SoftBank Group Corp. (OTCPK:SFTBY) Q3 2025 Earnings Conference Call February 12, 2025 2:30 AM ET Company Participants Yoshimitsu Goto - Board Director & Chief Financial Officer Navneet Govil - Chief Financial Officer-SB Investment Advisers & SB Global Advisers Jason Child - Executive Vice President & Chief Financial Officer Conference Call Participants MJ - Bloomberg Minoru Morita - Toyo Keizai Fumika Sato - Nikkei Asia Operator Thank you very much for waiting everyone. Now we would like to start the SoftBa ...

Earnings Results for the Nine-month Period Ended December 31, 2024 Investor Briefing February 12, 2025 SoftBank Group Corp. Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains forward ...

HAMBURG, Germany and ATHENS, Greece, Jan. 21, 2025 /PRNewswire/ -- reydix, the pioneering entertainment-tech and lifestyle start-up, is thrilled to announce the appointment of Aspa Lekka as Chief Operating Officer (COO). With her global expertise and an exceptional track record in scaling businesses, Lekka will be instrumental in driving reydix's growth and innovation. Tech Entrepreneur Aspa Lekka Appointed COO of Fan-Tech Company reydix, Co-Founded by Star-DJ Solomun Lekka's background bridges academi ...

Financial Data and Key Indicators Changes - Net income exceeded 1 trillion yen, an increase of 2.4 trillion yen compared to the first half of 2023 [5][4] - Investment gains totaled 2.6 trillion yen, compared to 3.6 trillion yen in the same period last year [5] - Net asset value remained high at 29 trillion yen at the end of September [4][9] - Cash position was reported at 3.8 trillion yen, with expectations to exceed 4 trillion due to better market conditions [14][9] Business Line Data and Key Indicators Changes - Vision Fund recorded 610 billion yen in investment gains, contributing significantly to overall performance [4][5] - T-Mobile's share price increased significantly, contributing 387 billion yen to investment gains [5][10] - Alibaba share transactions resulted in a market valuation gain of approximately 1 trillion yen [6][8] Market Data and Key Indicators Changes - T-Mobile's stock price rose to a historic high of 238 dollars, outperforming major competitors [10] - The loan-to-value ratio was reported at 12.5%, with recent figures indicating it may be below 11% [9][14] - Foreign exchange movements negatively impacted net asset value by 1.29 trillion yen [13] Company Strategy and Development Direction - The company aims to focus on AI investments and maintain a robust financial position to capitalize on future opportunities [4][33] - The strategy includes a commitment to maintaining a low loan-to-value ratio and ensuring sufficient cash reserves for future investments [14][32] - The company is exploring new growth opportunities, particularly in AI and robotics, while maintaining a conservative investment approach [37][33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's financial stability and readiness to seize new investment opportunities [51] - The potential impact of the upcoming U.S. presidential election and related policies on portfolio companies was acknowledged, with a cautious approach to new investments in China [53] - The management emphasized the importance of maintaining strong relationships with stakeholders and adapting to market changes [32][33] Other Important Information - Rajeev Misra stepped down as co-CEO, with Alex Clavel becoming the sole CEO of SBIA and SBGA [26] - ARM's quarterly revenue reached $844 million, exceeding guidance and reflecting strong performance [27][29] Q&A Session Summary Question: What role will Rajeev play going forward? - Rajeev's key role is over, but he will continue to manage his own fund and maintain communication with the company [44] Question: Why invest in OpenAI now through Vision Fund 2? - The investment was made due to strong interest and close communication with OpenAI's management, focusing on AI-leading companies [45][46] Question: How does the investment in OpenAI create synergy? - The investment strengthens the relationship with OpenAI, providing insights into AI trends and potential future business collaborations [49] Question: What is the company's position on future investments? - The company is financially stable and ready to tap into new opportunities, focusing on the significance of deals rather than their size [51] Question: What impact might the U.S. presidential election have on the company? - The company does not have direct operations in China, but potential policy changes could indirectly affect portfolio companies [53]

Earnings Results for the Six-month Period Ended September 30, 2024 Investor Briefing November 12, 2024 SoftBank Group Corp. SoftBa Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains ...

