The earnings call highlighted significant growth in SK Telecom's AI business and strategic initiatives in AI infrastructure, which are positive indicators for future revenue streams. However, the session was overshadowed by the adverse financial impact of a major cybersecurity incident, resulting in subscriber losses and substantial one-off expenses. The revision of the annual revenue guidance to a lower figure further emphasizes the challenges faced in the telecom segment.
Company Guidance
During the earnings call for SK Telecom's second quarter of fiscal year 2025, key financial metrics highlighted included a consolidated revenue of KRW 4,338.8 billion, representing a 1.9% year-on-year decline. Operating income was reported at KRW 338.3 billion, down 37.1% year-on-year, while net income fell significantly by 76.2% to KRW 83.2 billion. The company outlined its strategic response to a recent cybersecurity incident, which included a KRW 700 billion investment over five years to enhance information protection. The incident also affected SK Telecom's subscriber base, with a decline of 750,000 MNO handset subscribers by the end of June and a 220,000 quarter-on-quarter drop in 5G subscribers. Despite these challenges, the AI business showed promise with a 13.9% year-on-year revenue increase, and plans for a new AI data center in Ulsan were announced. The board resolved a second quarter dividend per share of KRW 831, maintaining the previous quarter's payout.
AI Business Growth
AI business revenue grew 13.9% year-on-year, partially offsetting the drop in telecom revenue. AIDC revenue posted KRW 108.7 billion, up 13.3% year-on-year, and AIX revenue grew 15.3% year-over-year to KRW 46.8 billion.
Hyperscale AI Data Center Initiative
SK Telecom announced a plan to establish a hyperscale AI data center with AWS and SK Group affiliates, aiming to secure a hub for AI Infrastructure Superhighway. The Ulsan AIDC is expected to start operations in 2027.
Dividend Policy
The Board of Directors resolved to set the second quarter DPS at KRW 831 with the record date of August 31, maintaining the payout level from the prior quarter.
Government AI Projects
SK Telecom was selected as a key player in the national AI model development by the government, participating in projects to develop sovereign AI foundation models.
Sk Telecom (SKM) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SKM Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$22.60
$22.33
-1.19%
May 12, 2025
$20.79
$20.00
-3.80%
Feb 12, 2025
$21.59
$21.51
-0.37%
Nov 06, 2024
$22.71
$22.38
-1.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sk Telecom Corporation (SKM) report earnings?
Sk Telecom Corporation (SKM) is schdueled to report earning on Nov 05, 2025, TBA (Confirmed).
What is Sk Telecom Corporation (SKM) earnings time?
Sk Telecom Corporation (SKM) earnings time is at Nov 05, 2025, TBA (Confirmed).
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