Sony Group operates entertainment, gaming, music, image sensor, electronics, and financial services businesses.
Sony hasn't guided GTA 6 profit uplift (Take-Two has), trades at half the implied volatility, and owns the platform toll booth taking 20-30% of all economics (PSN, microtransactions, DLC). Models 70% YoY profit growth for fiscal year ending March; structural rerating of gaming business as infrastructure for gaming economy.