Sony posted stronger-than-expected Q4 profit but flagged a slowdown in PlayStation 5 sales amid surging memory chip costs. The company is targeting double-digit profit growth despite headwinds in gaming hardware, signaling a portfolio pivot toward services and higher-margin segments.
HBM and DRAM price spikes continue to squeeze consumer electronics margins; firms with diversified revenue (Sony's movies, insurance, music) have cushion, but pure-play device makers face tighter FY2026 outlooks.