SoftBank Corp. Q4 2026 Earnings Recap

SoftBank's stock was largely unchanged, edging up 0.2% after reporting fiscal year 2025 results that featured moderate revenue and profit growth but were weighed down by a ransomware attack in the Media & EC segment. The market’s muted reaction reflects cautious sentiment despite record revenue and free cash flow achievements.

Key Takeaways

• Revenue grew 8% year-on-year to JPY 7,038.7 billion, reaching a record high and surpassing the JPY 7 trillion milestone a year earlier than expected.
• Operating income increased 5% to JPY 1,042.6 billion, supported by double-digit growth in Enterprise and Distribution segments and more than doubling in Financial, though offset by a >JPY 30 billion impact from a ransomware attack at ASCO within Media & EC.
• Net income rose 5% to a record high of JPY 550.8 billion; primary free cash flow also hit a record JPY 633.6 billion.
• Dividend was maintained at JPY 8.6 per share, consistent with prior guidance, with a planned increase to JPY 8.8 starting FY 2026.
• SoftBank outlined an ambitious new medium-term plan focusing on AI infrastructure and services, targeting 10% CAGR in operating income to JPY 1.7 trillion by FY 2030, though investors appear to be weighing near-term execution risks.