Softbank KK (Corp)

Japanese Telcos - From “rising tide” to “winner takes all” – Should you still switch from NTT/KDDI to SoftBank Corp?

SoftBank Corp – Q4 23 Quick Take: Bottom-line beat; mixed near-term guidance impacted by investments into Generative AI

SoftBank Corp looking to take a majority stake in LY Corp? Our thoughts.

Asia Telco Tour Feedback, Improving growth, ROCE and shareholder remuneration – Global Weekly Review

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Incumbents still in good shape.