SoftBank(US:SFTBY) 3 6 Ke·2025-09-24 04:09Core Insights - SoftBank Group is undergoing a transformation focused on the "AI revolution," with significant investments in AI-related companies through its Vision Funds [2][7] - The number of subsidiaries has decreased to 965 as of March 2023, marking the first time below 1,000 since FY2016, reflecting a strategic shift towards consolidating AI-focused enterprises [2][9] - SoftBank's stock price has doubled since the beginning of 2025, driven by investor optimism regarding its commitment to AI investments [9] Group 1 - SoftBank Group's Vision Funds have invested in 335 companies, primarily in the AI sector, as of June 2025 [2][7] - The company sold its stake in Fortress Investment Group, which was initially acquired for $3.3 billion in 2017, to refocus on more synergistic investments [4][7] - The reduction in subsidiaries is part of SoftBank's strategy to pursue a "group strategy" aimed at maximizing synergies among AI enterprises [2][9] Group 2 - SoftBank's annual report indicates a 35% decrease in subsidiaries from 1,475 in FY2019 to 965 in FY2023 [2] - The company has faced significant financial fluctuations, with a record net profit of ¥4.9879 trillion in FY2020 followed by a historic loss of ¥1.708 trillion in FY2021 [4] - SoftBank's market capitalization has reached the fourth position in Japan, following Toyota, Mitsubishi UFJ Financial Group, and Sony, as of September 22, 2023 [9]