The earnings call highlighted significant growth in the AI business and strategic plans for a new AI data center, showing SK Telecom's focus on innovation and future growth. However, the call was dominated by the negative impacts of a cybersecurity incident, which led to substantial financial losses, a decline in subscriber numbers, and lowered revenue guidance, overshadowing the positive aspects.
Company Guidance -
Q3 2025
In the second quarter of fiscal year 2025, SK Telecom reported consolidated revenue of KRW 4,338.8 billion, a 1.9% year-on-year decline due to a cybersecurity incident and the sale of certain subsidiaries. Operating income dropped by 37.1% year-on-year to KRW 338.3 billion, affected by USIM replacement costs and approximately KRW 250 billion in one-off expenses, including loss compensation for authorized dealers. The net income was KRW 83.2 billion, a 76.2% year-on-year decrease. The number of 5G subscribers fell by 220,000 to 17.02 million, while AI business revenue grew 13.9% year-on-year, partly offsetting the telecom revenue decline. SK Telecom also announced a KRW 700 billion Information Protection Innovation Plan over the next five years and a Customer Appreciation Package, including 50% tariff discounts and additional data. The Board set the second quarter DPS at KRW 831. The company aims to enhance corporate value through robust cybersecurity measures and AI business expansion, despite the anticipated financial impact of the incident on 2025 earnings, with revised annual revenue guidance of KRW 17 trillion.
AI Business Growth
The 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 Plans
SK Telecom announced a plan to establish a hyperscale AI data center with AWS and SK Group affiliates in Ulsan, aiming to start operations in 2027 and secure a combined capacity of over 300 megawatts by 2030.
Commitment to Customer Assurance and Security
SK Telecom has developed an Information Protection Innovation Plan, where KRW 700 billion will be invested over the next 5 years to build a world-class information protection system, including free mobile device security solutions for all subscribers.
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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