SoftBank Corp. (9434) Earnings Call Transcripts

SoftBank Corp.'s Latest Earnings Call - Q4 FY2026

In the fiscal year ended March 31, 2026, SoftBank Corp. reported a record revenue of JPY 7 trillion, exceeding all forecasts and reflecting a year-on-year increase. Net income grew by 4.7% year-on-year, driven by strong performance in the financial and enterprise segments. Management has set ambitious targets for FY 2026, aiming for continued profit growth and a dividend increase to JPY 8.8 per share, while emphasizing the importance of AI and enterprise solutions as key growth drivers.

Reported metrics

Guidance from management

Management expects revenue and profit growth for FY 2026, with a cautious outlook for the first half due to anticipated losses. They aim to achieve record high earnings and increase dividends in line with earnings growth.

What management said

So as for the midterm management plan, the breakdown of the segment. So as for the Enterprise segment will be our main driver and profit margin would be higher due to the AI-related businesses. As for the Consumer segment, due to the new price plan and ARPU also will increase, as I explained earlier, due to the cost increase, so there will be some impact on the cost increase. So consumers growth will be a bit stable....

You questioned about the difference between operating income growth and net income growth. So I believe that you understand some factor is related to our structure like PayPay, which is listed, and we don't expect a huge contribution from them in terms of a consolidated bottom line. SBO AI, for example, we don't own 100%. So income from SBO AI should be attributable to third parties and also impact from our interes...

What analysts pressed on

Analysts expressed concerns about the conservative guidance for FY 2026, particularly regarding the potential for profit declines in the first half. There were also questions about the impact of increased costs and the sustainability of growth in the consumer segment.

Main topics on the call

• Record Revenue Achievement — SoftBank achieved a record high revenue of JPY 7 trillion, exceeding all forecasts. Management stated, 'We were able to achieve full year forecast by balancing growth investments in the AI areas with revenue and profit g...
• Strong Performance in Financial Segment — The financial segment's revenue doubled, significantly contributing to overall growth. Management noted that 'PayPay continues to be a consolidated subsidiary of the company after the IPO.'
• AI Business Focus — Management highlighted AI as a core growth area, stating, 'AI is entering into monetization phase.' They aim to double cloud and AI revenue by FY 2030 compared to FY 2025.
• Conservative Guidance for FY 2026 — Management provided cautious guidance for FY 2026, indicating potential profit declines in the first half but expecting growth in the latter half. They mentioned, 'For the first half, online gains and increased have an e...

Read the full SoftBank Corp. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 47 SoftBank Corp. earnings call transcripts on record, spanning February 7, 2020 to May 11, 2026. Based on this history, SoftBank Corp. reports quarterly. The most recent call on file is dated May 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

9434

Exchange

TSE

Country

JP

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

47

First call

February 7, 2020

Most recent

May 11, 2026

Reporting cadence

quarterly