Sony Q3 Earnings Surpass Estimates Amid Chip Supply Challenges
Sony reported a 22% year-over-year increase in third-quarter profit to ¥515 billion ($3.3 billion), exceeding analyst expectations. Revenue edged up to ¥3.71 trillion, slightly above forecasts, buoyed by favorable currency exchange rates despite rising memory chip costs.
The company raised its full-year operating profit guidance by 8% to ¥1.54 trillion, while maintaining its ¥50 billion estimate for U.S. tariff impacts. PlayStation division sales declined 4% to ¥1.613 trillion as DRAM chip shortages constrained console production.
Industry analysts project DRAM prices could nearly double this quarter due to competing demand from AI systems and data centers. One semiconductor executive warned supply constraints may persist through 2027.