Softbank Corp. · TSE:9434
Softbank — FY2025 Earnings Presentation
81 slides from Softbank's earnings presentation, May 11, 2026
Slide 1: SoftBank
== SoftBank REAP RA RES aT llc Py lT Fe FF SR pe OD Boa
Slide 2: Slide 2
Slide 3: AIO SRAM RAF
AIO SRAM RAF (3)
Slide 4: AIO SRAM RAF AlOHBRIA
AIO SRAM RAF AlOHBRIA (3) (SEER
Slide 5: 5ROWR
5ROWR Are BY le team @ ITS SRN
Slide 6: SRO
SRO AIT —-FRYI—-CBEL TAREE
Slide 7: To tet
To tet Alors HERBIC ee eee eee
Slide 8: RUB YF
RUB YF Abe VK Ar -—Feys— ABR Aly— 9 tye 32% (x|PF) (- Ezz Infrinia Al Cloud OS (GPU739F) Sore AIF—9 BY I— <T ‘ a o SEEMED THER (3) BOWAY 1-7 4 Y TEMP (PORTIS FL—F 4 EFF Yh A—b) O-BOMNTS. | a wove a—T4yT Te
Slide 9: RAPS Te
RAPS Te SSHRBont AlDtS7 r—ADS RRR METZI-AN
Slide 10: 中期経営計画
Slide 11: BilevaveERIcANIeR Fry = SoftBank
BilevaveERIcANIeR Fry = SoftBank FIFIWMGHAOREICARARG KiNG ST YI eiett SP fot A S5EGS2EKE RENE Y IF BE OTH atl @ © ) e 21%E 227 2378 2452 25 26FE 27 282 29 304F 10
Slide 12: Beyond Carrier
Beyond Carrier (2025 ET) iia S
Slide 13: 通信事業
Slide 14: 通信事業
Slide 15: mia Rs
mia Rs
Slide 16: AF 4F -EC
AF 4F -EC isa
Slide 17: Activate AI for Society
Activate Al for Society BER CAIO MAES ee SE, HEAORREBESTS mia Rs
Slide 18: PaaS aeteOme (ts
PaaS aeteOme (ts _( 33a ‘wexecAseeec FIIIUCHAORRCAAR RIERA 7 5 eHeH (PRS) Activate Al for Society RMEV SV RRC KSB MEL
Slide 19: PaaS aeteOme (ts
PaaS aeteOme (ts EVay RHEYV ay (2030 ic Bigs) = N a F9/09—@ Prieta Lyyryht : " PELRORR PRMEOML CHAAR RORRS BisL VFUP UT 4 ERE
Slide 20: MSA (1) Hie SAle
MSA (1) Hie SAle [FA] a sage ese alas 9.89018 noe Fr ien ior OD 5S A ihe Bias 238 248 2558 268 27H 28K 29K 30K x ARE OBA (Ri) (RR) (EH) (et) LINE NEXT Comporatonts£ B/t) 28 KARAT OSIRIA SA O26) LINE MAN CORPORATION PTE. LTD. £0 & <— Hee 3 <————— FPS ———— LINE Bank Taiwen Limited FStHGiCH5 DRMSICMS A
Slide 21: MISH (2) Birra
MISH (2) Birra Fal 7,000f% 5.50868 AI | 1 we Fl a Fe iev tm © SEAT ietoc Bias 23tE 24% 25% 264 27 28H 29% ZO a erat tamesthia (3) (32) (3) (+) UNE NE Corporates UN o ae mene Ae TERRFTG Ic KS ES (20245 5) LINE MAN CORPORATION PTE. LTD. KLINE Bank Telivan Limited DFS 2H{ic 5 PIERO (MS AMIE SHES, — hee
Slide 22: Ms A(3) —RS COR
Ms A(3) —RS COR Meicchy (CISA Biss (26-304) 8.6 8.69) 8.67) 8.6F) 8.67 tic 0 ACME O Bite 6,000f%FA 9F 7,000%8FA 10F Ama HRN ea eMOREATERN 21 22 23 245 25E pay 27 28H 29R 30 rnc enor, 2025 SRE. 2O265A SAC MT EO MRR CAR FETS. Ee ee) bi) EL Gea) (ee 2024F1ORIAEMAREAL LT. WA ICD SOR OMAT b> THA MET 2 TH
Slide 23: PSS LI.
