SoftBank Group Corp. (SFTBY) — Earnings Call X-Ray
Our AI read all 30 of SFTBY's earnings calls (2016–2025) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.
Previous Call Grade
F
Q3 2025
Calls Analyzed
30
2016–2025
Avg Candor
6.3/9
evasion 4.4/9
Call-by-call analysis
🔒 Q4 2025 earnings call
2025-05-13
NEWEST
Guidance: ■■■■■Demand: ■■■■■■
Margins: ■■■■Backlog: ■■■■
■ analysts, ■■ questionsexpected move ±■■%
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
🔒 The Q4 2025 call grade is ready
The full 37-point AI read of SFTBY's newest earnings call — grade, expected move, and every question answered — is free with an account.
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F
Q3 2025 earnings call
2025-02-12
move ±12%
Management held guidance steady against mixed demand signals. The delivery was rich in specifics, frequently evasive, promotional in tone.
Guidance: maintainedDemand: mixedPricing: stableCapex: increasing 8 analysts · 17 questions
⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growthFounder-ledCFO dominates
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+
Q2 2024 earnings call
2024-11-12
move ±11.6%
Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, promotional in tone.
Guidance: maintainedDemand: acceleratingMargins: expanding 4 analysts · 6 questions
⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Resolves doubts✓ Early product, fast growthCFO dominates
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
F
Q1 2024 earnings call
2024-08-10
move ±10.6%
Management held guidance steady against mixed demand signals and expanding margins. The delivery was frequently evasive, promotional in tone.
Guidance: maintainedDemand: mixedMargins: expandingPricing: stableCapex: increasing 8 analysts · 15 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growthFounder-ledCFO dominatesDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
F
Q4 2024 earnings call
2024-05-13
move ±9.2%
Management raised guidance against accelerating demand. The delivery was rich in specifics, frequently evasive.
Guidance: raisedDemand: acceleratingPricing: stableHeadcount: growingCapex: increasing 8 analysts · 15 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedFounder-ledCFO dominates
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
C
Q3 2024 earnings call
2024-02-08
move ±11.1%
Management raised guidance against accelerating demand and expanding margins. The delivery was rich in specifics, promotional in tone.
Guidance: raisedDemand: acceleratingMargins: expandingPricing: raising 5 analysts · 10 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Early product, fast growth⚑ Reads rehearsedFounder-led
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
F
Q2 2023 earnings call
2023-11-09
move ±9.9%
Management held guidance steady against mixed demand signals. The delivery was unusually candid, rich in specifics, frequently evasive.
Guidance: maintainedDemand: mixedPricing: stableCapex: increasing 8 analysts · 14 questions
⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growth⚑ Reads rehearsedFounder-led
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
F
Aug 2023 earnings call
2023-08-08
move ±9.1%
Management gave no formal guidance against mixed demand signals. The delivery was rich in specifics, frequently evasive.
Demand: mixedPricing: stableHeadcount: cuttingCapex: increasing 7 analysts · 13 questions
⚑ Critic ammunition⚑ Question left hangingFounder-ledHidden segmentCFO dominatesDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
Earlier calls
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|
| Q4 2023 |
2023-05-12 |
D |
none | unclear | contracting |
7/9 |
6/9 |
| Q3 2023 |
2023-02-07 |
F |
none | slowing | contracting |
6/9 |
5/9 |
| Q2 2023 |
2022-11-11 |
D |
lowered | slowing | contracting |
7/9 |
3/9 |
| Q1 2022 |
2022-08-08 |
F |
none | slowing | contracting |
9/9 |
4/9 |
| Q4 2022 |
2022-05-12 |
F |
lowered | slowing | contracting |
7/9 |
5/9 |
| Q3 2022 |
2022-02-08 |
C |
raised | mixed | expanding |
7/9 |
3/9 |
| Q2 2022 |
2021-11-08 |
D |
none | slowing | contracting |
8/9 |
3/9 |
| Q1 2022 |
2021-08-10 |
F |
none | mixed | unclear |
6/9 |
4/9 |
| Q4 2021 |
2021-05-12 |
D |
none | accelerating | unclear |
6/9 |
4/9 |
| Q3 2020 |
2021-02-08 |
D |
none | accelerating | unclear |
6/9 |
4/9 |
| Q2 2021 |
2020-11-10 |
F |
none | stable | unclear |
6/9 |
4/9 |
| Q1 2021 |
2020-08-11 |
F |
maintained | stable | unclear |
6/9 |
4/9 |
| Q4 2020 |
2020-05-18 |
F |
withdrawn | mixed | contracting |
7/9 |
4/9 |
| Q3 2020 |
2020-02-12 |
F |
none | mixed | unclear |
6/9 |
5/9 |
| Q2 2020 |
2019-11-06 |
F |
lowered | mixed | contracting |
8/9 |
3/9 |
| Q1 2020 |
2019-08-07 |
F |
none | stable | unclear |
5/9 |
4/9 |
| Q4 2019 |
2019-05-13 |
D |
raised | accelerating | expanding |
6/9 |
4/9 |
| Q3 2019 |
2019-02-06 |
F |
none | accelerating | expanding |
6/9 |
5/9 |
| Q1 2019 |
2018-08-06 |
D |
none | accelerating | expanding |
6/9 |
4/9 |
| Q4 2016 |
2017-05-10 |
C |
raised | accelerating | expanding |
6/9 |
4/9 |
| Q3 2016 |
2017-02-08 |
D |
raised | accelerating | expanding |
5/9 |
6/9 |
| Nov 2016 |
2016-11-07 |
D |
none | mixed | expanding |
6/9 |
3/9 |
How to read this page
The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.
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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our
methodology.