SoftBank(SFTBY)

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SoftBank(SFTBY) - 2022 Q3 - Earnings Call Presentation
2022-02-14 14:07
Earnings Results for the Nine-month Period Ended December 31, 2021 Investor Briefing February 10, 2022 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 ...
SoftBank(SFTBY) - 2022 Q3 - Earnings Call Transcript
2022-02-08 18:16
SoftBank Group Corp (OTCPK:SFTBY) Q3 2022 Earnings Conference Call February 8, 2022 2:30 AM ET Company Participants Masayoshi Son - Chairman and CEO Rene Haas - CEO Inder Singh - CFO & Executive VP Conference Call Participants Masahiro Nakagawa - Toyo Keizai Eriko Wada - Nihon Keizai Reo Otsubo - Sankei Newspaper Wataru Suzuki - Nikkei Asia Daisuke Ichikawa - Yomiuri Newspaper Unidentified Company Representative Thank you very much for waiting, everyone. Welcome to the SoftBank Group Corp. Earnings Result A ...
SoftBank(SFTBY) - 2022 Q2 - Earnings Call Transcript
2021-11-08 14:29
Financial Data and Key Metrics Changes - The company reported a net income of ¥1.8 trillion for the first half of the fiscal year, a significant decrease of ¥360 billion compared to the previous period, effectively representing a loss of ¥6 trillion in net asset value (NAV) [5][6][10] - The NAV decreased from ¥27 trillion to ¥20 trillion, with Alibaba's share dropping from 60% to 28% of the total NAV [10][11] Business Line Data and Key Metrics Changes - The Vision Fund accounted for 44% of the total NAV, showing growth from 16% in the previous year, while Alibaba's share significantly decreased [9][10] - The Vision Fund lost approximately ¥1 trillion in the last three months, but cumulatively it has gained ¥6 trillion since its inception [16][17] Market Data and Key Metrics Changes - The U.S. market showed steady growth, while the Chinese market, heavily influenced by Alibaba, faced significant declines [11][21] - The company's loan-to-value (LTV) ratio is currently at 19%, indicating a safer financial position compared to previous years when it reached 65% [13][15] Company Strategy and Development Direction - The company aims to increase investments in Japanese companies, with a focus on AI unicorns, despite currently low numbers in the pipeline [50][66] - The strategy includes a share buyback of ¥1 trillion to enhance shareholder value, taking advantage of the current discount in NAV [43][84] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism despite the current challenges, referring to the situation as a "blizzard" but noting potential growth opportunities [5][41] - The management highlighted the importance of maintaining a disciplined financial approach while exploring new investment opportunities [84][88] Other Important Information - The company is focusing on diversifying its portfolio and reducing risks by investing smaller amounts in a larger number of deals [54][55] - The management acknowledged the challenges posed by the regulatory environment in China but remains committed to investing in AI-related companies [80] Q&A Session Summary Question: What is the investment policy for Japanese companies? - The company aims to increase investments in Japanese companies, with the first investment made by the Vision Fund and more expected in the future [50] Question: What is the commitment for SVF 2? - The company plans to maintain a commitment of about ¥100 million in investments annually, considering LTV and other key performance indicators [52][53] Question: How does the company view the regulatory environment in China? - The management is concerned about the regulatory environment but believes that the risk is manageable due to the reduced percentage of Chinese investments in the NAV [88] Question: What is the outlook for PayPay? - The management is confident in PayPay's growth potential and aims to turn it profitable soon, despite current losses [69] Question: What is the company's view on the market environment for Japanese startups? - The management sees challenges in Japan's startup ecosystem but believes that success stories will encourage more young entrepreneurs [94]
SoftBank(SFTBY) - 2021 Q2 - Earnings Call Presentation
2021-11-08 14:13
█ SoftBank Earnings Results for the 6-month Period ended September 30, 2021 November 8, 2021 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-looking statements, beliefs or ...
SoftBank(SFTBY) - 2022 Q1 - Earnings Call Transcript
2021-08-11 02:19
SoftBank Group Corp. (OTCPK:SFTBY) Q1 2022 Results Conference Call August 10, 2021 3:30 AM ET Company Participants Masayoshi Son - Chairman and CEO Yoshimitsu Goto - Board Director and CFO Kazuko Kimiwada - SVP and Head of Accounting Unit Conference Call Participants Reo Otsubo - Sankei Masahiro Nakagawa - Toyo Keizai Masaaki Kudo - Nikkei Eriko Wada - Nikkei Operator Thank you very much for waiting, everyone. Now we would like to start the SoftBank Group Corp. Earnings Results Announcement for the 3-month ...
SoftBank(SFTBY) - 2021 Q1 - Earnings Call Presentation
2021-08-10 18:31
█ SoftBank Earnings Results for the 3-month Period ended June 30, 2021 August 10, 2021 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-looking statements, beliefs or opini ...
SoftBank(SFTBY) - 2021 Q4 - Earnings Call Transcript
2021-05-12 23:40
SoftBank Group Corp. (OTCPK:SFTBY) Q4 2021 Earnings Conference Call May 12, 2021 3:30 AM ET Â Company Participants Masayoshi Son - Chairman and CEO Yoshimitsu Goto - Board Director, Senior Vice President and CFO Kazuko Kimiwada - Senior Vice President, Head of Accounting Unidentified Company Representative Thank you very much for waiting, everyone. We would like to now start SoftBank Group's earnings results announcement for the fiscal year ended March 31, 2021. Now I would like to introduce today's partici ...
SoftBank(SFTBY) - 2021 Q4 - Earnings Call Presentation
2021-05-12 11:36
█ SoftBank Group Earnings Results for the Fiscal Year ended March 31, 2021 May 12, 2021 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-looking statements, beliefs or opin ...
SoftBank(SFTBY) - 2020 Q3 - Earnings Call Presentation
2021-02-08 20:17
| SoftBank Earnings Results for the 9-month Period ended December 31, 2020 February 8, 2021 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-looking statements, beliefs or ...
SoftBank(SFTBY) - 2020 Q3 - Earnings Call Transcript
2021-02-08 15:35
SoftBank Group Corp. (OTCPK:SFTBY) Q3 2020 Earnings Conference Call February 8, 2021 2:30 AM ET Company Participants Masayoshi Son - Chairman & CEO Conference Call Participants Ryo Inoue - Asahi Operator Thank you very much for waiting, ladies and gentlemen. Now we would like to start the SoftBank Group Corp. Earnings Results announcement for the nine-month period ended December 31, 2020. First of all, I would like to introduce today's participants. From left, we have Masayo Son, Chairman and CEO; Yoshimits ...