Home Earnings Analysis Communication Services Summary SoftBank Group Corp. delivered strong FY25 results, with revenue up 8% to ¥7,038.7 billion and robust free cash flow of ¥633.6 billion. SFTBY is pivoting decisively toward AI infrastructure, targeting ¥9 trillion in revenue and ¥1.7 trillion in operating income by FY30, driven by Enterprise Cloud & AI expansion. The 13% OpenAI stake anchors SoftBank in the global AI ecosystem, offering substantial upside via valuation growth and strategic influence over AI compute infrastructure. I remain buy-rated on SFTBY, as the market underprices its AI-driven NAV upside and long-term transition to a core AI infrastructure and platform play. Getty Images Thesis SoftBank Group Corp. ( SFTBY )( SFTBF ) reported FY25 results this week. We saw GAAP EPS hit ¥872.47 and revenue come in at about ¥7,038.7 billion, a figure that was up 7.7% since last year.…