SoftBank Group Management

Management criteria checks 4/4

SoftBank Group's CEO is Masa Son, appointed in Oct 1981, has a tenure of 42.5 years. total yearly compensation is ¥100.00M, comprised of 12% salary and 88% bonuses, including company stock and options. directly owns 34.1% of the company’s shares, worth ¥3,889.50B. The average tenure of the management team and the board of directors is 4.9 years and 4.3 years respectively.

Key information

Masa Son

Chief executive officer

JP¥100.0m

Total compensation

CEO salary percentage	12.0%
CEO tenure	42.5yrs
CEO ownership	34.1%
Management average tenure	4.9yrs
Board average tenure	4.3yrs

Recent management updates

Recent updates

SoftBank Group Corp. (TSE:9984) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected

Feb 27

CEO Compensation Analysis

How has Masa Son's remuneration changed compared to SoftBank Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	-JP¥552b
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
Dec 31 2019	n/a	n/a	JP¥363b
Sep 30 2019	n/a	n/a	JP¥1t
Jun 30 2019	n/a	n/a	JP¥2t
Mar 31 2019	JP¥229m	JP¥120m	JP¥1t
Dec 31 2018	n/a	n/a	JP¥2t
Sep 30 2018	n/a	n/a	JP¥2t
Jun 30 2018	n/a	n/a	JP¥1t
Mar 31 2018	JP¥137m	JP¥120m	JP¥1t

Compensation vs Market: Masa's total compensation ($USD637.70K) is below average for companies of similar size in the JP market ($USD1.58M).

Compensation vs Earnings: Masa's compensation has been consistent with company performance over the past year.

CEO

Masa Son (66 yo)

42.5yrs

Tenure

JP¥100,000,000

Compensation

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...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Masayoshi Son	Founder	42.5yrs	JP¥100.00m	34.1% ¥ 3.9t
Yoshimitsu Goto	SVP, CFO	6yrs	JP¥293.00m	0.019% ¥ 2.2b
Kazuko Kimiwada	Senior VP	no data	no data	no data
Keiichi Makizono	Sr. VP & Chief Information Officer	4.8yrs	no data	no data
Yotaro Agari	CSO, Head of Investor Relations Department & Head of Sustainability Department	no data	no data	no data
Tim Mackey	Chief Legal Officer	3.6yrs	no data	no data
Takeaki Nukii	Head of Corporate Communications Office	no data	no data	no data
Faisal Rahman	Head of Middle East Operations for Vision Fund	5.8yrs	no data	no data
Robert Townsend	Senior Advisor	3.4yrs	no data	no data
Itaru Nagao	Head of Investment Strategy Unit	4.9yrs	no data	no data
Hideyuki Tsukuda	Sr. VP & Chief Network Officer	no data	no data	no data
Natsuko Oga	Head of the Legal Department	no data	no data	no data

4.9yrs

Average Tenure

63yo

Average Age

Experienced Management: 9984's management team is considered experienced (4.9 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Masayoshi Son	Founder	42.6yrs	JP¥100.00m	34.1% ¥ 3.9t
Yoshimitsu Goto	SVP, CFO	3.8yrs	JP¥293.00m	0.019% ¥ 2.2b
Rene Haas	CEO of ARM & Director	less than a year	no data	no data
David Chao	External Board Director	1.8yrs	no data	no data
Ken Miyauchi	Director	36.2yrs	JP¥470.00m	0.14% ¥ 15.6b
Keiko Erikawa	Independent External Director	2.8yrs	no data	0.015% ¥ 1.7b
Soichiro Uno	External Audit & Supervisory Board Member	19.8yrs	no data	no data
Masami Iijima	Independent External Director	5.8yrs	no data	0.000070% ¥ 8.0m
Yuji Nakata	Full-Time Independent External Audit & Supervisory Board Member	2.8yrs	no data	no data
Kenneth A. Siegel	Independent External Director	2.8yrs	no data	no data
Maurice Atsushi Toyama	Independent Full-Time External Audit & Supervisory Board Member	8.8yrs	no data	no data
Yutaka Matsuo	Independent External Director	4.8yrs	no data	no data

4.3yrs

Average Tenure

64.5yo

Average Age

Experienced Board: 9984's board of directors are considered experienced (4.3 years average tenure).

