Softbank Corp. · TSE:9434
Softbank — Shareholder Meeting (2026)
47 slides from Softbank's shareholder meeting presentation, Jul 6, 2026
Slide 1: = ok 20266A 23H
= ok 20266A 23H
Slide 2: SoftBank medium-term management plan (2026-2030)
== SoftBank 202645FA 11 AR a PARA RE SS aT el (2026 - 20302)
Slide 3: hin
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Slide 4: MSA) Hie S Ale
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Slide 5: MIs BR (2) Bieta
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Slide 6: Slide 6
Slide 7: REST VIF
REST VIF Abe VK Ale—-9 RY 9— Sarashina (JZLLM) BF + ANA PF Rh AIF—F YI — | SRE CME on apa Ft YP BABIERIPE (POAT YT IL—-T AEFI YE AL) O— BORE TTS BoM IYea—T4tyT 3282 (xIPF) | YIVYIBIE Infrinia Al Cloud OS (GPU739R) A
Slide 8: ig re BSwSE/ CAE smanemitnee
ig re BSwSE/ CAE smanemitnee
Slide 9: HREMOMOMNZEDL, SSROMRRSSIEK
HREMOMOMNZEDL, SSROMRRSSIEK
Slide 10: RARGOMOMEEDL, SSBSMRASEIER
RARGOMOMEEDL, SSBSMRASEIER
Slide 11: AI data center market (CAGR)
AIF -—FRYI— BUR (tH57) 1302765 24K SISA : 24% (254 - 334) 25% 26% 27% 28% 29% 30% 31% 32 33% (488) 20254 4 5 U2033F1kGrand View Research#R7— 9 (2026%2A) kD Mittra. ae 2026e6R 1aRATIML—b TT
Slide 12: AI data center business
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Slide 13: "eat, Cal< Mice "RRR ~
"eat, Cal< Mice "RRR ~
Slide 14: HREMOMOMNZEDL, SSROMRRSSIEK
HREMOMOMNZEDL, SSROMRRSSIEK
Slide 15: Neo cloud market growth
NeoZ J OK hake (15%) 6436 at FFIOMRE : 58% 43673 (2548-314) 255 26% 27 28% 29%F 30 314 (AD Symeray Research Group FA 20264 AAR) D tit, 42681 BATIML—b 15
Slide 16: GPU cloud services
fEXOGPUEH (WHY —N—& LTH) METS HARRIE DTD Fela & Cease
Slide 17: Neo cloud services
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Slide 18: Neo77”0 FBX OXE RA
Neo77”0 FBX OXE RA Cs SEEMS E IR Ke BRS
Slide 19: HREMOMOMNZEDL, SSROMRRSSIEK
HREMOMOMNZEDL, SSROMRRSSIEK
Slide 20: Power demand outlook
BRB y FU — ORAS (HF) 2030# lc 1 BIKES (4138) IEA (GBRI-%/L4—88B8) ‘World Energy Outlook 2024, &DMatveR. 1K/L=150FTIRR. 20
Slide 21: FHEATV.a—Jb
FHEATV.a—Jb AHIPARY— | @ | ARRAY itis ¥HA7PIRU— | @ ce ts ABLE 21
Slide 22: HREMOMOMNZEDL, SSROMRRSSIEK
HREMOMOMNZEDL, SSROMRRSSIEK
Slide 23: HBM market growth
HBM ries (5?) 6x6 25%F 265 27 28 290 923k 30% FIM : 74% (254-30) (498) TrendForce, HBM Long-Term Revenue Forecast (Apr. 2026) WF : 2026568 1ARRTIML—b 23
Slide 24: AEV—X—-A—-OPMBBIEB
AEV—X—-A—-OPMBBIEB 2203673 218% “RIOR LOG - RTH HRB be cE M(202646R220 EM). BEZOZ64FEAZZAMADTIML—b. 24
Slide 25: AIKFHSIHFSXAEV OBB
AIKFHSIHFSXAEV OBB GPURXKEOFT—F9eRETS tteex EU PBB GPUOMAEREERAIEL KEOT—FMEBRBRie AIO D Heim Y 7 b 25
Slide 26: HBM (high bandwidth memory)
ERO XE #36 (HBM) DRAM Ee DRAM@ Fite L. TERE@ IIL
Slide 27: HBM (high bandwidth memory)
ERO XE #36 (HBM) Ee MAROMMlc FSR LICR
Slide 28: BAT )IL—TFO BAER ORECX E Y (#538)
BAT )IL—TFO BAER ORECX E Y (#538) EE lCRAS SCO CMMUPS RET
Slide 29: BAT )IL—TFO BAER ORECX E Y (#538)
BAT )IL—TFO BAER ORECX E Y (#538) EBS A REIC S SHA ORMBER iM
Slide 30: mare EOL
mare EOL "RIERA EU DRAE L fc COMA Bim & OLERE LR (AE) 30
Slide 31: REX EU ORAFEA EI
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Slide 32: HREMOMOMNZEDL, SSROMRRSSIEK
HREMOMOMNZEDL, SSROMRRSSIEK
Slide 33: REBEL RA heme (HR)
REBEL RA heme (HR) 14% 23% 24% 254% 26% 27% 28% 29% 30% 31% 32% 6836 POR (234-32) = : 20%
Slide 34: Current mobile network (two-dimensional communication)
Slide 35: AI-equipped autonomous vehicles and drones become widespread
Slide 36: SRI Y KI-F
SRI Y KI-F - ; th ieee i - ~~ = / . Se AEE
Slide 37: SRITERY KI —-T7ORRICM eR
SRITERY KI —-T7ORRICM eR RnR ZNICTCHMMBL, 26FRFICHSLFE 7FWAYY (SpaceX#t) CRP ESE _ & kiyohara fk ArkEdgeSpace SoftBank
Slide 38: HAPSRSFAblcmlittiTARKAIT hk
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Slide 39: SROVIKNYT
SROVIKNYT She EME CHR CED S OBER 39
Slide 40: ScxEM AI ISA Le
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Slide 41: ———— lll
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Slide 42: PAIN—-LFIVT OBESE
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Slide 43: HARDEE Y IS
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Slide 44: ETL ses RFUaS
ETL ses RFUaS [FA] 93 2358 2458 2558 2658 2758 2858 2058 305 (280 at “23m 24 2 267 275K 285R 205 305K ae ‘ i ir)
Slide 45: iF ae
[FA] 7363878 ~~ . iF ae oT (28% 29 305K (ati) 45
Slide 46: AIFFYy KAIA-VO—N
AIFFYy KAIA-VO—N YIUYIDIE I cpuzsok = YF Al Cloud PF (Infrinia Al Cloud OS) Ali BBH AIF—-9ty9— BBN TU RERXEVY HAPS 6 #RiGHIE (FH) RERMS VIF
Slide 47: =m OOftBank
=m OOftBank