Eutelsat Group (EUTLF) recently partnered with Japan-based telecom giant — SoftBank Group (SFTBY) — to reshape the satellite communication landscape in the East Asian country. By integrating EUTLF's OneWeb Low-Earth Orbit (LEO) connectivity services into its offerings, SoftBank is likely to enhance its broadband capabilities, delivering high-quality, bandwidth- and communication speed-guaranteed services to a broad spectrum of customers, including corporations and government entities. A significant aspect o ...

Core Viewpoint - SoftBank Group Corp. presents a strong investment opportunity due to its significant discount on NAV per share, potential returns from private tech investments, and an active share buyback program, allowing investors to buy shares at a 55% discount, particularly considering valuable assets like ARM and telecom holdings [21][39]. Group 1: Investment Opportunity - SoftBank has lost 15% of its value in the last month, reaching a peak of 30% on August 5th, creating a potential investment opportunity due to a high discount over its NAV per share [21]. - The current NAV per share is estimated at ¥24,068 ($165.6), while the current share price is ¥8,529 ($58.7), indicating a considerable discount [24][25]. - The company has initiated a share buyback program, which can further boost the share price [21][30]. Group 2: Asset Valuation - SoftBank's total NAV is estimated at ¥35.28 trillion ($242.8 billion), with key assets including Arm Holdings valued at $144.6 billion and SoftBank Vision Funds valued at $56.6 billion combined [24]. - The estimated discount on NAV per share is around 55%, with a conservative target price of ¥12,066, representing a 41% premium over the current price [26][32][33]. - The conglomerate discount for SoftBank is estimated to be less than 20%, given its focus on technology and AI [32]. Group 3: Private Investment Access - Through its Vision Funds, SoftBank provides access to private technology companies that may not be available to individual investors, with high growth expectations from companies like Alibaba and Grab Holdings [28][29]. - Investing in SoftBank allows exposure to a diversified portfolio of high-potential tech companies, effectively acquiring these investments at a discount [29]. Group 4: Share Buyback Program - SoftBank's share buyback history includes a $5.5 billion buyback in 2019, an $18 billion buyback in 2020, a $9 billion buyback in 2021, and a $3.5 billion buyback in 2024, reflecting a strategic response to market conditions [30][31]. - The buyback programs have historically led to temporary boosts in stock prices, indicating a commitment to enhancing shareholder value [30]. Group 5: Risks and Challenges - SoftBank faces risks related to capital allocation decisions, particularly in its venture capital investments, which have shown mixed results [34]. - The company is not invested in leading AI platforms, which could limit its growth potential in the AI sector [35]. - Currency risk is also a factor, as fluctuations in the yen can impact investment returns [36].

Tempus AI Inc. TEM, a cutting-edge healthcare diagnostics company, has been on a tear. The stock established a new high of $47.81 on Thursday. The stock is up 17.27% since its IPO in June. The company, which went public at $37 per share, and has been riding a wave of momentum ever since. Over the past five days, Tempus is up about 25% — a spike largely attributed to a strategic investment from SoftBank Group Corp SFTBF SFTBY. According to SoftBank's second-quarter 13F filing, the investment giant added Temp ...

SoftBank Group Corp. (OTCPK:SFTBY) Q1 2024 Earnings Conference Call August 7, 2024 3:30 AM ET Company Participants Yoshimitsu Goto - Board Director & CFO Conference Call Participants Minoru Satake - Nikkei Newspaper Daisaku Masuno - Nomura Securities Operator Thank you very much for waiting, everyone. Now we would like to start SoftBank Group Corp. Earnings Results Announcement for the three-month period ended June 30, 2024. First of all, I would like to introduce today's participants. From left, we have Yo ...

Earnings Results for the Three-month Period Ended June 30, 2024 Investor Briefing August 7, 2024 SoftBank Group Corp. SoftBa Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains forwar ...