SoftBank Group Corp. (9984) Earnings Call Transcripts

SoftBank Group Corp.'s Latest Earnings Call - June 24, 2026

In the fiscal quarter ending June 2026, SoftBank Group Corp. reported significant developments in its AI and robotics strategy, which could drive future growth. The company emphasized its ambition to become a leader in artificial superintelligence (ASI) and robotics, with Masayoshi Son stating, "We want to be the absolute #1 provider in the world." Revenue and earnings specifics were not disclosed, but management indicated a strong outlook for their data center projects, particularly in Ohio, which they expect to generate substantial revenue. The company maintained its focus on strategic investments, including a recent JPY 300 billion investment in Intel, which has seen a fivefold increase in market cap since the investment was made.

Reported metrics

Guidance from management

Management expressed confidence in achieving substantial revenue from new data center projects and emphasized the importance of their AI and robotics initiatives in driving future growth. No specific financial guidance was provided.

What management said

Good morning. I am Masayoshi Son, Chairman and CEO of SoftBank. Thank you all very much for taking time from your busy schedules to attend to. As stipulated in Article 13 of Articles of Incorporation, I will act as Chairperson of this meeting. I hereby Chairman and CEO annual General Meeting you all very much for taking time for allowing shareholders to the [indiscernible]. I will act as Chairperson of this meeting. ...

Thank you very much. Let us now confirm the voting results. Please wait for a moment. Thank you. As the majority is in favor, we will proceed with this procedure. The reporting matters are shown on the screen. And we have prepared a video to explain our business overview. Please watch. [Presentation]

What analysts pressed on

Analysts raised concerns about the volatility of SoftBank's stock and the company's complex financial statements. There is skepticism regarding the realization of long-term visions amidst market fluctuations and competition in the AI sector.

Main topics on the call

• AI and Robotics Strategy — SoftBank is positioning itself as a leader in artificial superintelligence and robotics, with a vision to create a platform for ASI. Masayoshi Son stated, "We want to be the absolute #1 provider in the world." This ambit...
• Data Center Expansion — The company is building data centers with significant capacity, including a project in Ohio that is expected to yield "huge revenue." Management is optimistic about the potential of these facilities to generate substanti...
• Investment in Intel — SoftBank's JPY 300 billion investment in Intel has already seen a fivefold increase in market cap, highlighting the strategic importance of this investment. Son noted that Intel is crucial for U.S. national security and ...
• Long-Term Vision — Masayoshi Son reiterated his long-term vision for SoftBank, aiming to surpass a JPY 200 trillion market cap by 2040, stating, "I believe that we can surpass that target that we set for 2040, we should achieve that much e...

Read the full SoftBank Group Corp. transcript (June 24, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 55 SoftBank Group Corp. earnings call transcripts on record, spanning February 12, 2020 to August 6, 2026. Based on this history, SoftBank Group Corp. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

9984

Exchange

TSE

Country

JP

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

55

First call

February 12, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly