SoftBank Group Management
Management Kriterienprüfungen 4/4
SoftBank Group CEO ist Masa Son , ernannt in Sep 1981, hat eine Amtszeit von 44.75 Jahren. Die jährliche Gesamtvergütung beträgt ¥100.00M , bestehend aus 12% Gehalt und 88% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 33.96% der Aktien des Unternehmens, im Wert von ¥12,525.70B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7 Jahre bzw. 5.5 Jahre.
Wichtige Informationen
Masa Son
Geschäftsführender
JP¥100.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 12.00% |
| Amtszeit als Geschäftsführer | 44.8yrs |
| Eigentum des Geschäftsführers | 34.0% |
| Durchschnittliche Amtszeit des Managements | 7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.5yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • Jun 05
9984: Future Returns Will Depend On OpenAI Exposure And AI Infrastructure Expansion
Analysts have lifted the SoftBank Group fair value estimate from ¥5,360 to ¥6,834, reflecting higher assumed revenue growth and a richer future P/E multiple, while this is offset by a lower profit margin outlook and a slightly higher discount rate, in line with recent mixed research that highlights both AI upside and concentration and leverage risks. Analyst Commentary Recent research shows a clear split in how analysts view SoftBank Group, with some highlighting upside linked to AI exposure and asset value, while others focus on concentration and funding risks.Analyseartikel • May 21
Shareholders Shouldn’t Be Too Comfortable With SoftBank Group's (TSE:9984) Strong Earnings
The latest earnings release from SoftBank Group Corp. ( TSE:9984 ) disappointed investors. We did some digging and...
Narrativ-Update • May 21
9984: Future OpenAI Concentration And AI Infrastructure Spending Will Pressure Equity Downside
Narrative Update: SoftBank Group Analyst Price Target Shift The updated analyst fair value estimate for SoftBank Group has moved from ¥3,100 to about ¥3,219. This reflects a mix of higher Street price targets linked to AI exposure and semiconductor IP potential, partly offset by caution around concentrated OpenAI investments and leverage.Analyseartikel • May 16
Results: SoftBank Group Corp. Beat Earnings Expectations And Analysts Now Have New Forecasts
SoftBank Group Corp. ( TSE:9984 ) shareholders are probably feeling a little disappointed, since its shares fell 6.3...Narrativ-Update • Apr 29
9984: Future OpenAI Funding And Leverage Will Heighten Execution Downside Risk
Analysts have reset their fair value estimate for SoftBank Group to ¥3,100 from about ¥3,499, reflecting a mix of caution around concentrated AI exposure and leverage, as well as optimism about AI access, semiconductor IP positioning, and an updated 32.48x future P/E assumption alongside higher modeled revenue growth and profit margins. Analyst Commentary Street research on SoftBank Group has recently split into two broad camps, with some focusing on upside from AI and semiconductor IP exposure and others leaning into valuation and balance sheet risks tied to that same theme.
Narrativ-Update • Apr 15
9984: AI And Semiconductor IP Exposure Will Drive Future Re Rating Potential
Analyst price targets for SoftBank Group are now centered around ¥3,140 to ¥7,000, reflecting a mix of caution over concentrated AI exposure and leverage, as well as optimism about the group's AI access, semiconductor IP position, and diversified holdings trading at what analysts see as an attractive entry point. Analyst Commentary Recent research shows a split view on SoftBank Group, with some analysts highlighting rising risks tied to concentrated AI exposure and leverage, while others focus on potential upside linked to AI access, semiconductor IP, and portfolio valuation.Narrativ-Update • Apr 01
9984: AI Infrastructure Commitment Will Drive Future Re Rating Potential
Analysts now frame SoftBank Group's narrative around an unchanged fair value of ¥7,000, with a lower implied future P/E of about 50x supported by mixed Street views that highlight rising concentration risks in AI investments on one side and perceived benefits from AI exposure, semiconductor IP and a diversified portfolio on the other. Analyst Commentary Street research on SoftBank Group currently reflects a split view, with some bearish voices highlighting concentration risk around OpenAI and balance sheet leverage, while other, more bullish analysts focus on AI exposure, semiconductor IP and portfolio breadth as key supports for the equity story.Narrativ-Update • Mar 18
9984: AI Infrastructure Commitments And PayPay IPO Will Support Future Share Gains
