财务数据和关键指标变化 - 收入创下第一季度单独基础的历史新高,达到1,535.7亿日元,同比增长7% [4] - 营业利润达到303.9亿日元,同比增长23%,创下第一季度单独基础的历史新高 [5] - 净利润为162.5亿日元,同比增长11% [6] 各条业务线数据和关键指标变化 - 消费者业务收入为681.7亿日元,同比增长2%;移动收入增长2%至756亿日元,克服了价格下调的影响 [8] - 企业业务收入为215.6亿日元,同比增长10%;解决方案和其他业务收入增长27% [10] - 媒体和电子商务业务收入为408.3亿日元,同比增长6%;营业利润增长74% [12] - 金融业务收入为63.1亿日元,同比增长20%;PayPay实现盈利,EBITDA连续两个季度为正 [15] 各个市场数据和关键指标变化 - 移动用户数稳步增长,增加4% [8] - PayPay的GMV达到2.3万亿日元,同比增长21% [15] 公司战略和发展方向及行业竞争 - 公司正在加快建设AI数据中心,与夏普公司签署了在其堺工厂建设AI数据中心的谅解备忘录 [16][17] - 公司正在积极投资以成为生成式AI时代的市场领导者 [18] - 公司认为乐天移动的发展势头良好,欢迎其成为日本第四大运营商,有利于行业的健康竞争 [30][31][32] 管理层对经营环境和未来前景的评论 - 公司对本季度的业绩表现感到满意,认为是比预期更顺利的开局 [6] - 公司认为当前的中期经营计划正朝着长期愿景的目标取得超预期的进展 [7] - 公司对PayPay的未来发展前景充满期待,认为其将成为公司未来业绩增长的支柱 [43][44][45] - 公司认为AI将深入渗透各行各业,是未来发展的重要方向,正在大力投资建设AI基础设施 [64][65][66][67][69][70][71] 其他重要信息 - 公司宣布与Perplexity达成战略合作,提供基于AI的搜索引擎服务 [9] - 公司正在积极推进数字化转型,为AI应用做好基础准备 [66][67] - 公司近期遭遇了几次网络故障,正在分析根源并采取措施防止重复发生 [36][37][38] 问答环节重要的提问和回答 问题1 **关于利率上升对公司的影响** **Miyakawa回答** 公司目前大部分贷款已经固定利率,短期内利率上升不会对公司造成太大影响。但如果长期持续,公司可能需要审视业务策略。目前公司的财务状况还是可控的。[25][26] 问题2 **关于NTT法的进一步讨论** **Miyakawa回答** 公司认为NTT作为持有公共资产的特殊公司,需要获得特殊的监管待遇。公司目前主要精力集中在5G及以后网络基础设施的建设上,没有太多时间参与NTT法的讨论。公司不希望NTT法被废除,会继续参与相关讨论。[27] 问题3 **关于PayPay的未来IPO计划** **Miyakawa回答** 公司希望PayPay在实现盈利之前不要急于上市。PayPay未来有很大的成长空间,不需要急于通过IPO融资。待PayPay业务更加稳健后,再考虑IPO的时机。[43][44][45]

〓 SoftBank Earnings Results for the Three Months Ended June 30, 2023 August 4, 2023 SoftBank Corp. ©2023 SoftBank Corp. All Rights Reserved TSE code: 9434 Disclaimer Important Notice Regarding Forward Looking Statements and Other Information This document is based on the information available to SoftBank Corp. ("we" or "the Company") as of the time hereof and assumptions which it believes are reasonable. Statements contained herein that are not historical facts, including, without limitation, our plans, for ...

SoftBank Corp. (OTCPK:SOBKY) Q1 2024 Earnings Conference Call August 4, 2023 5:00 AM ET Company Participants Kazuhiko Fujihara - Board Director, Executive Vice President and CFO Junichi Miyakawa - CEO Conference Call Participants Daisaku Masuno - Nomura Securities Satoru Kikuchi - SMBC Nikko Securities Mitsunobu Tsuruo - Citigroup Securities Operator Thank you very much for waiting. We would now begin SoftBank Corporation Earnings Results Presentation for the three months ended June 30, 2023. We would like ...

