What They Say

Sony posted its financials for its fiscal Q2 to the end of September with a boost in sales and income over last year. The presentation included segmental analysis and forecasts that look at different parts of the business. Unsurprisingly, the segment analysis highlighted a drop in volume for smartphones and TVs for the YTD and annual forecast. 

What We Think

The thing that surprised me as it also highlighted a boost in the unit sales of digital cameras – it’s a long time since I saw that kind of comment. However, Sony’s Alpha 7 mirrorless cameras have an enviable reputation (deservedly in my experience!).

I once again wondered how long Sony can maintain a smartphone business given that it’s volume share is so small. (BR)