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SoftBank Group
SoftBank Group (9984) investor relations material
SoftBank Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Feb, 2026
Executive summary
Net income attributable to owners of the parent surged 398.7% year-over-year to ¥3,172.7 billion for the nine months ended December 31, 2025, driven by significant investment gains, especially from OpenAI and Vision Funds.
Net sales increased 7.9% year-over-year to ¥5,719.2 billion, with growth in both the SoftBank and AI Computing segments.
Major follow-on investments in OpenAI were completed, with SVF2's cumulative investment reaching $34.6 billion and an 11% ownership stake.
A new AI Computing segment was established, consolidating Arm, Graphcore, and Ampere, reflecting a strategic focus on AI and semiconductor assets.
Major strategic moves included the acquisition of Ampere for $6.5 billion and the announcement of ABB's robotics business and DigitalBridge acquisitions.
Financial highlights
Total gain on investments reached ¥4,220.3 billion, up 94.5% year-over-year, with Vision Funds contributing ¥3,595.2 billion and OpenAI-related investments ¥2,796.5 billion.
Net income for the first three quarters reached JPY 3.17 trillion, up JPY 2.54 trillion year-over-year.
Income before income tax increased 228.0% year-over-year to ¥4,169.2 billion.
Cash and cash equivalents at period-end were ¥4,406.7 billion, up ¥693.6 billion from the previous fiscal year-end.
Net asset value (NAV) at December 31, 2025, was ¥30.9 trillion, recovering to ¥33 trillion as of the announcement.
Outlook and guidance
Arm forecasts Q4 revenue of $1.47 billion ± $50 million, non-GAAP operating expense of $745 million, and EPS of $0.58 ± $0.04.
The group maintains a disciplined financial policy, targeting LTV below 25% and at least two years' worth of bond redemptions in cash.
No consolidated earnings forecasts were provided due to uncertainties affecting earnings.
SVF2 performance ex-OpenAI investment
AI Computing segment profitability outlook
Masayoshi Son's SVF co-investment program details
OpenAI's advertising model revenue potential
How does SBG balance large investments with LTV?
Data center market: Is it an AI bubble?
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Next SoftBank Group earnings date
Q4 20268 May, 2026
SoftBank Group
Next SoftBank Group earnings date
Q4 20268 May, 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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