Sk Telecom (SKM)
NYSE:SKM
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Earnings Data
Report Date
Aug 11, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.53Last Year’s EPS
0.14Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a clear recovery trajectory: revenue and operating income have rebounded toward pre‑cybersecurity‑incident levels, handset net additions resumed, AI data center revenue showed strong YoY growth (+89%), and quarterly dividends were reinstated. However, significant legacy impacts remain (handset base still materially down ~986k YoY at the start of the year despite Q1 net adds), and key uncertainties persist around AI business profitability, full‑year dividend sizing, and early commercialization of AI‑RAN/AI traffic opportunities. Highlights and improvements are meaningful but are balanced by unresolved headwinds and limited disclosure on some growth metrics.Company Guidance
Revenue Recovery
Consolidated revenue of KRW 4.39 trillion in Q1 FY2026, up 1.5% quarter-on-quarter, driven by MNO subscriber growth and data center expansion.
Operating Income Rebound
Consolidated operating income of KRW 537.6 billion in Q1; quarterly operating income exceeded KRW 500 billion, reflecting productivity initiatives and efforts to regain customer trust.
Handset Subscriber Turnaround
MNO achieved a handset subscriber net addition of ~208–210k in Q1, noted as a substantive outcome of customer-focused measures and marketing (back-to-school, flagship handset promotions).
Strong AI Data Center Revenue Growth
AI data center revenue grew 89% year‑over‑year in Q1, with growth driven by Pangyo Data Center and higher utilization of Gasan; construction of Ulsan AI Data Center underway and plans to scale further (including Seoul).
Resumption of Quarterly Dividends
Company resumed quarterly dividend payments starting Q1 with a declared DPS of KRW 830 (announced as KRW 831 (sic) [830]); company committed to stable dividend payments as earnings recover.
Capital Structure Action to Benefit Shareholders
Transfer of KRW 1.7 trillion from capital reserves to retained earnings to enable tax-exempt dividends (expected to allow tax-exempt year-end dividends under relevant law from 2026).
Productivity and Cost Efficiency Initiatives
Enterprise-wide AI tool adoption and AX transformation of call centers cited as measures improving operational productivity and cost efficiency.
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 |
|---|---|---|---|
May 07, 2026 | $36.88 | $36.30 | -1.57% |
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% |
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 Aug 11, 2026, TBA (Confirmed).
What is Sk Telecom (SKM) earnings time?
Sk Telecom (SKM) earnings time is at Aug 11, 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 (Q2) is 0.53.