Softbank Group has started investing in several technology-forward companies since 2008 with its 100$

billion vision funds aimed at investing in late-stage companies seeking 20-40% stake.

Here are some of the notable investments made by Softbank Group and their competitors within each
sector.

Consumer Sector:

 OYO - Oyo is delivering predictable, affordable, and quality accommodation experiences to

travelers around the world.
 Grofers - Grofers is delivering groceries and other essentials to their customers' doorsteps.

Enterprise sector:

 Automation Anywhere - Automation Anywhere is making work more human by automating

business processes and liberating people.

FinTech Sector:

 Paytm - Paytm is working to bring banking and financial services to half-a-billion un-served and
under-served Indians.
 Policy bazar- Policy Bazaar is making insurance in India fair, transparent and sustainable.

Frontier Tech:

 Nvidia - Nvidia is igniting modern AI to power the next era of computing.

Transportation + Logistics:

 Delhivery - Delhivery is disrupting the supply chain across India one shipment at a time.
 Uber - Uber is igniting opportunity by setting the world in motion.

Since Softbank group are stake holders for several companies across wide range of sectors, they face a
lot of competition from other companies in the corresponding sectors.

Major competitors:

Consumer Sector: Another major company in consumer sector is airbnb.com. It is a big player in similar
market with their niche market being direct c2c. Few popular companies in this sector are,

1. Fabhotels
2. Treebo
3. Yatra
4. Trivago

Enterprise sector: UIPath is posing as a strong threat to Automation Anywhere in Robotic Process
Automation Software category as Automation Anywhere is a client server-based architecture while
UIPath has a more robust cloud-based architecture.

FinTech Sector: There are several players in this sector and it is a highly competitive market with major
competition coming from Freecharge, Mobikwik and PhonePe.
Frontier Tech: Softbank’s Nvidia is facing prime competition form AMD (Advanced Micro Devices).
Below table is a comparison between the two companies.

NVIDIA AMD

Better high-end cards Better low end and mid-range cards

2k and 4k capable GPUs High number of monitors that use freesync
Release new and stable drivers frequently Less frequent in driver updates

Transportation + Logistics: Uber has brought some of its global offerings to India and used innovation to
solve problems that are specific to this country. Looking at the market share for cab service in India, it is
evident that OLA is having a major share in this industry and stands as major rival for UBER.

References: https://visionfund.com/in/portfolio