Softbank Group Corp (SFTBF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We would like to begin SoftBank Corporation earnings results presentation for the six-month ended September 30th, 2025. We'd like to introduce today's attendees. SoftBank Corporation President and CEO, Miyakawa. Board Director, Executive Vice President and CFO, Fujihara. Today's presentation will be broadcast over the internet. Now, First Standard CEO, Miyakawa, will give an overview of SoftBank consolidated financial results and business overview. And Miyakawa, thank you so much for your attending. Now I'd like to present our financial results for the first half of fiscal year 2025. Revenue reached a record high of 3 trillion 400.8 billion yen, representing an 8% year-on-year increase. Thanks to this strong momentum, we are now in a position to aim for 7 trillion yen in full-year revenue. Here is the breakdown. All segments reported revenue growth, continuing the positive trend from Q1. Our distribution and financial businesses in particular performed strongly. Operating income also reached a new high record of 628.9 billion yen, up 7% from the previous year. With a progress rate of 63%, we are steadily on track toward our full-year goal of 1 trillion yen. By segment, all segments delivered profit growth. In the first quarter, the consumer business saw a 2% decline in profit. But looking at both the first half and the second quarter on a stand-alone basis, profit increased. The financial business was more than double driven by PayPal's strong performance. Net income also reached a record high of 348.8 billion yen, up 88% year-on-year. The progress rate for net income is 65%, which also indicates solid progress. To summarize progress against our full-year forecast, revenue stands at... 51% operating income at 63% and net income at 65%, indicating a strong first half....