Softbank Group Corp. · TSE:9984

Softbank — Q3 FY2013 Earnings Presentation

96 slides from Softbank's earnings presentation, January 2013

  1. Slide 1: SoftBank

    = 9oftBank

  2. Slide 2: ! !

    ! !

  3. Slide 3: Slide 3

  4. Slide 4: Slide 4

  5. Slide 5: Net sales

  6. Slide 6: Operating income

  7. Slide 7: Market capitalization

  8. Slide 8: Global market capitalization ranking

  9. Slide 9: Slide 9

  10. Slide 10: Slide 10

  11. Slide 11: Net sales

  12. Slide 12: EBITDA

  13. Slide 13: Operating income

  14. Slide 14: Slide 14

  15. Slide 15: Net interest-bearing debt / EBITDA multiple

    >< >

  16. Slide 16: Slide 16

  17. Slide 17: Mobile service revenue growth

    —~ softBank docomo

  18. Slide 18: Mobile operating income growth

    — SoftBank docomo

  19. Slide 19: Domestic broadband subscriptions

    —~ softBank docomo

  20. Slide 20: SoftBank

    SoftBank docomo Moa

  21. Slide 21: !

    !

  22. Slide 22: Ultra customer acquisition: web ads, coupons, stores

  23. Slide 23: Slide 23

  24. Slide 24: Network quality by location

    ZEELNWREKA HACKY —ANRA (KP (NeDe=—A) | RB PRR OE? ELUM ACRS WHO’ BAENAPLUCHEEPEXREOOS’ BACHSU<0 42 LOT -m.coc OMI OO (22) “ NNATARORE UHORERE VMS ORIN BKILANe 2.00 © OE PREKHOROSSR | BE Viton” (RL) Kites pa — UX EL EEWSCETKE Rousse Em POSSSNWRER BRNO P<Bcoc VENUS oO SYIOKERE OME PNUALES CERRMEORUENR

  25. Slide 25: Network quality by location

    | décomo | a e—_

  26. Slide 26: docomo =~ SoftBank

    docomo =~ SoftBank

  27. Slide 27: Online shopping market

    docomo docomo docomo docomo ALMW AW AW aAW AW QU docomo docomo

  28. Slide 28: Google Play revenue ranking by game

    docomo AW SoftBank

  29. Slide 29: Smartphone share by OS 2013

    SoftBank Ein wittcom aW

  30. Slide 30: App distribution platforms

    Softbank EN == Sprint > emoste VVILLCOM docomo

  31. Slide 31: Install ratio

    >< ddocomo aw SoftBank

  32. Slide 32: Number of users

    < >< >

  33. Slide 33: Sprint

  34. Slide 34: Adjusted consolidated EBITDA margin

    SoftBank

  35. Slide 35: Adjusted consolidated EBITDA

    oul ¢ al BH al

  36. Slide 36: Adjusted consolidated EBITDA

    — 9oftBank

  37. Slide 37: Consolidated capital expenditure

  38. Slide 38: Call drop rate

    = SoftBank docomo QW =SoftBank

  39. Slide 39: Data speed

    = SoftBank Gh == emoste VVILLCOM docomo aW

  40. Slide 40: SoftBank to Brightstar

  41. Slide 41: Slide 41

  42. Slide 42: Slide 42

  43. Slide 43: =— So xattke HONDA

    =— So xattke HONDA FAST RETAILING The Power of Dreams GAtRmaea KOKUYO NIKKEN sOGYOCO.,LTD. ss Fng anon Wa @Q Fusisorr svempr. oven, NjCé aan FARUML YHOO! JAPAN Stam —_— BASKUL Z ” Os: sil 6 ERICSSON wresnonsvn HITACHI Boston, & CyberAgent i unowe “ ID Scientific Se" Lithmatic eeiteh SIF WREareanen "

  44. Slide 44: ANAM LIXIL /LON

    ANAM LIXIL /LON Link to Good Living NOMURA jiscsaNn JY JARRE MIZUHO Guiliv€\ TOPPAN AY-hE ROLES. GRERRLHRASA e Otsuka 4 PDAIKIN | © oe AON delight "@ re) =@F> mSton—n morncet A ASKUL ToS TBA BILYUa-3yX SEKISUI HOUSE jj ALOY FP4-WRLIYYR PUY TF HRABA

