SoftBank Corp stock gains as FY2026 outlook is raised

SoftBank Corp. reported record first-half revenue, operating income and net income for FY2026 on Monday, November 9, 2026. At its official Q2 FY2026 earnings briefing, the company also raised its full-year forecasts.

Revenue for the six months ended September 30 reached 3,798.7 billion Japanese yen, an increase of 12 percent from the prior-year period. Operating income rose 2 percent to 642.1 billion yen, while net income attributable to SoftBank Corp. owners increased 5 percent to 364.5 billion yen. The company said all three measures reached record highs for a first-half period.

FY2026 Forecast Moves Higher

SoftBank lifted its FY2026 revenue forecast to 7,900 billion yen from 7,500 billion yen. The operating income target increased to 1,160 billion yen from 1,100 billion yen, and the net income forecast rose to 610 billion yen from 560 billion yen.

Management attributed the revisions to strong business progress and a gain on the sale of preferred equity interests in Energy Global, LP, also known as SB Energy. Compared with FY2025, the revised targets imply growth of 12 percent for revenue, 11 percent for operating income and 11 percent for net income.

First-half progress stood at 51 percent of the revised revenue target, 58 percent of the operating income target and 65 percent of the net income target. The figures give investors a clear measure of how much of the annual plan SoftBank had delivered by the end of September.

Cloud and AI Lead Enterprise Growth

The Enterprise segment remained a central growth driver. Segment revenue increased 12 percent year on year and segment income rose 20 percent. Cloud and AI revenue advanced 37 percent, supported by AI computing infrastructure and related services.

SoftBank also reported 7,670 companies signed up for its PaaS cybersecurity service as of October 30, 2026. In the Consumer segment, revenue increased 9 percent, while segment income declined 2 percent. Mobile average revenue per user rose by 230 yen year on year in the second quarter, and smartphone churn improved to 1.31 percent.

The Media and EC segment posted 9 percent revenue growth. Segment income increased 16 percent excluding one-time factors in the prior-year period, but fell 25 percent when those factors were included. Financial segment revenue rose 27 percent and segment income increased 74 percent.

Stock Context and Investor Focus

SoftBank Corp stock traded at 1.34 euros on Lang & Schwarz at 10:38 CET on Friday, November 6, 2026. The quotation is below the latest reporting date and should be read alongside the earnings update rather than as a direct measure of the market response to the revised forecast.

The outlook combines operating momentum with a contribution from the SB Energy transaction. For investors, the next key test is whether Cloud and AI expansion, Enterprise profitability and the Consumer segment's progress toward full-year profit growth can support the raised targets through the second half.

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