SoftBank posted roughly $34.6 billion in income, up 8% year-on-year
In sum – what to know:
Document monetary efficiency – Income was up 8% year-on-year to ¥5.2 trillion (~$34.6B) and working revenue rose to ¥884 billion (~$5.9B).
Telecom stays a development platform – CEO Junichi Miyakawa emphasised alternatives in standalone 5G, native 5G, and AI-RAN.
Past connectivity – Softbank is shifting into AI and cloud infrastructure, together with sovereign cloud plans and main GPU investments.
SoftBank Corp. reported a sturdy efficiency by the primary 9 months of fiscal 2025 (April 1 to December 31, 2025), with income and earnings each hitting new highs and signaling continued strategic evolution of its telecom enterprise.
For the interval, SoftBank posted ¥5,195 billion in income (roughly $34.6 billion), up 8% year-on-year and the most important determine ever recorded for the primary three quarters of a fiscal 12 months. Working revenue grew in step, rising 8% to ¥884 billion (round $5.9 billion), whereas internet revenue attributable to homeowners climbed 11% to ¥485.5 billion (about $3.2 billion). These outcomes underscore constant execution towards the corporate’s full-year objectives in a aggressive and quickly evolving telecom panorama.
Whereas each enterprise section contributed to top-line enlargement, a big cybersecurity incident — a ransomware assault on allied agency ASKUL — lowered SoftBank’s revenues by roughly ¥60 billion, or roughly $400 million. Nonetheless, even accounting for this affect, total efficiency remained resilient.
Telecom: Past subscriber numbers
A key theme from SoftBank’s earnings dialogue was the corporate’s perspective on the way forward for its telecom operations. Whereas some market observers have questioned whether or not Japan’s cellular market has entered a maturity plateau, SoftBank’s management supplied a extra nuanced view.
President and CEO Junichi Miyakawa challenged the notion that telecom has restricted room to develop. He pointed to rising applied sciences — akin to standalone (SA) 5G networks and native 5G deployments — as areas the place SoftBank can differentiate and increase service choices past conventional connectivity. Miyakawa urged these applied sciences will unlock “extra” in industrial, enterprise, and companies markets.
Reasonably than viewing telecom as a finite service, SoftBank is positioning its community as a basis for digital transformation. For instance, the corporate is investing in AI-enabled radio entry networks (AI-RAN) and exploring how distributed information facilities can ship edge computing companies tied on to connectivity. To that finish, executives confirmed ongoing GPU investments at main services akin to Sakai and Tomakomai to help anticipated demand for AI workloads tied to its community infrastructure.
Miyakawa’s broader level: SoftBank intends to leverage its telecommunications experience not only for client connectivity however as a platform for deeper B2B engagements throughout monetary, industrial, and enterprise verticals. “We’re in a greater place by way of understanding the telecommunications subject and… distributed information facilities or AI RAN on the base stations…. [T]listed below are industries welcoming this method — not from the patron section, however we wish to method… B2B in order that we will leverage our strengths,” he stated.
Shopper and enterprise enterprise
Inside client mobility, SoftBank’s smartphone subscriber numbers declined by about 100,000 within the third quarter, a results of a deliberate tightening of acquisition insurance policies geared toward long-term profitability; nonetheless, income nonetheless grew about 3%, and section working revenue rose roughly 6%. This means that SoftBank’s technique to prioritize high quality of earnings over blunt quantity development is gaining traction.
On the enterprise entrance, SoftBank achieved almost 9% year-on-year income development.
AI, cloud companies, and sovereign cloud
The corporate additionally highlighted progress in AI and cloud companies, together with plans for its AI infrastructure group referred to as Infrinia to launch a sovereign cloud providing in April 2026, designed for purchasers requiring safe, compliant, and scalable infrastructure. This initiative displays a broader business transfer — particularly in regulated sectors — to deploy cloud environments that meet native data-sovereignty necessities.
“We’re not constructing mere information facilities stacked with GPUs,” stated Miyakawa. “Utilizing Infrinia as a weapon for the long run, we purpose to supply a sovereign cloud that may compete with abroad operators. With this, the inspiration for sovereign cloud has lastly been established, and because the next-generation social infrastructure supplier, we’ll start providing cloud companies.”
Such developments illustrate SoftBank’s strategic shift: increasing from cellular and fixed-line companies into fuller platform choices, the place telecom networks converge with cloud, AI, and enterprise options.
Upward revision and optimism
SoftBank’s YTD outcomes put it on tempo to satisfy or exceed its targets for fiscal 2025. Income progress reached roughly 78 % of full-year steerage by Q3, whereas working revenue was about 88% of forecast and internet revenue almost 90%. Primarily based on this momentum, SoftBank reaffirmed — and in instances raised — features of its full-year outlook.