  45. Slide 45: Google Apps

    Google Apps SII @ JAL HOTELS & > “ING YOROHAMA G: Lithmatic WRAL Viasat yuyz—oinnn QierRely TARPS UO T34 28M 31 TREO T MANS ANA FUSFILM Kyyhotq JfB ‘Value from Innovation BMOZIEIE DE. KOKUYO KYOWAKIRIN (KOKUBU ON delight ya) ae west ATA ITALIA OQ RANE NKC SHERRIE ated iy SIE magica robot group KAMIG

  46. Slide 46: SLES ESS

    SLES ESS

  47. Slide 47: Slide 47

  48. Slide 48: SILEFS ESS

    SILEFS ESS = ay Asahi suntory /AEON El fj nonpa & The Power of Dreams -) Kao }) eg dae! O e Ot tSU ka cl DaiwaHouse SAISON & Nenicon _ CFATILTA. Rt "sno “P YEaF Mondeléz E: 44? [aan] a5] Ch ae Tops Gullivéry ad 2 International JIN Te APiTA cera 9 2 LI B JAPAN @nissel O24 SARAVA EQ

  49. Slide 49: OILFS E32

    OILFS E32

  50. Slide 50: OILFS E32

    OILFS E32

  51. Slide 51: SLES Ee

    SLES Ee

  52. Slide 52: Slide 52

  53. Slide 53: oll FIFFNIF

    oll FIFFNIF — SoftBank

  54. Slide 54: = SoftBank

    = SoftBank oll FIFFNIF

  55. Slide 55: Slide 55

  56. Slide 56: Slide 56

  57. Slide 57: ><

    ><

  58. Slide 58: Slide 58

  59. Slide 59: Yahoo Japan

    “YAHOO! JAPAN

  60. Slide 60: Yahoo Japan

    YAHOO! vayeyg JAPAN YAHOO! sayve'yg JAPAN

  61. Slide 61: Yahoo Japan

    ee YAHOO! vayetyg JAPAN

  62. Slide 62: Slide 62

  63. Slide 63: Alibaba Group

    Alibaba Group > DEPPSA 9 oe Taobao.com

  64. Slide 64: Alibaba Group

    Alibaba Group > DEPPSA 39524 Taobao.com Buyer's Quick Start Guide _¢. muReneO) Oy comm mmMA At nw

  65. Slide 65: Alibaba Group

    Alibaba Group + DBPPS amazon.com Ss

  66. Slide 66: H i

    H i

  67. Slide 67: uine Eatrtment et

    uine Eatrtment et

  68. Slide 68: King.com King.com King.com

    King.com King.com King.com King.com

  69. Slide 69: King.com Electronic Arts Electronic Arts King.com

    King.com King.com King.com King.com King.com King.com Electronic Arts Electronic Arts King.com King.com King.com King.com King.com Electronic Arts Electronic Arts Electronic Arts Electronic Arts Electronic Arts Electronic Arts Electronic Arts Electronic Arts Electronic Arts

  70. Slide 70: Slide 70

  71. Slide 71: ae) wares «

    SB ae) wares «

  72. Slide 72: Slide 72

  73. Slide 73: Slide 73

  74. Slide 74: Slide 74

  75. Slide 75: Slide 75

  76. Slide 76: Slide 76

  77. Slide 77: ( )

    ( )

  78. Slide 78: Slide 78

  79. Slide 79: Slide 79

  80. Slide 80: Slide 80

  81. Slide 81: Slide 81

  82. Slide 82: Slide 82

  83. Slide 83: Slide 83

  84. Slide 84: Founder & CEO

    Founder & CEO

  85. Slide 85: Slide 85

  86. Slide 86: Slide 86

  87. Slide 87: Slide 87

  88. Slide 88: Slide 88

  89. Slide 89: Slide 89

  90. Slide 90: Slide 90

  91. Slide 91: Slide 91

  92. Slide 92: Slide 92

  93. Slide 93: Slide 93

  94. Slide 94: Slide 94

  95. Slide 95: Copyright (C) 2014 SoftBank Corp.

    Copyright (C) 2014 SoftBank Corp., All rights reserved.

  96. Slide 96: !

    !

SoftBank Group — Q3 FY2013 Earnings Presentation on 6ix