Sony Pictures Entertainment reported sales of $3.23 billion for the quarter ended 30 September 2026, up 37% year on year, with operating income of $581 million, a 527% increase, according to Sony’s FY26 Q2 supplemental information and Variety’s same-day report as the parent posted fiscal second-quarter results. Theatrical revenue reached $1.28 billion, an eleven-fold rise on the year-earlier period, driven largely by Spider-Man: Brand New Day. Television productions revenue fell 31% to $483 million.
Key facts
- SPE sales $3.23bn (+37%); operating income $581m (+527% vs $93m); quarter ended 30 September 2026
- Theatrical revenue $1.28bn (about 11× year earlier); TV productions $483m (−31%)
- Spider-Man: Brand New Day (opened wide 31 July) cited at $2.52bn global box office, third-highest grossing film ever per Variety’s ranking note
- Sony group (Q2 FY2026): revenue ¥3.429tn ($21.5bn, +10%); net income ¥450bn ($2.8bn, +44%); FX $1 = ¥159.3
- Motion Picture Group chair Tom Rothman framed the film as a “super-person” story in a September Lumière Summit conversation with Variety
For studio finance teams and exhibition partners, the SPE print separates a theatrical windfall from a softer TV-production line in the same quarter. Sony’s Pictures USD table locks the SPE lines below; Variety corroborates the theatrical framing. Group totals also appear in yen.
SPE lines and the Spider-Man haul
Brand New Day, starring Tom Holland and Zendaya, opened wide on 31 July and is listed by Variety at $2.52 billion worldwide, behind only the original Avatar and Marvel’s Avengers: Endgame on that ranking. Theatrical revenue of $1.28 billion for SPE in the September quarter is the clearest studio-side echo of that run. Operating income of $581 million against the prior-year $93 million underlines how concentrated the upside was in the film line.
Sony’s USD table puts television productions revenue at $483 million, down 31% from $701 million a year earlier. Media Networks sales rose to $896 million; home entertainment within Motion Pictures was $98 million. Rothman’s Lumière Summit comments, quoted by Variety, stressed relatability over pure spectacle as the commercial logic of the title.
Group context and FX
Sony’s consolidated Q2 FY2026 revenue was ¥3.429 trillion ($21.5 billion), up 10%, with net income ¥450 billion ($2.8 billion), up 44%, Variety reports. The conversion rate used in the coverage was $1 to ¥159.3. Those group figures include electronics, music, games and other divisions beyond SPE; they are context for the parent, not a substitute for the SPE dollar lines above.
Motion Pictures sales overall were $1.82 billion in the quarter, of which theatrical was $1.28 billion. The July opening placed Brand New Day inside Sony’s fiscal second quarter, which explains an order-of-magnitude theatrical jump without implying a permanent run-rate.
Related FilmBunch coverage of money and exhibition includes AMC Theatres’ record Q3 revenue, Cinemark’s third-quarter rise to $1.06bn and EloElo’s $80m Series C. More under Money & Policy.
Our reading
SPE’s quarter is a theatrical concentration story: one global title rewrote the film line while TV productions contracted. Buyers should keep the $3.23bn sales, $581m operating income and $1.28bn theatrical figures in dollar terms from Sony’s table, and treat the yen group totals as parent context at the stated FX. The next test is whether SPE’s following quarter can hold without a Brand New Day-scale release on the calendar.