SoftBank FY 2025: $64B OpenAI Gamble - 13% Stake Explained

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.