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SoftBank Group Corp. (9984) · InitiativeAdvanced

Developing New Non-Telecommunications Businesses Through the Beyond Carrier Strategy

First written in FY2018. 19 of 20 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-09-09.

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ProgressHeldSoftenedWorseAdvancedFY2019-Q1 – 2026-09-092018: 320182019: 320192020: 120202021: 320212022: 320222023: 120232024: 220242025: 120252026: 32026
Same theme, other companies
Developing new businesses outside telecommunications by leveraging telecommunications assetsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-09-09Advanceddxmagazine.jp

    「The clearest symbol of this is our surprise entry into the domestic “AI server manufacturing (assembly) business.”」

    The development of new businesses outside telecommunications advanced into a concrete plan to enter the AI server manufacturing business.
  2. FY2026-H1AdvancedAnnual report

    「Segment profit increased 9.6% year on year, as the Finance, Media・EC, Enterprise and Consumer businesses all posted higher profits.」

    Under the Beyond Carrier strategy, each major business in the SoftBank business, including businesses outside telecommunications, reported higher profit, and segment profit increased 9.6% year on year to ¥591,893 million.
  3. FY2025-H1AdvancedAnnual report

    「Segment profit increased 4.8% year on year, as the Media・EC, Consumer and Enterprise businesses continued to post higher profits and PayPay and PayPay Card returned to profitability.」

    In the payments and financial services fields under the Beyond Carrier strategy, PayPay and PayPay Card became profitable, contributing to profit growth in the SoftBank business, including businesses outside telecommunications.
  4. FY2024-Q3AdvancedAnnual report

    「Under the Beyond Carrier strategy, while pursuing sustainable growth in our core telecommunications business, we aim to expand into areas outside telecommunications by developing businesses that use advanced technologies, including AI, IoT and FinTech, such as the internet services Yahoo! JAPAN and LINE and the cashless payment service PayPay.」

    Regarding the development of new businesses outside telecommunications, business initiatives including LINE Yahoo Corporation, PayPay Corporation, AI, IoT and FinTech continued, and segment profit in the SoftBank business rose 30.4% year on year to ¥711,531 million.
  5. FY2023-Q3AdvancedAnnual report

    「Most recently, in October 2022, we made PayPay Corporation a subsidiary and, together with Z Holdings Corporation, have focused on expanding payment and financial services that serve as core businesses in new fields.」

    In the payments and financial services fields under the Beyond Carrier strategy, making PayPay Corporation a subsidiary gave concrete form to a structure in which it serves as a core business in new fields together with Z Holdings Corporation.
  6. FY2023-Q2AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the six-month period ended in the second quarter reaching 2.38 billion, 1.4 times the figure for the same period of the previous year, and payment volume reaching ¥3.5 trillion, also 1.4 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, both the number of payments and payment volume expanded to 1.4 times the figures for the same period of the previous year, while the loss before income taxes also narrowed from the same period of the previous year.
  7. FY2023-Q1AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the first quarter reaching 1.11 billion, 1.4 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, the number of payments expanded to 1.4 times the figure for the same period of the previous year through the introduction of payment processing fees, the maintenance and expansion of stores where the service could be used, and user-acquisition initiatives. The loss before income taxes also narrowed from the same period of the previous year.
  8. FY2022-Q3AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the nine-month period ended in the third quarter reaching 2.63 billion, 1.8 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, the number of payments expanded to 2.63 billion, 1.8 times the figure for the same period of the previous year. However, a loss before income taxes of ¥46,406 million was recorded due to expenses for user acquisition and usage promotion.
  9. FY2022-Q2AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the six-month period ended in the second quarter reaching 1.66 billion, 1.8 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, campaigns and the expansion of participating merchants continued, bringing the number of payments in the first half to 1.66 billion, 1.8 times the figure for the same period of the previous year. However, the loss before income taxes was ¥27,824 million.
  10. FY2022-Q1AdvancedAnnual report

    「PayPay Corporation's payment service continued to expand steadily, with the number of payments during the first quarter reaching 790 million, 1.8 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, campaigns and the expansion of participating merchants continued, increasing the number of payments to 1.8 times the figure for the same period of the previous year. The loss before income taxes narrowed to ¥10,420 million.
  11. FY2021-Q3AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the nine-month period ended in the third quarter reaching 1.423 billion, 3.3 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, the number of payments expanded to 1.423 billion, 3.3 times the figure for the same period of the previous year. However, a loss before income taxes of ¥40,920 million was recorded due to expenses for user acquisition and the expansion of participating merchants.
  12. FY2021-Q2AdvancedAnnual report

