Presentation material (earnings presentation q4fy2025 01 en)

FY2025

SoftBank Group Corp.

2

May 13, 2026

"To become the No.1 ASI platform provider"

AGM, Jun 27, 2025

3

AI Model

AI Chip

Physical AI AI

Infrastructure

4

4

Valuation Up Sharply

$260B → $730B

Market Cap near Record Levels

$221B

5

5

OpenAI valuations are pre-money based. For details, see the press releases "Announcement Regarding Follow-on Investments in OpenAI" dated Apr 1, 2025 and "Follow-on Investments in OpenAI" dated Feb 27, 2026. Arm's market capitalization near record levels: As of May 12, 2026

A

Investment to Reach $64.6B by Oct 2026

Strategic Collaboration Expanding

Physical AI

I Chip

AI

Infrastructure

6

$64.6B cumulative investment: For details, see the press release "Follow-on Investments in OpenAI" dated Feb 27, 2026. 6

AI Mo

del

Arm Announces First In-House CPU Chip

Ampere Acquisition Completed

Physical AI

7

7

AI MoPdehlysical AI

AI Chip

Ph~y20siRcoabloAtiIcs Brought Together AI

ABB Robotics Acquisition AnnounceIdnfrastructure

8

8

AI Model

Physical AI

Major Japan-U.S. Public-Private Project Announced SB Energy Moving Forward with

Data Center Site Construction

9

9

AI Model

Physical AI

Robo HD

AI Chip

AI Infrastructure

10

10

(¥ T)

Net Income

4.99

1999

2020

2025

(FY)

11

Net income: Net income attributable to owners of the parent. For fiscal years prior to FY2011, net income (Japanese GAAP) 11

Highest-Ever Profit in Japanese Corporate History

12

12

Net income: Net income attributable to owners of the parent. Compares each company's record-high full-year consolidated results. Created by SBG based on company disclosures and IR BANK.

NAV

(¥ T)

¥40.1T

($250.5B)

¥47.7T

($303.2B)

Yahoo Japan

Alibaba

Arm

SVF1/SVF2/

LatAm SoftBank Corp.

T-Mobile Other

1999

(FYE)

2005

2010

2015

2020

2025 FYE25

Pro Forma

Stock prices and FX rates

Apportioned based on the proportionated value of each equity holding at the end of each fiscal year

Before tax. Equity value of holdings and SBG's net debt are both adjusted for asset-backed financing.

For details of NAV as of the end of FY2025 and pro forma NAV, see the relevant appendices, "Definition and Calculation Method of SBG's NAV and LTV."

NAV trends are not indicative of future values and should not be construed as an indication of the value of any securities, including SBG's common stock, or as investment advice.

as of May 12, 2026 applied

13

13

Significant growth across all profit measures

(¥ B)

FY2024

14

Net income: Net income attributable to owners of the parent

Some figures are rounded and may not add up to the figures presented as the total.

Consolidated Results

Significant NAV growth, with improved LTV and cash position

NAV

(Net Asset Value)

¥25.7 T

¥40.1T

LTV

(Net debt / Equity value of holdings)

18.0 %

Cash Position

¥3.4 T

17.0%

¥3.5T

For details of NAV and LTV, see Appendices, "Definition and Calculation Method of SBG's NAV and LTV (as of Mar 31, 2025)" and "Definition and Calculation Method of SBG's NAV and LTV (as of Mar 31, 2026)."

15

Cash position: Cash and cash equivalents + short term investments recorded as current assets + bond investments + undrawn borrowing capacity. The borrowing facilities were fully drawn as of Mar 31, 2026. Excludes the outstanding balance of the prime brokerage loan (PB loan) of

¥801.9B by SB Northstar, collateralized primarily by a portion of bond investments included in SBG stand-alone cash position.

Key Indicators

16

First

In-House Chip

Announced

Market Cap Near

Record Levels

Arm's historical high level market capitalization: As of May 12, 2026 17

Highlights

($ B)

300

250

200

150

100

50

0

$52B

(Upon listing)

$252B

(May 6, 2026)

$221B

4.2X

since IPO

(May 12, 2026)

$161B

(Mar 31, 2026)

Sep 14

2023

Mar 31

2024

Mar 31

2025

Mar 31

2026

18

(Source) Bloomberg

Market cap upon listing is calculated by multiplying the 1,025,234,000 shares outstanding (before dilution) on Sep 30, 2023 by the public offering price per ADS of $51.00.

Historical Market Capitalization

($ M)

License and other revenue Royalty revenue

4,920

Record Revenue

Up 23% YoY

4,007

3,233

FY2023 FY2024 FY2025

19

(Source) Arm

US-GAAP. License and other revenue refers to revenue excluding royalty revenue. See Arm Investor Relations website (https://investors.arm.com/) for details.

Revenue

~50% of the CPU chips shipped to leading hyperscalers are Arm-based in 2025

Higher royalty rates driven by the inclusion of multiple Arm technologies

AWS Graviton CPU

Google Axion CPU

Microsoft Cobalt CPU

NVIDIA Grace CPU

Cumulative number of

CSS licenses

Physical AI

Cloud AI Edge AI

23

1

11

13

1

6

5

11

2

6

3

Mar 31, 2024

Mar 31, 2025

Mar 31, 2026

(Source) Arm

20

CSS: Compute Subsystems

~50% of CPU chips shipped to leading hyperscalers are Arm-based: Approximately half of the chips shipped to hyperscalers in 2025 use Arm-based technology

Market Share Gains and CSS Adoption Driving Revenue Growth