Softbank Corp. · TSE:9434

Softbank — FY2025 Earnings Presentation

101 slides from Softbank's earnings presentation, May 11, 2026

  1. Slide 1: SoftBank FY2025 results

    ~~ softBank 2025 iHeA AR AS 2026475A118 YVIRINY DRAB

  2. Slide 2: Slide 2

  3. Slide 3: FY2025 results

    == SoftBank 2025 sBiasein

  4. Slide 4: FY2025 consolidated results

    736387 (8 = 63k5,443(8 So isun 20244E 2025#E (2) ARNT, IMC OU THICEROL pice gganeel LCE OWT, HCLAORNSSRRMMLOMMAB-TEBRAALTHRT. 3

  5. Slide 5: Revenue by segment

    soba CAXY bl [Fa] FPIFYA xF47 -EC LUA — JIA A 3,255f% 16,2894% 2024FE exk5,443i@ 283878 ‘Ea 404518 16,680f% 10,5634& 10,0298 2025+ = SoftBank SUTXYb SUN GE) 2025540, (AF *P + ECH, ICRP ANT WK PayPayitf PAF RRB (CB _ SMA, 20245 XT 47 “ECR, "TPIT VYABR, OMMEMRBELTIRT 4

  6. Slide 6: Operating income

    sp zeal) zs" = SoftBank (al 10,4268 9,890fé ls it SAT RA ES DE AA 2024fE 2025+E TENE Caperdin Hoe eee ee ees LINE MAN CORPORATION PTE, LTD.#5& LINE Bank Taiwan Limited > StHCic 5 PEMA ICH BRIE IC k Ola (202541) 5

  7. Slide 7: Operating income by segment

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  8. Slide 8: Net income

    = SoftBank (ols tt (2) $2 : ARAOMBAC RSS eS MEAs SoH —i8'£8H : IPX Corporation (IBLINE Friends Corporation). 202 45, E 202 5 fF E LINE NEXT Corporations £0 1—1Y—2 eA OLA AS Rlak, MANALI AS RABE (20245) LINE MAN CORPORATION PTE. LTD.# 4 U'LINE Bank Taiwan Limited FSAI HS PSMA YS BME LS Hes, PayPayRA

  9. Slide 9: Free cash flow

    Fatzy —FCF = SoftBank [Fa WERE 6,336fa 6.0338 en 7K 4 se 202442 20258 ya 2a UNEV2—fpeteten OTE, Papaypatettee Ce AINLORAMRE LTRULRORERLRLEROOT, Bb. RUMORRERGNNHEE -A7—9ty 9 —RMRNE RO ET, 8

  10. Slide 10: FY2025 results by segment

    2025#E Bas = SoftBank [Fal 2025#E ALA | a Sele Be] (19k42608 6s FRE | 5,508 ‘#33238 BE : LINE MAN CORPORATION PTE. LTD.43& (LINE Bank Taiwan Limited dF tH(Gkc M5 PSE CHES IRIE IC kB Ald (202541) ‘ia#8—3B #22] : LINE MAN CORPORATION PTE. LTD.# £2'LINE Bank Taiwan Limited F@#MbIC(ES REM AIC MS BME £S

  11. Slide 11: Shareholder returns

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  12. Slide 12: Segment details

    == SoftBank BU PBA RES aT ielO tore (20235 #R)

  13. Slide 13: Consumer segment operating income

    By PRG S STB RIOR (SSF) (FA 13b426 fs wi) 6 SH CH PRS t 2.0008 FNTEBD THER 7,800f% (OF) (2) 20235 OL ABE 20242 AR, LOVATO LACIE A20244F 11 ARR. 2023fE 2024fE 202545 2025 LO 1HR0 LAE: Serta eee aeeaeeceani Terie ration (IBLINE Friends Corporation). y. SStOEERAE #5 Mak (202477 2) LINE MAN CORPORATION

