I wrote down some bulletpoints of the interview.
* Split off proposal include 15-20% of entertainment assets
* Discussion needs to be at the board level, serious consideration needs to be given
* Too premature to speculate, looking to outside advisors for objective review
* Looks to continue to keep entertainment business as a positive for Sony's bottom line
* With proper focus, electronics and entertainment can turn around. Electronics losses have been cut halfway already.
* Has set up a senior management team for direct reporting on 2 parts of the company.
* For the PlayStation 4, make sure we have the best and compelling games, including networking and social aspects.
* Thinks the Prime Minister's policies are heading in the right direction, too early to tell for sure.
The weakening of the yen actually hurts versus the US dollar, but helps versus the Euro and overall.
* The new Xperia phone is the first product made by Sony since the Ericcson split, compelling device for the higher-end phone market.
* Company will not just become an insurance company, proud of its heritage in electronics and entertainment content.
* For the changing climate, needs employees that understand the international markets, especially young employees.
This is a decent summary but a couple of things are missing or incorrect.
He said with the right focus the electronics biz can be profitable. The entertainment biz is very profitable at this time. (CNBC broke Sony into three sections in its sidebar: financial services, entertainment and electronics. I personally don't know where Sony puts gaming within those last two categories.)
Also, one key thing he said about any potential spinoff was that not only that entertainment helps the bottom line, but that really no other large company in the world has both a deep content AND electronics hardware biz. Content can help drive hardware. This was a key statement to me as a gamer.
Finally - you got the part about direct reports wrong. Kaz has let go all but 2 of his direct reports in the last year since becoming CEO. In other words, he fired nearly all of his management team and installed hand-picked people as they become a more integrated and focused company.
Overall a good interview for as short as it was. He's a smart guy. I have very good vibes about the next few years for the Playstation brand.