oe PSS LI. Ey I-TIAAB
Slide 24: EAIXYV KORE
EAIXYV KORE F+AbVEs—Yavee XF47 + ECHE JPA YAR MAI BS ert) FAO tm OQAIT—F RY 9 — DOL | LY 9-751 AER FoaAzAbVEs—YavEBx
Slide 25: LY9Y—-FI( ABR BLE: VAILIXAYV A ARORE
LY9Y—-FI( ABR BLE: VAILIXAYV A ARORE Rik LYI-TFIA ABR EIN IL YVUa-yvavs Alt FEE Al7—Fuys— F-9VVa—-yay ‘ FRHBRE “AlYUa-yay (Crystal intelligence) °t¥aUT4 * EOUWIFIE (Microsof tl - Google Stn %)
Slide 26: i . = lal
[Fl i . = lal “zon” fase 9,224" 833918 _ aE tt) 2S ll oi jee fo) yaves 1 0 % am 23H 24 25%E 26 2757 28H 29H 30K + tithes >< —— Ff beeen ———> 203088 BRBRO LY I—-7I1 ABR TLS DIATE > Ale ia~ XK) 2025S RRA, 2OSOFRERAE LTHL TRS. K2 BROOME (3) 2024 RO1KD (ty 975-4 AHR, BEL SATO / Ostet BUI FAMRRSNSORLBIE
Slide 27: 20308 BSH ARO LYI-FI(ABR BRK
20308 BSH ARO LYI-FI(ABR BRK [FA] FRR 15% | LIXy bh Aleve : BA 1,668 1 7o3m | [=| 13 NN K 2025 RRA, 20Z0FRERMCLTMEL THAT. | | 21S 22% 23% 24%R 25 26 275 285 29K 30% base SIL AE At eta AAS a se THC, 202355 RESUME BRIE LT WET, + HRS Pm — Ff rHeSHE > Kit 2O22FRAMESET7/ OS —AASHMRCEMOME CH. 26
Slide 28: LYI—-FI7T ABE MRR
LYI—-FI7T ABE MRR FIIK + AIOPR YY a-YayvOuX HfAORENGKE 27
Slide 29: PORRIRO : AlNRER + AIT —-—FRYI— 26FE 28FE K
PORRIRO : AlNRER + AIT —-—FRYI— 235 245 254 26FE 27 28FE 295K @ DGX A100 @DGX H100 @ GB200 NVL 265 ELE @ DGX B200 BUNT Ir —2AN ARAMEOALBEH sew ere Hemme AIF—-FeYI— WHICIGU CRMAFE (AY FTB) © #REMPEH (140MW) AGH ; Aa nie 275 AARBAR BEIGPUMHMLSAIT—F LY I—-“N 3) MREHML CHET A—IMOBKERER X2AT—9t7S—OMRGZER
Slide 30: RRR > YVFUYISIR
RRR > YVFUYISIR IT J eh is cBleAIT— EAciER Seneeeoennneneees, “BE1L 75 1585 Hes i BA mame || om azz ee |[ ma /3,000¢#~ LoL jet | ama i _ | itt | ae Ly bA-K Bia 2m GE) BAAS : BLOOM LORRDSS BBY IFOV ee UT 7 CRS TMHB, CBI SOSBASFICRL, 202TH WHE EBD LORIMER TSMR 29
Slide 31: RR RRIRO@ : BELLM 'Sarashina,
RR RRIRO@ : BELLM 'Sarashina, SARC e HehETILEHEL. Meibe Bes AUREBET IL RS (eet LET IL Bretme BS < S Pe RAT —F + tT —F
Slide 32: Crystal intelligence
WR EE@® : Crystal intelligence 2oz6¢+-ezmuesz) AIMLDBERTSCeCLARBILL. BRREBCEE (Alt Ose 187)
Slide 33: 'QI9K- Al, F-EAZOMEBSIT
'QI9K- Al, F-EAZOMEBSIT ERARR(A) PRE PIE LAILICIUT — un Cietk VILFAI VLFIFIE BBLAIb (HB) 32
Slide 34: Slide 34
Slide 35: 203048 S32 BRO AY Ya—-VSR BY —E ARE
