EarningsQ4 2025 Earnings Report

SoftBank Group (SOFTN) Q4 2025 Earnings Report

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Previous Report: Q3 2025

Next Report: Q1 2026

MX:SOFTN Q4 2025 EPS Results

Actual EPS$35.83

Consensus EPS$5.55

Beat/MissBeat by +$30.27

One Year Ago EPS$9.91

MX:SOFTN Q4 2025 Revenue Results

Actual Revenue$232.78B

Expected Revenue$220.83B

Beat/MissBeat by +$11.95B

YoY Revenue Growth+7.12%

Earnings Announcement Details

QuarterQ4 2025

Date05/13/2026

TimeBefore Open

Conference CallWednesday, May 13, 2026

MX:SOFTN Upcoming Earnings

SoftBank Group's next earnings date is estimated for November 5, 2026, based on past reporting schedules.

Q4 2025 Earnings Call Audio

MX:SOFTN Q4 2025 Earnings Call

0:00 / 0:00

Q4 2025 Earnings Slide Deck

Q4 2025 Earnings Call Summary

Q4 2025

Earnings Call Date:May 13, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call reflected a positive sentiment overall, with significant financial recovery and strategic investments in AI and technology sectors. However, ongoing market volatility and increased leverage were noted as challenges. Despite these, the company's strategic direction and financial achievements outweighed the concerns.

Company Guidance

During the earnings results announcement for the fiscal year ended March 31, 2025, SoftBank Group Corp. highlighted several key metrics and strategic initiatives. The company reported a net asset value of JPY 25.7 trillion, a decrease of JPY 2.1 trillion year-over-year, but noted a recovery to JPY 27.4 trillion based on current share prices. The loan-to-value ratio increased to 18.0% from 8.4% the previous year, remaining below the 25% safety threshold. SoftBank achieved a net income of JPY 1.15 trillion, marking its first profit in four years, and net sales rose to JPY 7.2 billion, up JPY 487 billion year-on-year. The company is focused on advancing its AI strategy, including a significant investment commitment of up to $30 billion in OpenAI and the acquisition of Ampere for $6.5 billion. Additionally, SoftBank is preparing for the IPO of PayPay, which achieved an EBIT of JPY 45 billion and a GMV of JPY 15.4 trillion, reflecting a 23% year-on-year increase.

Record Profitability

SoftBank Group reported a net income of JPY 1.15 trillion, marking its first profit in four years and an increase of JPY 1.38 trillion year-over-year.

Strong Net Asset Position

Net asset value at the end of March was JPY 25.7 trillion, and JPY 27.4 trillion as of the latest pro forma, indicating a recovery and strong financial positioning.

Significant Investments in AI

Announced a commitment of up to $40 billion in OpenAI, with a strategic focus on AI and ASI advancements, including the acquisitions of Ampere for $6.5 billion.

Vision Fund Performance

Vision Fund 1's performance reached $113 billion on $90 billion investments, with Vision Fund 2 showing potential growth despite current lower returns.

Successful IPO Preparations

SoftBank is preparing for the IPO of PayPay, with strong market presence and growth metrics such as a GMV of JPY 15.4 trillion, up 23% year-on-year.

MX:SOFTN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 05, 2026	2026 (Q2)	-2.34 / -	48.971	―
Aug 06, 2026	2026 (Q1)	2.46 / 6.73	8.164	-17.62% (-1.44)
May 13, 2026	2025 (Q4)	5.55 / 35.83	9.91	261.55% (+25.92)
Feb 12, 2026	2025 (Q3)	3.65 / 4.82	-7.108	167.88% (+11.93)
Nov 11, 2025	2025 (Q2)	4.61 / 48.97	22.475	117.89% (+26.50)
Aug 07, 2025	2025 (Q1)	2.29 / 8.16	-3.424	338.42% (+11.59)
May 13, 2025	2024 (Q4)	-4.10 / 9.91	4.412	124.60% (+5.50)
Feb 12, 2025	2024 (Q3)	6.66 / -7.11	18.085	-139.30% (-25.19)
Nov 12, 2024	2024 (Q2)	2.85 / 22.47	-17.881	225.69% (+40.36)
Aug 07, 2024	2024 (Q1)	2.18 / -3.42	-9.313	63.23% (+5.89)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed