In the world of investing, there is a common saying that "high risk, high return", but this motto seems to be a little less rich than Son's investment strategy. As the founder and CEO of SoftBank Group, Masayoshi Son has braved the waves of technology investment with his unique investment vision, and even if there are sometimes setbacks, he still believes that technological innovation is the core driving force of the future.
ARM's successful listing is not only a triumph for SoftBank's strategic vision, but also a testament to Son's investment philosophy. From the controversial acquisition to the most impressive results, ARM's story is undoubtedly a striking demonstration of Son's investment philosophy, and it illustrates how forward-thinking and patience are important factors for success in an ever-changing technology market.
In the midst of a financial tsunami-like crisis, some companies were able to ride the wave and miraculously achieve a counterattack. The SoftBank Group is a good example of this. Faced with a depleted cash flow, SoftBank had to make the difficult decision to sell off its large stake in Alibaba** in an attempt to save itself.
This move is undoubtedly painful, but it is more of Son's helplessness and urgency. It was a time when SoftBank was at a low ebb, and the unfavorable investment decisions of Vision 1** were even worse, and the investment losses of sharing economy companies made SoftBank's financial situation even more strained.
However, the turnaround is evident in Arm's body. When SoftBank planned to give Arm to Nvidia, the deal was blocked by regulators around the world. This failed merger and acquisition, while it seemed like a setback at the time, in fact, opened a window of great potential for the future.
In 2022, SoftBank decided to let ARM go to the public market, and behind this decision is a deep insight into the future of the semiconductor industry and absolute confidence in the development of AI technology。In September 2023, ARM's successful listing on the NASDAQ not only brought more than 800 billion yen to SoftBank, but also marked a turnaround in Son's investment strategy.
ARM's market capitalization doubled in three trading days after listing, a shocking market performance that attracted the attention of global investors. ARM's success is not just a digital victory, it's a strategic victory. Son's prophecy in June 2023 that SoftBank Group was about to end its defense and launch an offensive in the AI field now seems to be no longer empty words. SoftBank's cash flow has increased significantly, and Son's ** strategy seems to be gradually unfolding.
Under the global wave of AI, the value of ARM has been re-recognized and evaluated. With the stock prices of leading AI chip companies such as Nvidia, the market's enthusiasm for related companies is unprecedentedly high. Arm's earnings report exceeded analysts' expectations, and the revenue and profit growth report card is the best proof of Son's investment vision. This is not just a victory for Arm, but also a victory for Son's personal investment philosophy. He once again proved his investment ability and regained the glory of "investment master".
In this feast of technology and finance led by ARM, SoftBank Group not only saved face, but also established a solid foundation for future development. ARM is not only the salvation of SoftBank, it is also a masterpiece of Son's careful layout. With the advent of the AI era, ARM's successful listing undoubtedly paints a bright picture for the future of SoftBank Group.
How to use this newfound momentum to further expand its footprint in the global technology investment space has become the focus of attention in the industry. Arm's success has given SoftBank Group a trump card, and Son's next move will undoubtedly cause a new round of shock in the global technology investment community.
Son once said that he sees four major trends in future science and technology: the deepening of the information revolution, the advent of an intelligent society, the advancement of globalization, and the improvement of human happiness. The listing of ARM can be said to be the intersection of the two trends of the information revolution and the intelligent society, which not only heralds a new chapter in SoftBank's global technology investment, but also represents a new growth point for the global economy.
In the future, SoftBank Group may further deepen its cooperation with ARM to enhance the competitiveness of SoftBank's portfolio companies, especially in the fields of Internet of Things, autonomous driving, and intelligent robots, through ARM's technology. In addition, ARM's strong ecosystem and extensive partner network provide SoftBank with a wealth of strategic investment options, which could be a driver of SoftBank's future growth.
In the turbulence of the global AI chip industry, Nvidia seems to have stood out and become the leading star of the industry. Since October 2022, the company's stock price has soared by more than 500% like a rocket, allowing the market to witness the unlimited potential of AI technology and the frenzy of capital. In this context, the name ARM has also been pushed to the forefront with the wave of AI.
Arm is not a simple chip manufacturer, but has mastered a large number of advanced chip design architectures and technologies, and its products have penetrated into almost every smart device. The 2023 earnings report was ARM's triumphant declaration – revenue and profit exceeded market expectations.
This report card is not just a game of numbers, it represents the recovery of the smartphone market and Arm's deep cultivation in emerging markets, and more importantly, it marks Arm's ability to ride the wave in the tide of AI. When Arm finally went public, the market was amazed by the surge in its stock price, and its market capitalization once exceeded the skyline of $160 billion, bringing huge profits to SoftBank Group and giving Son a chance to turn things around.
