SoftBank Posts $12B Quarterly Profit as OpenAI Bet Pays Off
SoftBank reported a $12 billion net profit for its fourth quarter, with earnings more than tripling year-over-year, driven primarily by surging valuation gains on its OpenAI investment. On an annual basis, profit quadrupled compared to the prior year. The Japanese conglomerate also deepened its AI exposure by committing over $450 million into British chip designer Graphcore on top of an expanded investment commitment to OpenAI.
This result validates SoftBank's aggressive pivot toward AI as a core investment thesis — the Vision Fund's fortunes are now tightly coupled to AI valuations. For investors in SoftBank directly, this is a strong signal of recovery after years of high-profile losses. More broadly, it reinforces the narrative that early-stage AI stakes are generating outsized returns, which supports continued premium valuations across the AI sector.
July 2025: SoftBank Q1 FY2025 earnings expected. Ongoing: OpenAI fundraising rounds and valuation updates. Watch for any Graphcore product announcements or further funding rounds in H2 2025.
- SoftBank records $12 billion fourth quarter profit · Investing.com
- SoftBank Group Q4 profit more than triples as OpenAI investment value surges · Investing.com
- SoftBank's annual profit quadruples as it doubles down on OpenAI bet · Nikkei Asia
- SoftBank Group reports GAAP EPS of ¥872.47 and revenue of ¥7,798.65 billion · Seeking Alpha
- SoftBank doubles down on British chipmaker Graphcore with $450M+ investment: report · Seeking Alpha
- Business Ticker: SoftBank posts largest profit in Japanese history at 27 billion euros thanks to OpenAI · FAZ Wirtschaft
- Trump Heads to China, SoftBank Profit Jumps on OpenAI Bet | The Opening Trade 5/13/2026 · Bloomberg
- SoftBank's bet on super-intelligence is paying off so far — but CFO sees risks in investor AI euphoria · NZZ Wirtschaft
- SoftBank's bet on superintelligence is paying off so far – but CFO sees risks in investor AI euphoria · NZZ Wirtschaft
- Nvidia Gains on China Trip; SoftBank Up on Quarterly Profit Beat · Bloomberg
- Arm Holdings and SoftBank approach Cerebras Systems with acquisition offer ahead of IPO · Investing.com
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