Analysts have adjusted their price target on SoftBank Group to ¥7,000, highlighting mixed views that balance concerns about concentrated AI exposure and leverage with arguments that the group’s AI positioning, semiconductor IP exposure, and diversified holdings present an attractive entry point. Analyst Commentary Recent Street research highlights a split view on SoftBank Group, with some analysts focusing on rising risk tied to concentrated AI exposure and leverage, while others point to AI and semiconductor assets as key supports for the investment case.Narrativ-Update • Mar 03
9984: AI Infrastructure Expansion And PayPay Listing Will Support Future Share Gains
Analysts are keeping their SoftBank Group fair value target steady at ¥7,000, while fine tuning their assumptions for revenue growth, profit margins, and future P/E to reflect updated views on the company’s earnings mix and risk profile. Analyst Commentary Bullish analysts who anchor on the ¥7,000 fair value target see this level as broadly in line with their refreshed assumptions around SoftBank Group’s earnings mix, risk profile, and targeted P/E multiple.Narrativ-Update • Feb 17
9984: Expanding AI Infrastructure Commitments To OpenAI Will Support Future Share Gains
Analysts have reset their price target on SoftBank Group from ¥28,062 to ¥7,000, citing updated revenue growth, profit margin, and future P/E assumptions that reflect a more measured outlook on the company’s earnings potential. Analyst Commentary Even with the reset to a ¥7,000 price target, some bullish analysts still see room for upside if SoftBank Group executes consistently against its revised earnings framework.Analyseartikel • Feb 15
SoftBank Group Corp. Just Missed EPS By 80%: Here's What Analysts Think Will Happen Next
It's been a good week for SoftBank Group Corp. ( TSE:9984 ) shareholders, because the company has just released its...Narrativ-Update • Feb 03
9984: Future OpenAI Commitments Will Increase Downside Risk From Execution Missteps
Analysts have lifted their fair value estimate for SoftBank Group to ¥3,498.93 from ¥3,029.36, citing updated assumptions for slightly higher revenue growth, a lower profit margin, and a higher future P/E multiple. Analyst Commentary While the revised fair value estimate for SoftBank Group reflects updated assumptions on growth, margins, and the future P/E multiple, some bearish analysts remain cautious about the risk and reward trade off at current levels.Narrativ-Update • Jan 20
9984: Future Gains Will Be Driven By OpenAI And Data Infrastructure Commitments
Analysts have lowered their fair value estimate for SoftBank Group from ¥22,780.80 to ¥5,360.35, reflecting updated assumptions around modestly different revenue growth, profit margin and future P/E inputs. What's in the News SoftBank has fully funded its reported US$40b commitment to OpenAI, according to CNBC, completing a substantial capital allocation to the AI company (CNBC).Narrativ-Update • Jan 05
9984: Future OpenAI Exposure And Rising Arm Margin Debt Will Drive Upside Risk
Analysts have revised their price target on SoftBank Group to ¥3,029.36 from ¥9,400.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News SoftBank plans to invest up to US$3b to remodel an EV plant in Lordstown, Ohio, to produce equipment for OpenAI's upcoming U.S. data centers, according to The Information.Narrativ-Update • Dec 13
9984: Expanding AI Infrastructure Investments Will Drive Shares Higher
Narrative Update on SoftBank Group Analysts have raised their price target for SoftBank Group from ¥20,000 to approximately ¥28,062. This reflects updated expectations for slightly stronger revenue growth, a higher long term valuation multiple, and a modestly higher discount rate despite lower projected profit margins.Narrativ-Update • Nov 29
9984: Future Gains Will Be Driven By Massive AI Infrastructure Investments
Analysts have raised their price target for SoftBank Group from ¥22,477 to ¥22,781, citing slight improvements in projected revenue growth and profit margins as key factors. What's in the News SoftBank is investing up to $3 billion to remodel an EV plant in Lordstown, Ohio for the production of equipment for OpenAI's upcoming U.S. data centers (The Information).Analyseartikel • Nov 22
Earnings Working Against SoftBank Group Corp.'s (TSE:9984) Share Price Following 28% Dive
SoftBank Group Corp. ( TSE:9984 ) shares have retraced a considerable 28% in the last month, reversing a fair amount of...Analyseartikel • Nov 19
There May Be Underlying Issues With The Quality Of SoftBank Group's (TSE:9984) Earnings
Last week's profit announcement from SoftBank Group Corp. ( TSE:9984 ) was underwhelming for investors, despite...Narrativ-Update • Nov 15
9984: Future Profitability Will Be Driven By Expanded AI And Robotics Investments
Analysts have raised SoftBank Group's fair value target from ¥19,952 to ¥22,477. This change reflects improved expectations for profit margins, despite slightly reduced revenue growth forecasts.Analyseartikel • Nov 13
