Earnings Call, Conference Presentation
2027年3月期 第1四半期 決算説明会 アーカイブ動画（2026年8月6日開催）ソフトバンクグループ株式会社
- The company anticipates re-evaluating assets to approximately 58.3 trillion yen after adjustments and expects to receive about 1.5 trillion yen in funding over the next two years.
- Plans include completing the construction of a 5GW AI data center in France and a separate 3.1GW facility in northern France by 2031 with a budget of 45 billion euros.
- An additional $20 billion investment in OpenAI was made in the first quarter, with a commitment to invest the remaining $10 billion by October.
- The company expects ARM-AGI-CPU shipping to commence in Q4 of the current year, with revenue demand initially rising to over 2 billion yen and expected to double in 2027 and 2028.
- A 10G infrastructure build-out for NEO Cloud services is planned to cover the entire U.S. market, utilizing electricity and data centers developed by SB Energy.
- Construction of a data center project in Ohio is scheduled to begin in the middle of 2026, supported by lease negotiations for the Ports Technology Campus.
- Supply chain development for the Dunkirk AI data center is underway in partnership with Schneider Electric, with a goal to connect to a domestic solar power plant shortly.
- The company aims to acquire ABB Robotics during the current fiscal year to accelerate the implementation of robotics technology.
- "Patching as a Service" is planned to be expanded to 3,000 companies in Japan as a one-stop solution for system diagnosis and program fixes.
- The company intends to maintain liquidity sufficient to cover expenses for two years into the future and anticipates no issues affording its projected funding needs.
- Significant challenges exist regarding the future lack of clear supply and the necessity of securing computer capacity to prevent the AI technology industry growth from slowing down.
- The company faces the risk of patent application costs and legal complexities, requiring engagement with legal experts to ensure future compliance.
- Strategic bets include a full focus on OpenAI with high confidence in the model, alongside expectations for continued growth in Intel's value.
- The company expects the PC and cloud markets to see increased adoption of Agent AI, driving stronger demand for ARM-based CPUs and data center infrastructure.
- A partnership with Seven-Eleven Holdings is intended to create future-generation customer experiences, while the "Patching as a Service" initiative moves forward as a core service offering.
- The company will not pursue an IPO and does not intend to comment on expected timing for such an event.
- Leadership stability is a priority, with plans to retain Mr. Son as founder, CEO, and shareholder provided performance remains strong.
- The company believes it can maximize performance by investing only when opportunities with good companies arise, despite rising financial costs.
- The company maintains that physical AI infrastructure is essential for winning, as the evolution of AI models will otherwise slow without hard work on hardware.
- The company expects a hand-in-hand liquidity level capable of supporting operations for two years in the future, with an assessment that the market environment allows for positive interaction between issuers and investors.
- There is an expectation that the cost of money remains manageable for the company, which holds a net asset value of nearly 60 trillion yen.
- The company continues to support disaster relief efforts in Kyushu, including with Fukuoka Softbank Hawks, for the long term.