However, ARM has almost become an asset of the **, which makes people sigh at the impermanence of the mall and the tragedy of Masayoshi Son. Looking back at 2015, Son's retirement plan had to be abandoned due to the problem of ** people, and he had to ** the precious Ali ** in his hand to hedge the risk. In the process of cleaning up this series of messes, SoftBank is in an increasingly difficult situation.
In 2017, in order to recreate the glory of investing in Alibaba, Son put almost all the bets on the vision, and he persuaded the Saudi sovereign to enter the game and jointly raised $100 billion.
Vision**'s investments include the sharing economy, big mobility and AI, and Son invested heavily in companies such as Uber and WeWork, where SoftBank soon became the largest shareholder. But it backfired, and these investments did not pay off as expected, especially since the failure of WeWork's IPO plan was a huge blow to SoftBank.
The gap between Son's vision and reality has left SoftBank with serious cash flow problems. Masayoshi Son, who was struggling in the black hole of losses, had to think about **Ali**, and Arm was also put on the shelves, ready **. In 2020, SoftBank and Nvidia reached an agreement on **ARM, which could have been the world's largest chip merger and acquisition. However, the deal eventually fell through due to regulatory opposition from the United States, the United Kingdom, and the European Union. Against this backdrop, SoftBank had to reconsider where ARM would go, and finally chose to re-list ARM.
Son's decision was dramatic, and in November 2022, he handed over the day-to-day work of SoftBank Group to executives such as Yoshimitsu Goto, and himself shifted to a more focused future for Arm. This decision can be described as a turning point in SoftBank's fate and a new chapter in the future of Arm.
ARM's successful listing is not only an affirmation of Son's business philosophy, but also a reshaping of SoftBank's future in the field of AI. In the hub of smart devices and the Internet, ARM's technology is like a delicate core, quietly embedded in every corner of modern technological life. Against this backdrop, ARM's strong performance seems to indicate that Masayoshi Son and SoftBank may be ushering in their next "Ali moment".
Conflict and adversity are often the catalyst for stories, and Arm's story certainly adds more color to Son's storied career. From glory to frustration and then to rebirth, this is not only the ups and downs of an enterprise, but also about the changes of an era and the surge of science and technology.
In the tech industry, a game of vision and patience is unfolding. The outside world has been optimistic about Arm's growth prospects, especially when it was acquired by SoftBank, and many people have asked: how far can this company, which focuses on the licensing model of smartphone processors, go? However, ARM's secondary listing not only successfully refuted these doubts, but also proved to the world that Son's investment vision was demonstrated to the world with its astonishing share price performance.
Arm's licensing model, in short, is to license the processor architecture of its own design to other companies for licensing fees. This model has proven its profitability and stability in the smartphone industry, but with the saturation of the market, many people are concerned that Arm's growth space is narrowing.
However, Arm is not resting on its laurels and has expanded into emerging markets such as artificial intelligence, cloud computing and automotive chips, where Arm is emerging with its advanced technology and extensive partner network, despite fierce competition. Behind all this is Son's vision and determination. He not only saw ARM's achievements in the traditional market, but also gained insight into the important role of ARM in future technology trends.
ARM's listing can be said to be a big test of Son's investment philosophy. He has said on many occasions that ARM is the future of SoftBank, and this future is built based on deep insight into technology development trends. ARM's layout in the field of AI is the embodiment of this vision. Now, with Arm's share price soaring, the market is giving a positive answer. ARM's success has not only brought huge financial gains to SoftBank, but also added a strong piece to Son's personal investment history. All this illustrates a truth: in the technology industry, forward-looking strategic vision and patience can often reap unexpected success.
Son's success is not only reflected in ARM's listing, but also symbolizes a new starting point for SoftBank in the field of technology investment. Although the previous investments in WeWork and Uber have brought a lot of controversy and losses, Arm's success seems to justify SoftBank's investment strategy, and also let the market resee the shine of Son as an investment master.
He turned investing into an art not by momentary luck, but by his accurate judgment of technological trends and tenacious belief. Now, the sharp rise in Arm's stock price not only rewards SoftBank's patience for many years, but also provides financial and confident support for its future layout in the AI and chip industries. This series of successes has shown the market that SoftBank, under the leadership of Masayoshi Son, is gradually recovering from past setbacks and starting a new journey.
From ARM's success, it can be seen that insight and patience are the keys to success in the unpredictable technology market. Through ARM's strategic investment, SoftBank has not only achieved rich economic returns, but also strategically laid a solid foundation for future development.
All of this is possible without Son's deep understanding of technology trends and unwavering investment in the future. As Arm's historic surge in share price demonstrates, Son's investment vision has delivered on his own promises to SoftBank's future, while also providing a powerful response to those who are skeptical of his choice.