Jin Rong Jie·2026-02-10 07:57Group 1 - SoftBank Group's stock surged over 10% following its telecom subsidiary's upward revision of annual profit forecasts, fueled by renewed optimism around Arm and the company's AI business strategy [1] - SoftBank's telecom subsidiary reported a revenue increase of 8% year-on-year for the first nine months of fiscal 2025, reaching 5.2 trillion yen, marking a historical high for the period; operating income also rose by 8% to 884 billion yen [1] - The subsidiary raised its full-year revenue forecast from 6.7 trillion yen to 6.95 trillion yen and adjusted its operating income target to 1.02 trillion yen, indicating steady progress towards fiscal 2025 goals [1] Group 2 - Arm's growth is increasingly driven by AI-related advancements rather than just smartphone sales, with data center licensing revenue growing over 100% year-on-year [2] - The CEO of Arm stated that the data center business is expected to surpass mobile business in scale within a few years, with plans to supply half of the central processing units to major cloud service providers by year-end [2] - Despite not meeting Wall Street's expectations for licensing revenue, Arm achieved a record quarterly revenue of $1.242 billion in the last three months of 2025, driven by AI demand [2]