Geopolitics Alpha

SoftBank Q2 FY2026 slides: record revenue, cloud growth drive guidance lift

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GEOPOLITICS ALPHASoftBank Q2 FY2026 slides: recordrevenue, cloud growth driveguidance liftSFTBYGEOPOLITICS ALPHA

This report is about software.

Directly affected

  • SFTBY SoftBank Group (TYO: 9984)

    Named in this report.

Indirectly affected

  • IGV iShares Expanded Tech-Software ETF

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.

  • MSFT Microsoft+4.1% 30d

    Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • ORCL Oracle-9.5% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • CRM Salesforce-6.0% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • GOOGL Alphabet-15.6% 30d

    Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SFTBYNon-US listing (OTC); price checks may stay empty———————
IGV+3.11%+4.76%baseafter closeafter closeafter closeafter close
MSFT-4.44%+4.80%baseafter closeafter closeafter closeafter close
ORCL+2.62%+6.65%baseafter closeafter closeafter closeafter close
CRM+5.84%+6.31%baseafter closeafter closeafter closeafter close
GOOGL-1.99%+1.50%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

SoftBank Q2 FY2026 slides: record revenue, cloud growth drive guidance lift Investing.com

Source: Investing.com

This story

CompanyWhenMoveStatus
CRMthree days earlier+6.31%final price
CRMfive days earlier+5.84%final price
GOOGLthree days earlier+1.50%final price
GOOGLfive days earlier-1.99%final price
IGVthree days earlier+4.76%final price
IGVfive days earlier+3.11%final price
MSFTthree days earlier+4.80%final price
MSFTfive days earlier-4.44%final price
ORCLthree days earlier+6.65%final price
ORCLfive days earlier+2.62%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“SoftBank Q2 FY2026 slides: record revenue, cloud growth drive guidance lift” scores 12 out of 100. The score uses 1 sources.