Japan · Delayed Price · Currency is JPY SoftBank Earnings Call Transcripts
Fiscal Year 2026
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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.