203048 S32 BRO AY Ya—-VSR BY —E ARE [FA] MNT Bigs 23 245K 255K 26%R 27H 28% 29 30K <— HEE mM — FPR —— > Gh tray —eawe 34
Slide 36: 2030fE #RARO IVY 1i-VRR BRAN
2030fE #RARO IVY 1i-VRR BRAN [FA] | MPR HSC AY) 7h SS tak Bias 2358 248 2558 2648 278 2858 2958 3058 =A Ai chARSees RL FPS 8) ZozAO SD. ta7ya— ew GEDA Ne nk MOT aMe eats EBRUEL I a
Slide 37: HASCHY 7k Dee bc [aT 7= HNO HAH
HASCHY 7k Dee bc [aT 7= HNO HAH IN-FRABO | | RAAAI—T—Ao Mgt IY ORE — 6/2 pth A ‘a Ne < ry WJ PayPay 4-* =} - ™ | = SoftBank id
Slide 38: 2030F Elcmiteit : Dyya-vy—-EAX al r
2030F Elcmiteit : Dyya-vy—-EAX 3 al r ' ee a ec EEDBSWSY—-VERAS H—-ERZEER
Slide 39: 2030 BicAlt iit : ABER
2030 BicAlt iit : ABER Ya’YFAKBVSES/HEE AIRROFT IAF ILIA (RT —EZAPFI) *AN-—h7Ay Aliailc £9 TIE Rite 203048 BwRaNyFU— 38
Slide 40: 2030 Elicit cit : RY kK I-7F
2030 Elicit cit : RY kK I-7F 1Y9I-—AVYA (Bit/E'y hk) AYKI-F (BR 7-92) 39
Slide 41: 2030 Elicit cit : RY kK I-7F Al
2030 Elicit cit : RY kK I-7F Al (Token/k—7 Y) 1Y9I—-—AYA (Bit/E'y hk) Al AGENTS °. AYKI-F AYK7-7 + AlH#BES (BR 7-7 EER) (FU BE 3S)
Slide 42: BeBAIRY KIT-7
BeBAIRY KIT-7 —GiBO*Y KI-FERBU CHL, B5HS=—ZicHM Private5< SoftBank “EGR Al- RAN . _ ‘SmartVPN : ‘ : (at :
Slide 43: SGEerKAsAIFFIY KIA-V-N
SGEerKAsAIFFIY KIA-V-N YVIKNY I OSREE SoftBank = —— ¢se* Sarashina “Le y| a ia ; ~ LLM ReSe KN-bht-YI7 SERRORTER
Slide 44: PayPay
PayPay WO
Slide 45: FRAO Minne
FRAO Minne RATA Se —e Aw ys)PayPay y)PayPay 4-F PJ PayPay 277 RAGES (GMV) PayPayiiiT RHR JOSS 20K 21 22 23 245 25K OFS 20% 21 22: 23 24 25 XI PoP PayPaeTey hs POPOMEA-K, (eyPerr Ibs "Paar —KIEA), VATE? LA, ‘Alban UNE Pay, SHAICRRERI-A. 2—I—MCO 'PoPo/RE, © SE “RUBS, ROHR, VGATEy Wat, Of v7. KAmNAONTL
Slide 46: PARQ KHL eRICHAAOANF a=—7F —-ZiBK
PARQ KHL eRICHAAOANF a=—7F 1 —-ZiBK 20264351280 JONI GSE RMORSEIE RFAF* 7 ae = * 45
Slide 47: SS5ESMRIC ATER) HAO
SS5ESMRIC ATER) HAO PayPay PayPay 4-F PayPay 2847 aA @ i’ me / a i} SMEH—venbe bie INT 472) / SHMADRE RAmRKOLARH AYIA VRAD ILYY hKRAMAK KS RAMAOKR
Slide 48: SSBERRICAITEMO HAO
SSBERRICAITEMO HAO (202642F) Visat RASRZEADE OCRBNIN—KI—Y y PRN i ® BABAR RO we saib UWPayPay A—K (Pay 7 PayPayh—K / "35 OHSKES Visalc #4 L NFC > I—EFRAOMA CMB LIE 1—¥—-—OFPHEZBE FIVIIIALY LOR NFC Nn (LEMAR SIE). IARIRM D FESERIC 2 — NR MER OMBLZISToAR A: FAV EFRRES NS EEN oa 47