SoftBank Group Management

Management criteria checks 4/4

Key information

Recent management updates

SoftBank Group Corp., Annual General Meeting, Jun 21, 2024

SoftBank Group Corp., Annual General Meeting, Jun 21, 2024

Less than half of directors are independent

Less than half of directors are independent

High number of new and inexperienced directors

SoftBank Group Corp. Announces Step Down of Marcelo Claure as Chief Operating Officer

Recent updates

SoftBank Group Corp., Annual General Meeting, Jun 21, 2024

SoftBank Group Corp., Annual General Meeting, Jun 21, 2024

SoftBank Group Corp. to Report Fiscal Year 2024 Results on May 13, 2024

Upcoming dividend of JP¥22.00 per share

SoftBank Group Corp. (TSE:9984) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected

Price target increased by 7.5% to JP¥8,306

Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Softbank Group Corp. Provides Dividend Guidance for the Fiscal Year Ending March 2024

Consensus EPS estimates fall by 23%

SoftBank Group Corp. to Report Q3, 2024 Results on Feb 08, 2024

Softbank May Offload $135-Million Worth Stake in Zomato Via Block Deal

Softbank Reportedly Set to Sell Delhivery Stake Worth $150 Million in Fresh Block Deal

Second quarter 2024 earnings released: JP¥636 loss per share (vs JP¥1,916 profit in 2Q 2023)

Softbank Group Corp. Announces Interim Distribution for the Fiscal Year Ending March 2024, Payable on December 8, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 2024

SoftBank Reportedly to Offload 1.1% Stake in Zomato worth INR 10.24 Billion via Bulk Deal

SoftBank Group Corp. to Report Q2, 2024 Results on Nov 09, 2023

Consensus EPS estimates fall by 89%

Upcoming dividend of JP¥22.00 per share at 0.7% yield

Kroger, Albertsons Reportedly in Talks to Sell Stores to C&S, Softbank

Consensus EPS estimates fall by 106%

SoftBank Reportedly to Sell 1.17% Stake in Zomato Via Block Deal

Amazon Reportedly in Talks to Become Anchor Investor in ARM Ahead of IPO

New major risk - Revenue and earnings growth

First quarter 2024 earnings: EPS and revenues miss analyst expectations

SoftBank Group Corp. to Report Fiscal Year 2023 Final Results on Jul 27, 2023

SoftBank Group Corp. to Report Q1, 2024 Results on Aug 08, 2023

Less than half of directors are independent

Full year 2023 earnings: EPS misses analyst expectations

New minor risk - Share price stability

SoftBank Looking To Book Profits by Selling Shares in Zomato, Paytm

Intel in Talks to Be Anchor Investor in Arm IPO

Link-U Inc. (TSE:4446) agreed to acquire 49% stake in Viewn Corp. from SoftBank Group Corp. (TSE:9984) and Zenpukuji Co., Ltd.

Mubadala Capital along with Fortress management entered into definitive agreements to acquire 90.01% stake in Fortress Investment Group LLC from SoftBank Group Corp. (TSE:9984).

Full year 2023 earnings: EPS misses analyst expectations

SoftBank Group Corp. Announces Dividend for the Fourth Quarter Ended March 31, 2023; Provides Dividend Guidance for the Second Quarter and Fourth Quarter of Fiscal Year Ending March 31, 2024

SoftBank Nears Deal to Sell Fortress to Mubadala for Up to $3 Billion

Upcoming dividend of JP¥22.00 per share at 0.9% yield

Toyota Tsusho Corporation (TSE:8015) entered into an agreement to acquire 85% stake in SB Energy Corp. from SoftBank Group Corp. (TSE:9984).

Third quarter 2023 earnings: EPS misses analyst expectations

Softbank Group Corp. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023

SoftBank Group Corp. to Report Q3, 2023 Results on Feb 07, 2023

Softbank Group Reportedly to Sell 5% Stake in PB Fintech

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Less than half of directors are independent

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

GoTo Reportedly in Talks with Major Owners over $1.4 Billion Stake Sale

Scottish Equity Partners LLP acquired Pelion IoT Limited from SoftBank Group Corp. (TSE:9984).

SoftBank Group Corp. to Report Q2, 2023 Results on Nov 11, 2022

Upcoming dividend of JP¥22.00 per share

SoftBank Reportedly Plans $35 Million Bet on GoMechanic

SoftBank, Others Reportedly May Pare FirstCry Stake Pushing Company Valuation to $4Billion

SoftBank Plans to Sell Some or All of Its 9% Stake in SoFi Technologies

First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Mubadala Reportedly in Talks to Buy Fortress from SoftBank

SoftBank Group Corp. to Report Q1, 2023 Results on Aug 08, 2022

Qualcomm Keen to Buy Arm Stake in Chip Designer's Upcoming IPO

Full year 2022 earnings: EPS misses analyst expectations

High number of new and inexperienced directors

SoftBank Group Corp. to Report Fiscal Year 2022 Results on May 12, 2022

Upcoming dividend of JP¥22.00 per share

Investor sentiment improved over the past week

Price target decreased to JP¥8,233

Consensus forecasts updated

SoftBank Group Corp. to Report Q3, 2022 Results on Feb 24, 2022

Third quarter 2022 earnings: EPS misses analyst expectations

Consensus forecasts updated

Softbank Group Corp. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022

NIIF Reportedly Leads $240M Round in FirstCry

SoftBank Group Corp. Announces Step Down of Marcelo Claure as Chief Operating Officer