UPDATE: I haven't watched the earnings report, but apparently no android announcement was made. Mr. Son did mention that he thinks the iPad is an excellent product but also said he wasn't in a position to comment on whether softbank would release a micro SIM for the iPad.
At least one blogger seems certain that this will coincide with some sort of announcement, though he doesn't say specifically about what. Well, the title of his post is "Android softbank earnings report February 2nd," so I guess he thinks softbank will announce the specifics of their upcoming android handset.
You can watch it here, or here if you are running windows and MS IE and want to install some random video app.