Slide 49: メディア・EC事業
Slide 50: AF 4¢P > ECHR BRA
AF 4¢P > ECHR BRA [FA] . 2,588 +x Yih iat FAIWOT AR wise (BEL ASZEIER) EER< 6% (ERFYUAILI RRR SSYATLME) x EHERe abe eH 382 : IPX Corporation (|BLINE Friends Corporation), LINE NEXT Corporations & U/6') 2 —1Y—-ARRBSUAORM MRICS Wak (20244) 202. 4 E 202 5 fF E LINE MAN CORPORATION PTE. LTD.#3.£ {LINE B
Slide 51: SAR: AIL—-VrvbhickSReeROEibeosRak
SAR: AIL—-VrvbhickSReeROEibeosRak L—t— [alt EYAA PAIL ER = 10058 LINE OA AIFE—F Agent i Biz ‘) Agent i for Business
Slide 52: 中長期的な成長に向けた取り組み
Slide 53: AIRFHISICFARGAIT VIZ
AIRFHISICFARGAIT VIZ NyFyU— AA =
Slide 54: FAlIT—JuyF—OBa
FAlIT—JuyF—OBa BUH : 44.6552K (RmRE—L #)10185))
Slide 55: AXT PT kU —(t78)
AXT PT kU —(t78) RERAEY/ GPUY—/\— AI-RAN (Rit) / Stier 1 / HAPS » (2) skomAuRRAOMATH), skEECAoTEEMEDss. 54
Slide 56: AIFT—F9RYI— (AXTPTRU— 458)
AIFT—F9RYI— (AXTPTRU— 458) Aactiyam | 1O077+FLOPS (H200#8 3 CH 1 OF BEX) ZEAE EERIE Ik 1 GPUM fb DFP) GHEE (NVIDIA StHP) Ric, ABARTH. BASE GPUMEDOWRBA (NVIDIAASHP) EMC, PUEL SEAHEC LTRBL TRS. 5H
Slide 57: GXI7F7KU— (tha)
GXI7F7KU— (tha) ARs Aaxte/NAIL BE \ \ | ‘O Ih, | oe [ames y— sel oe! a | on SE ~ = Ti SRW y FU — Be RABAT BOM, (2) SHORRLRG RM OMMTH , SREB CG SREB DET, 56
Slide 58: SiR ih etia breENy TU —
SiR ih etia breENy TU — BR LR ILY—BE BAe Ny sr U—teIL (GES4-/\O FY Bb) = SoftBank (BRR Bi) X PERMSNTHSARAMERUE BR AOTY, My FU—eILEBUT, YF OLAAYN 9 FU -B4ORIAILY—BRICRI SBME LT (202645A11 Aitm. MAB) ERR (HOR) EAE (202455128278) ‘CXRRIC TC RRMICE ROE & CMRI 1 © ea PRUE ARAB), 50M mime 57
Slide 59: SRN TU — OB
SRN TU — OB =SofiBank YU BRU FUL Bib Hegh-/\APY Bik FEX FREES - — (ena EX LAIb¥—M¥E 2027#ETIL 1.14% YR ORs SE AMIC 8S: VBR FTL BMORIGS AMIS ICED < MIT NO! one RS RASC LD ENS Sean SpE 58
Slide 60: BENys UBS
BENys UBS HD 5 SK CZEAN C—RABA CHE ERAllt ART
Slide 61: FOIDTKITYIYT
FOIDTKITYIYT | SEERA aw NyFU—tIL NUR FPR ABUR 10kWh 140kWh 560kWh 2,240kWh~5,380kWh GE BRETX-LCS. AMROWAHRBRELBSBENSDET. GO
Slide 62: SEAZATIL.1—I) (stieAA)
SEAZATIL.1—I) (stieAA)
Slide 63: Atti VIR REA
Atti VIR REA AIT —F BY A — (KmR - aE AD 62
Slide 64: SRO MRA St
SRO MRA St RERBATYID/ BART/ ee = Asc ZILA L 5A Watib = Me 2030fE stim 1,0006hAULe Bis 63
Slide 65: ESG経営
Slide 66: MUIZ tc PT FEHR He HEE
MUIZ tc PT FEHR He HEE 65