  14. Slide 14: Net income by segment

    BY PRA STB RIOSR (PLA ae) (FA 5,508 ta 5,350f% (PEERS) 50008 SHA CHW PRS : SANTEE THM 4,200f% (HMFE) (2) 20235 ROLABEW 2024 2A. 2024 RO LAGER 2024 11 AR. 2025 EO IAD LACIE 2025S SARK, 2025 OED + AIS ES20262R BR, AE: RRAOMEHC BRT waz SRA SOMA 202355 202445 202545 tis 1X Corporcion LE ere Coote LINE N

  15. Slide 15: FY2025 results by segment summary

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  16. Slide 16: Segment highlights

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  17. Slide 17: Consumer segment revenue and subscribers

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  18. Slide 18: Free cash flow

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  19. Slide 19: Dividends

    RET : RSC ORS 8.6 86H 868 868 8.65 HES BAR IK ORT HES Ss GE) SRO — HKD 2148 2278 2378 2448 2552 [F#] bepitial BA cutpeontmegan HRPETS. oe 24108 \aeanmaneuc, anon icoalOhORaEe 2 tHANEE 2 TD + i PRESHHE — NAO ALE DRM OU TRMRASIROMC REALTORS, 18

  20. Slide 20: Financial forecast and plan

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  21. Slide 21: Management direction

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  22. Slide 22: Medium-term plan

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  23. Slide 23: AI strategy

    AIO SRAM RAE (3) 22

  24. Slide 24: AI strategy

    AIO SRAM GAPE (3) AlDHSRR (SEER

  25. Slide 25: Section

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  26. Slide 26: SRO

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  27. Slide 27: eit

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  28. Slide 28: AI infrastructure stack

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  29. Slide 29: RAPS Te

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  30. Slide 30: Slide 30

  31. Slide 31: Roadmap

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  32. Slide 32: Telecom business

    Beyond Carrier (2025 ET) iia Se

  33. Slide 33: Telecom business: AI infrastructure and AI services

  34. Slide 34: Slide 34

  35. Slide 35: Section

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  36. Slide 36: Media and EC

    AF 4F -EC isa 35

  37. Slide 37: Activate AI for Society

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  38. Slide 38: Management strategy

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  39. Slide 39: Management strategy

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  40. Slide 40: Operating income targets (1)

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  41. Slide 41: Net income targets (2)

    MSR (2) Bieta (Fal 7,000 me AUTS Ax Ex fet fa OD SEAT Roe Bias 2355 24% 25H 26 27 28H 29H 304 : See ee SEER eSOnR ‘8 tE# : IPX Corporation (|HLINE Friends Corporation), (3) (32) (3) (t+) LINE NEXT Corporations U/C) 1—1Y—2RASHORMRRICHS AES, LINE MAN CORPORATION PTE. LTD.a6.& (LINE Bank Taiwan Limited

  42. Slide 42: Targets (3)

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  43. Slide 43: Section

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  44. Slide 44: Business overview

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  45. Slide 45: Business strategy

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  46. Slide 46: Revenue targets

    [Fl i . a “zon” fate 9,224" SERS RAR” yy — fo) yaves 1 0 % | ae 23 248 25% 26 2757 28H 29H 30K + tithes >< —— Ff heeeHe ———~> 20308 BRBRO LYI—-7I1 ABR TLS JITIE > Ale ia~ XK) 2O25$ RRA, 2OIOFRERAL LTML TRS. K2 BROOME (2) 20247 Ql (LY 9-75-41 AHR, (CBELESBTI/ OS — Hae BEET FAMRASNSORLBIE "YY a—YayS,

  47. Slide 47: 2030 targets

    203078 BH ARO LYIY-FI(ABR BRK [FA] PRR 15% | LIXY bh Aleve 2 BA 1,668 | 7o3m | [=| ts NN K 2025 RRA, 20Z0FRERMCLTMEL TAT. | | 21 22 23 24 2558 2658 275 285R 205K 305K bedi aeanislatean OA ret in iar AAS Aca a? THUCPU, 2023F EES OBE BRIE LT WET, + HES Pm — Ff reese >» Kie 2O22FRAMESET7/ OF —AASHMRCEM

  48. Slide 48: Business strategy

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  49. Slide 49: AI computing infrastructure