SoftBank Group Corp. Just Beat EPS By 962%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that SoftBank Group Corp. ( TSE:9984 ) released its interim result to the market. The...Narrativ-Update • Nov 01
9984: Heavy Investments In AI Ventures Will Face Headwinds From Delays And Leverage
Analysts have raised their price target for SoftBank Group from ¥18,644.4 to ¥19,951.8, citing updated fair value estimates and improving future prospects. What's in the News SoftBank's board approved a $22.5B investment, completing its $30B commitment to OpenAI.Narrativ-Update • Oct 18
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
Analysts have raised their price target for SoftBank Group, increasing the estimated fair value from ¥16,199 to ¥18,644. This reflects renewed confidence in the company's outlook.Narrativ-Update • Oct 03
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
SoftBank Group’s fair value estimate has been raised by analysts from ¥14,635 to ¥16,199. This change reflects modest improvements in projected profit margins and anticipated price-to-earnings multiples.Analyseartikel • Sep 25
Optimistic Investors Push SoftBank Group Corp. (TSE:9984) Shares Up 28% But Growth Is Lacking
Despite an already strong run, SoftBank Group Corp. ( TSE:9984 ) shares have been powering on, with a gain of 28% in...Narrativ-Update • Sep 17
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
A modest reduction in SoftBank Group’s discount rate, reflecting lower perceived risk or improved funding conditions, has marginally increased the consensus analyst price target from ¥14,420 to ¥14,635. What's in the News OpenAI, backed by SoftBank, is pursuing a $500B valuation through a $6B secondary market sale of employee shares, as SoftBank considers making a $10B commitment dependent on OpenAI's restructuring deal with Microsoft progressing by year-end (NY Times, Bloomberg, Financial Times).Analyseartikel • Aug 28
If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Narrativ-Update • Aug 27
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
SoftBank Group's higher consensus price target reflects increased growth optimism as indicated by a rising future P/E, despite a slight decline in net profit margin, lifting fair value from ¥13,257 to ¥13,923. What's in the News OpenAI, backed by SoftBank, is in advanced talks to sell $6B of employee shares at a $500B valuation, potentially making it the world's most valuable private company (NY Times, Bloomberg).Analyseartikel • Aug 11
Results: SoftBank Group Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a pretty great week for SoftBank Group Corp. ( TSE:9984 ) shareholders, with its shares surging 20% to...Analyseartikel • Aug 09
SoftBank Group Corp.'s (TSE:9984) 31% Jump Shows Its Popularity With Investors
TSE:9984 1 Year Share Price vs Fair Value Explore SoftBank Group's Fair Values from the Community and select yours...Narrativ-Update • Aug 08
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
Despite a slight downgrade in revenue growth forecasts, SoftBank Group's rising net profit margin has driven a consensus analyst price target increase from ¥11,099 to ¥11,945. What's in the News SoftBank completed a ¥330,260.5 million share buyback, repurchasing 42,033,200 shares (2.89% of outstanding), with the latest tranche having no additional shares bought.Analyseartikel • Jun 24
Market Participants Recognise SoftBank Group Corp.'s (TSE:9984) Revenues Pushing Shares 27% Higher
SoftBank Group Corp. ( TSE:9984 ) shares have had a really impressive month, gaining 27% after a shaky period...Analyseartikel • Jun 23
Is SoftBank Group (TSE:9984) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | JP¥100m | JP¥12m | JP¥5t |
| Dec 31 2025 | n/a | n/a | JP¥4t |
| Sep 30 2025 | n/a | n/a | JP¥3t |
| Jun 30 2025 | n/a | n/a | JP¥2t |
| Mar 31 2025 | JP¥100m | JP¥12m | JP¥1t |
| Dec 31 2024 | n/a | n/a | JP¥848b |
| Sep 30 2024 | n/a | n/a | JP¥2t |
| Jun 30 2024 | n/a | n/a | JP¥57b |
| Mar 31 2024 | JP¥90m | JP¥12m | -JP¥250b |
| Dec 31 2023 | n/a | n/a | -JP¥570b |
| Sep 30 2023 | n/a | n/a | -JP¥2t |
| Jun 30 2023 | n/a | n/a | JP¥2t |
| Mar 31 2023 | JP¥100m | JP¥12m | -JP¥1t |
| Dec 31 2022 | n/a | n/a | -JP¥3t |
| Sep 30 2022 | n/a | n/a | -JP¥2t |
| Jun 30 2022 | n/a | n/a | -JP¥6t |
| Mar 31 2022 | JP¥100m | JP¥12m | -JP¥2t |
| Dec 31 2021 | n/a | n/a | JP¥2t |
| Sep 30 2021 | n/a | n/a | JP¥3t |
| Jun 30 2021 | n/a | n/a | JP¥4t |
| Mar 31 2021 | JP¥100m | JP¥39m | JP¥4t |
| Dec 31 2020 | n/a | n/a | JP¥861b |
| Sep 30 2020 | n/a | n/a | -JP¥259b |
| Jun 30 2020 | n/a | n/a | -JP¥2t |
| Mar 31 2020 | JP¥209m | JP¥120m | -JP¥954b |
Vergütung im Vergleich zum Markt: MasaDie Gesamtvergütung ($USD624.20K) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt JP ($USD1.32M).
