AI investment holding · Vision Fund · Telecom & Arm

SoftBank Group

A Japanese AI investment holding company led by Masayoshi Son. It is the controlling shareholder of Arm Holdings with about a 90% stake and OpenAI's largest outside investor, committing roughly $64.6 billion cumulatively for an about 13% stake. It consolidates the SoftBank Vision Funds and the SoftBank (SBKK) telecom subsidiary. It posted a record 5,002.3 billion yen net income in FY2025, the largest ever for a Japanese company, and serves as financial lead of Stargate, the $500 billion US AI infrastructure project.

9984.T Updated Jul 12, 2026 3 AI consumers· 2 recurring

Per the valuechain.wiki graph, SoftBank Group is directly linked to 2 companies (0 supply, 0 revenue, 2 investment relationships) and reaches 7 companies within two hops; the links are backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).

Annual return · 2026-09-04'21-37.8%'22+23.7%'23+6%'24+46.4%'25+81.5%YTD+31.6%
Money in ▸소프트뱅크(SBKK) 통신 가입자·기업 고객●Amount ¥7.8TArm 라이선스·로열티 고객 (반도체 생태계)◐Amount $1.2B
SoftBank Group~¥7.8T
▸ Money out금융기관 차입 (Arm 주식 담보 마진론)●Amount $11.5B금융기관 차입 (OpenAI 투자 브리지론)●Amount $8.5B

Financials & Segments

  • Total revenue · ~¥7.8T (FY2025 net sales)
  • Segments · Holding Company Investments · SoftBank Vision Funds · SoftBank (SBKK telecom) · Arm

Revenue from

  • 소프트뱅크(SBKK) 통신 가입자·기업 고객 High confidence· Amount ¥7.8T · group consolidated net sales
    Domestic mobile, broadband and enterprise revenue from telecom subsidiary SoftBank (SBKK) is the stable base of group net sales. FY2025 group net sales about ¥7.8T.
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)
  • Arm 라이선스·로열티 고객 (반도체 생태계) Medium confidence· Amount $1.2B · Arm quarterly revenue
    Architecture licensing and royalty revenue that consolidated subsidiary Arm earns from global chip and device makers contributes to group revenue. Arm posted record quarterly revenue of about $1.2B (+26% YoY) in FY2025.
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)

Pays to

  • 금융기관 차입 (Arm 주식 담보 마진론) High confidence· Amount $11.5B · Arm-share margin loan
    Large-scale borrowings, including a margin loan collateralized by its Arm stake, fund AI investments. During FY2025 the Arm-share margin loan increased by about $11.5B (~¥1.8T).
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)
  • 금융기관 차입 (OpenAI 투자 브리지론) High confidence· Amount $8.5B · bridge loan
    To fund the OpenAI investment, in Apr 2025 SBG borrowed $8.5B from financial institutions and on-lent the same amount to SVF2. A bridge loan for the OpenAI follow-on.
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)

Investments

  • OpenAI High confidence· Amount $64.6B · 누적 약정 · ~13% stake
    OpenAI's largest outside investor after Microsoft. A $30B follow-on committed in Feb 2026 lifts cumulative investment to about $64.6B for a ~13% stake on completion. SVF2 booked ~¥6.5T of OpenAI-related investment gains in FY2025.
    Confirms KO Newspim Published May 14, 2026: 'All-in on OpenAI' pays off: SoftBank posts largest-ever net income for a Japanese company
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)
    Mentions EN AInvest Published Apr 1, 2026: SoftBank's 13% OpenAI stake, $64.6B cumulative
    Confirms EN CNBC Published Nov 11, 2025: SoftBank rides the AI wave as OpenAI lifts Vision Fund to $19 billion gain
    Confirms EN SoftBank Group Published Sep 24, 2025: OpenAI, Oracle and SoftBank expand Stargate with five new sites
    Confirms EN OpenAI Published Jan 21, 2025: Announcing the Stargate Project ($500B)
  • Arm Holdings High confidence· Market share 90%
    Controlling shareholder of UK chip-IP designer Arm Holdings with about a 90% stake. Arm's rally directly lifts SBG's net asset value. As a consolidated subsidiary, Arm's share-price moves are not recognized in consolidated P/L.
    Confirms EN Yahoo Finance Published May 22, 2026: SoftBank Group (TSE:9984) Stock Tops Toyota As OpenAI Tie Up Deepens
    Confirms EN SoftBank Group Corp. Published May 13, 2026: FY2025 Earnings Results Investor Briefing (May 13, 2026)
    Mentions EN AInvest Published Apr 1, 2026: SoftBank's 13% OpenAI stake, $64.6B cumulative

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
SoftBank Groupnode-37.8+23.7+6+46.4+81.5+31.6
AMDbenef2+56.9-55+127.6-18.1+77.3+123
Microsoftbenef2+52.5-28+58.2+12.9+15.6+4
Broadcombenef2+56.5-13.3+104.2+110.5+50.6+3.8
Oraclebenef2+36.9-4.6+30.9+60+18.1-17.8

YTD as of 2026-09-04 · source: Yahoo Finance

SoftBank Group operates across Nikkei 225. Momentum stayed firm and it is +31.6% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. It posted a record 5,002.3 billion yen net income in FY2025, the largest ever for a Japanese company, and serves as financial lead of Stargate, the $500 billion US AI infrastructure project.

Analysis generated from returns as of 2026-09-04

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