• Transcript from FY2026 corporate strategy and earnings briefing attended by President and CEO Hiroki Totoki, Sony Interactive Entertainment President and CEO Hideaki Nishino, and CFO Lin Tao.
• Totoki flagged AI as a core growth theme, positioning it as a tool to raise output and enable more ambitious projects while keeping human creators central to content development.
• Nishino said AI should lift PlayStation content volume while increasing need for discovery and trusted franchises; cited internal AI tools such as “Mockingbird” facial animation, hair modeling automation, and Gran Turismo Sophy for new gameplay.
• Nishino said AI-driven payment routing over past 3 years generated more than USD 700 million of incremental revenue; highlighted PlayStation Spectral Super Resolution on PS5 Pro using machine learning to deliver 4K visuals at high frame rates.
• Totoki outlined portfolio shifts, including winding down Pixomondo visual effects operations, taking an impairment on Bungie long-lived assets, discontinuing Sony Honda Mobility Afeela development, and signing a non-binding MOU with TSMC toward a next-generation image sensor joint venture with Sony as majority and controlling shareholder.

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