    PORRIRO : AlRTREER - AIT -—FRYI— 234K 24 2548 26FE 27 287 295 @ DGX A100 @DGX H100 @ GB200 NVL 265 ELE @DGX B200 EUNTZ Ir —2AN HIARAMEOAlHS SH © BEE (SOMW#E) blest Ca = ; 2628 SARE Aly —FEYI— PHIL CRRMAFE (YT IB) @ BBE (1 40MW) xm . AF—F7eyy— 27H HARES BEIGPUMHMLSAIT—F LY I-A 3) MREHMLCHEZ—7A—IMOBKE

  50. Slide 50: Data center strategy

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  51. Slide 51: Sarashina LLM

    RR RRIRG@ : BELLM 'Sarashina, SFL e HehETILEHEL. Meibe Bes AUREBET IL RS eet HLETIL Bretme BS < eas PSS RS RAT —F + tr —F

  52. Slide 52: Crystal Intelligence

    WR EE@® : Crystal intelligence 2oz6¢+-ezmuesz) AlALDBESSCeCSARBILL,. PRRSZZE oe A-—-TFAKL—-—FJ— Magee teat io

  53. Slide 53: 'QI9K- Al, F-ERZOMEBSIT

    'QI9K- Al, F-ERZOMEBSIT ERRRR(A) PAE PIE LNILICIUT — un Cietk VILFAI VLFIFIE BBLAIb (B) 52

  54. Slide 54: Slide 54

  55. Slide 55: 2030 targets

    20308 SH BRO IY Yia—-VSR Bi -—EARE [FA] TH PRC AY) 7h HS UM Bias 23 245K 255K 26%R 27H 28% 29 30K <— HEHE — Mm — FPR ———> Gh ttray—eawe 54

  56. Slide 56: 2030 targets

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  57. Slide 57: HASCHY 7h Ace bc [aT 7= HNO HAH

    HASCHY 7h Ace bc [aT 7= HNO HAH TIb-Fiz FAO RHAAI—¥—AO 7 6/2 pth j @ MAT IV ORE ae 2 ! Ne < { P| PayPay #-K A Qe =H ja ~ | = SoftBank id

  58. Slide 58: 2030 targets

    2030 Elcmiteit : Dyya-Vy—-EAX == AEDS SDSY—YERAZS +—-ERZERM

  59. Slide 59: 2030 targets

    2030 ict c(t : ABER Ya’YFKBVSES/HEE AIRROFT IAF ILIA (RT —EZAFI) *AN-—bh7Ay AliaFilc £9 TIE Bite 20308 Bway U—

  60. Slide 60: 2030 targets

    2030 Elicit iik : YK I-7F 1Y9I-—AVYA (Bit/E'y hk) AYKIT-FJ (BR 7-972) 2)

  61. Slide 61: 2030 targets

    2030 Elicit iik : YK I-7F Al (Token/k—7 Y) 1Y9I—-—AYA (Bit/E'y hk) Al AGENTS °. ee AYKID-F AYK7-7 + AlH#BES (BR 7-9) (FU BE 3S)

  62. Slide 62: BeBAlIkYy kKT-7

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  63. Slide 63: SRexKASAIFFIY KIA-V-N

    SRexKASAIFFIY KIA-V-N YVIKNYIOBRE SoftBank = SoBe, a ¢s"* Sarashina a painintum ~ REEBe KR-kht-YI7 SERRORTER

  64. Slide 64: PayPay

    Peay Pay WM

  65. Slide 65: PayPay growth

    SR ARO Minho RAM Sey —e Awe ys)PayPay y)PayPay 4-F >) PayPay 277 RADU (GMV) PayPayaiis Aine JOSS 20K 21K 22 23 245 25K OFS 20 21S 22: 23% 24 25H 1 'PayPayFRli, "PayPayr Ey bs ‘PeyPayKiMiA—Ks 'PayPay2L oy bs ‘PayPay7— Dh ste Fl VISAFEy bA—K, ‘Alipay: ‘LINE Pay, SEGORAERHST, 2ST 'PayPoyRM, D GBS - RUB

