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 ...

Financial Data and Key Metrics Changes - Revenue increased by JPY 360 billion, up 10%, positively impacted by LINE becoming a subsidiary [3] - Operating income decreased by JPY 20 billion, down 2% [4] - Net income decreased by 3%, impacted by JPY 4.1 billion impairment for Demae-can [5] - Operating income and net income exceeded 80% progress towards the fiscal year '21 full year forecast [5] Business Segment Data and Key Metrics Changes - Consumer segment revenue increased due to mobile device sales, but faced a JPY 490 billion decrease from mobile service price reductions [7] - Enterprise business revenue increased by 4%, with Business Solutions growing by 12% and operating income up by 13% [12] - Yahoo! LINE business revenue grew by 33%, with operating profit up by 24% [13] - PayPay registered users reached 45 million, with transaction volume increasing significantly [14][15] Market Data and Key Metrics Changes - The smartphone cumulative subscribers increased by 1.5 million year-on-year [7] - PayPay's GMV reached JPY 3.9 trillion, up 73% year-on-year [15] - The churn rate for users utilizing multiple group services is half that of those not using any group services [11] Company Strategy and Development Direction - The company aims to strengthen group synergies among services like Yahoo!, LINE, and PayPay to differentiate mobile services [9][10] - Plans for midterm strategy include achieving historical high operating income and revenue growth [6] - The company is focusing on enhancing its enterprise sales force and expanding into the SME market [80] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in mobile service net additions and steady growth in non-telecommunication areas [18] - The competitive environment for 5G is expected to evolve as infrastructure improves, with differentiation becoming more apparent over time [25][26] - The company is committed to increasing 5G coverage and addressing connectivity issues [37][39] Other Important Information - The company issued an ESG bond, raising JPY 30 billion to support initiatives aimed at resolving the digital divide [17] - The company is exploring innovative compensation structures for employees, focusing on performance-based incentives [70] Q&A Session Summary Question: What growth is expected from 5G? - Management noted that while 5G offers higher speeds, the current impact on profitability is limited, with expectations for growth in IoT devices [21][22] Question: How does the competitive environment change with the entry of Rakuten? - Management indicated that while 4G and 5G services are similar now, differentiation will emerge as 5G infrastructure matures [25][26] Question: What drives the steady growth of Y!mobile? - Y!mobile's low pricing and effective marketing have contributed to its growth, with a strong environment for customer acquisition [28][29] Question: What is the outlook for PayPay's profitability? - Management is optimistic about PayPay's growth trajectory and plans to continue investing in user acquisition [33][34] Question: How will the company handle wage increases in the current environment? - The company is focusing on performance-based compensation rather than across-the-board wage increases, aiming to incentivize contributions to growth [70] Question: What is the status of the T Point Card shares? - Management refrained from disclosing details regarding the T Point Card shares at this time [75]

| --- | --- | --- | |-------|-------|-------| | | | | | | | | | | | | Total Amount of Public Offering 1 [JPY] 1.24 tn 2001 MUFG 2009 Sumitomo Mitsui FG 2010 SoftBank 2020 0.95 tn 1.31 tn NTT 2000 2017 1.23 tn 1.07 tn 1.01 tn Japan Post NTT DOCOMO Largest public offering JPY 1.2 tn since 2000 except privatization projects (Note) Based on each company's disclosure documents and the Ministry of Finance's website Number of Shareholders Before public offering After public offering (End of FY2019) Among largest i ...

SoftBank Corp. (OTCPK:SOBKY) Q2 2021 Earnings Conference Call November 4, 2021 3:00 AM ET Company Participants Kazuhiko Fujihara - Board Director, Executive Vice President and Chief Financial Officer Conference Call Participants Yoshio Ando - Daiwa Securities Satoru Kikuchi - SMBC Nikko Securities Mitsunobu Tsuruo - Citigroup Shinji Moriyuki - SBI Securities Daisaku Masuno - Nomura Securities Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Tim ...

Mid- to Long-term Vision Junichi Miyakawa President & CEO, SoftBank Corp. May 11, 2021 Beyond Carrier Strategy, Phase 2 1 Focus in Next 10 Years Growth Revenue Increase Value Creation New Businesses SoftBank's Corporate Philosophy 2 Vision Mission Information Revolution ─ Happiness for everyone The corporate group needed most by people around the world Values Try hard, have fun Vision for Next 10 Years Arrival of a Super-digital Society 4 Current Digitalization Map Digitalization Things Human Telecommunicat ...

Earnings Results for the Six Months Ended September 30, 2019 SoftBank Corp. November 5, 2019 Disclaimer This presentation is based on information available at the time it was made. Statements in the presentation that are not historical facts including, without limitation, our plans, forecasts and strategies are forward-looking statements. Forward-looking statements are subject to various risks and uncertainties, including, without limitation, general economic conditions, general market conditions, customer ...