AI BusinessThe AI business is seen as a long-term growth catalyst, with potential earnings upsides from AI data center services and AI B2B developments.
B2B GrowthHigher-than-expected growth in B2B businesses, including cloud services, contributed to the company's stable earnings performance.
Shareholder ReturnsThe company reaffirmed its commitment to improving capital efficiency and shareholder returns, targeting a return on equity of over 10% by 2026.