Sony financial reports: Decline in sales in USA and China

Sony released the full Q2 financal statements. The company as a whole is doing great but in the Imaging market they report a decrease in sales. Sony writes:

In the imaging market, demand has slowed in two regions: China, where government subsidies that lasted through Q1 FY25 significantly declined, and the U.S., primarily due to the impact of additional tariffs. However, this decrease in demand is essentially in line with our previous forecast, and global demand remains solid, primarily because of demand in Asia.
There are no major changes to the demand outlook for the year-end sales season and 2H FY25, and we intend to continue controlling costs and inventory.

Nothing to worry about — this dip was fully expected. Let’s just hope the new U.S.–China tariff agreement will help smooth things out in 2026.