SoftBank(SFTBY)

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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
Financial Data and Key Metrics Changes - The company achieved a net income of JPY 3 trillion for the nine-month period, which is a significant increase compared to previous periods, but the CEO expressed that this level is not satisfactory yet [10][11] - The net asset value (NAV) increased by JPY 1.2 trillion, reaching JPY 22.9 trillion, indicating a strong financial position [12] - The loan-to-value ratio was reported at 15%, which is considered a healthy status for the company [16] Business Line Data and Key Metrics Changes - Vision Fund 1 has invested in 92 companies, while Vision Fund 2 has invested in 39 companies, totaling 131 companies [31] - The Vision Fund has seen a significant turnaround, with gains of JPY 2.7 trillion reported for the fourth quarter, compared to a loss of JPY 929 billion in the previous year [33] Market Data and Key Metrics Changes - The company noted concerns regarding Alibaba and Ant Group, but highlighted that Alibaba reported a 50% increase in net income, indicating stable operations [13] - The market environment is described as challenging due to the pandemic, but the company remains optimistic about future growth opportunities [3][4] Company Strategy and Development Direction - The company is focusing on the AI revolution and aims to produce "golden eggs" through its investments, emphasizing a proactive approach rather than a passive investment strategy [67][68] - The CEO mentioned a "turbocharger strategy" to enhance the growth of portfolio companies, indicating a commitment to active management and support [68][70] Management's Comments on Operating Environment and Future Outlook - The management expressed confidence in the long-term growth potential of AI companies, viewing short-term market fluctuations as opportunities rather than threats [92] - The CEO communicated a positive outlook for the future of internet companies in China, suggesting that regulatory changes could lead to healthier business practices [96] Other Important Information - The company has monetized JPY 4.5 trillion of its assets to strengthen its financial position during the pandemic [5] - The CEO emphasized the importance of creating dedicated teams for specific industries to improve investment outcomes [86] Q&A Session Summary Question: Status of SB Northstar and Vision Fund 2 improvements - The CEO confirmed that SB Northstar is still in the testing phase but has turned positive as of February, and improvements in Vision Fund 2 are ongoing with a focus on creating dedicated teams for better analysis [82][85][86] Question: Strategy during market downturns - The CEO stated that the company is not concerned with short-term market fluctuations and aims to contribute to industrial evolution, viewing downturns as opportunities [90][92] Question: Alibaba's value and communication with Jack Ma - The CEO discussed the importance of regulations in China for internet companies and shared that communication with Jack Ma has been more personal, focusing on hobbies rather than business [93][96][97]
SoftBank(SFTBY) - 2021 Q2 - Earnings Call Transcript
2020-11-10 15:24
SoftBank Group Corp (OTCPK:SFTBY) Q2 2021 Earnings Conference Call November 9, 2020 2:30 AM ET Company Participants Masayoshi Son - Chairman & CEO Conference Call Participants Sam Nussey - Reuters Morita - TV Tokyo Ryo Inoue - Asahi Tatsuhisa Shirakabe - Nikkei Business Phred Dvorak - Wall Street Journal Kana Inagaki - Financial Times Naotaka Owada - Nikkei BP Shugo-san - Bloomberg Noriyuki Hirata - Reuters Wataru Suzuki - Nikkei Asia Unidentified Company Representative Thank you very much for waiting, ever ...
SoftBank(SFTBY) - 2020 Q2 - Earnings Call Presentation
2020-11-09 17:04
Financial Performance - Net income attributable to owners of the parent was JPY 1,883.2 billion (USD 17.8 billion), a 4.5x year-over-year increase[13, 17] - Gain and Loss on Investments (SVF Segment on a SBG Consolidated Basis) was JPY 1,390.1 billion (USD 13.1 billion)[26, 29] - SBG NAV reached USD 258 billion as of September 30, 2020[50] - SBG NAV has increased 157x since April 1, 2002, from JPY 0.2 trillion (USD 1.3 billion) to JPY 27.3 trillion (USD 258 billion)[93, 94] Investment Strategy and Portfolio - SoftBank is positioned as a company investing in the AI Revolution[35, 40] - The company aims to maintain an LTV (Net Debt / Equity Value of Holdings) of less than 25% during normal periods; as of Sep 30, 2020, it was 12%[134, 135] - The company targets a ratio of unlisted stocks (Value of Unlisted Stocks / Equity Value of Holdings) around 10%; as of Sep 30, 2020, it was 8%[136] - The derivative ratio (Fair Value of the Option / Equity Value of Holdings) was 1.2% as of Sep 30, 2020, with a target of less than 10% in principle[138, 139] - SVF2 invested USD 1.35 billion in Beike in November 2019, with a holding value of USD 7.908 billion as of November 6, 2020, representing a 5.9x return[211, 212, 213] SoftBank Vision Fund 1 (SVF1) - SVF1's listed portfolio companies had a total investment cost of USD 9.9 billion and a gross return of USD 15.4 billion, resulting in a gross gain of USD 5.5 billion[353] - SVF1's private companies had a total investment cost of USD 72.8 billion and a gross gain of USD 1.9 billion[353] SoftBank Vision Fund 2 (SVF2) - SVF2's listed portfolio companies had a total investment cost of USD 1.4 billion and a gross gain of USD 5.1 billion[375] - SVF2's private companies had a cumulative gross loss of USD -0.1 billion[375]
SoftBank(SFTBY) - 2020 Q1 - Earnings Call Presentation
2020-08-12 18:57
Ver.1 Earnings Results for the Three-month Period Ended June 30, 2020 Investor Briefing August 12, 2020 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 forwar ...