share_log

Earnings Call Summary | SoftBank (ADR)(SOBKY.US) Q4 2024 Earnings Conference

Earnings Call Summary | SoftBank (ADR)(SOBKY.US) Q4 2024 Earnings Conference

财报电话会议摘要 | 软银 (ADR) (SOBKY.US) 2024 年第四季度财报会议
富途资讯 ·  05/13 04:01  · 电话会议

The following is a summary of the SoftBank Corp. (SOBKY) Q4 2024 Earnings Call Transcript:

以下是软银公司(SOBKY)2024年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • SoftBank reported a revenue increase of JPY 172 billion, up by 2.9%, exceeding the upwardly revised forecasts.

  • The adjusted EBITDA for the company increased year-on-year by JPY 100 billion, and operating income saw an increase of ¥110.7 billion with contributions from all segments.

  • Consumer segment experienced a decrease in revenue by ¥59.1 billion due to a downturn in the electricity trading business.

  • For FY 2024 and FY 2025, SoftBank aims to balance growth investments and mid-term targets achievement.

  • Enterprise segment achieved double-digit growth mainly by solution revenue, with an increase of ¥37.2 billion year-on-year.

  • Total income was ¥198.0 billion, a 23.9% increase, due to cost optimization in commerce and deconsolidation of LINE Securities.

  • Net income saw a significant increase due to increased operating income and absence of impairment or valuation loss recorded in the previous year.

  • 软银报告收入增长1720亿日元,增长2.9%,超过了向上修正的预期。

  • 该公司调整后的息税折旧摊销前利润同比增长了1,000亿日元,营业收入增长了1107亿日元,来自所有细分市场的贡献。

  • 由于电力交易业务的低迷,消费板块的收入减少了591亿日元。

  • 对于2024财年和2025财年,软银的目标是平衡增长投资和中期目标的实现。

  • 企业板块实现两位数增长,主要来自解决方案收入,同比增长372亿日元。

  • 总收入为1,980亿日元,增长23.9%,这要归因于商业成本优化和LINE Securities的解散。

  • 由于营业收入增加以及去年未出现减值或估值损失,净收入大幅增加。

Business Progress:

业务进展:

  • Despite a downturn in certain areas, SoftBank managed to achieve mobile revenue increase one year ahead of its mid-term target.

  • The company's PayPay platform significantly increased its user base and number of payments.

  • For FY 2024, SoftBank plans to maintain a high return level across all business segments with an ambitious target of over ¥1 trillion in FY 2025.

  • There are plans for investments into future growth areas, particularly generative AI, while also maintaining JP¥600 billion free cash to pay dividends.

  • SoftBank plans to invest ¥150 billion into its data center business and Edge technology, partially financed already, with various funding options being considered.

  • The company emphasizes investments into its Tomokomai Center, and is focusing on increasing the profitability of its data center business.

  • 尽管某些领域出现低迷,但软银还是设法比中期目标提前一年实现了移动收入的增长。

  • 该公司的PayPay平台显著增加了其用户群和付款数量。

  • 对于2024财年,软银计划在所有业务领域保持较高的回报水平,其雄心勃勃的目标是到2025财年超过1万亿日元。

  • 计划投资未来的增长领域,尤其是生成式人工智能,同时还保留6000亿日元的免费现金以支付股息。

  • 软银计划向其数据中心业务和边缘技术投资1500亿日元,部分资金已经到位,并正在考虑各种融资方案。

  • 该公司强调对Tomokomai中心的投资,并专注于提高其数据中心业务的盈利能力。

More details: SoftBank (ADR) IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发