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04/16/2018
...eline for ARM servers Incremental investment from Softbank to kickstart the ARM server ecosystem   Results While recent results include a large acquisition, year end 2017 results showed the top line growing 15%.
01/24/2018
...ly on fibre broadband. NTT is also benefitting as Softbank has been forced to run the Japan business for cash generation and have skimped on investment....ain mobile providers in Japan along with KDDI and Softbank....players in the Japan mobile market including KDDI Softbank....pan mobile market including KDDI Softbank. Softbank had been very aggressive trying to gain market share for about a decade from 2005 till 2015 at which point Softbank eased off discounting in the market, eased off aggressive capex spends and started to realize higher EBITDA and cash flow gains....ted to realize higher EBITDA and cash flow gains. Softbank’s focus has shifted to other segments including Sprint and it is happy to let the Japan mobile business spin off higher cash flows....hey didn’t stop investing into the network like Softbank and as of Sep 2017, almost half their LTE base stations are “Premium 4G” enabled, which means almost 800Mbps speed (one of the fastest in the world) and it is allowing them to continue to add subscribers.
11/02/2017
...terested in acquiring Charter. Some months later, Softbank and Altice were mentioned as interested acquirers....ing the Company are low (at least in my opinion). Softbank might try to use Sprint stock as part of the deal, and it seems like this is not a currency that Charter´s board would be willing to take.
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...on to LORL/Telesat next! Between Echostar, Oneweb/Softbank and a possible IPO hopefully the wait for Godot will be over soon.
...e short term, but if you need $1.5b/quarter, even Softbank cannot fund that forever.
...he decline: 1-TMUS/Sprint now may merge---removes Softbank as possible Charter buyer and may be seen as increasing threat in video (Tmus television launching soon-now will have Sprint sub base as well to target).
...ems to be a pretty good bet. Verizon and Sprint / Softbank both made runs at Charter last year.
...n winding down its PE funds following its sale to Softbank last year – sold its stake in OneMain Financial (“OMF”) to Apollo / Varde Partners earlier this year.
...ed its widening/narrowing? looking at how Alibaba/Softbank trades, it seems like when these large-cap internet growth stocks massively outperform, the holdco tends to underperform as everyone simply just buys the direct exposure.
... I actually like the thesis re harvesting cash as Softbank under-invests.
...Altaba you are betting on not just Alibaba but on Softbank Japan and Altaba's new management team's ability to allocate capital effectively....libaba it's just a pure-play bet. P.S. I've owned Softbank before on the back of an Alibaba sum-of-the-parts strategy.
...l (the re-named newly formed entity).  Yahoo and Softbank shareholders protested that they were not informed of the sale - this ownership dispute was legally resolved in July 2011 but there is still clearly reputational overhang from the entire event....from Alibaba and by transitive property Yahoo and Softbank shareholders and that this reflects poorly on Alibaba's corporate governance process....panies.  IOW, Alipay was "stolen" from Yahoo and Softbank shareholders....p that was owned by foreign investors like Yahoo, Softbank and Silver Lake?  Or the $130B+ stake Naspers has in market cap Tencent?   I think the outcome was ultimately quite fair for all stakeholders.