447.5B. About 89% of sales were outside Japan.

Business Model Canvas
Sony
Research date: Oct 16, 2026
Evidence-backed · sources in companion brief

Key Partners

  • Third-party game publishers / developers on PlayStation (FACT theme).
  • Artists, songwriters, and streaming DSPs in Music (FACT).
  • Theatrical, TV, and streaming partners for Pictures / Crunchyroll (FACT).
  • Component and manufacturing suppliers for consoles and CE (FACT theme).
  • Smartphone OEMs buying I&SS image sensors (FACT, earnings).
  • Retailers and carriers for ET&S devices (FACT theme).

Key Activities

  • Operate PlayStation platform — hardware, software, network (FACT).
  • Recorded music, publishing, Visual Media & Platform (FACT).
  • Motion pictures, TV productions, media networks / Crunchyroll (FACT).
  • Design/sell cameras, TVs, audio (ET&S) (FACT).
  • Manufacture image sensors (I&SS); mobile sensor growth FY25 (FACT).
  • M&A / catalog investments in music and franchises (FACT theme).

Key Resources

  • PlayStation platform, Store, and ~125M March 2026 MAU (FACT estimate).
  • Music catalogs / publishing administration (FACT).
  • Film & TV libraries; Crunchyroll anime (FACT).
  • Sony brand; camera and audio IP (FACT theme).
  • I&SS image-sensor manufacturing capacity (FACT).
  • ~94,900 consolidated employees at Mar 31, 2026 (FACT).

Value Propositions

  • PlayStation consoles, games, and PS Plus / network (FACT).
  • Recorded music + publishing catalog reach (FACT).
  • Theatrical / TV / Crunchyroll entertainment (FACT).
  • Alpha imaging, audio, and display products (ET&S) (FACT).
  • Mobile and other CMOS image sensors (I&SS) (FACT).
  • Cross-group IP (e.g. anime theatrical + Crunchyroll) (FACT theme).

Customer Relationships

  • PSN accounts / PS Plus memberships (FACT theme).
  • Retail + sony.com for hardware and CE (FACT theme).
  • Crunchyroll paid subscriber relationships (FACT).
  • Streaming DSP listener reach for Music (FACT).
  • OEM account teams for I&SS sensors (FACT theme).
  • Theatrical franchise marketing cycles (FACT theme).

Channels

  • PlayStation Store + retail for games/hardware (FACT).
  • Streaming DSPs and live for Music (FACT).
  • Theatrical / TV / Crunchyroll for Pictures (FACT).
  • CE retail and sony.com for ET&S (FACT theme).
  • Direct OEM for I&SS sensors (FACT).
  • US 33% · Europe 23% · Japan home 11% of FY25 sales (INFERENCE %).

Customer Segments

  • PlayStation gamers / PSN users (FACT).
  • Music streaming listeners and live attendees (FACT).
  • Theatrical audiences; Crunchyroll subscribers (FACT).
  • Camera, audio, and TV households (ET&S) (FACT).
  • Smartphone and other OEMs (I&SS) (FACT).
  • Japan only ~11% of FY25 sales by customer location (INFERENCE).

Cost Structure

  • Cost of sales ¥8,635B FY25 continuing (FACT, SEC).
  • SG&A ¥2,299B FY25 continuing (FACT, SEC).
  • Bungie impairment ¥120.1B in G&NS FY25 (FACT).
  • I&SS restructuring / asset items in FY25 (FACT).
  • Sony Honda Mobility equity losses in All Other (FACT).
  • Continuing OI ¥1,447.5B; OCF ¥1,966.3B (FACT).

Revenue Streams

  • Continuing sales ¥12,479.6B FY25 (+4%) ≈ $82.8B (FACT / INFERENCE USD).
  • G&NS segment sales ¥4,685.7B — largest segment (FACT).
  • Music ¥2,120.1B; Pictures ¥1,499.3B (FACT).
  • ET&S ¥2,260.5B; I&SS ¥2,151.5B (+20%) (FACT).
  • G&NS external — digital ¥2.42T · hardware ¥1.39T · network ¥0.76T (FACT).
  • Main engine (reviewed): hardware — consoles, ET&S devices, I&SS sensors (INFERENCE / model).
Sources: sony.com/en/SonyInfo · sony.com/en/SonyInfo · sony.com/en/SonyInfo · sony.com · sony.com/en/SonyInfo · sec.gov/Archives/edgar · sec.gov/Archives/edgar
Not affiliated with Sony.
BMC · Osterwalder 9-block · Oct 16, 2026