Japan · Delayed Price · Currency is JPY SoftBank Earnings Call Transcripts
Fiscal Year 2026
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Achieved record revenue and profit for FY 2025, driven by growth in AI, enterprise, and financial segments. Outlook targets further profit and dividend increases, with AI and cloud as key growth drivers and continued disciplined capital allocation.
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Record revenue and profit were achieved, with all segments growing except for a ransomware-impacted media/EC unit. The new medium-term plan targets JPY 1.7 trillion operating income by FY 2030, driven by AI, cloud, and global financial expansion, while maintaining strong capital discipline.
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Revenue and profit hit record highs, with all segments growing except for ASKUL-impacted media and EC. Upward full-year guidance reflects strong performance, while AI and data center investments are set to drive future growth.
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Record-high revenue and profit growth continued in Q3 FY2026, with all segments contributing and strong progress toward full-year targets. Strategic reforms, AI/cloud investments, and a management transition position the company for sustainable growth.
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Record highs achieved in revenue, EBITDA, operating income, and net income, with all segments contributing to growth. Finance and distribution led with double-digit gains, while AI investments and PayPay expansion remain key drivers. Early churn and AI monetization are noted risks.
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Record highs in revenue, operating income, and net income were achieved, with all segments growing year-on-year and strong progress toward full-year targets. Strategic AI and cloud initiatives advanced, and shareholder returns may increase next term.
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Revenue rose 8% year-on-year to JPY 1,658.6 billion, with all segments growing and strong gains in finance and distribution. Operating income progress reached 29% of the annual target, and the company diversified funding with a $1 billion foreign bond issue.
Fiscal Year 2025
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Revenues and profits rose across all segments, with operating income up 13% year-over-year and PayPay surpassing JPY 30 billion in operating income. FY 2025 guidance was revised upward, with continued investment in AI and strong free cash flow supporting future growth.
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Revenue and profit grew across all segments, with strong gains in enterprise, financial, and media/EC. Major investments in AI infrastructure and a new OpenAI joint venture position the company for future growth, while financial reorganization under PayPay advances.
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Revenue and profits rose across all segments, prompting an upward revision of full-year forecasts. Mobile and PayPay drove growth, while AI and R&D investments are set to increase. Competitive pressures and cost management remain key focus areas.