Japan · Delayed Price · Currency is JPY SoftBank Group Earnings Call Transcripts
Fiscal Year 2026
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Strong nine-month results driven by major gains from OpenAI and a strategic pivot to ASI investments. Arm posted record revenue, Vision Fund 2 saw robust gains, and disciplined financial policy kept loan to value below 20%.
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Record net income and asset value driven by OpenAI gains, robust cash and low leverage, and major investments in AI, robotics, and data centers. Strategic moves include ABB Robotics acquisition and continued focus on Physical AI and ASI platform leadership.
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Net income surged to JPY 421.8 billion, driven by strong AI-focused investments and Vision Fund gains. NAV reached JPY 32.4 trillion, with a record share price and narrowing NAV discount. ARM and OpenAI remain central to long-term growth.
Fiscal Year 2025
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The meeting set a bold 10-year vision to lead in Artificial Super Intelligence, highlighted major investments in ARM and OpenAI, and approved all shareholder proposals including dividends and board elections. Key risks, succession, and AI strategy were discussed in depth.
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Net income rose to JPY 1.15 trillion, the first profit in four years, driven by strong investment gains and segment performance. Major AI-focused investments, including up to $30 billion in OpenAI and the $6.5 billion Ampere acquisition, position the group for future growth.
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Record revenue growth is driven by AI demand, increased chip complexity, and expanding market share in key segments. Ongoing R&D investment and partnerships with leading tech firms position the company for long-term growth, while royalty revenues are set to rise as advanced architectures gain traction.
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Net asset value reached JPY 33.5 trillion, with strong gains from Arm and T-Mobile. Major AI initiatives include the $500 billion Stargate project and Crystal Intelligence, while maintaining a conservative financial policy and accelerating investments in AI infrastructure.
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A strategic partnership between SoftBank and OpenAI launches SB OpenAI Japan to deploy advanced AI agents (Cristal) in enterprises, starting with Japan's largest corporations. The initiative focuses on transforming business operations, leveraging each partner's strengths, and aims for global expansion.
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Net income exceeded JPY 1 trillion, driven by strong Vision Fund and T-Mobile performance, with robust cash reserves and improved loan-to-value. Arm and OpenAI investments highlight a strategic focus on AI, while forex and market volatility remain key risks.
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Reported a quarterly net loss but achieved strong investment gains and record-high NAV as of June 2024. Arm and Vision Fund performance improved, with a strategic focus on AI and a JPY 500 billion share buyback announced. Maintains robust liquidity and conservative leverage.
Fiscal Year 2024
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A new joint venture will bring Tempus's AI-driven precision medicine platform to Japan, aiming to make genomic testing a first-line tool and integrate vast US and Japanese cancer data for real-time, personalized care. The initiative targets rapid expansion, policy change, and revitalization of drug development, with strong support from medical leaders.
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The meeting reviewed strong NAV growth, strategic focus on AI and ASI, and ARM’s central role. All proposals, including dividends and board elections, were approved. Shareholders discussed buybacks, board diversity, and environmental impacts, with management emphasizing long-term vision and risk management.