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SoftBank Group (9984) investor relations material
SoftBank Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Aug, 2025
Executive summary
Net income reached ¥421.8 billion, a significant turnaround from a loss last year, driven by strong Arm share performance, Vision Fund gains, and investment in OpenAI.
NAV climbed to ¥32.4 trillion, supported by Arm's share price increase and Vision Fund portfolio performance.
Strategic focus on Arm and OpenAI as primary growth drivers, with robust investment activity and capital recycling.
NAV discount narrowed to 39.8–40%, reflecting improved market perception.
Continued commitment to long-term AI leadership and platform development.
Financial highlights
Net sales increased to ¥1,820.3 billion (+7.0% YoY); net income improved by ¥596.1 billion YoY to ¥421.8 billion.
Income before income tax rose to ¥689.9 billion, a 205.7% YoY increase.
Loan to value improved to 17%, maintaining a stable financial base despite large investments.
Cash position remains strong at ¥3.7–4.2 trillion.
Monetization of assets included sale of T-Mobile shares and early unwind of Deutsche Telekom derivatives, boosting liquidity.
Outlook and guidance
Arm's Q2 revenue guidance is $1.01–1.11 billion, implying 19.7–31.5% YoY growth.
Adjusted operating expenses at Arm expected to remain elevated due to ongoing R&D investment.
Non-GAAP fully diluted EPS for Arm forecasted at $0.29–$0.37 for Q2 FY2025.
Continued focus on maximizing NAV and narrowing the NAV discount.
Dividend forecast maintained at ¥44.00 per share for the fiscal year.
What's the Ampere acquisition status?
What's driving Arm's royalty revenue growth?
What's the Stargate project's current schedule?
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Next SoftBank Group earnings date
Q2 202611 Nov, 2025
LIVEat 07:30
Next SoftBank Group earnings date
Q2 202611 Nov, 2025
LIVEat 07:30
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Frequently asked questions
SoftBank Group Corp., an investment holding company, provides information technology (IT) services and products in Japan and internationally. SoftBank Group Corp., also provides telecommunication services. The company operates through three segments: Mobile Communication, Sprint, and Other Segments (SB-C&S and Yahoo Japan). It offers mobile communication services that include voice calls, video calls, e-mail, and Internet connection services; broadband services; and sales of mobile devices.
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