Sony +6% Surpasses Expectations With Strong Q4 Sales, Plans Stock Split And Stock Buyback
Sony +6% Surpasses Expectations With Strong Q4 Sales, Plans Stock Split And Stock Buyback
$Sony (SONY.US)$ reported fiscal fourth-quarter 2023 sales growth of 14% year-on-year to $23.49 billion (3.48 trillion Japanese yen), beating the analyst consensus estimate of $19.20 billion.
$索尼 (SONY.US)$ 報告稱，2023年第四財季的銷售額同比增長14％，達到234.9億美元（3.48萬億日元），超過了分析師共識估計的192.0億美元。
EPS of $1.04 (153.60 yen) beat the analyst consensus estimate of $0.79. The stock price climbed after the print.
每股收益爲1.04美元（153.60日元），超過了分析師普遍預期的0.79美元。印刷後股價攀升。
Game & Network Services (G&NS) revenue increased 2.2% Y/Y to ¥1.1 trillion, and operating income climbed 172.5% Y/Y to ¥106 billion.
遊戲與網絡服務（G&NS）收入同比增長2.2％，達到1.1萬億日元，營業收入同比增長172.5％，至1060億日元。
Music revenue rose 23% Y/Y to ¥429.9 billion, and operating income increased by 17.9% Y/Y to ¥71.2 billion. Pictures revenue increased by 13.3% Y/Y to ¥406.7 billion, and operating income improved by 98% Y/Y to ¥30.7 billion.
音樂收入同比增長23％，達到4299億日元，營業收入同比增長17.9％，達到712億日元。影業收入同比增長13.3％，達到4067億日元，營業收入同比增長98％，達到307億日元。
Entertainment, Technology & Services (ET&S) revenue grew by 7.9% Y/Y to ¥532.7 billion, and operating income loss was ¥(6.4) billion versus ¥(33.0) billion Y/Y.
娛樂、技術和服務（ET&S）收入同比增長7.9％，達到5,327億日元，營業收入損失爲64億日元，而同比下降330億日元。
Imaging & Sensing Solutions revenue (I&SS) increased by 14.2% Y/Y to ¥398.5 billion, and operating income climbed by 9.5% Y/Y to ¥34.7 billion.
成像與傳感解決方案收入（I&SS）同比增長14.2％，達到3985億日元，營業收入同比增長9.5％，達到347億日元。
Financial Services revenue improved from ¥470.6 billion to ¥672.9 billion, and operating income decreased by 49.6% Y/Y to ¥26.1 billion. Consolidated operating income rose by 57% Y/Y to ¥229.4 billion.
金融服務收入從4,706億日元增長至6,729億日元，營業收入同比下降49.6％至261億日元。合併營業收入同比增長57％，達到2294億日元。
Sony sold 4.5 million PS5 units in the quarter versus 6.3 million a year ago. Sony has indicated a slowdown in PlayStation 5 hardware sales and does not plan to release major titles from its leading franchises within the fiscal year, Bloomberg reports.
索尼在本季度售出了450萬臺PS5單元，而去年同期爲630萬臺。彭博社報道，索尼表示PlayStation 5硬件銷售放緩，並且不計劃在本財年內發佈其主要系列的主要遊戲。
It held ¥2.31 trillion in cash and equivalents as of March 31, 2024.
截至2024年3月31日，它持有2.31萬億日元的現金及等價物。
Buyback and Stock Split: Sony said it will buy back up to 2.46% of its shares for ¥250 billion and will implement a five-for-one stock split effective October 1.
回購和股票拆分：索尼表示將以2500億日元回購高達2.46％的股份，並將從10月1日起實施五比一的股票分割。
Sony expects fiscal 2024 sales of $84.9 billion ( ¥12.31 trillion) versus the $80.93 billion consensus.
索尼預計，2024財年的銷售額爲849億美元（合12.31萬億日元），而市場普遍預期的銷售額爲809.3億美元。
The company anticipates growth in the current fiscal year, driven by its music publishing and smartphone image sensor units, benefiting from the weaker yen. Streaming services, including content from Lil Nas X and Michael Jackson bolster Sony's music revenues, the report added.
該公司預計，受益於日元疲軟，受其音樂出版和智能手機圖像傳感器部門的推動，本財年將實現增長。報告補充說，包括來自Lil Nas X和邁克爾·傑克遜的內容在內的流媒體服務增加了索尼的音樂收入。
Additionally, the smartphone market's growth, particularly in China, has prompted increased investment in new hardware and components.
此外，智能手機市場的增長，尤其是中國的增長，促使對新硬件和組件的投資增加。
Sony expects PS5 sales for this fiscal year to be approximately 18 million units.
索尼預計，本財年PS5的銷量約爲1800萬臺。
Sony's shares have faced pressure due to concerns over its potential $26 billion bid for $Paramount Global-B (PARA.US)$ $Paramount Global-A (PARAA.US)$, raising investor concerns about the cost and integration challenges.
由於擔心索尼可能出價260億美元，索尼的股票面臨壓力 $派拉蒙環球-B (PARA.US)$ $派拉蒙環球-A (PARAA.US)$，引發了投資者對成本和整合挑戰的擔憂。