TLDR
- SoftBank profit jumps after $20B OpenAI investment gains lift results
- AI acquisitions push SoftBank deeper into data and robotics
- Vision Funds reverse losses as AI assets dominate portfolio
- Liquidity rises despite asset sales and concentrated AI bets
- Government AI backing boosts SoftBank growth outlook
SoftBank Group Corp (SFTBY) shares traded at $16.06, up 0.69%, as the company posted a sharp profit rebound supported by significant gains from OpenAI. The latest results showed rising momentum across its AI-linked assets, and they reinforced renewed confidence in its strategy. The stock held a modest intraday gain after early swings and continued to reflect strong market attention.
OpenAI Gains Strengthen Quarterly Results
SoftBank recorded a profit surge after marking nearly $20 billion in investment gains tied to OpenAI during the recent quarter. The company built an 11% stake after deploying about $34.6 billion, and it remains in discussions for further commitments. The latest earnings placed OpenAI among SoftBank’s largest positions alongside its substantial holding in Arm Holdings.
SoftBank linked the rise in quarterly profit to strengthened valuations across advanced AI projects. The company noted that OpenAI represented a material portion of its overall asset base, and it continued to evaluate new allocations. Analysts said OpenAI’s next funding round could influence SoftBank’s balance sheet value.
SoftBank also reported improved group performance despite losses in other equity holdings during the period. The quarter marked its fourth straight profit streak, and management confirmed steady capital deployment across data infrastructure and computing. The company highlighted the growing role of AI and ASI-related assets within its long-term roadmap.
AI Expansion Accelerates Through Acquisitions
SoftBank expanded its portfolio through several large deals that advanced its presence in global AI infrastructure. The company agreed to acquire DigitalBridge Group for $3 billion, and it also purchased Ampere Computing for $6.5 billion. It announced a major acquisition plan for ABB’s robotics division.
These moves signaled a broader expansion phase focused on data centers, robotics, and next-generation computing hardware. The company also pursued a multibillion-dollar data center initiative with several partners to support advanced AI workloads. SoftBank examined an acquisition of Switch but halted talks earlier this year.
SoftBank financed part of these deals through asset sales and increased credit capacity. It boosted its margin loan on SoftBank Corp shares and sold additional T-Mobile US holdings. The company also raised liquidity by exiting its entire Nvidia position last year.
Financial Position Strengthens Despite Concentration Risks
SoftBank maintained a loan-to-value ratio below its internal ceiling, which supported ongoing acquisition plans. The company emphasized liquidity discipline and reinforced its targets for covering bond repayments. It reported rising sales and substantial year-over-year profit growth across the nine months.
The Vision Funds delivered strong gains and reversed losses recorded in the prior year. They now hold most of SoftBank’s OpenAI exposure, and they continue to expand their role in the company’s strategy. SoftBank confirmed that its OpenAI investments flowed through SVF2 following multiple funding rounds.
SoftBank indicated rising activity across its AI programs, supported by stronger political backing for domestic technology spending. Shares advanced through early 2026 as new government policies favored AI and semiconductor expansion. Market sentiment strengthened after recent leadership developments in Japan.
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