Slide 67: HFise A] BES ALSO Hic VT 7eRNO HH
HFise A] BES ALSO Hic VT 7eRNO HH ASL Fk 9S SS OWKEED S He BCS . 2030f#EA—MYA1a—hFILEKeBH
Slide 68: HEMRHABEMES 202145A#R "A—tKY—12—bh 5/2030,
HEMRHABEMES 202145A#R "A—tKY—12—bh 5/2030, [t-COz] 715 ; he 625 Ne Pe... 2030fE ou A—RY=3a—k SI “4 39% ke Bias (AI—71 + 2) 20K 219FKE 225K 23%FKE 245KE 255K 26K 279 285K 295K 30K 67
Slide 69: mEMRAARLS
mEMRAARLS [t-COz] 15 625 585 52h 20% 215 225 235 245K 255 265 27 285K 29 305K
Slide 70: mEMRAARLS
mEMRAARLS [t-COz] 15 625 585 52h 20% 215FKE 225K 235K 245 25% 265 275 283 20K 305 69
Slide 71: FrEZIL
me) 20.005 7209| 479 133 490 1% FrEZIL
Slide 72: FrESIL: FAT—-YavYOBRZA
FrESIL: FAT—-YavYOBRZA ® FR ORERES CREO Mts LHSEBRCFeAW [Fal MmMCeRe BET (1) ayya—F- ||... |... = ar Lyy-751xRRYSOBRCE | | 3.49k fo iii a SMA REO OOL/BWOY —AWBOKIAW (3) Ek El EO RMERRE: Wi ‘HENS SO i EW » RACAL be + BARARMROANRSE SAYA I — 7 SH LRH EHS A) AIF —9 BY I —EMEHE i mamanotcconmesass. Fryva
Slide 73: FrESIL: FAT—-YavYOBRZA
FrESIL: FAT—-YavYOBRZA @ MERE ORmRA CHE TOmte LSSRCFeAL @ MBBS cRAMREOMIZSIEKLEA 5S RIBRA Se RIT a (2A a (Loud + BBS CBA MREOMILTIER r | fe FRIST CHIE LTS ABER ERIE | 0.39879 PEMESO Bi : BBENLR 24883 [ees F-9 HE (1 a0) RAMRILO HM : WMWBBEROE ‘20M ABS NAIF —F tv 9 —OBR comwsnay*° SRT + GISHBANLR 2SB#
Slide 74: PHMEORALIC AIST
PHMEORALIC AIST PRANGKRCRERILOMAS Sti PPR RABY 7a ee
Slide 75: 20267 in ye
20267 in ye
Slide 76: 2026fE xia Pe
2026fE xia Pe [FA] ‘Saez AE Bar sR D.i3é LINE
Slide 77: 20264 KB RMR Pe
20264 KB RMR Pe aaa| es [om a 8 = aa —atEREaC ‘29¢F1Ak—8 23H - LINE MAN CORPORATION PTE. LTD.ds 6: ULINE Bank Taiwan Limited oFeth{bte MOOMMACH SAREE AEN (202m 76
Slide 78: FHS! HiSAM MOSAT
FHS! HiSAM MOSAT [FA] 267 ER FHSS iat. RA CHIEN <26R EH > ® FY25O—itEOD FF ARROWS © @ BEORERORERES © ‘eri “incea | Ql Q2 Q3 Q4 Ress Raed Bae snk Taiwan Limi Beeman Re KES, PRBS SBR E LOMes (1458 ca: une —eaaine CORPORATION PTE LTD FRIMEL: rots » PRBAC HOARE ek eA mn) 77 a
Slide 79: 中期経営計画 まとめ
Slide 80: PHS HHOKRED
PHS HHOKRED TActivate Al for SocietyJ % HEE Ly E¥MEORALE =| igs - Betlit MURCbICRAROR Mine BS 203058 BeFflat 1.7J6A, wAlst 7,000 *AIF-—F RY I—SOUMKEEOS PICHWTS 2030fE A—RY=—a—h FILBREBHSTS - MANIA BET GE) WARE: RSHOMAAICMES SHAS * MAEMO eM DAs 7O
Slide 81: SoftBank