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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SoftBank Group
SoftBank Group (9984) investor relations material
SoftBank Group Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary10 Nov, 2026
Executive summary
H1 FY2026 net sales rose 13.3% YoY to ¥4,235.0bn, while investment gains fell to ¥1,725.8bn; pre-tax loss was ¥438.7bn and parent-attributable net loss ¥768.0bn.
NAV was ¥59.8T at September-end, then fell to ¥44.7T at the presentation date; September-end LTV was 15.9% and cash was ¥5.0T.
AI remained the strategic focus across models, chips, data-center infrastructure and physical AI, with $30B of OpenAI follow-on investments completed.
Financial highlights
H1 investment gain was ¥1,725.8bn, down ¥2,200.9bn YoY; net sales rose ¥498.2bn to ¥4,235.0bn.
Income before tax was a ¥438.7bn loss; net loss attributable to owners was ¥768.0bn, versus ¥2,924.1bn net income a year earlier.
Q2 net loss attributable to owners was ¥1,115.3bn; results included a ¥597.2bn loss on U.S. AI data-center power equipment.
Intel-backed prepaid forwards generated a ¥321.9bn derivative loss; higher finance costs also weighed on earnings.
Outlook and guidance
Arm Q3 revenue guidance midpoint was $1.54bn, up 24.0% YoY; non-GAAP diluted EPS guidance midpoint was $0.56, up 30.2%.
Near-term AI investment pacing will balance spending with the aim of keeping LTV below 25% in normal circumstances.
Malaysia’s phased AI infrastructure plan targets at least 5 GW of long-term compute capacity, with initial investment of $1.85B conditional on agreements, approvals and milestones.
No consolidated earnings forecast was issued; the FY ending March 2027 dividend forecast remained ¥11.00 per share.
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Latest events from SoftBank Group
- Arm's AI CPUs drive record margins, surging demand, and over 50% global CPU market share.9984
Investor presentation - Record NAV, strong investment gains, and major AI investments highlight the quarter.9984Q1 2027
- Set a JPY 1 quadrillion NAV target by 2042, passing all proposals and investing in AI and infrastructure.9984AGM 2026
- Record net income and NAV, fueled by Arm and OpenAI, with major AI infrastructure growth.9984Q4 2026
- Net income soared 398.7% on investment gains and strategic AI expansion, led by OpenAI.9984Q3 2026
- NAV at JPY 31T, major AI investments, and all proposals approved for ASI leadership.9984AGM 2025
- Record NAV, strong investment gains, and Arm's growth drove sharp YoY improvement.9984Q1 2025
- A $3B joint venture launches to deploy advanced enterprise AI agents in Japan and beyond.9984Partnership
- Net income surged to ¥636.2B on investment gains and AI growth, with LTV at 12.9%.9984Q3 2025
Next SoftBank Group earnings date
Q3 202711 Feb, 2027
SoftBank Group
Next SoftBank Group earnings date
Q3 202711 Feb, 2027
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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.