Softbank Group Corp. · TSE:9984

Softbank — Q1 FY2018 Earnings Presentation

103 slides from Softbank's earnings presentation, January 2018

  1. Slide 1: SoftBank

    SoftBank

  2. Slide 2: Important Information

    IMPORTANT INFORMATION This presentation (this “Presentation”) is furnished to you for informational purposes regarding SoftBank Group Corp. and is not, and may not be relied on in any manner as, legal, tax, investment, accounting or other advice or as an offer to sell or a solicitation of an offer t

  3. Slide 3: Slide 3

  4. Slide 4: Singularity

    SINGULARITY

  5. Slide 5: Singularity = AI

    SINGULARITY = AI

  6. Slide 6: Sa ‘

    Sa ‘

  7. Slide 7: Slide 7

  8. Slide 8: Sa ‘

    Sa ‘

  9. Slide 9: Sa ‘

    Sa ‘

  10. Slide 10: SoftBank

    SoftBank

  11. Slide 11: Slide 11

  12. Slide 12: Slide 12

  13. Slide 13: Slide 13

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  17. Slide 17: SoftBank group companies

    SoftBank x« | arm sprint» E€2 Alibaba Group WEBB [3] YAHOO Ol JAPAN UBER W)DiDi

  18. Slide 18: SoftBank

    eee OOftBank xx

  19. Slide 19: SoftBank mobile brands

    SoftBank SoftBank >/~ ‘YJ mobile LINE MOBILE NA

  20. Slide 20: SoftBank

    = SoftBank «

  21. Slide 21: SoftBank

    ) = SoftBank «

  22. Slide 22: EBIT

    = SoftBank « — softBank “‘Y/mobile LINE MOBILE

  23. Slide 23: EBIT

    oo ) = SoftBankx« LINE MOBILE — Y!/ mobile — —~ SoftBank

  24. Slide 24: SoftBank

    = SoftBank « == SoftBank aa

  25. Slide 25: Yahoo Japan and PayPay

    ) SoftBank«| | WAHLOO! JAPAN sy SH Paytim DB) BpayPay |

  26. Slide 26: Slide 26

  27. Slide 27: SoftBank

    a OOftBank x

  28. Slide 28: SoftBank

    SoftBank «

  29. Slide 29: SoftBank

    = SoftBank «

  30. Slide 30: SoftBank and DiDi

    ) = SoftBank « =sonBanke | ODiDi

  31. Slide 31: Boston Dynamics and partners

    Hoe PREIS RHEL sestondynamics a= FUVITA wa) TAKENAKA ostonVynamics "em, (eo) DaiwaHouseGroup »

  32. Slide 32: SoftBank group investments

    @PayPay Ciscoe SD 5 one Tap BUY >> €TBCASoRt vl CoC «2 CIENCE SoftBank p> BostonDynamics pa a> brain> <-> gaeris > a> Japan CDiDi a> wework => SB Cloud p> packet «a» SoftBank« cybereason @ ZIMPERIUM. GD SBDrive > x mysta <=>

  33. Slide 33: Vision Fund investments

    SoftBank « a OOftBank x or 99 2 (NR NVIDIA. brai . rainc? policy bazaar® @os Payim wework © mapbox VEE SFgnatics COMPASS ROIVANT [1] IMPROBABLE Flipkart _¢ 4 slack RS BRANDLESS | GUARDANTHEATH «Wag! AUK alo,

  34. Slide 34: Slide 34

  35. Slide 35: SoftBank

    == OOftBank«

  36. Slide 36: Sprint

    Sprint »

  37. Slide 37: Ql Ql Ql Ql Ql

    Ql Ql Ql Ql Ql

  38. Slide 38: _

    _

  39. Slide 39: Slide 39

  40. Slide 40: Slide 40

  41. Slide 41: Sprint

    Sprint B

  42. Slide 42: Yahoo Japan

    YAHOO! JAPAN

  43. Slide 43: Yahoo Japan

    YAHOO! JAPAN

  44. Slide 44: Yahoo Japan

    YAHOO! JAPAN 7 > YAHOO! FvVEPL

  45. Slide 45: PANTONE PANTONE Cool Gray

    ショッピング <赤> <グレー> PANTONE 185 PANTONE Cool Gray 11 DIC 156 DIC 541 M91%+Y76% BL80% R255・G0・B51 #545454 Gray ●2行ロゴ リンク用ロゴなどスペースが狭い場合に使用できます。 ショッピング ショッピング ●その他色指定 白抜き利用の場合(背景色は任意) ※紫ロゴは原則使用しないでください <紫> ショッピング PANTONE 259 DIC 227 C65%+M100%+K15% R123・G0・B153 モノクロ利用の場合(BL100%) ショッピング (FY)

