At a press conference held in Tokyo on May 11, 2026, to present SoftBank Corp.’s (TOKYO: 9434) earnings results for the fiscal year ended March 31, 2026 (FY2025), President & CEO Junichi Miyakawa unveiled a new Medium-term Management Plan to realize SoftBank’s Long-term Vision to provide Next-generation Social Infrastructure, and to continuously achieve record-high profits.
Spanning FY2026 to FY2030, the five-year growth strategy represents a new phase that sees SoftBank aiming to achieve three financial targets: consolidated operating income of 1.7 trillion JPY and consolidated net income of 700.0 billion JPY in FY2030, and continuous dividend increases from FY2026 to FY2030.
Inference becoming central to AI
Before going into the Plan’s details, Miyakawa set the stage by describing how the business environment will change in the future. “We expect autonomous driving and robotics will become widespread as services within the next five years, and the focus of AI will shift from training toward inference,” he said.
By leveraging the Next-generation Social Infrastructure it has developed, SoftBank will transition to the social implementation and monetization phase of AI, he explained.
In this context, Miyakawa explained that SoftBank will be promoting a new growth strategy, “Activate AI for Society,” which sees the company aiming to activate the potential of AI across all of its businesses and drive AI’s implementation in society.
Enterprise segment to drive growth by doubling Cloud & AI revenue
Miyakawa explained how each segment has its own growth strategy to achieve the new Medium-term Management Plan, noting that the Enterprise segment will act as a growth driver, with Cloud & AI businesses positioned as a new areas of focus to help double segment profit by FY2030.
Under the Enterprise segment’s growth strategy, SoftBank will begin to monetize Japan's top-level AI computing infrastructure and the AI data centers located in Tomakomai City, Hokkaido Prefecture, and in Sakai City, Osaka Prefecture (Osaka Sakai Data Center), providing GPU cloud and sovereign cloud services. SoftBank will also leverage its enterprise customer base to accelerate AI monetization through the deployment of "Crystal intelligence” and other AI-based services.
Osaka Sakai AI Data Center to act as core hub for growth initiatives
Miyakawa also unveiled a series of new initiatives for future growth that sees the Osaka Sakai Data Center playing a central role. At the facility, an "AX (AI Transformation) Factory" and a "GX (Green Transformation) Factory" will be established. The AX Factory will be developed as an AI data center with a 140MW power capacity*, capable of housing AI computing infrastructure with 110 ExaFLOPS of performance.
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The power capacity assumed to be required for the AI computing infrastructure with a performance of 110 ExaFLOPS currently under development.
The GX factory will manufacture innovative batteries (zinc-halogen batteries) to support next-generation infrastructure. Miyakawa noted SoftBank will deploy these innovative batteries at company facilities while aiming for external sales and monetization, with a revenue target of over 100 billion JPY by FY2030.
Focusing on both growth and shareholder returns
Miyakawa explained SoftBank’s capital allocation policy for the three-year cumulative period from FY2026 to FY2030, noting that 1.0 trillion JPY has been secured for strategic investments, including AI-related initiatives.
Summing up, Miyakawa emphasized the new Medium-term Management Plan will focus on both medium- to long-term growth and shareholder returns.
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(Posted on May 12, 2026)
by SoftBank News Editors
