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SoftBank Group (9984) Status Update summary

Event summary combining transcript, slides, and related documents.

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Status Update summary

3 Feb, 2026

Strategic partnership and vision for AI in medicine

  • Announced a 50/50 joint venture between SoftBank and Tempus to bring AI-driven precision medicine to Japan, leveraging Tempus's genomic, clinical, and imaging data platform already used in 2,000 US hospitals.

  • The partnership aims to integrate multimodal data from Japanese hospitals using Tempus's adapter technology, enabling real-time AI analysis without burdening hospital systems.

  • Initial rollout targets 13 leading cancer hospitals, with plans to expand to 300-500 hospitals, covering up to 50% of Japanese cancer patients.

  • The joint venture will utilize 7.7 million de-identified US cancer patient records, including significant Asian data, to provide immediate insights for Japanese clinicians.

  • The goal is to make genomic testing a first-line diagnostic tool in Japan, increasing annual cases from 20,000 to 1 million within three years.

Technology and business model

  • Tempus's platform harmonizes clinical, genomic, pathology, and imaging data, providing AI-driven therapy recommendations and clinical trial matching.

  • The adapter allows seamless integration with existing EMR systems, ensuring no additional cost or technical burden for hospitals.

  • Tempus monetizes by providing de-identified data to pharmaceutical companies, accelerating drug discovery and reducing R&D costs by 20-30%.

  • AI applications compress clinical trial site activation from 12 months to 14 days and help identify care gaps, supporting both oncology and other disease areas.

  • The business model is structured around genomic testing, data aggregation for research, and real-time AI applications in clinical settings.

Impact on cancer care and drug development

  • In the US, Tempus's approach has enabled 96% of tested patients to be presented with clinical trial options, compared to a national average of 27%.

  • Early and broad genomic testing is expected to improve treatment selection, enable earlier access to novel therapies, and support preventive medicine.

  • Aggregated data will facilitate research on rare cancers and Japanese-specific mutations, supporting local drug development and personalized care.

  • The platform is expected to revitalize Japanese pharmaceutical innovation and enable real-time, data-driven clinical decisions.

  • Patient stories highlight the life-changing impact of precision medicine enabled by Tempus's technology.

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