Financial Data and Key Metrics - Revenue for the nine months ended December 31, 2023, was ¥4.5116 trillion, up 4% year-on-year [8] - Operating income was ¥731.9 billion, with a 7% growth excluding the remeasurement gain from PayPay consolidation [8] - Net income increased by 30% to ¥406.7 billion [10] - Full-year forecasts were revised upward: net sales by ¥60 billion, operating income by ¥60 billion, and net income by ¥42 billion [11] Business Segment Performance - **Consumer Business**: Revenue declined by 0.3%, but mobile sales turned around in Q3, with a full-year revenue increase expected [14] - **Enterprise Business**: Revenue grew 5% to ¥576 billion, with a 15% increase in operating income to ¥124 billion [16] - **Media & EC Business**: Revenue increased 3% to ¥1.199 trillion, with operating income up 29% [17] - **Financial Business**: Revenue surged 95% due to PayPay consolidation, with operating income improving significantly [18] Market Performance - PayPay's consolidated revenue grew 28% to ¥155 billion, with consolidated EBITDA reaching ¥7.4 billion [18] - GMV of SB Payment Service increased 20% year-on-year to ¥5.8 trillion, with non-telecom sectors growing 27% [19] Strategic Direction and Industry Competition - The company is focusing on building next-generation social infrastructure, including AI data centers and low-latency, high-capacity networks [21][22] - Investments in generative AI are progressing, with a goal to reach 390 billion parameters by the end of the next fiscal year [25][26] - The company is expanding globally, with a recent investment in Cubic Telecom, a global IoT platform for connected vehicles [29][30] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year revenue growth one year ahead of schedule, particularly in mobile revenue [14][33] - The company is optimistic about the growth of AI-related products and services, which are driving steady growth in the Enterprise business [16] - Management highlighted the importance of ESG efforts, with the company being selected for the DJSI World index for two consecutive years [32] Other Important Information - The company is taking over WeWork Japan's business, assuming all liabilities to ensure business continuity [20] - The Noto Peninsula earthquake caused approximately ¥2 billion in damages, which has been factored into the revised forecasts [47] Q&A Session Summary Question: Impact of the Noto Peninsula earthquake on business performance - The earthquake caused around ¥2 billion in damages, which has been accounted for in the revised forecasts [47] - Restoration efforts are ongoing, but the timeline for full network restoration is uncertain due to road conditions and power restoration challenges [48] Question: Plans for PayPay's IPO - PayPay is expected to achieve full-year profitability, but no decision has been made regarding an IPO in 2024 [70][71] Question: Wage increase plans - The company is considering a 5.5% wage increase for approximately 24,000 employees, in line with government requests and rising goods prices [43][44] Question: Vision Pro and AR/VR strategy - Management believes Apple's Vision Pro could accelerate the VR/XR trend but is cautious about its high price point and consumer focus [41] Question: Expansion in the connected car sector - The company is investing in Cubic Telecom and other connected vehicle businesses, aiming to leverage global opportunities in next-generation traffic infrastructure [72][73] Question: Satellite and HAPS technology - The company is exploring both low-orbit satellite and HAPS technologies for mobile direct connections, with a focus on disaster recovery applications [75][76] Question: Standalone net income growth - The company expects a ¥100 billion increase in standalone net income, driven by contributions from subsidiaries and the utilization of loss carry-forwards [80][82]

〓 SoftBank Earnings Results for the Nine Months Ended December 31, 2023 February 7, 2024 SoftBank Corp. ©2024 SoftBank Corp. All Rights Reserved TSE code: 9434 Disclaimer Important Notice Regarding Forward Looking Statements and Other Information This document is based on the information available to SoftBank Corp. ("we" or "the Company") as of the time hereof and assumptions which it believes are reasonable. Statements contained herein that are not historical facts, including, without limitation, our plans ...

SoftBank Corp. (OTCPK:SOBKY) Q2 2024 Results Conference Call November 8, 2023 4:00 AM ET Company Participants Junichi Miyakawa - President and CEO Kazuhiko Fujihara - Board Director, EVP and CFO Conference Call Participants Operator Thank you very much for waiting. We would like to begin SoftBank Corporation Earnings Results Presentation for Six Months Ended September 30, 2023. We would like to introduce today's attendees: SoftBank Corporation President and CEO, Miyakawa; Board Director, Executive Vice Pres ...

〓 SoftBank Earnings Results for the Three Months Ended June 30, 2023 August 4, 2023 SoftBank Corp. ©2023 SoftBank Corp. All Rights Reserved TSE code: 9434 Disclaimer Important Notice Regarding Forward Looking Statements and Other Information This document is based on the information available to SoftBank Corp. ("we" or "the Company") as of the time hereof and assumptions which it believes are reasonable. Statements contained herein that are not historical facts, including, without limitation, our plans, for ...

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〓 SoftBank Earnings Results for the Six Months Ended September 30, 2022 November 4, 2022 SoftBank Corp. ©2022 SoftBank Corp. All Rights Reserved TSE code: 9434 Disclaimer Important Notice Regarding Forward Looking Statements and Other Information This document is based on the information available to SoftBank Corp. ("we" or "the Company") as of the time hereof and assumptions which it believes are reasonable. Statements contained herein that are not historical facts, including, without limitation, our plans ...

SoftBank Corp. (OTCPK:SOBKY) Q2 2022 Earnings Conference Call November 4, 2022 5:00 AM ET Â Company Participants Kazuhiko Fujihara - Board Director, Executive Vice President and CFO Conference Call Participants Yoshio Ando - Daiwa Securities Daisaku Masuno - Nomura Securities Mitsunobu Tsuruo - Citigroup Securities Satoru Kikuchi - SMBC Nikko Securities Shinji Moriyuki - SBI Securities Chiba Kitz - JP Morgan Securities Hideaki Tanaka - Mitsubishi UFJ Morgan Stanley Securities Yusuke Okumura - Okasan Securit ...

SoftBank Corp (OTCPK:SOBKY) Q1 2022 Earnings Conference Call August 4, 2022 5:00 AM ET Company Participants Kazuhiko Fujihara - CFO, EVP & Director Conference Call Participants Yoshio Ando - Daiwa Securities Daisaku Masuno - Nomura Securities Satoru Kikuchi - SMBC Mitsunobu Tsuruo - Citigroup Shinji Moriyuki - SBI Securities Yoshiyuki Kinoshita - Bank of America Merrill Lynch Unidentified Company Representative Thank you for waiting. We will now begin the investor briefing for earnings results for the 3 mon ...

SoftBank Corp. (OTCPK:SOBKY) Q4 2022 Earnings Conference Call May 11, 2022 3:00 AM ET Company Participants Kazuhiko Fujihara – Executive Vice President & Chief Financial Officer Conference Call Participants Yoshio Ando – Daiwa Securities Daisaku Masuno – Nomura Securities Mitsunobu Tsuruo – Citigroup Securities Okumura Yusuke – Okasan Securities Yoshiyuki Kinoshita – BofA Securities Shinji Moriyuki – SBI Securities Operator Thank you very much for waiting. We will now begin SoftBank's Investor Briefing for ...