SFTBY — SoftBank Group ADR

SoftBank Group ADR: what they do, key numbers, and conditions we are monitoring.

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SFTBY — SoftBank Group ADR

AI Investment Holding Company   • Active

What They Do

SoftBank Group is a Japanese holding company with 40% equity in the Stargate joint venture with OpenAI and Oracle, majority ownership of Arm Holdings (semiconductor IP), and OpenAI stakeholder via Vision Fund. Multiple exposure paths to the AI infrastructure buildout in one name.

Key Numbers
Stargate Equity40% ownership ($19B initial)
Arm HoldingsMajority owner
OpenAI ExposureVision Fund stakeholder
Key RiskConcentrated Stargate/OpenAI exposure
Next EarningsMay 2026 (est.)
What We’re Watching
  • Stargate progress — capacity buildout milestones and OpenAI commitment status
  • OpenAI IPO developments and impact on Vision Fund marks
  • Arm royalty revenue trajectory as AI chip volumes scale

Sources: SoftBank Group annual reports | Yahoo Finance (SFTBY)

Last Updated: April 17, 2026

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