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Sk Telecom (SKM)
NYSE:SKM
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.52Last Year’s EPS
0.6Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: severe short‑term financial impacts from the cybersecurity incident drove notable declines in operating income (‑41.1% YoY) and net income (‑73% YoY) and forced dividend reductions, representing substantial near‑term headwinds. Offsetting this, management outlined concrete strategic responses and growth levers—most notably double‑digit growth in AIDC revenue, the development of the large A.X K1 foundation model (>500B parameters), data center expansion (Pangyo acquisition, Ulsan build, planned Seoul region center), and a management focus on AI‑driven productivity and customer value innovation. However, the magnitude of current financial deterioration and ongoing uncertainties (penalties, subscriber attrition, and no clarity on Anthropic monetization) outweigh the positive strategic initiatives in the near term.Company Guidance
AI / AIDC (AI Data Center) Double-Digit Revenue Growth
AIDC revenue continued a double-digit growth trend driven by higher utilization of Gasan and Yangju data centers and the acquisition of the Pangyo data center; Ulsan AIDC construction underway since September 2025 and plans to add another data center in the Seoul metropolitan region to accelerate scale and revenue.
Strategic AI Foundation Model (A.X K1)
SK Telecom is developing A.X K1, a hyperscale AI model with >500 billion parameters built on the largest Korean dataset, positioned for B2C integration (into A. with >10M users) and B2B use (A. Biz and manufacturing affiliates) with potential preferential opportunities if ranked top 2 in the 2026 selection process.
Clear Strategic Priorities and New Management Team
New CFO/COO/IRO and management set three strategic pillars for 2026: customer value innovation to restore market leadership, A.X acceleration (AI across marketing, network and ops) to boost productivity, and focusing AI business on core strengths to improve sustainability and profitability.
Operational Initiatives to Improve Profitability
Plans to improve telecom profitability through AI-enabled automation (marketing, network, lifetime value modeling), reorganizing products/channels based on customer lifetime value, and emphasizing cost-benefit balance in subscriber acquisition.
Undersea Cable and AIDC Solution Expansion
Plans to scale up the undersea cable business initiated in 2025 and to develop in-house and partnered AIDC solutions to create synergies and new revenue streams from the growing AIDC footprint.
Commitment to Restore Financial Performance and Dividends
Management stated a priority to restore earnings and return to prior dividend payout levels, and is considering measures (including tax-free dividends) to enhance shareholder value as performance recovers.
SKM Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | $29.65 | $30.11 | +1.55% |
Oct 30, 2025 | $20.99 | $20.17 | -3.91% |
Aug 06, 2025 | $22.60 | $22.33 | -1.19% |
May 12, 2025 | $20.79 | $20.00 | -3.80% |
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 (SKM) report earnings?
Sk Telecom (SKM) is schdueled to report earning on May 12, 2026, TBA (Confirmed).
What is Sk Telecom (SKM) earnings time?
Sk Telecom (SKM) earnings time is at May 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SKM EPS forecast?
SKM EPS forecast for the fiscal quarter 2026 (Q1) is 0.52.