SoftBank Group Q3 Earnings: Bad Timing For AI Exposure
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SoftBank's Q3 2024 earnings reveal mixed results with revenue slightly beating estimates but a net loss of $443 million. The company's heavy exposure to the AI sector, particularly through Arm and Vision Funds, poses risks, especially with potential disruptions from DeepSeek's announcement.
February 14, 2025 | 1:30 pm
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SoftBank's Q3 earnings report shows a net loss of $443 million despite revenue slightly beating estimates. The company's significant exposure to the AI sector, particularly through Arm and Vision Funds, is risky, especially with potential disruptions from DeepSeek.
SoftBank's earnings report indicates financial challenges with a net loss, and its heavy investment in AI, particularly through Arm and Vision Funds, is risky. The potential disruption from DeepSeek could negatively impact its AI investments, including OpenAI and Stargate.
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