Softbank Corp. · TSE:9434
Softbank — FY2024 Earnings Presentation
71 slides from Softbank's earnings presentation, May 8, 2025
Slide 1: SoftBank FY2024 Earnings Presentation
== ooftBank 202535 ARRAS 202545A8H YIKNY FRABSA
Slide 2: Slide 2
Slide 3: FY2024 Financial Results
== SoftBank 20245 Binsin
Slide 4: Consolidated results summary
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Slide 5: Revenue
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Slide 6: Operating income
= Flat = SoftBank [3] 8761 1 3ocsseas chet SRS 1 EAI L CR (254 9,700{8F)) 20234 PODER
Slide 7: Operating income by segment
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Slide 8: Net income
20234E 20245E = SoftBank So iezt FAST BACB S av s0em (2557 5,350f8F3) (2) Malt: RAOMAAICRMT SMR 7
Slide 9: Segment results
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Slide 10: FY2024 results
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Slide 11: Free cash flow
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Slide 12: FY2025 guidance
== SoftBank PRB ie Sat OPS BRO CAE BAUZO2ZSFE Hinkin yr OBA
Slide 13: FY2025 guidance
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Slide 14: FY2025 forecast
= SoftBank gt SM F258 4B (2023455 HARES ELSES) oman [Fa] 19860218 PPA ae eS STE els lc 9, 700A BREAK 225E 234E 24 254E 1326 ec Tete
Slide 15: FY2025 forecast
ae FT = SoftBank [Fl 13b602fa RD RICHBL RRB ERLIDS het Be 1 ERIE L CER 228 2348 2448 258 (sea (ea (eae [Be]
Slide 16: Segment forecast
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Slide 17: FY2025 forecast
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Slide 18: Shareholder returns
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Slide 19: Dividends
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Slide 20: Consumer Business
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Slide 21: Consumer Business
Slide 22: Consumer segment results
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Slide 23: Consumer segment revenue
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Slide 24: Mobile subscribers
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Slide 25: Mobile brands
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Slide 26: Mobile subscriber trends
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Slide 27: Mobile traffic and 5G
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Slide 28: Enterprise Business
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Slide 29: Enterprise Business
Slide 30: Enterprise segment results
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Slide 31: Enterprise segment results
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Slide 32: Enterprise AI transformation
2025#E itN7T—-V AXf YF IFIL—-F—-ECULCORERBE (Al Transformation) SoftBank 31
Slide 33: Gen-AX
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Slide 34: Gen-AX
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Slide 35: Enterprise AI collaboration services
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Slide 36: Distribution, Finance and Media & EC
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Slide 37: (2) AAA, ERORLLNGBAOHLHOMRERRI SLOTTED EKA.
(2) AAA, ERORLLNGBAOHLHOMRERRI SLOTTED EKA. SORR, WADMLIOMR, RiSHSOMUNLIS, 1OISHRMK (TOMETAS. WE, "BA CWS.) ORMRFICHITAHNET, BAIT EKAENSMMS, DHRL—ILIZSIC Ho TLMSNSSOTS.
Slide 38: Distribution segment
OPEN ROLE val — Rea CEO : PayPay L393 (ig BAS8 Ic PEN Pxri7-ec MM 267388 20254E FRIAR H —— (HSSIdBEO CHRPE) 5.30408 2024 30
Slide 39: Finance segment
ae 4 FP °EC/IPIHyY FA] 4178 2,588fa xF4P EC Be Dratyr BR -5Ofa -266fa 2248 238 2442 255E [Fa] ZH eh F26 = SoftBank 2hiims Bias 2 PayPay@ RAH 2022IEOLDATAHEL TR LIE LBA (8) (771d ABH) ERMAN TSP eyPay Met MEME TSC EEL. 2O2SRO 'AF47 -ECHM, E7714 YAW, OBRABIBEANLTHRUTHET, PoyPayRnitk &SPayPayRi TREAD FA
Slide 40: PayPay GMV
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Slide 41: PayPay EBITDA
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Slide 42: PayPay users and metrics
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Slide 43: SB Payment Service GMV
SB Payment Service sR EVR (GMV) ~ SoftBank [Fa] (20235 AEE RIE) SURE (GMV) FMR 15% (2023~20255E8 #Pigmki=) Frit CALITO RETO) ~~ (63) 20247 2 ld ab 22%8 FBTR Public BS (V7 BINY OR) 4 |__| —| J _ RSS RAB) 18% 1938 2048 2158 2248 2348 2458 2548 (sei] [See] [Si] [6] [Ri] [i] [RH] slemenRe Bis 42
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Slide 45: AI business strategy
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Slide 46: Brain and data center investment
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Slide 47: LLM Sarashina development
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Slide 48: Sarashina2.2 performance comparison
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Slide 49: Sarashina2.2 performance comparison
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Slide 50: Sarashina2.2 performance comparison
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Slide 51: Sarashina2.2 performance comparison
FASE] ZELLM(Sarashina) Oi} 5lMLLEL. MCR ST Sle, ERTSCCCM? SoftBank GPT-40 mini Sarashina2.2 70B GPT-40 BARSR<BeRLEES © —KMEES —fAgh 7a BIS (BARA ORR /RaD SAH) (BARA ORS /itmtdiReN) (OUbASER P R HE ICZ LV) [ BRFPIAIL, MeHEOTSBRe BEFPIAIBE bWOREM: 7y¥—-BE I RPERCFLESMERIICANTES Bsa HSL 50
Slide 52: Sarashina2.2 performance comparison
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Slide 53: Sarashina2.2 performance comparison
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Slide 54: AI data center plans
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Slide 55: AI data center GPU infrastructure
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Slide 56: AI data center strategy
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Slide 57: Partnerships and collaboration
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Slide 58: Partnerships and collaboration
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Slide 59: Partnerships and collaboration
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Slide 60: CEO message
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Slide 61: Individual Shareholder Status
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Slide 62: Slide 62
Slide 63: Shareholder composition
ARE OTT = SoftBank 895 895 885 g6R 715 : REX (1.64%) (202443A A) 40H FORE 2.415 505 AM#i 13645 a all 40M 2020 20214 2022% 2023% 2024% 2025 SAA 3A 3A 3A 3A 3A BFBOBR8D 14-7 Y bisa (20243A%K) 20245 3A® 2025%3A® AOmRIUF : 27% 40mIKLAF : 41% 20H 13% SORT 23% 40mm GOmALE 60m LE The 40% 55% 40m 18% x HESS
Slide 64: ESG Initiatives
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Slide 65: 64
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Slide 66: ESG initiatives
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Slide 68: Sustainability initiatives
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Slide 69: Summary
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Slide 70: Information Revolution - Happiness for All
Slide 71: SoftBank
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