The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kazuki Tokunaga - Daiwa Securities - Analyst
: I'm Tokunaga from Daiwa Securities. I have two questions. One is about free cash flow. So why announced to should be able to acquire the dividends
from the holdings. This is going to be used for the long-term purpose.
And Page 19 it shows that the investment related to AI. So is this going to be -- if not bring it forward, it's going to be like JPY100 billion or so. So
thank you for your questions.
Unidentified Company Representative
The first question is about primary free cash flow. Regarding why -- and PayPay, we treat them as external as since our listing will be treating like
that. So the portion from LINE/Yahoo will be under free cash flow so as for growth investment, and this are not connected directly. So of course,
we might use it for the other way around. But as regarding the CapEx.
So acceptance and inspections and cash are (inaudible). So it will be under the JPY100.7 billion. So JPY120 billion, that is actually under the JPY120
billion range.
Question: Satoru Kikuchi - SMBC Nikko Securities Inc. - Analyst
: I have two questions. First LINE/Yahoo, there was a onetime effect, and you made a good profit, good income in Media EC. For the second quarter
in [ORS], how are you going to utilize the income that was much better than probably expected, thanks to the onetime factor?
Unidentified Company Representative
Thank you for the first question, if I may answer Media EC, we saw a strong result. And operating income is a very -- we have a bullish view on
operating income. But LINE/Yahoo has a limited contribution of our net income. So we need to look at the net income as well. We are still in the
first quarter and it's early to say how it goes the next quarter and onwards.
But again, I think we are beginning to have more options with some optimism in that business segment.
Question: Daisaku Masuno - Nomura Securities Co., Ltd. - Analyst
: I have two questions. The first question is the mobile business, the actual business performance. So the net additions, so now the considering the
discontinuation of 3G service. So I believe that SoftBank should be able to acquire more. So is there any impact of the Rakuten initiative?
And ARPU increased by JPY10. And this ARPU also includes the additional value as well. What do you see that this current situation? And the sales
promotions, net additions and ARPU and how do we evaluate the result of these three things?
Question: Daisaku Masuno - Nomura Securities Co., Ltd. - Analyst
: Just to confirm, so as you mentioned, JPY100 billion is something that you would say as the maximum of the advanced investment -- so among
amount JPY120 billion. So below JPY100 billion is something that we have accounted as the advanced investment -- so the actual figure of JPY43.9
billion, can you give me the breakdown?
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AUGUST 06, 2024 / 9:00AM, 9434.T - Q1 2025 SoftBank Corp Earnings Investor Presentation
Question: Daisaku Masuno - Nomura Securities Co., Ltd. - Analyst
: So is it going to affect your business?
Question: Mitsunobu Tsuruo - Citi - Analyst
: Our first question, similar to Mason's question. Smartphone and net adds, what your view, 170,000, which is similar to KDDI and you are aiming at
JPY1.5 million for the full year. So the progress is low, I think. So in the range of JPY1 million to JPY1.5 million for the full year, how many is more
likely?
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