Softbank Corp. · TSE:9434
Softbank — Q1 FY2026 Earnings Presentation
50 slides from Softbank's earnings presentation, Aug 4, 2026
Slide 1: SoftBank Corp. Q1 FY2026 Earnings Presentation
~~ softBank 20264 $81 DUNE BAAS 202648A4H YIRKINY FRA aI : 9434
Slide 2: Slide 2
Slide 3: SoftBank
== SoftBank 20265FE 55 1 P=FHA tn si
Slide 4: Consolidated results summary
ale = SoftBank 1968,14718 1966,58618.." Ooo sun AARP MOMS SER : 24% 2025=EQ 1 2026#EQ 1 (2) RAE TH, MIC OW THICRROBUUBS SHER ELE S ( SMBMEC OWT, PCLMOLVSAARTRPMONMAB-MEMSEALTUST. 3
Slide 5: Revenue and profit
soli EATXY bGl [Fa] 13k8, 14718 13k6,586(8...” BBE 446818 4.06948 722 a "1 2.41968 oe 2.33848 2,604 48 7.1788 7.49768 2025+E2Q1 20264EQ1 = SoftBank B2ETXYb TEU SRAM
Slide 6: Results highlights
= SoftBank AG i825 ERA BRS COMES WHAM Plc SES : 27% 2025EQ1 2026EQ1 >¢LINE Bank Taiwan Limited OE TIRS PRGA CHS SWIC KS Hae (20254801) 5
Slide 7: Segment results
BAe CAXY bbl = SoftBank [Fa] 667 ta AF4P+EC E 4 318% SDM i PETXV kN 1 52908 WRAP AS (cH L TIA LY9-FIIX 2025%8Q L 2026 EQ 1 >XLINE Bank Taiwan Limited OMB CRS PEA ICHS BWRIC A SAB (20254501) 6
Slide 8: Segment results
ip Fl) Set == SoftBank 3% i838 —iERA BRS ¢ 7% BRAIN PACH T SEW : 27% WRAP ABICH UTI 2025+EQ1 2026EQ1 3€LINE Bank Taiwan Limited \ $88 cih PSS ICES BRE & S Aldk (2025S 8Q1) (2) Male: RROMEACAMT SMR 7
Slide 9: FY2026 forecast
20267 MRAP EPS = SoftBank [Fa] (GE) MAlat | BRAOMASCRRST SMA 8B
Slide 10: Enterprise business
20264ER IXY bHNBRMRPR EB = SoftBank [Fal aya FaAbvea—-yay 3 2 2 25% 2 xF4F -EC TPAtA EO (ARMS) 242 (6 “1,000, = -
Slide 11: Slide 11
Slide 12: Enterprise business results
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Slide 13: AI-related revenue
JFK Al Fescke Bil [Fa] 4,300f% 3,300f& 2,558 ta 202542 202642 2027#E (KL) (BAL) 30% Aiki
Slide 14: Enterprise business results
LYI-FIAABER BRA [Fa] 2025EQ1 2026EQ1 = SoftBank 28%i8i
Slide 15: PaaS (Patching as a Service) DARPA
PaaS (Patching as a Service) DARPA (20264708 148%%) YAT LOBED 5 Ny FAK CAR CR STEP 1
Slide 16: SB OAI Japan and partnerships
HEE hl OteSE CTA CSA REWMLTY-EACHEE = oftBank SBOAI Japan -Y-AI-RBB LR / HOR ET hy Fa “the
Slide 17: Distribution
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Slide 18: Distribution business results
Ayy31-VEBR BLA [Fa] 7,497 iz 7,178ta 1,849f% RSI L the 555 fa JO-KNYK 1,08848 ENTIL 3,975t8 (41%) 4,005f% 2025+EQ1 20264EQ1 = SoftBank Aoieuy
Slide 19: Distribution business results
AYYV31-VBs BIR = SoftBank [Fa] 153818 1,529fm 1 iz 2025EQ1 2026EQ1
Slide 20: Distribution business results
AYY3i1-VER BE RMP EY = SoftBank [Fa] came) 5,600 MBS IC ST INF5iel bc EHS 1,529f 2026#E
Slide 21: ARPU trends
E/N JVARPU xR ER = SoftBank [Fi] 200FHIED Fad i tYKI—TiRE F—EARE Ql Q2 @3 Q4 QI Q2 Q3 Q4 QI Q2 Q3 Q4 202445 202545 202642 HORARWEAC. 3-E/C/LARPU(Avorage Revenue Per User) = 120M fe DOR MVIRAORABEMEEAL THR) DO, TRY hE PMAMBA TI KT OTS AIC SIRO CATE ERE E/ 1 LARPUCRS
Slide 22: Media & EC (LINE Yahoo)
XF4F-EC = LINET’7—-
Slide 23: Media & EC business results
AF 47 -ECH# FLE (fal 4.46818 ' 23848 +10 BG EOtt 2,422¢8 AV-Az AF 4P : ct 1,808f8 2025+EQ1 2026EQ1 = SoftBank Oosseux 2026 RQ cUT, LINEVI—ZIL—7F TISBRO BBE EREL, CHIC. 20254 OID "X74 7 - ECB, see ERE DW TEREBELE LIC ARTATEMRBELTWES. 22
Slide 24: Media & EC business results
