Softbank Group Corp (SFTBF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for waiting, everyone. Now we would like to start the first one group co-op earnings results announcement for fiscal year ended March 31st, 2026. First of all, I would like to introduce today's participant. From left, we have Yoshimitsu Goto, board director and CFO. Kazuko Kimiwada, Corporate Officer, Senior Vice President and CAO. Navneet Govel, Executive Partner and CFO, SB Investment Advisors and SB Global Advisors. Jason Child, Executive Vice President and CFO. Today's announcement is live broadcast over Internet. Now I'd like to invite Yoshinitsu Goto to present you the earnings results and business overview. Thank you very much for joining our earnings announcement today during your business schedule. So I would like to update you with our two-year results. When we announced the third quarter announcement, I remained seated and make a presentation. I still have some in the recovery process for my knee, so let me stay seated for the presentation. Thank you very much for your understanding. For this year, Masa and together with us actually made every effort, and I believe we were able to make quite a good result and outcome. Market and environment, which we all know, that AI became even a bigger buzzword, making an influence. to the variety of places and segments in industry, this influence becoming bigger and stronger. And that is actually creating the good expectation as well as risk consideration as well. So I understand there are many discussions taking place here and there. From the SoftBanks Group point of view, we made quite a good capital intensive investment in the big AI infrastructure and now we start seeing the physical AI actually utilized in practice and at the same time AI agent real privilege execution is now discussed at the s...