SoftBank Shares Are Sliding on a Weak Second Quarter, and a Drop in Arm Shares

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SoftBank Shares Are Sliding on a Weak Second Quarter, and a Drop in Arm Shares
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Japan's SoftBank posted a wider-than-expected September-quarter loss, and its single largest investment, Arm Holdings, is falling in value

SoftBank Group posted an unexpectedly large September-quarter loss, reflecting ongoing losses in the company’s Vision Fund venture portfolios. Softbank’s U.S.-listed American depositary receipts are down sharply in U.S. trading, though the decline is likely tied primarily to a drop in the share price of chip-design firm Arm Holdings, now SoftBank’s single largest investment.

As for WeWork, SoftBank noted that total cash outflow now stands at $14.4 billion, which undoubtedly makes it one of the worst venture investments ever. That includes $1.6 billion in losses for the year to date. SoftBank still holds a majority position in WeWork’s equity. Net asset value in the September quarter increased 6% to ¥16.4 trillion, or $108.7 billion. The company has ¥5.1 trillion in cash—$33.9 billion—down from ¥5.8 trillion one quarter earlier.

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