株主通信 Vol.4

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1 Vol

2 3, 27No.1* * TCA 28 3, 25, 2, 25,442 27,761 4, 3, 2, 2,71 3,242 1,5 1, ,86 15, 1, 5, 5,173 8,37 11, , 548-1, , -1,5 1,

3 28 No MNP MNP 2 MNP * %3G3.95%1% 27 No.127 *

4 CM CM * , ,2421,86 *2 CM/CM DATABANK CPU

5 3 in focus inside SoftBank 3 No.1 No.1 Yahoo! JAPANNo.1 No.1 286

6 4 1 IT Alibaba Group Holding Limited Alibaba.com Limited P.8 BB SoftBank SELECTION 12 IDC121 P.11 1, BB BB SNS TV Yahoo!

7 5 in focus inside SoftBank The Full Lineup15 IDCASPSaaSICT 27/28IDC P , No.1P.6 Yahoo! BB Yahoo! JAPAN 7 BB G 46, 3G 1, TV Yahoo! 9 1 1, BB BB 28

8 1 27 No.1 in depth ,5No.1* /J No * TCA ,2 98 * 1 3G W Vodafone 24* 2 24 * /4 6/3 7/3 8/ *1. 121TV64K *2. 1 *

9 2 28 in depth 28 SoftBank 922SH 283G PC SoftBank 922SH 4 3.5VGA & in focus 28 SoftBank 923SH GPS AQUOS 1, SoftBank 825SH 8 PANTONE 287 SoftBank 821N NEC QVGA 119LED 287 SoftBank 823P 5 3. QVGA 28 7 SoftBank 823T inside SoftBank 7

10 3 in depth No.1 Alibaba.com TaobaoAlipay Yahoo! Inc ,* 1 75* 2 6,2* 1 84* 3 7,4* 1 5* 2 No.1 Yahoo! & * *2. 27 *3. 27iResearch China Online Shopping research report

11 in focus SoftBank HAWKS 28Yahoo! Yahoo! 6 3GYahoo! 6 in focus inside SoftBank Yahoo! 3GYahoo! BB 9

12 inside SoftBank IDC IDC IDCNo.1 BB 9 ColdMall ASPIC*ASPSaaSICT 27/28IDC * ASPSaaS IDC IDC GreenMall CO2 IDC ColdMall IDC : : : 1

13 CSR CSR IT NPO SoftBank 821T : TEL: SoftBank 821T in focus inside SoftBank Yahoo!

14 3G3G / 2676, , 2,776, ,28753, %1,467,363 57, ,517 12,884 69,38755, ,6 3, , % 29,78562,511 48,64929,533 18, % 231,9499.1% , ,18 1,18,665 2,544,219 2,776,168 54,893 25,359 62, ,65 324,287 71,91 45,248 27, , ,614 17,94 59,871 57,55 28,815 18,624 1* * *

15 ,247,433 1,582, , , , ,723 76,898 72,15 18,994 15,85 99,92 25,859 3,59,24 2,973,337 1,29,852 1,29,265 1,279,71 1,238,39 749,677 75,763 4,178 2,818 4,31,852 4,558,91 33,75 49,252 26,21 41,41 58,491 23,564 1,142,93 1,24,74 195, , , ,571 43,964 52,54 415, ,45 18,49 69,77 15, 126,54 118,91 2,451,712 2,469, , ,211 1,729,183 1,586,645 74, , , ,118 3,594,615 3,71, ,515 37, ,39 187, , ,74 192,271 91, ,434 76, ,619 8,914 26,995 11,823 28,81 7,437 3, ,16 464, , ,725 4,31,852 4,558,91 in focus inside SoftBank 13, 142,537 78,621,276,488 13