    「The company's payment service continued to expand steadily, with the number of payments during the six-month period ended in the second quarter reaching 915 million, 6.4 times the figure for the same period of the previous year.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, user-acquisition and usage-promotion campaigns and the expansion of participating merchants continued, bringing the number of payments to 915 million, 6.4 times the figure for the same period of the previous year.
  13. FY2020-Q2AdvancedAnnual report

    「PayPay Corporation, which operates a smartphone payment service in Japan, recorded an operating loss of ¥34,549 million. This was mainly due to large-scale campaigns to acquire users and promote usage, as well as continued active efforts to expand the number of stores where the service could be used.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, user-acquisition campaigns and the expansion of participating stores continued, bringing the cumulative operating loss to ¥34,549 million.
  14. FY2020-Q1AdvancedAnnual report

    「PayPay Corporation, which operates a smartphone payment service in Japan, recorded an operating loss of ¥16,219 million. This was mainly due to large-scale campaigns to acquire users and promote usage, as well as continued active efforts to expand the number of stores where the service could be used.」

    For PayPay, a specific initiative under the Beyond Carrier strategy, user-acquisition campaigns were conducted and the number of participating stores was expanded, resulting in an operating loss of ¥16,219 million.
  15. FY2019-Q3AdvancedAnnual report

    「We will operate a shared-office services business in Japan through WeWork Japan GK and provide the PayPay smartphone payment service using QR codes and other technologies, leveraging the technology of One97 Communications Limited (PayTM), through PayPay Corporation, a joint venture with Yahoo Japan Corporation.」

    The Beyond Carrier strategy progressed to actual service launches, with WeWork Japan providing shared-office services and PayPay providing smartphone payments.
  16. FY2019-Q2AdvancedAnnual report

    「In addition to jointly developing WeWork Companies Inc.'s (WeWork's) shared-office services in Japan, we began successively providing a taxi-dispatch platform through a joint venture with Didi Chuxing Technology Co. from September 2018. In the same month, we launched the PayPay smartphone payment service using QR codes through a joint venture with Yahoo Japan Corporation, in collaboration with One97 Communications Limited (PayTM).」

    The Beyond Carrier strategy took concrete form through WeWork's expansion in Japan, DiDi's taxi-dispatch service, PayPay with Yahoo Japan Corporation, and collaboration with PayTM. An agreement to establish a jointly funded MaaS company with Toyota Motor Corporation was also announced.
  17. FY2019-Q1AdvancedAnnual report

    「Promotion of the Beyond Carrier Strategy Collaboration on the expansion in Japan of businesses operated by SoftBank Vision Fund portfolio companies, including WeWork and One97 Communications Limited (PayTM)」

    The Beyond Carrier strategy progressed to specific initiatives involving collaboration on the expansion in Japan of SVF portfolio companies WeWork and PayTM.
  18. FY2018First statedAnnual report

    「In addition, we will pursue the Beyond Carrier strategy, which aims to develop and expand new businesses outside the telecommunications field. While fully leveraging the potential of the business assets built by SoftBank Corp., including strong relationships with customers and other stakeholders, telecommunications networks, stores and sales expertise, we will invest to identify new growth engines and develop next-generation services by leveraging the Group's connections with outstanding technology companies around the world.」

    A newly named strategy was presented to use the telecommunications business's assets and connections with technology companies to develop new businesses outside telecommunications as growth engines.
Moved together

"Revenue growth driven by the e-commerce revolution and payments and financial services" moved the same way as this thread, in the same document, in 14 of its 20 moves.

141414111111★123456
  1. ★This thread
  2. 1Revenue growth driven by the e-commerce revolution and payments and financial services14×
  3. 2Expansion into the semiconductor and IoT sectors through the acquisition of Arm14×
  4. 3Large-Scale Technology Investments by the SoftBank Vision Fund14×
  5. 4Steady growth in profit from the domestic telecommunications business11×
  6. 5Monetization of Alibaba Shares through Sales and Forward Contracts11×
  7. 6Selective Sale of Holdings in Investee Companies, Including Supercell and GungHo11×

★ 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
No upcoming earnings preview for SoftBank Group Corp. yet. It last moved in the Earnings of 2026-08-06: "Advanced".
Developing New Non-Telecommunications Businesses Through the Beyond Carrier Strategy | SoftBank Group Corp. (9984) | Komori