SoftBank Falls After Third Quarter Net Loss

The transcript discusses SoftBank's recent earnings call, highlighting worse-than-expected financial results due to strict markdowns on private portfolios. Yoshimoto Goto led the call in the absence of Son. The potential for Vision Fund 3 is explored, with Navneet Govil indicating that further investments depend on the current Vision Fund 2's performance. The successful IPO of ARM is deemed crucial for SoftBank's future financial health and potential IPOs.

What was the general expectation regarding SoftBank's earnings before the call?

• No change in earnings

• A major loss

• A moderate loss or potential profit

• A significant profit

Who was responsible for explaining the earnings call in the absence of Son?

• Yoshimoto Goto

• Masayoshi Son

• Rajeev Misra

• Navneet Govil

What is the current financial strategy for Vision Fund 2 according to Navneet Govil?

• To reduce the size of Vision Fund 2

• To merge with another fund

• To expand Vision Fund 2 or consider a third fund

• To halt all investments

What is the significance of Arm's IPO for SoftBank?

• It is not significant at all

• It is crucial for cash flow and future IPO plans

• It will only affect Arm's valuation

• It will lead to a merger with another company

When is Arm expected to be publicly listed?

• No specific timeline

• In two years

• Next year

• This calendar year