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

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

業績電話會議摘要 | 軟銀 (ADR) (SOBKY.US) 2024 年第四季度業績會議
富途資訊 ·  05/13 04:01  · 電話會議

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

以下是軟銀公司(SOBKY)2024年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • 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.

  • 軟銀報告收入增長1720億日元,增長2.9%,超過了向上修正的預期。

  • 該公司調整後的息稅折舊攤銷前利潤同比增長了1,000億日元,營業收入增長了1107億日元,來自所有細分市場的貢獻。

  • 由於電力交易業務的低迷,消費板塊的收入減少了591億日元。

  • 對於2024財年和2025財年,軟銀的目標是平衡增長投資和中期目標的實現。

  • 企業板塊實現兩位數增長,主要來自解決方案收入,同比增長372億日元。

  • 總收入爲1,980億日元,增長23.9%,這要歸因於商業成本優化和LINE Securities的解散。

  • 由於營業收入增加以及去年未出現減值或估值損失,淨收入大幅增加。

Business Progress:

業務進展:

  • 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.

  • 儘管某些領域出現低迷,但軟銀還是設法比中期目標提前一年實現了移動收入的增長。

  • 該公司的PayPay平台顯著增加了其用戶群和付款數量。

  • 對於2024財年,軟銀計劃在所有業務領域保持較高的回報水平,其雄心勃勃的目標是到2025財年超過1萬億日元。

  • 計劃投資未來的增長領域,尤其是生成式人工智能,同時還保留6000億日元的免費現金以支付股息。

  • 軟銀計劃向其數據中心業務和邊緣技術投資1500億日元,部分資金已經到位,並正在考慮各種融資方案。

  • 該公司強調對Tomokomai中心的投資,並專注於提高其數據中心業務的盈利能力。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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