By Kosaku Narioka
SoftBank Group is scheduled to report its third-quarter results on Thursday. Here's what you need to know:
NET PROFIT FORECAST: SoftBank Group is expected to post net profit of 336.7 billion yen, equivalent to $2.18 billion, for the three months ended December, according to a poll of analysts by Visible Alpha. That would compare with a net loss of 369.2 billion yen in the year-earlier period.
REVENUE FORECAST: Third-quarter revenue is estimated to have increased 5.7% to 1.936 trillion yen, according to the Visible Alpha poll.
The stock has gained 6.9% so far this year, following a 92% rise in 2025, driven by hopes that stronger demand for artificial intelligence will buoy its investees such as Arm Holdings and OpenAI.
WHAT TO WATCH:
--Its Vision Funds business booked a profit of 2.377 trillion yen in its second quarter thanks to gains from its stakes in companies like OpenAI and Didi Global, up from a profit of 373.14 billion yen in the year-earlier period. Investors will be focusing on further signs of recovery in its tech funds business.
--SoftBank Group is in talks to invest up to $30 billion more in OpenAI, The Wall Street Journal reported in late January, as the ChatGPT maker seeks as much as $100 billion in new capital from investors. The funding round could value OpenAI at up to $830 billion if it raises the full amount. Investors will be closely watching any updates on SoftBank's investment in and other initiatives with OpenAI.
--SoftBank Group sold its entire stake in Nvidia for $5.8 billion in October to fund its investment in OpenAI. The company has also sold some of its stakes in companies like Deutsche Telekom and T-Mobile US and borrowed against its stake in Arm Holdings. Investors will be paying attention to any additional steps the Japanese tech company may be taking to raise funds.
Write to Kosaku Narioka at kosaku.narioka@wsj.com
(END) Dow Jones Newswires
February 11, 2026 02:34 ET (07:34 GMT)
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