Workflow
财报前瞻 | IPO市场冻结、AI投资未兑现 软银(SFTBY.US)Q4亏损难避免
SoftBankSoftBank(US:SOBKY) 智通财经网·2025-05-12 07:02

Group 1 - SoftBank Group is expected to report a net loss of 26.9 billion yen (approximately $184.4 million) due to the cooling of tech startups and increased losses from major investments [1] - The strong yen and the excellent performance of SoftBank's telecom assets, such as T-Mobile, which saw a quarterly increase of over 20%, may partially offset the negative impact of portfolio valuation adjustments [1] - Analysts predict a stark contrast in net loss for the January-March quarter compared to a net profit of 231 billion yen in the same period last year [1] Group 2 - SoftBank has announced its largest investment plan in years, committing $20-30 billion to OpenAI and acquiring chip startup Ampere Computing for $6.5 billion [2] - Analysts question whether these AI investments will improve profitability, as these projects have yet to show substantial results amid intense industry competition [2] - Market uncertainty has led to a cooling IPO market, which may further depress the valuations of SoftBank's unlisted portfolio companies [2]