SoftBank Corp stock: Cloud and AI lift enterprise growth
Published on 11/13/2026 at 15:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSSoftBank's latest operating signals
- Cloud and AI revenue drove a 20% increase in Enterprise operating income during the first half.
- SoftBank said its Patching as a Service offering had attracted 7,670 company applications by October 30.
- The Hokkaido Tomakomai AI Data Center remains on track to open in fiscal 2026.
SoftBank Corp. delivered record first-half revenue and profit on November 9, while new operating details highlighted the growth contribution from cloud and AI services. The company reported the results for April through September 2026, the first half of its fiscal year ending March 31, 2027.
According to SoftBank News, revenue rose 12% year on year to 3,798.7 billion Japanese yen. Operating income increased 2% to 642.1 billion yen, or 13% excluding one-time factors, while net income rose 5% to 364.5 billion yen.
Cloud and AI drive enterprise growth
The Enterprise segment generated revenue of 538.9 billion yen, up 12% year on year. Enterprise operating income climbed 20% to 124.8 billion yen, with Cloud and AI revenue growing 37% year on year.
SoftBank also provided an update on its Patching as a Service cybersecurity offering for Japanese enterprises. The service had received applications from 7,670 companies, including group companies, as of October 30, 2026. The company said construction of its Hokkaido Tomakomai AI Data Center was progressing and remained on track for an opening in fiscal 2026.
Full-year outlook moves higher
SoftBank raised its fiscal 2026 forecasts after the strong first half and a gain from the sale of SB Energy. The company now expects revenue of 7,900 billion yen, operating income of 1,160 billion yen and net income of 610 billion yen.
The Consumer segment continued to expand revenue, although operating income declined year on year. Media and e-commerce, as well as Financial Business, recorded higher operating income, giving SoftBank several sources of earnings growth beyond telecommunications.
Management also said SoftBank will exhibit at MWC Barcelona in 2027, marking an effort to expand its business beyond Japan. The company plans to update its forecasts for the next fiscal year and beyond when it reports full-year results in May 2027.
SoftBank Corp. is identified by ISIN JP3732000009. For broader market developments, see current market reports.
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SoftBank Corp. at a glance
- Company: SoftBank Corp.
- ISIN: JP3732000009
- Tokyo ticker: 9434
- Home exchange: Tokyo Stock Exchange
- First-half period: April through September 2026
