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Visual21 Nov 2025
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SoftBank Group (9984) investor relations material
SoftBank Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Nov, 2025
Executive summary
Net income for H1 FY2025 reached a record ¥2.9241 trillion, up 190.9% year-over-year, driven by significant fair value gains from OpenAI and Vision Fund investments.
Net asset value rose to ¥33.3 trillion at September-end, with a proforma record high of ¥36.2 trillion as of the latest update.
Cash position increased to ¥4.2 trillion, reflecting strong liquidity and asset monetization activities.
Major strategic moves included the acquisition of ABB Robotics and continued focus on AI, robotics, and autonomous driving.
Major follow-on investments in OpenAI, totaling up to $40 billion, with $7.5 billion invested in Q1 and $22.5 billion planned for Q3 via SVF2.
Financial highlights
Net sales for H1 FY2025 were ¥3,736.8 billion, up 7.7% year-over-year.
Gain on investments reached ¥3,926.7 billion, up ¥1,275.6 billion year-over-year.
Income before income tax was ¥3,686.4 billion, up 152.3% year-over-year.
Basic earnings per share reached ¥2,041.50, up from ¥680.70 year-over-year.
H1 net income, investment gains, and income before tax all marked record highs.
Outlook and guidance
Arm expects Q3 FY2025 revenue of $1.225 billion, up 25% year-over-year, with ongoing R&D investment.
Financial policy remains to keep LTV below 25% and at least two years' worth of bond redemptions in cash.
Interim dividend set at ¥5.50 per share post-share split; annual dividend would be ¥44.00 per share without the split.
OpenAI investment's effect on SVF2's loss
Funding strategy for major AI-related acquisitions
How are MgmtCo co-investment risks mitigated?
SoftBank Group's specific Stargate funding share
Arm's full SoC project milestones and timeline
SBG's view on AI market overvaluation risk
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Next SoftBank Group earnings date
Q3 202611 Feb, 2026
Next SoftBank Group earnings date
Q3 202611 Feb, 2026
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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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