Operational Excellence (OPEX) Daily Briefing – Monday, September 29, 2025: Sony Spins Off $9.5 Billion Financial Arm: An Operational Excellence Lens on Its Global Entertainment Strategy.

Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Hai, Ngày 29/09/2025: Sony Tách Mảng Tài Chính 9,5 Tỷ USD: Lăng Kính Operational Excellence Cho Chiến Lược Giải Trí Toàn Cầu.

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Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).

Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).

This is the bilingual post in English and Vietnamese. Vietnamese is below.

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English:

1. Official Announcement

On September 29, 2025, Sony Group announced it would spin off its $9.5 billion financial services division into an independent company. The move attracted significant international market attention because the financial arm had provided Sony with stable revenue for many years, especially in Japan. However, this divestment signals a clear strategic intent: Sony wants to concentrate its resources entirely on entertainment—films, music, gaming, and the PlayStation ecosystem.

According to the company, the spin-off is expected to be completed in fiscal year 2026 after all legal procedures are finalized. Most of the resources freed from the financial division will be reinvested in entertainment and technology, including artificial intelligence (AI) for content production, game development, and streaming platforms.

Initial market reactions were largely positive. Sony’s share price rose slightly on the day of the announcement, and investors viewed the decision as a decisive step to strengthen Sony’s position against global entertainment giants such as Disney, Netflix, and Tencent.