  46. Slide 46: Arm

    arm

  47. Slide 47: Arm

    arm arm 00 00 ®@O0O0 0000

  48. Slide 48: Arm

    arm +) arm

  49. Slide 49: M rm

    a C r o m rte x- A 76 M rm a al i-G 76

  50. Slide 50: Slide 50

  51. Slide 51: Arm Pelion

    arm PELION

  52. Slide 52: Slide 52

  53. Slide 53: E

    E

  54. Slide 54: Slide 54

  55. Slide 55: Slide 55

  56. Slide 56: See e eee een eenene een nene en enmeenaenenm sem nsnenaeneeenaenenaeemnsneneeneey EEE EEE EEE

    See e eee een eenene een nene en enmeenaenenm sem nsnenaeneeenaenenaeemnsneneeneey EEE EEE EEE EEE PTE Teeeeeeee ee eeeereeeeeteeeeeeeeeeeeeeeeeeii ey

  57. Slide 57: Slide 57

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  59. Slide 59: NVIDIA

    @A NVIDIA.

  60. Slide 60: | = =

    | = =

  61. Slide 61: Slide 61

  62. Slide 62: Vision Fund portfolio companies

    arm ROIVANT ye slack BCOMPASS@ COHESITY y KG policy bazaar@ KATERRA wy AUTO A | ht (@ OSIsoit. IRIGIUIE {@) TES - pa reer ers BRANDLESS

  63. Slide 63: WeWork

    wework

  64. Slide 64: WeWork

    wework 3A 6A 9A 12H 3A 6A 9A 12H 3A

  65. Slide 65: WeWork

    +) wework (%)

  66. Slide 66: Slide 66

  67. Slide 67: Pe ovo

    ©) Pe ovo 2016 17# 18% 6A 6A 6A

  68. Slide 68: OYO

    © OYO ovo TAJ GROUP lemontee HOTELS

  69. Slide 69: OYO

    ) oYo ee || 2017 12A 2018% 2A 3A 4A 5A 1A 1A

  70. Slide 70: OYO

    —) oYOo ovo Marriott Hilton

  71. Slide 71: OYO

    ovo Safdarjung Hospital @y/— 0:00 7:00 17:00 22:00 ( )oYo

  72. Slide 72: 201746 201846

    201746 201846

  73. Slide 73: Slide 73

  74. Slide 74: PREECE EEE EERE Eee eee eee eee Eee eee ee tee eee teeter eee

    PREECE EEE EERE Eee eee eee eee Eee eee ee tee eee teeter eee ete et ee ecco 2013 ‘14 #'15 #'16 ‘17 '18 2013 ‘14 #'15 ‘16 ‘17 ‘18 HA ERA ERR ERR OERR OER : Ef «ERR ERR ERR OERR OLR

  75. Slide 75: Slide 75

  76. Slide 76: Compass

    COMPASS aot be ge 2015 ‘16 17 ‘18 -E#A -L#A -L#A CHA

  77. Slide 77: Slide 77

  78. Slide 78: Policybazaar

    policy bazaar@ Compare. Buy. Save.

  79. Slide 79: Policybazaar

    policy bazaar Compare. Buy. Save.

  80. Slide 80: Policybazaar

    policy bazaar@ Compare. Buy. Save.

  81. Slide 81: Slide 81

  82. Slide 82: Depth resolution

    th resolution | AS) 4 ‘ery fine depth resolution e.g. security) ultra fine depth resolution (e.g. robotics)

  83. Slide 83: Slide 83

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  85. Slide 85: +

    +

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  93. Slide 93: AI

    AI

  94. Slide 94: Slide 94

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  100. Slide 100: Slide 100

  101. Slide 101: No.1

    No.1 No.1 No.1 No.1 No.1 No.1 No.1 No.1 No.1

  102. Slide 102: Slide 102

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SoftBank Group — Q1 FY2018 Earnings Presentation on 6ix