SoftBank Sells 71.5% of TSMC Stake, Buys Capital One After Q1 Revenue Tops ¥2 Trillion
Updated
Updated · Yahoo Finance · Aug 15
SoftBank Sells 71.5% of TSMC Stake, Buys Capital One After Q1 Revenue Tops ¥2 Trillion
3 articles · Updated · Yahoo Finance · Aug 15
Summary
SoftBank disclosed a new Capital One stake after cutting 71.5% of its Taiwan Semiconductor holding in first-quarter 2026 results, signaling a sharp portfolio shift from semiconductors toward U.S. financials.
¥2,019.59 billion in quarterly sales beat the prior year level, but net income slipped to ¥347.33 billion, highlighting stronger revenue alongside softer earnings.
The reshuffle keeps focus on how asset sales and reallocations affect SoftBank's earnings mix, cash generation and capacity to fund buybacks, dividends and AI investments.
By 2029, SoftBank's narrative still points to ¥9,570.6 billion in revenue and ¥741.9 billion in earnings, though the latest moves may deepen debate over concentration risk and execution.