SoftBank Corp.
9434・Prime Market・Information & Communication
Consumer Business
SoftBank's core segment providing telecommunications and electricity services for individual customers
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (full year) | ¥2,996,054 million | ¥2,933,387 million | ↑ |
| Segment Profit (full year) | ¥550,807 million | ¥530,437 million | ↑ |
| Depreciation and Amortization (full year) | ¥374,317 million | ¥378,826 million | ↓ |
| Mobile Revenue (full year) | ¥1,586,417 million | ¥1,555,584 million | ↑ |
| Broadband Revenue (full year) | ¥405,791 million | ¥408,247 million | ↓ |
| Electricity Revenue (full year) | ¥210,265 million | ¥255,694 million | ↓ |
| Handset and Other Product Sales Revenue (full year) | ¥793,581 million | ¥713,862 million | ↑ |
| Operating Expenses (full year) | ¥2,464,300 million | ¥2,422,400 million | ↑ |
Business Details
Provides mobile services under three brands—"SoftBank," "Y!mobile," and "LINEMO"—primarily to domestic individual customers, along with broadband services such as the "SoftBank Hikari" fiber-optic line and electricity services such as "Ouchi Denki." Also handles the procurement and sale of mobile handsets. The segment continues to pursue stable growth by creating synergies through collaboration with the Group's PayPay and LINE Yahoo services.
Recent Overview
Segment profit rose 3.8% year on year on strong growth in handset and other product sales and mobile revenue
In FY2026 (ending March 2026), Consumer Business revenue was ¥2,996,054 million (up 2.1% year on year), and segment profit was ¥550,807 million (up 3.8% year on year). Mobile revenue increased by ¥30,833 million year on year, driven by growth in smartphone subscriptions led mainly by the "Y!mobile" brand. Revenue from handset and other product sales increased by ¥79,719 million year on year due to a rise in the average unit price of handsets. On the other hand, electricity revenue declined by ¥45,429 million year on year due to reduced trading in the electricity market. In September 2025, a new rate plan called "Simple 3" was launched under the "Y!mobile" brand. Various fee revisions were implemented in August 2025.
Key Products
Growth Drivers
- Expansion of mobile revenue driven by an increase in smartphone subscriptions, led mainly by the "Y!mobile" brand
- Increase in revenue from handset and other product sales due to a rise in the average unit price of handsets
- Stable growth in broadband revenue driven by an increase in "SoftBank Hikari" subscriptions
- Improved user engagement through strengthened integration with Group services such as LYP Premium and PayPay Points
- Revenue-boosting effect from revisions to communication charges (fee revisions, etc.)
Risks
- Instability in electricity revenue due to fluctuations in electricity market trading (down 17.8% year on year in FY2026, ending March 2026)
- Upward pressure on operating expenses due to increases in smartphone procurement costs and sales promotion expenses
- Downward pressure on ARPU (average monthly revenue per subscription) due to a rising proportion of users on the low-priced "Y!mobile" brand
- Regulatory change risk under the Telecommunications Business Act and Radio Act (interconnection charge regulations, prohibited conduct regulations, etc.)
- Impact on mobile subscriptions and unit prices from intensifying price competition with competitors
- Impact on mobile revenue from retroactive settlement of interconnection charges (access charges) under interconnection accounting
Last updated: June 19, 2026