AF 47 > ECR BRAlit [Fa] 707fa BER 145f% 2025EQ1 2026EQ1 = SoftBank AH RAS < ¢ 1 9% i8 tt (HERA ZS : 6a) XXLINE Bank Taiwan Limited O28 CRS PRA ICS SHRIEK SARs (2025801) 23
Slide 25: SB Payment Service
— SB Payment Service PayPay PayPay #-F PayPay #847 PayPay ii#
Slide 26: Financial business results
IrIAFVASS GLA = SoftBank L15988 [Fa] 2 (%tsuN 2025EQ1 2026EQ1
Slide 27: Financial business results
IPIAF VASES BHA — SoftBank [Fa] 31818 16%t8z 2025EQ1 2026EQ1
Slide 28: PayPay shareholding structure
PayPaylc KST&DI 4 FY Y vy ILVEMOFSHME (202646R 48%) Pesta Te 7 # TaDiR-VF4YTA OnelIM©O TaD TA 100% 70.2% 14.9% 14.9% ) (ARS fH 1 3201 FX) TaD 1d 22 PVE TaD P42 PIES RR —E ADM be Biss =) PARAMS, WAYS DS OPRGHRIOMS, TROD 1 FY Y pILEmICSY SIFRSBTHBORM, — " HUET OWOABANM CR SPayPayh Sk UTEOR-Z 1 YF ROMO
Slide 29: SB Payment Service and SPLINKS
SBNTXYKY-ERIKS SP.LINKSO F446 == ©B Payment Service
Slide 30: SB Payment Service and SPLINKS transaction
SBRTXAY KY—ERAICKSSPLINKSOFS4HE (2026%8R30%x) Hiik RA Miss FR Sy WIN-I = SoftBank 100% 100% Blackstone G v= = SB Payment Service RAR 80% 20% 100% 727183 100% 100% SPLINKS” SPLINKS” RRA TIS, SPLINKSOMRA CH SHAH DBO HAF SBlackstonec OM CHAMBRAEMELTHO ETA Y——STRADIC OUT S Blackstone RAS MBICRUMS CT LEB
Slide 31: Payment business strategy
HAO OAYITYRADRAOWA [Fa] Att = SB Payment Service Bét SPLINKS” C#t ee | >-47° es 2 2.9% ia CHARARO AVYIT REDE S (2) sae SRARURA, SPLINKS: Ay ov yam 30
Slide 32: PayPay user and payment growth
IPATFVARBR RARE 343k [Fa] SPLINKS’ (2021 FRX) p>) PayPay 202148 202258 202358 202458 202558 (33) PayPay = SBARRIEWRAE (PayPay, PayPayh—k, PayPayTEAL. ), SBT XY HYVER : FUABURR, SPLINKS: em 37
Slide 33: Payment service strategy
HAOse Omayt+Y—OBlk Peer SP.LINKS RAY—-ERZDIILIATY FY TIE x i —F st i == 9B Payment Service
Slide 34: Payment service strategy
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Slide 35: Yar °
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Slide 36: Share repurchase
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Slide 37: Other initiatives
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Slide 38: Initiatives overview
StORel : RIM OF ——— eae ————— SS = == SoftBank ~ 5A
Slide 39: Initiatives
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Slide 40: Initiatives
SROAMEO VATFIAVGERES “ALAN —LRIXY HYATL (2) LEWD, SeORNELORBLRSBAMeDes 40
Slide 41: Other topics
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Slide 42: 42
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Slide 43: SB Neo transaction
Neo779 KBX#OX*KEEM ICHAT CRRA (202647828 =z = SoftBank == SoftBank roup 9 ale 49% maT St GPUZF9RY—-EZ + F-YRVI—-BRO KMIRGZAIT V7 FORBPAMEEO ZING > MAREE LCBREBE YY AGED L BREE Ob ~ SB Neo, Inc. Fi CNeoJ7 UK BSS Hie
Slide 44: a ie
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Slide 45: SB Neo
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Slide 46: SB Neo
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Slide 47: Free cash flow
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Slide 48: Initiatives and capital allocation
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Slide 49: Reference notes
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Slide 50: SoftBank
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