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SoftBank (9434) investor relations material
SoftBank Q2 2026 Investor Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high revenue, operating income, and net income for the first half of FY2025, with all segments contributing to growth and strong progress toward full-year targets.
Significant growth in the Financial segment, with operating income more than doubling year-over-year, and major acquisitions expanding e-commerce and financial services.
Advancing strategic initiatives in cloud, AI, and next-generation infrastructure, including new joint ventures and technology partnerships.
Financial highlights
Revenue increased by 7.9% year-on-year to JPY 3,400.8 billion for the first half; operating income up 7.3% to JPY 628.9 billion.
Net income attributable to owners rose 7.7% year-on-year to JPY 348.8 billion, with one-time gains from step acquisitions and tax effects.
Adjusted EBITDA increased 3.1% year-on-year to JPY 965.9 billion.
Non-telecom revenue share increased to 63% of total revenue, up from 47% in FY2020.
Total assets rose 9.2% to JPY 17,579.2 billion; equity attributable to owners increased to JPY 2,909.1 billion.
Outlook and guidance
On track to achieve record highs for the full year, with all segments expected to maintain positive momentum and no changes to previously announced forecasts.
Full-year forecasts: revenue JPY 6,700 billion, operating income JPY 1,000 billion, net income JPY 540 billion, and basic EPS JPY 11.22.
H1 progress toward full-year targets: revenue 51%, operating income 63%, net income 65%.
No change in the full-year CapEx forecast, with continued investment in AI computing infrastructure and data centers.
Management aims to exceed initial plans and sees more options for the second half.
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