Sony ADR Q1 Recap: EPS Beats but Revenue Misses, Stock Up 47% YTD

Sony ADR (NYSE:SONY) delivered a mixed first quarter: EPS of $0.22 topped consensus by $0.08, but revenue of $17.79 billion fell short of the $19.69 billion estimate. Here's what investors need to know:

Q1 Key Metrics

• EPS: $0.22 vs. $0.15 consensus (+147% surprise)

• Revenue: $17.79 billion vs. $19.69 billion consensus (-9.7% miss)

• Stock Performance: Closed at $24.54; +1.7% over 3 months, +47.0% over 12 months

Sony cited hardware supply constraints and softer PlayStation content sales as headwinds to revenue, while cost controls and favorable currency translation drove the EPS beat.

EPS Revisions Mixed

Over the past 90 days, analysts have issued both upward and downward EPS revisions for Sony—reflecting the balance between its profitable segments (e.g., gaming software) and cyclical businesses (e.g., image sensors). To track Sony's quarterly EPS surprises and trendline, tap into the Earnings Historical Earnings API, which provides a detailed breakdown of past results and consensus changes:
View Sony's Q‐Series EPS History

What's Next for Investors

1. Segment Outlook: Watch for guidance on PlayStation 5 supply and camera‐sensor demand in H2.

2. Cost Leverage: Assess margin trends as software and services mix increases.

3. Dividend & Buybacks: Sony's capital return policy may hinge on sustained profit momentum.

By monitoring Sony's historical earnings data and EPS-revision patterns through the Earnings Historical Earnings API, you can gauge whether this quarter's surprises mark a turning point—or a one-off in a volatile cycle.