SoftBank Group reports 18% profit drop but beats forecasts amid AI bets

SoftBank profit drop OpenAI stake loan AI infrastructure Intel investment gain Vision Fund performance

SoftBank Group Corp. posted a net profit of 347.3 billion yen (about US$2.2 billion) for the April‑June quarter, an 18% year‑on‑year decline. The result nevertheless topped analysts’ expectations, which had forecast roughly 125.9 billion yen. The profit was buoyed by a 1.3 trillion‑yen gain on its stake in Intel, while the Vision Fund division saw profit fall sharply to 5.43 billion yen from 451.4 billion yen a year earlier.

The group also secured a two‑year, US$10 billion margin loan backed by its OpenAI stake, arranged with a consortium that includes Goldman Sachs, JPMorgan Chase, Mizuho Securities USA, Apollo Global Funding and Sumitomo Mitsui Banking Corp. The loan will be used for general corporate purposes and Vision Fund II‑2 investments. SoftBank said its total planned investment in OpenAI will reach about US$65 billion by October, roughly a 13% ownership share.

In parallel, SoftBank is shifting toward AI‑infrastructure provision, announcing a 10‑gigawatt data‑center campus in Ohio and leveraging its 90% holding in Arm as a technology core. Shares fell about 4% after the earnings release.

Entities

Arm Ltd. · Intel Corp. · Masayoshi Son · Ohio · OpenAI · SoftBank Group Corp.

Claims

What the coverage asserts, and how many sources carry each claim.

[● 3 SOURCES] SoftBank secured a US$10 billion margin loan using its OpenAI stake as collateral. eurasiabusinessnews.com · www.newsbytesapp.com · dev.tnonline.com.br
[● 3 SOURCES] The profit beat analysts' forecast of about 125.9 billion yen. dev.tnonline.com.br · lesinguliersete.fr · www.moneytimes.com.br
[● 3 SOURCES] A 1.3 trillion‑yen gain from SoftBank's Intel stake helped offset the profit decline. lesinguliersete.fr · exame.com · abmedia.io
[● 6 SOURCES] SoftBank Group reported net profit of 347.3 billion yen for the April‑June quarter, an 18% year‑on‑year decline. wtop.com · lesinguliersete.fr · dev.tnonline.com.br · abmedia.io · www.moneytimes.com.br · +1 more
[● 2 SOURCES] Vision Fund profit fell to 5.43 billion yen from 451.39 billion yen a year earlier. lesinguliersete.fr · exame.com
[● 3 SOURCES] SoftBank plans total investment of about US$65 billion in OpenAI by October, roughly a 13% ownership stake. eurasiabusinessnews.com · dev.tnonline.com.br · www.moneytimes.com.br
[● 2 SOURCES] SoftBank is building a 10‑gigawatt AI data‑center campus in Ohio and leveraging its 90% stake in Arm as a technology core. www.it-boltwise.de · abmedia.io
[● 2 SOURCES] The margin loan was arranged with Goldman Sachs, JPMorgan Chase, Mizuho Securities USA, Apollo Global Funding and Sumitomo Mitsui Banking Corp. eurasiabusinessnews.com · www.newsbytesapp.com