索尼影业第二财季利润涨527%至5.81亿美元：《蜘蛛侠：Brand New Day》全球票房达25.2亿美元
索尼集团（Sony Group）11月5日在日本东京公布2026财年第二季度业绩：截至2026年9月30日的三个月里，集团营业利润同比增长45%，达到6,223亿日元（约39.5亿美元），高于LSEG汇总的12位分析师5,050亿日元的平均预期。集团营收同比增长10%至3.429万亿日元，净利润增长44%至4,500亿日元。索尼同时把全年利润预期上调9%，并上调音乐与半导体（影像传感器）业务的全年预期。
增幅最大的是影视业务。索尼影业（Sony Pictures Entertainment）本季营收同比增长37%至32.3亿美元，营业利润同比大涨527%至5.81亿美元（Variety按索尼内部报告汇率159.3日元兑1美元折算）。其中影院发行收入同比增长约11倍，达到12.8亿美元。
拉动影业业绩的是7月31日上映的《蜘蛛侠：Brand New Day》：该片制作预算2.25亿美元，全球票房已达25.2亿美元，其中北美9.59亿美元、海外15.62亿美元，位列影史全球票房第三，仅次于《阿凡达》与《复仇者联盟4：终局之战》。索尼影业电影集团主席兼首席执行官Tom Rothman今年9月在法国Lumière峰会上对Variety表示，这部由Tom Holland饰演Peter Parker、Zendaya饰演MJ的影片「与其说是超级英雄电影，不如说是一部『超级普通人』电影」，靠情感而非单纯的视觉特效打动观众：「它非常人性化、非常动情，特效场面不少，但那不是它成功的秘密。秘密在于这是一个几乎人人都能共情的故事。」同季另外两部恐怖片也贡献了稳定票房：Zach Cregger执导的《生化危机》全球票房4亿美元，《潜伏：进入彼岸》全球票房1.715亿美元。影业的短板在电视制作：该板块营收同比下降31%至4.83亿美元。
游戏业务同样增长强劲：游戏与网络服务板块营收同比增长9%至1.208万亿日元，营业利润增长83%至2,200亿日元，游戏软件与PlayStation网络服务销售增幅盖过了硬件放缓——本季PlayStation 5销量为260万台，低于去年同期的400万台，月活跃用户则升至1.27亿。音乐板块营收增长10%至5,984亿日元、营业利润增长6%至1,228亿日元，由流媒体、商品与现场演出带动。索尼股价在财报公布前的周四收盘上涨7%。面向年末假期季，索尼预计11月19日发售的《Grand Theft Auto VI》将显著提振游戏业务，并表示已锁定足够应对预计硬件销量的存储芯片供应，尽管与超级智能（SI）热潮相关的芯片涨价仍在持续。
（来源：索尼集团）
Sony Pictures Q2 Profit Surges 527% to $581 Million as 'Spider-Man: Brand New Day' Reaches $2.52 Billion Worldwide
TOKYO — Sony Group reported fiscal second-quarter results on November 5, 2026. For the three months ended September 30, group operating profit rose 45% year over year to 622.3 billion yen (about $3.95 billion), beating an average estimate of 505 billion yen from 12 analysts polled by LSEG. Group revenue rose 10% to 3.429 trillion yen and net income increased 44% to 450 billion yen. Sony raised its full-year profit outlook by 9% and also lifted its forecasts for its music and image sensor units.
The sharpest gain came from filmed entertainment. Sony Pictures Entertainment revenue climbed 37% year over year to $3.23 billion, while operating income surged 527% to $581 million, calculated by Variety at Sony's internal reporting rate of 159.3 yen to the dollar. Theatrical revenue jumped roughly elevenfold to $1.28 billion.
The driver was 'Spider-Man: Brand New Day,' released on July 31 on a $225 million production budget. The film has grossed $2.52 billion worldwide — $958.89 million in North America and $1.562 billion internationally — making it the third-highest-grossing movie in history, behind only 'Avatar' and 'Avengers: Endgame.' Speaking with Variety's Cynthia Littleton at France's Lumière Summit in September, Sony Pictures Entertainment Motion Picture Group chairman and CEO Tom Rothman said the film, starring Tom Holland as Peter Parker and Zendaya as MJ, is "not so much a superhero film, but a 'super-person' film" that connected through emotion rather than visual effects alone: "It's very human. It's very emotional. It's got plenty of whiz-bang, but that's not what the secret is. The secret is it's a relatable story that almost everybody has related to." Two horror releases added steady grosses in the quarter: Zach Cregger's 'Resident Evil,' at $400 million worldwide, and 'Insidious: Out of the Further,' at $171.5 million worldwide. The weak spot at the studio was television: revenue in the television productions segment fell 31% to $483 million.
Gaming also grew sharply. Game & Network Services revenue rose 9% to 1.208 trillion yen and operating income jumped 83% to 220 billion yen, as higher game software and PlayStation network service sales outweighed slower hardware: PlayStation 5 sales were 2.6 million units in the quarter, down from 4.0 million a year earlier, while monthly active users rose to 127 million. Music revenue rose 10% to 598.4 billion yen and operating income grew 6% to 122.8 billion yen, driven by streaming, merchandising and live events. Sony shares closed up 7% on Thursday ahead of the earnings release. For the holiday quarter, Sony expects a significant boost from the November 19 launch of 'Grand Theft Auto VI' and said it has secured enough memory chip supply to meet projected hardware sales despite rising chip costs tied to the super intelligence (SI) boom.
Related: 'Spider-Man: Brand New Day' Sets North American Box Office Record
(Source: Sony Group)
来源：索尼集团
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图片来源：图：索尼影业位于加州Culver City的片场入口。Coolcaesar 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Photo: The entrance to Sony Pictures Studios in Culver City, California. By Coolcaesar, CC BY-SA 3.0, via Wikimedia Commons.
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