SoftBank Corp. (OTCPK:SOBKY) Q4 2023 Results Conference Call May 10, 2023 3:00 AM ET Company Participants Kazuhiko Fujihara - Board Director, Executive Vice President and CFO Takashi Naito - Finance and Accounting Division Vice President Osamu Akiyama - Strategic Finance Division Vice President Conference Call Participants Daisaku Masuno - Nomura Securities Yoshio Ando - Daiwa Securities Satoru Kikuchi - SMBC Nikko Securities Mitsunobu Tsuruo - Citigroup Securities Yusuke Okumura - Okasan Securities Operato ...

〓 SoftBank Earnings Results for the Six Months Ended September 30, 2022 November 4, 2022 SoftBank Corp. ©2022 SoftBank Corp. All Rights Reserved TSE code: 9434 Disclaimer Important Notice Regarding Forward Looking Statements and Other Information This document is based on the information available to SoftBank Corp. ("we" or "the Company") as of the time hereof and assumptions which it believes are reasonable. Statements contained herein that are not historical facts, including, without limitation, our plans ...

SoftBank Corp. (OTCPK:SOBKY) Q2 2022 Earnings Conference Call November 4, 2022 5:00 AM ET Â Company Participants Kazuhiko Fujihara - Board Director, Executive Vice President and CFO Conference Call Participants Yoshio Ando - Daiwa Securities Daisaku Masuno - Nomura Securities Mitsunobu Tsuruo - Citigroup Securities Satoru Kikuchi - SMBC Nikko Securities Shinji Moriyuki - SBI Securities Chiba Kitz - JP Morgan Securities Hideaki Tanaka - Mitsubishi UFJ Morgan Stanley Securities Yusuke Okumura - Okasan Securit ...

SoftBank Corp (OTCPK:SOBKY) Q1 2022 Earnings Conference Call August 4, 2022 5:00 AM ET Company Participants Kazuhiko Fujihara - CFO, EVP & Director Conference Call Participants Yoshio Ando - Daiwa Securities Daisaku Masuno - Nomura Securities Satoru Kikuchi - SMBC Mitsunobu Tsuruo - Citigroup Shinji Moriyuki - SBI Securities Yoshiyuki Kinoshita - Bank of America Merrill Lynch Unidentified Company Representative Thank you for waiting. We will now begin the investor briefing for earnings results for the 3 mon ...

SoftBank Corp. (OTCPK:SOBKY) Q4 2022 Earnings Conference Call May 11, 2022 3:00 AM ET Company Participants Kazuhiko Fujihara – Executive Vice President & Chief Financial Officer Conference Call Participants Yoshio Ando – Daiwa Securities Daisaku Masuno – Nomura Securities Mitsunobu Tsuruo – Citigroup Securities Okumura Yusuke – Okasan Securities Yoshiyuki Kinoshita – BofA Securities Shinji Moriyuki – SBI Securities Operator Thank you very much for waiting. We will now begin SoftBank's Investor Briefing for ...

SoftBank Corp. (OTCPK:SOBKY) Q3 2021 Earnings Conference Call February 3, 2022 2:00 AM ET Company Participants Junichi Miyakawa - President & Chief Executive Officer Kazuhiko Fujihara - Director, Executive Vice President & Chief Financial Officer Conference Call Participants Yoshio Ando - Daiwa Securities Daisaku Masuno - Nomura Securities Operator Ladies and gentlemen, thank you very much for waiting. We would like to begin the briefing on Earnings Results for the Nine Months Ended December 31, 2021 of Sof ...

| --- | --- | --- | |-------|-------|-------| | | | | | | | | | | | | Total Amount of Public Offering 1 [JPY] 1.24 tn 2001 MUFG 2009 Sumitomo Mitsui FG 2010 SoftBank 2020 0.95 tn 1.31 tn NTT 2000 2017 1.23 tn 1.07 tn 1.01 tn Japan Post NTT DOCOMO Largest public offering JPY 1.2 tn since 2000 except privatization projects (Note) Based on each company's disclosure documents and the Ministry of Finance's website Number of Shareholders Before public offering After public offering (End of FY2019) Among largest i ...