Earnings Call Summary | SoftBank Group (ADR)(SFTBY.US) Q4 2024 Earnings Conference
Earnings Call Summary | SoftBank Group (ADR)(SFTBY.US) Q4 2024 Earnings Conference
The following is a summary of the SoftBank Group Corp. (SFTBY) Q4 2024 Earnings Call Transcript:
以下是軟銀集團公司（SFTBY）2024年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
SoftBank reported net sales of over JPY6 trillion for FY 2023.
Despite recording a net loss of JPY227 billion, net income for FY 2023 improved by JPY742 billion compared to the previous fiscal year.
An important event was the IPO of Arm which SoftBank holds a significant stake in. The share price of Arm increased about 2.5 times which propelled SoftBank's net asset value to near-record highs.
The company's net asset value (NAV) at the end of March was the highest in its history at JPY27.8 trillion.
Notable changes in NAV include a JPY10.8 trillion increase in value and a JPY3.3 trillion increase due to foreign exchange rates.
The third and fourth quarter net income was positive, primarily due to gains or losses on investments.
軟銀報告稱，2023財年的淨銷售額超過6萬億日元。
儘管淨虧損爲 JPY227 億美元，但與上一財年相比，2023 財年的淨收入增加了 JPY742 億美元。
一個重要事件是軟銀持有大量股份的Arm的首次公開募股。Arm的股價上漲了約2.5倍，這使軟銀的淨資產價值升至接近歷史新高。
截至3月底，該公司的淨資產價值（NAV）爲歷史最高水平，爲27.8萬億日元。
資產淨值的顯著變化包括價值增加10.8萬億日元，外匯匯率增加3.3萬億日元。
第三和第四季度的淨收入爲正，這主要是由於投資的收益或虧損。
Business Progress:
業務進展：
The company is transitioning its portfolio towards AI, with key investments in companies such as Arm, Symbotic, Berkshire Grey, AutoStore, and Wayve.
SoftBank has diversified its investments across regions to mitigate any China-centric or regional risks.
SoftBank's significant portfolio transformation involved Arm and Vision Funds now representing 45% and 29%, respectively, indicating their intent to create an AI-centered ecosystem.
To maintain a balance between safety and growth, SoftBank has improved its Loan to Value ratio from 11% to 8.4% within a year.
They have resumed new investments amounting to $3.9 billion annually and hold a $5 billion commitment.
They are planning to boost non-recourse financing to support their strategic investments while preserving the quality of its assets.
The company plans to expand its involvement in the development of AI-focused chips.
該公司正在將其投資組合向人工智能過渡，主要投資於Arm、Symbotic、伯克希爾·格雷、AutoStore和Wayve等公司。
軟銀已將其投資分散到各個地區，以減輕任何以中國爲中心或地區性的風險。
軟銀的重大投資組合轉型涉及Arm和Vision Funds，目前分別佔45％和29％，這表明他們打算創建一個以人工智能爲中心的生態系統。
爲了保持安全與增長之間的平衡，軟銀在一年內將其貸款價值比率從11％提高到8.4％。
他們已恢復每年總額爲39億美元的新投資，並持有50億美元的承諾。
他們計劃增加無追索權融資，以支持其戰略投資，同時保持其資產質量。
該公司計劃擴大對以人工智能爲重點的芯片開發的參與。
More details: SoftBank Group (ADR) IR
更多詳情： 軟銀集團 (ADR) 投資者關係
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：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。