16 ,544,219 2,776,168 1,49,52 1,467,363 1,134,698 1,38,85 863, , ,65 324,287 13,531 69, , ,6 153, ,614 92,653 29,785 37,53 62,511 28, ,887 48,726 48,649 93,676 29,533 37,355 39,79 28,815 18,624 Alibaba.com Limited ,411 26,25 77,535 BB 39, ,21 158,257 2,97, ,461 1,718, , ,52 49, , ,922 28,716 14

17 , ,33 218, , ,51 36,84 19,62 111,273 3,15 11, , ,637 2,637 2, in focus 28,815 28,815 28, ,432 9,845 9,747 13, ,76 341, , ,21 6,432 9,845 9,747 13, ,76 368, , , , , ,619 26,995 28,81 124,434 3,18 43,16 716, , , , , ,619 26,995 28,81 124,434 3,18 43,16 716,237 5,15 5,15 5,15 24, ,71 48,183 48,183 2,639 2,639 2, ,624 18,624 18, ,74 15,172 21,372 47,94 3,6 34,755 16,29 24, ,71 1, ,697 41,74 15,172 21,372 47,94 3,6 34, ,487 inside SoftBank 187, ,74 91, ,213 8,914 11,823 7,437 76, , ,725 15

18 2, 15, 14,42 16,38 2, 1,5 1,557 1,745 1, 1, 5, ,63,851188, %174,57 18, % ,51,8586,2* % G 1, %3G 34 3G1% 2.2% 3G ARPU* 2 4,6586 ARPU 1,49ARPU32.1% 32,3 3G 235,39651,32 29,4422, 3G G361723G 28 SoftBank 922SH283 16

19 3, 2,5 2,684 2,642 2, , 1,5 1, / 2, CM* , *1. 1,6 *2. Average Revenue Per User: 1 *3. CM/CM DATABANK 258,696, %39,7 12,8948.1% BBYahoo! BB ADSL489, ARPU14,3582 4,34134,31644,292 Yahoo! BB 5M 3.7%LAN 3.2%ADSL in focus inside SoftBank 17

20 4, 3, 2, 1, 3,542 3,741 3, , 2,5 2, 1,5 1, 5 1,561 1,942 2,476 1,2 1, , ,743,389.9%3,34 2, ,18 7.4% ,25 247,64253, %115,237 18, % Yahoo! JAPAN 277 Yahoo! Yahoo! Yahoo!Yahoo! 31,289 4,245 Yahoo!Yahoo! 18

21 3, 2,5 2, 1,5 1, 5 2,832 2,715 2, , %3,156 3, % BB IT SaaS* SoftBank SELECTION * Software as a Service: 99,8739,88 1.%5,1214,73 TV in focus inside SoftBank 19

22 Yahoo! BB Yahoo! BB * 1 1, * 2 * 3 * 4 3* 5 *1. 1 *2. *3. 3G *4. 3G * :2: 157 / :2: Yahoo! BB Yahoo! BB ADSL Yahoo! BB ADSL 1, BBTV 2,* 1 ADSLISP* 2 Yahoo! BB ADSL Yahoo! BB TV package Yahoo! BB ADSLYahoo! BB Yahoo! BB ADSLISP Yahoo! BB Yahoo! BB :18: 286 / * 3 5M 5MRevo* 4 26M 12M 8M LAN BBT ADSL ISP 1,564 1,564 1,459 1,249 1,39 1,354 1,354 *1. Yahoo! BB ADSLYahoo! BB ADSL BBTV *2. 11, 1/ 1, 3/ *3. *4.Yahoo! BB ADSL 11 2

23 SOFTBANK CORP ,422,993, , SOFTBANK Holdings Inc. Director and President Alibaba Group Holding Limited Director, Chairman of the Board and CEO in focus inside SoftBank MissionPoint Capital Partners, LLC Chairman 21

24 ,6,, ,8,664, UFJ UFJ TEL: TEL: URL: UFJ URL: TEL: sb@softbank.co.jp SOFTBANK BB Mail SOFTBANK Copyright 28 SOFTBANK CORP. All Rights Reserved %

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