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SoftBank Q4 Profit More Than Triples to $12 Billion on OpenAI Gains

businesscompany-earningsaiai-sector-impact 5 posts · 5 accounts

SoftBank Group reported fiscal fourth-quarter net income of 51.83 trillion, or about $11.6 billion, far above the 5295.18 billion analysts expected, with gains on its OpenAI stake driving the result. Quarterly sales were 52.08 trillion, ahead of the 52.04 trillion estimate.

For fiscal 2026, net income was 55.00 trillion on sales of 57.80 trillion, versus estimates of 53.33 trillion and 57.75 trillion, respectively. SoftBank said cumulative investment in OpenAI totaled $34.6 billion and cumulative gains reached $45 billion, and it has committed to raise its total OpenAI investment to $64.6 billion by year-end.

From the sources (5 posts)

@firstsquawk

Softbank FY Earnings 2026 - FY Net Income 5.00t Yen (Est 3.33t Yen) -FY Net Sales 7.80T Yen (Est 7.75t Yen) -4Q Net Sales 2.08T Yen (Est 2.04T Yen) -4Q Net Income 1.83T Yen (Est 295.18B Yen) -Sees FY Dividend 11.00 Yen (Est 11.00 Yen)

@wallstengine

SOFTBANK IS MARKING UP OPENAI WHILE BORROWING MORE TO BUY OPENAI SoftBank reported ¥1.83T, or about $11.6B, in fiscal Q4 net income. Analysts expected just ¥295.2B. Bloomberg Intelligence said the quarter’s profit was entirely attributabl

@kakashiii111

SoftBank is another proof that the entire AI ecosystem depends on stock prices going up. Because if they do not, all the loans, debt, and GPUs that depend on rising stock valuations will be in trouble.

@techmeme

SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B (@davidkeo / Financial Times) (Visit Techmeme dot com for the link and full co

@reuters

SoftBank profit more than triples to $12 billion on OpenAI stake gains

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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