Summary of Earnings
Results Briefing
for Q2 FY2026

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Date Monday, November 9, 2026 4:00 pm - 5:18 pm
Speakers SoftBank Corp.
Junichi Miyakawa (President & CEO)
Osamu Akiyama (Board Director, Senior Vice President & CFO)

Summary

At the earnings results briefing, Mr. Junichi Miyakawa, President & CEO of SoftBank Corp., discussed the consolidated results for Q2 FY2026, the upward revision of the full-year forecast, and the service disruption caused by unauthorized access to certain systems of IDC Frontier Inc., among other topics.

Service Disruption Caused by Unauthorized Access
to Certain Systems of IDC Frontier Inc.

  • We sincerely apologize to our customers and other stakeholders concerned for the service disruption caused by the unauthorized access on October 7, 2026.
  • The disruption affected 495 corporate and local government customers, subscribed to IDCF Cloud.
  • No data stored on customers' virtual servers were exfiltrated*1.

Consolidated Results for Q2 FY2026

Company-wide Results

  • Revenue for H1 FY2026 was ¥3,798.7 billion, up 12% year on year. Revenue increased in all segments.
  • Operating income was ¥642.1 billion, up 2% year on year. Excluding one-time factors*2 in the same period of the previous fiscal year, operating income increased by 13% year on year. Profit increased in three segments (Enterprise, Distribution, and Financial).
  • Net income attributable to owners of SoftBank Corp. was ¥364.5 billion, up 5% year on year.
  • H1 FY2026, revenue, operating income, and net income attributable to owners of SoftBank Corp. all reached record highs for a H1 period.
  • Reflecting steady progress toward the initial full-year forecasts, the progress rate for H1 was 51% for revenue, 58% for operating income, and 65% for net income attributable to owners of SoftBank Corp.

Upward Revision of Full-year Forecast

  • SoftBank Corp. has upwardly revised its full-year forecasts for FY2026, reflecting strong business performance and the gain on sale of preferred equity interests in Energy Global, LP (SB Energy). The revised forecasts are as shown in the table below.
(A) FY2025
Actual		 (B) Initial forecast
(Announced in
May 2026)		 (C) Revised forecast
(Announced
this time)		 Change vs.
FY2025
(C) / (A) - 1
Revenue ¥7,038.7 billion ¥7,500 billion ¥7,900 billion +12%
Operating income ¥1,042.6 billion ¥1,100 billion ¥1,160 billion +11%
Net income attributable to owners of SoftBank Corp. ¥550.8 billion ¥560 billion ¥610 billion +11%

Results by Segment

(1) Enterprise segment

  • Revenue increased by 12% year on year and segment income increased by 20% year on year.
  • Cloud & AI*3 revenue increased by 37% year on year. Revenue from AI computing infrastructure and other services drove growth in this area.
  • The number of companies*4 signed up for "PaaS (Patching as a Service)" exceeded 7,000, reaching 7,670 as of October 30, 2026. In combination with the Company's security-related solutions, the service provides comprehensive support for ongoing cybersecurity measures.

(2) Consumer segment

  • Revenue increased by 9% year on year and segment income decreased by 2% year on year.
  • Segment income progressed steadily toward growth on a full-year basis, with a progress rate for H1 of 58% against the full-year forecast.
  • Mobile ARPU*5 for Q2 FY2026 increased by ¥230 year on year. The smartphone churn rate was 1.31%, an improvement of 0.1 percentage points year on year.

(3) Media & EC segment

  • Revenue increased by 9% year on year and segment income, excluding one-time factors*2 in the same period of the previous fiscal year, increased by 16% year on year. (Including one-time factors*2, segment income decreased by 25% year on year.)

(4) Financial segment

  • Revenue increased by 27% year on year and segment income increased by 74% year on year.

Successful HAPS Trial Service Toward Commercialization

  • Provided a trial service in Muroto City, Kochi Prefecture, on August 23-24, 2026. The trial confirmed communications performance comparable to that of terrestrial networks and successfully demonstrated remote drone flight control, video transmission, and other functions.
  • Also successfully reduced processing latency by 40% or more through edge computing and demonstrated laser ranging and tracking.

Beyond Japan Initiatives

  • The Company plans to exhibit for the first time at MWC Barcelona, one of the world's largest international exhibitions for the mobile industry. The Company aims to propose new business opportunities to global telecommunications carriers.
[Notes]
  1. *1
    For details, please refer to the notice issued by IDC Frontier Inc. on October 27, 2026.
  2. *2
    H1 FY2025: Remeasurement gain on step acquisitions of LINE MAN CORPORATION PTE. LTD. and LINE Bank Taiwan Limited (¥58.9 billion)
  3. *3
    In Q1 FY2026, the Company revised the revenue breakdown categories for the Enterprise segment from "Mobile," "Fixed-line," and "Business solution and others" to "Telecommunications," "Solutions," and "Cloud & AI." Accordingly, the figures for H1 FY2025 have been retrospectively adjusted.
  4. *4
    Number of companies that have applied for PaaS, including group companies.
  5. *5
    Includes enterprise subscribers. Mobile ARPU (Average Revenue Per User) is average monthly revenue per subscription (rounded to the nearest ¥10). Deductions from telecommunications service revenue relating to reward points, etc., and device purchase support programs are not included in the calculation of ARPU.

This document is intended to disclose the Company's financial results for the six months ended September 30, 2026, and does not constitute a solicitation of an offer to sell or purchase any securities in Japan or any other jurisdictions.