President Softbank Son, the history of the Sprint negotiations discontinued -Cnet Japan

　On November 6, the SoftBank Group announced the financial results for the second quarter of the fiscal year ending March 2018.Sales were 3 years from the same period of the previous year.3%increase to 4,411.1 billion yen, operating profit is 35.It increased by 1%to 874.8 billion yen, the earnings increase.

決算説明会に登壇するソフトバンクグループの孫正義社長

　At the beginning of the financial results briefing held on the same day, Mr. Masayoshi Son, President and CEO of the company, details the history of the merger negotiations between the US SPRINT and the US corporation of the US company, which was announced just before the financial results. explained.

　The merger of the two companies was originally considered at the time of the acquisition of Sprint, and although the US government was not approved at the time, it was interrupted, but the president changed and the concept of regulations changed.In response to this, he was proceeding with negotiations for the merger.

　However, according to Mr. Son, "If the SoftBank Group takes management rights or (with joint management rights), it is possible to merge, but the other party (T-Mobile) alone (T-Mobile) has managed alone.It was said that merging would not be possible if it could not be acquired. "The SoftBank Group's Board of Directors also mentioned that the United States should not let go of management rights if the United States was a strategic base, so Mr. Son told the T-Mobile side of the merger negotiation.It is said.

スプリントとTモバイル米国法人との合併交渉は、経営権を巡る意見の相違から合意に至らず、交渉打ち切りとなった

　T-Mobileとの合併がなくなったことで、Sprintは米国における契約者数でAT&TやVerizonに迫る“第3局”を作るのは困難になった。だが孫氏は、IoT向けチップセットの設計に強みを持つ英ARMを傘下に持つこと、そして低軌道衛星による衛星ブロードバンドサービスの実現を目指すOneWebに出資していることを挙げ、固定電話、固定インターネット、映像サービス、モバイルの4つを組み合わせた「クアッドプレイ」や、IoT向けのインフラ事業に注力することで、Sprint単独での成長を実現させる考えを示した。

　"These (assets such as ARM and OneWeb) are not easy to imitate other companies. When the service that utilizes them begins, you will be pleased from the bottom of your heart that you did not have to sell Sprint," said Son.Show confidence.

単独での生き残りを目指すスプリントは、米国での重要な拠点とし、ARMやOneWebなど投資先のシナジーをフルに生かすことで成長に結び付けていく考えのようだ

　Son also explained that Sprint's profits have also contributed to the SoftBank Group's achievements.In fact, SPRINT has expanded its operating income to $ 1.8 billion (about 202.1 billion yen) this term.It has been increasing the profit of about 80%since a year ago."It's a big change that a company with a profit every year has made a profit of nearly 200 billion yen in just six months," said Son again.

　Another profit of the SoftBank Group is the gain of an investment company by SoftBank Vision Fund, creating a profit of 186.2 billion yen.Among them, NVIDIA has the largest contribution to profits, but Son also introduces several new investments, including SLACK, a US SLACK, which provides business communication tools.He reiterated his willingness to realize its vision of accelerating information revolutions in a group strategy with investment companies.

ソフトバンク・ビジョン・ファンドは順調に投資先を拡大しており、エヌビディアの評価益で利益を大きく押し上げている

　Another new initiative is that the SoftBank Group will participate in a new city plan on the Red Sea coast of Saudi Arabia, which invests 57 trillion yen through the SoftBank Vision Fund.As part of this, he will be involved in Saudi Electric Power Companies, the only power company in Saudi Arabia.It seems that specific investments will be decided over the next few months, but by fully utilizing advanced technologies such as IoT and AI while making use of the know -how in India, which has already worked on solar power generation business, it is natural.He wants to proceed with a new electric power business that utilizes energy.

ソフトバンク・ビジョン・ファンドの新たな取り組みとして、サウジアラビアの新都市計画に参加するほか、サウジ電力公社に経営参画して太陽光発電事業を拡大することを明らかにした

　On the other hand, Mr. Son said, "I am considering positively, but there are various conditions. Depending on the conditions, etc., I change the investment destination to rival Lyft.It is also possible. "He recognized that he would not know whether or not to invest.

　Although the SoftBank Group is focusing on overseas businesses, sales are 1st year of the previous year about domestic communication business, which is one of the main businesses..1,528.9 billion yen to 6%decrease, operating income 6.The decline in sales and profits is the same as the previous quarter, with a decrease of 9%decrease.For this reason, Mr. Son expands the number of contracts for Y -Mobile and the "House Discount Light Set", and a 10 -fold point campaign measure in collaboration with "Yahoo! Shopping", for pre -investment in discounts on customer acquisition.It is explained.

国内通信事業は引き続き顧客獲得のための投資が拡大し、減収減益となっている。

　Due to these results, SoftBank's net increase in smartphones has grown to 810,000 contracts, 33%year -on -year, and "SoftBank Air", which includes "SoftBank Air" contracts using Wireless City Planning AXGP lines.It is said that the number of contracts has increased to 4.36 million, an increase of 61%year -on -year.The number of Yahoo! Shopping purchasers via SoftBank Y -Mobile users via smart login has increased tripled in about eight months since the start of 10 times the points of points.

　By the way, according to Ken Miyauchi, Vice President of the company, regarding the sales trends of "iPhone X" released on November 3, "iPhone X is about twice as large as the iPhone 8, and the supply has not caught up."That said.With the addition of three new models, the sales were much better than the 2016 iPhone 7/7 Plus, and sales were very strong.