$SoftBank (9434.JP)$The recent 3-month performance refers to the January-March quarter (4Q).
The consolidated net profit for the January-March quarter (4Q) increased by 3.6 times compared to the same period last year.It sharply expanded to 82.3 billion yen, a 3.6 times increase.and
The sales operating margin compared to the same period last yearImproved significantly from 5.0% to 9.2%.While other companies are bearish about the outlook for 2025,
Compared to the previous period, in the fiscal year ending March 2025a reasonable growth estimate of 2.2% to 500 billion yenis well received.
Furthermore, during the earnings call, announcing the first domestic introduction of NVIDIA's B200 with a large-scale investment in AI equipment
is impressive.。
In addition, there have been reports from the Ministry of Economy, Trade and Industry about the development project of a supercomputer for AI,
which includes support for up to 42.1 billion yen.There was news of it.
such as stock splits to lower the investment threshold for NISA, and the addition of a benefit where you receive paypay points with 100 shares, it seems that very favorable conditions are emerging.
It seems that conditions have become quite favorable.
The concern lies in the announcement during the earnings call about discontinuing the trade with NAVER, which has raised security issues, and the ambiguity in the statement that it is still undecided how the other party company feels.
Regarding how the other company feels, it is still uncertain due to vague remarks.