On January 23, SoftBank announced that it would merge its four affiliated communications companies.
Softbank could purchase Sprint, but failed to purchase T-Mobile US, and is, in fact, forced to withdraw its development base in Silicon Valley. In the situation that the reconstruction of Sprint is difficult, SoftBank seems to have begun to strengthen the Japanese market again.
However, I became anxious about the position of Mr. Masayoshi Son. In the present four companies’ consolidation in Japan, I have heard that President Son will take office as chairman, and Mr. Ken Miyauchi will be a president.
Judging from this stance, President Son might not have so much motivation for the Japanese market.
At present, it is said that what is entirely interested in for him is the overseas market development. However, the situation is that Mr. Nikesh Arora, who was headhunted from the Google, has been enthusiastically purchasing various companies.
Persons concerned with SoftBank are saying “Mr. Nikesh is eager to success in any case. For this reason, we think that he has been eagerly purchasing venture companies without any thought.”
Fortunately, thanks to Alibaba’s listing on the stock exchange, SoftBank has rather much money to spare. Especially, in India, in order to find out second Alibaba, Mr. Nikesh from India has been holding the leadership to enthusiastically purchase venture companies.
On the other hand, as for the US, the situation is that the management of Sprint is entrusted to Mr. Marcelo. I do not know the reason exactly, but foreigners seem to have juridical difficulties in participating in the core portions of management of US carriers.
As for the situation of President Son, it seems that he cannot go into Sprint to hold the leadership, and, therefore, he is unwillingly asking Mr. Marcelo to be a CEO.
With regard to Softbank of a little while ago, we have an image that President Son has held the leadership and opened all the paths. However, the role-sharing appears to have now been established, that is, Mr. Miyauchi is in charge of matters in Japan, Mr. Marcelo is in charge of those in US, and Mr. Nikesh is in charge of global development.
The system to pass the baton to next generation also appears to have been constructed. President Son has said before, “Someday during the 60s of my age, I would like to retire from the active position that I, myself, play the role of the president of the company of my own.”
Now, President Son is 57 years old, and the time limit is seemingly approaching, but he is saying “There are years from 60 to 69 in the sixties of age.” Therefore, I cannot think that he will retire in three years.
He will, without fail, begin magnificent purchasing plays by assigning the roles for US, Japan and global development to the three persons respectively as well as by taking the position that can have an overhead view of the world.