Entschädigung vs. Einkommen: MasaDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Masa Son (69 yo)
44.8yrs
Amtszeit
JP¥100,000,000
Vergütung
Mr. Masayoshi Son, also known as Masa, is the Chairman of ARM Holdings plc (Formerly known as Arm Holdings Limited) since March 2018. He is Founder of SoftBank Corp. He founded SoftBank Group Corp. in Sept...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 44.8yrs | JP¥100.00m | 33.96% ¥ 12.5t | |
| Sr. Managing Exe. Officer | 8.2yrs | JP¥501.00m | 0.027% ¥ 9.8b | |
| Managing Executive Officer | no data | keine Daten | keine Daten | |
| Sr. VP & Chief Information Officer | 7yrs | keine Daten | keine Daten | |
| Head of Corporate Communications Office | no data | keine Daten | keine Daten | |
| Senior Advisor | 5.6yrs | keine Daten | keine Daten | |
| Head of Investment Strategy Unit | 7.1yrs | keine Daten | keine Daten | |
| Sr. VP & Chief Network Officer | no data | keine Daten | keine Daten | |
| Head of the Legal Department | no data | keine Daten | keine Daten | |
| Head of General Administration Department | no data | keine Daten | keine Daten | |
| Head of Investment Planning Department | 6.2yrs | keine Daten | keine Daten | |
| Chief Risk Officer & Head of Risk Management Office | 5.6yrs | keine Daten | keine Daten |
7.0yrs
Durchschnittliche Betriebszugehörigkeit
66yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von 9984 ist erfahren und erfahren (durchschnittliche Amtszeit von 7 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 44.8yrs | JP¥100.00m | 33.96% ¥ 12.5t | |
| Sr. Managing Exe. Officer | 6yrs | JP¥501.00m | 0.027% ¥ 9.8b | |
| External Independent Director | 4yrs | keine Daten | keine Daten | |
| Director | 38.3yrs | JP¥105.00m | 0.036% ¥ 13.3b | |
| Independent External Director | 5yrs | keine Daten | 0.014% ¥ 5.3b | |
| Director | 3yrs | JP¥6.14b | keine Daten | |
| Independent External Director | 8yrs | keine Daten | 0.000070% ¥ 25.8m | |
| Full-Time Independent External Audit & Supervisory Board Member | 5yrs | keine Daten | keine Daten | |
| Independent External Director | 5yrs | keine Daten | keine Daten | |
| Independent Full-Time External Audit & Supervisory Board Member | 11yrs | keine Daten | keine Daten | |
| Independent External Director | 7yrs | keine Daten | keine Daten | |
| Outside Independent Audit & Supervisory Board Member | 1yr | keine Daten | keine Daten |
5.5yrs
Durchschnittliche Betriebszugehörigkeit
67.5yo
Durchschnittliches Alter
Erfahrener Vorstand: 9984Die Vorstandsmitglieder gelten als erfahren (5.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/13 16:19 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
SoftBank Group Corp. wird von 33 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Hao Dai | Bernstein |
| Yoshitaka Nagao | BofA Global Research |