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Softbank (SFTBY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.07

Last Year’s EPS

0.25

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:May 13, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

SoftBank's earnings call highlighted a return to profitability and strong performance in several areas, including Vision Fund 1, PayPay, and Arm. However, challenges such as a decrease in net asset value, increased loan-to-value ratio, and decreased cash position were noted. The company's strategic investments in OpenAI and Ampere were emphasized as critical for future growth.

Company Guidance

In the call, SoftBank Group Corp. provided comprehensive guidance for the fiscal year ended March 31, 2025, detailing several key financial metrics and strategic initiatives. The company reported a net asset value of JPY 25.7 trillion, down JPY 2.1 trillion year-over-year, but noted a recovery to JPY 27.4 trillion based on current share prices. They achieved a net income of JPY 1.15 trillion, marking their first profit in four years, driven by gains in their investment portfolio, particularly from Vision Fund contributions like ByteDance and OpenAI. Their loan-to-value ratio increased to 18.0%, still below their 25% safety threshold, while cash on hand decreased to JPY 3.4 trillion. Strategic actions included significant investments in AI, such as a JPY 6.5 billion acquisition of Ampere and a commitment of up to $30 billion in OpenAI. SoftBank also highlighted the Stargate Project in collaboration with OpenAI and Oracle, and the establishment of Cristal Intelligence through a partnership with OpenAI, reflecting their focus on AI and technological advancement.

Return to Profitability

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

Strong Performance of Vision Fund 1

Vision Fund 1 saw a significant contribution primarily from ByteDance, contributing to the overall gain on investments.

PayPay's Growth

PayPay achieved an EBIT of JPY 45 billion and GMV of JPY 15.4 trillion, a 23% increase year-on-year, with plans for an IPO.

Arm's Record High Revenue

Arm posted record high annual revenue, with a 31% increase in non-GAAP operating income year-on-year.

OpenAI Investment Commitment

SoftBank committed up to $30 billion in follow-on investments in OpenAI, emphasizing its strategic importance.

Acquisition of Ampere

SoftBank announced the acquisition of Ampere for $6.5 billion, aiming to enhance its capabilities in AI and semiconductor design.

Softbank (SFTBY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SFTBY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Play Transcript
Aug 06, 2026	2026 (Q1)	0.07 / -	0.247	―	―
May 13, 2026	2025 (Q4)	0.16 / 1.01	0.302	235.10% (+0.71)
Feb 12, 2026	2025 (Q3)	0.10 / 0.14	-0.207	168.12% (+0.35)
Nov 11, 2025	2025 (Q2)	0.14 / 1.41	0.648	118.06% (+0.77)
Aug 07, 2025	2025 (Q1)	0.07 / 0.25	-0.104	337.50% (+0.35)
May 13, 2025	2024 (Q4)	-0.13 / 0.30	0.124	143.55% (+0.18)
Feb 12, 2025	2024 (Q3)	-0.02 / -0.21	0.541	-138.26% (-0.75)
Nov 12, 2024	2024 (Q2)	0.09 / 0.65	-0.527	222.96% (+1.18)
Aug 07, 2024	2024 (Q1)	- / -0.10	-0.289	64.01% (+0.18)
May 13, 2024	2023 (Q4)	0.12 / 0.12	-0.038	426.32% (+0.16)

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

SFTBY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2026	$18.53	$19.65	+6.04%
Feb 12, 2026	$15.95	$15.64	-1.94%
Nov 11, 2025	$18.10	$18.75	+3.59%
Aug 07, 2025	$10.54	$10.83	+2.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.