SoftBank Corp. (JP:9434)
:9434
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.28Last Year’s EPS
3Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:May 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted multiple strong achievements — record consolidated revenue (JPY 7.0 trillion), record net income (+4.7% YoY), doubled Financial segment income, Enterprise revenue expansion (+13.2% in business solutions) and robust AI infrastructure investment and free cash flow. Management presented an ambitious midterm plan (operating income JPY 1.7 trillion, net income JPY 700 billion) and committed to continued dividends. Counterbalancing these positives are a few material near‑term headwinds: ASKUL ransomware impacts on Media & EC, short‑term profit pressure from device support and acquisition amortization (~JPY 20–30bn items), higher churn and weaker net adds, a gap between operating income growth and net income due to minority interests/tax effects, and timing uncertainty for AI monetization (H1 FY2026 profit risk). Overall, the positive momentum and strong balance sheet appear to outweigh the near‑term operational and timing risks.Company Guidance
Record Consolidated Revenue
Consolidated revenue hit a record JPY 7.0 trillion for FY2025, with growth across all segments and Financial and Distribution posting double‑digit growth.
Record Net Income and Operating Performance
Net income reached a record high, up 4.7% year‑on‑year, driven by operating income growth and segment contributions.
Financial Segment Surge and PayPay Momentum
Financial segment segment income doubled year‑on‑year, driven by PayPay consolidation (PayPay IPO on NASDAQ March 2026). PayPay consolidated GMV continued to outpace 20% growth and SB Payment Service exceeded its JPY 10 trillion GMV midterm target.
Enterprise Segment Strength
Enterprise revenue exceeded JPY 1 trillion; business solutions and other revenue rose 13.2% year‑on‑year and recurring revenue grew ~10% year‑on‑year. Management expects cloud and AI to be the primary midterm growth drivers.
Consumer Business ARPU and Subscriber Growth
Smartphone subscribers grew to 32 million. Consumer ARPU rose (management cited an ARPU increase of about JPY 30 excluding retrospective access‑charge adjustments) and new price plans are expected to further lift ARPU going forward.
Capital Expenditure, AI Investment and Cash Generation
FY2025 capex was in line with forecast at JPY 340 billion. The company invested approximately JPY 200 billion in AI computing infrastructure and data centers over the last three years and plans ongoing investment. Primary free cash flow remained strong with JPY 98.1 billion generated (post dividends).
Stronger Balance Sheet and Debt Metrics
Net interest‑bearing debt decreased by JPY 60 billion year‑on‑year and net leverage ratio declined to 2.2%, giving management capacity (~mid‑2x leverage target) and an indicated investment capacity of about JPY 1 trillion.
Medium‑Term Targets and Shareholder Returns
New midterm management plan targets record high operating income (JPY 1.7 trillion) and net income (JPY 700 billion) by FY2030, with a FY2026 dividend per share of JPY 8.8 and a stated policy of continuous dividend increases aligned with profit growth.
JP:9434 Earnings History
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
JP:9434 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | ¥220.40 | ¥221.80 | +0.64% |
Feb 09, 2026 | ¥209.98 | ¥209.10 | -0.42% |
Nov 05, 2025 | ¥212.63 | ¥211.65 | -0.46% |
Aug 05, 2025 | ¥215.48 | ¥218.84 | +1.56% |
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.
FAQ
When does SoftBank Corp. (JP:9434) report earnings?
SoftBank Corp. (JP:9434) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is SoftBank Corp. (JP:9434) earnings time?
SoftBank Corp. (JP:9434) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of SoftBank Corp. stock?
The P/E ratio of SoftBank Corp. is N/A.
What is JP:9434 EPS forecast?
JP:9434 EPS forecast for the fiscal quarter 2026 (Q1) is 3.28.