  66. Slide 66: FARO KGL eRICHAAOAMF a—7F —-ZiBK

    FARO KGL eRICHAAOAMF a—7F 1 —-ZiBK 20264351280 JONI GSE RMORSEIE RFAI* | ae = * 65

  67. Slide 67: SS5ESMRIC TEM) HAD

    SS5ESMRIC TEM) HAD PayPay PayPay 4-F PayPay 2847 aA «a i’ ee =< SMEH—vemnibe bie INT KF 2) / SHMADRE RAmRKOLARM AYIA VRAD ILYY hKRAMAK KS RAMAOKR

  68. Slide 68: SSBOERRICAITEMO HAO

    SSBOERRICAITEMO HAO (202642) Visat RASREADC OECRBNIN—KI—Y yy P22 i ® BABAR RO me saib UPayPay A—K (PayPay3&& / PayPay— BK 37 ORES VisalcSe4) L NFC +» J— ESF OWMAICHIE L te 1-4 —OF PES FIFI94 LY KORE NF Nn (LEMAR GSE). IARI D FESERLIC 2 — NRO MER OMB ZWZEToARA: FY VESRRESHSMEHNSDET. 67

  69. Slide 69: Slide 69

  70. Slide 70: Media and EC targets

    AF 4¢F > ECHR BRAK [FA] . 2,588 +x oie iat FAIWOTR witha (BEL AS2EIER) EER< 6% at (ERFYUAILI RRR KESYAT LEB) > HERE aD RITA 382 : IPX Corporation (|BLINE Friends Corporation), LINE NEXT Corporations k U/S') 2-1 Y—ARRSUAORMMRICH 5 Wak (202448) 202. 4c E 202 5 fF E LINE MAN CORPORATION PTE. LTD.#3.£ {

  71. Slide 71: SAR: AIL—-YVrvbhickoSReeROEiteosRak

    SAR: AIL—-YVrvbhickoSReeROEiteosRak 1—Y— [al It EVRA PATY ER = 10058 LINE OA AIFE—F Agent i Biz ‘) Agent i for Business

  72. Slide 72: Slide 72

  73. Slide 73: AI infrastructure

    AIRFHISICFARGAIT VIZ

  74. Slide 74: AI data center plan

    FAIT—JuY I —OBa RUBE : 44.6505FK (FR K—L #1 Of85)

  75. Slide 75: AI data center

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  76. Slide 76: AI computing infrastructure

    AIFT—FRYI— (AXTPTRU— 458) Aactivam | 1O077+FLOPS (H200#8 8 CH 1 OF BEX) ZEAE EERIE x1 GPUS fb DFP) GHEE (NVIDIA StHP) kc, ARBRE EU TH. BASE GPUMEDOWRBA (NVIDIAASHP) EMC, PUELSEAHRELTRRL TRG. 75

  77. Slide 77: Data center

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  78. Slide 78: Battery

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  79. Slide 79: Battery business

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  80. Slide 80: Product lineup

    BENys URS HD 5 SSK CZEAN CRABS CHE ERAllt ART

  81. Slide 81: Production schedule

  82. Slide 82: Gradual deployment to own facilities

  83. Slide 83: Future sales policy

  84. Slide 84: ESG Management

  85. Slide 85: AI growth and sustainable society

  86. Slide 86: Initiatives for a sustainable society

  87. Slide 87: Greenhouse gas emissions

  88. Slide 88: Greenhouse gas emissions

  89. Slide 89: Greenhouse gas emissions

  90. Slide 90: Capital Allocation

  91. Slide 91: Capital allocation approach

  92. Slide 92: Capital allocation approach

  93. Slide 93: Toward maximizing corporate value

  94. Slide 94: FY2026 forecast

  95. Slide 95: FY2026 forecast

  96. Slide 96: FY2026 segment operating income forecast

  97. Slide 97: Quarterly consolidated operating income view

  98. Slide 98: Medium-term plan summary

  99. Slide 99: Medium-term plan summary

  100. Slide 100: Slide 100

  101. Slide 101: Slide 101

SoftBank — FY2025 Earnings Presentation on 6ix