Komori
SoftBank Corp. (9434) · TargetRestated

Transformation into a Next-Generation Social Infrastructure Provider and Rebuilding of the Business Base

First written in FY2023. 5 of 9 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-08-04.

9entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY2025RestatedFY2026-H12023: 220232024: 220242025: 220252026: 32026
Same theme, other companies
2032 growth strategy centered on AI infrastructure and social operationsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

0 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In May 2023, together with its 3-year medium-term management plan, the Company announced its long-term goal of becoming a company that provides the next-generation social infrastructure essential to the development of a digital society. This long-term vision is intended to build infrastructure capable of meeting the expected sharp increases in data-processing and power demand resulting from the accelerating evolution of AI, and to become indispensable to the diverse digital services of the future.」

    The Company continues to pursue its long-term vision of transitioning to a next-generation social infrastructure provider and its medium-term plan to rebuild its business platform from fiscal 2023 through fiscal 2025.
  2. FY2025AdvancedAnnual report

    「The Company plans to build an AI data centre with power-receiving capacity of approximately 150 megawatts and aims to begin operations during 2026.」

    The next-generation social infrastructure concept took concrete shape through the acquisition of the land and buildings at Sharp's Sakai plant and the plan to begin operating an AI data centre with capacity of approximately 150 MW during 2026.
  3. FY2024AdvancedAnnual report

    「To further grow the global IoT platform provided by Cubic Telecom Ltd. and lead globally in the fields of connected cars, SDCVs and IoT mobility, on 6 March 2024 the Company acquired shares in Cubic Telecom Ltd. from existing shareholders for cash and subscribed to a third-party allotment of shares by the company.」

    The next-generation social infrastructure concept took concrete shape through the acquisition of Cubic Telecom as a subsidiary and the development of a global IoT platform.
  4. FY2024-Q3AdvancedAnnual report

    「In November 2023, we and Cubic Telecom Ltd., which is rolling out an IoT platform globally for connected cars and SDCVs (Note 3), agreed that we would acquire 51.0% of Cubic Telecom Ltd.'s shares on a diluted basis (the "Transaction") (Note 4). Through the Transaction, the two companies will work together to build a global IoT platform aimed at developing next-generation social infrastructure and will lead the connected-car, SDCV and IoT mobility (Note 5) sectors.」

    The next-generation social infrastructure concept took concrete shape through the agreement to acquire a 51.0% stake in Cubic Telecom and the development of a global IoT platform for connected cars, SDCVs and IoT mobility.
  5. FY2024-Q2AdvancedAnnual report

    「To build next-generation social infrastructure, the Company is working with NVIDIA to develop distributed AI data centres and is working to provide computing infrastructure services needed for a future in which people and AI coexist. In July 2023, the Company's efforts relating to the provision of these computing infrastructure services were certified by the Ministry of Economy, Trade and Industry as a supply assurance plan for cloud programs, a specified critical material under the Economic Security Promotion Act. Through the computing infrastructure, which will be among the largest in Japan, the Company aims to develop generative AI domestically.」

    The next-generation social infrastructure concept took concrete shape through the development of distributed AI data centres with NVIDIA, certification by the Ministry of Economy, Trade and Industry of a supply assurance plan for cloud programs, and the Company's development of domestic generative AI using computing infrastructure among the largest in Japan.
  6. FY2023First statedAnnual report

    「Over the long term, the Company aims to become a company that provides the next-generation social infrastructure essential to the development of a digital society. This means building infrastructure capable of meeting the expected sharp increases in data-processing and power demand resulting from the accelerating evolution of AI, and becoming indispensable to the digital services of the future. Under its medium-term management plan for fiscal 2023 through fiscal 2025, the Company aims to rebuild its business platform to achieve this vision.」

    As the next stage beyond Beyond Carrier, the Company set a long-term goal of becoming a next-generation social infrastructure provider capable of meeting data-processing and power demand in the AI era, and for the first time explicitly stated its policy of rebuilding its business platform under the medium-term management plan for fiscal 2023 through fiscal 2025.
Moved together

"Expansion of New Businesses through Partnerships and Joint Ventures with External Companies" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444333★123456
  1. ★This thread
  2. 1Expansion of New Businesses through Partnerships and Joint Ventures with External Companies4×
  3. 2Expansion of Cloud, AI, IoT, Robotics and Other Solutions for Corporate Customers4×
  4. 3Record-high net income attributable to owners of the parent for the fiscal year ending March 20264×
  5. 4Expansion of the Business Base through Subsidiary Formation and Share Acquisitions3×
  6. 5Expanding the customer base through multiple brands and meeting diverse needs3×
  7. 6Exposure to Interest-Bearing Debt, Financial Covenants and Interest-Rate Fluctuations3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
SoftBank Corp.'s next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Earnings of 2026-08-04: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.