SK Telecom Co. Ltd. (NYSE:SKM) is one of the most undervalued telecom stocks to invest in. On September 8, Aduna, which is a global aggregator of network APIs, announced a new commercial partnership with SK Telink, which is a subsidiary of SK Telecom. The 2 companies have signed an MoU to expand developer access to standardized telecom APIs and accelerate their adoption globally. The collaboration will help integrate Korea into the global network API ecosystem. The partnership uses the CAMARA open-source ...

Financial Data and Key Metrics Changes - Consolidated revenue decreased by 1.9% year on year to KRW 43.8388 trillion due to net subscriber losses and the suspension of new subscriber sign-ups following a cybersecurity incident [5][6] - Operating income fell by 37.1% year on year to KRW 338.3 billion, while net income dropped by 76.2% year on year to KRW 83.2 billion [5][6] - The financial impact of the cybersecurity incident is expected to be more pronounced in the second half of the year, leading to a revised annual revenue guidance from KRW 17.8 trillion to KRW 17 trillion [19][24] Business Line Data and Key Metrics Changes - Mobile Network Operator (MNO) revenue declined due to subscriber churn, with a loss of 750,000 handset subscribers from March to June, resulting in a KRW 38.7 billion drop in MNO revenue quarter on quarter [18] - The AI business revenue grew by 13.9% year on year, partially offsetting declines in telecom revenue, with AIDC revenue increasing by 13.3% year on year to KRW 108.7 billion [7] - The number of 5G subscribers decreased by approximately 220,000 quarter on quarter to 17,020,000, alongside losses in broadband and IPTV subscribers [6][7] Market Data and Key Metrics Changes - The cybersecurity incident led to a suspension of new subscriber acquisitions for over a month, impacting the overall subscriber base [6] - The company is implementing a customer appreciation package worth KRW 500 billion to minimize customer churn during the incident recovery period [26] Company Strategy and Development Direction - The company aims to strengthen its core telecom business while continuing to grow its AI business, with plans to invest KRW 700 billion over the next five years in information protection innovation [4][10] - A hyperscale AI data center is being established in collaboration with AWS, expected to start operations in 2027, with projected annual sales of approximately KRW 1 trillion [9][33] - The company is focused on regaining customer trust through the accountability and commitment program, which includes various customer assurance measures [19][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the significant financial impact of the cybersecurity incident on earnings and emphasized the importance of restoring customer trust as a foundation for future growth [19][20] - The company anticipates a decline in revenue and operating profit in the upcoming quarters due to the implementation of customer appreciation measures [19][24] Other Important Information - The Board of Directors set the second quarter dividend per share at KRW 831, with future dividends to be discussed based on visibility of annual earnings [24][25] - The company is actively participating in government-led sovereign AI projects, aiming to position itself as a key player in the national AI ecosystem [37] Q&A Session Summary Question: Specific response measures to the cybersecurity incident and financial impact - Management detailed the introduction of a customer assurance package and a KRW 700 billion investment plan for information protection innovation, acknowledging the financial impact on MNO revenue and increased costs due to the incident [14][18] Question: Full year dividend guidance and strategies to win back customers - The company confirmed the second quarter dividend and stated that future dividends will be discussed based on earnings visibility, while outlining strategies to regain customer trust through enhanced security measures and customer appreciation packages [24][26] Question: Investment plans for the AI data center and impact on CapEx guidance - Management discussed the investment plans for the Ulsan AI data center, indicating that total CapEx is expected to rise nearly 10% year over year, while maintaining stable trends in combined CapEx [33][34]

Financial Data and Key Metrics Changes - Consolidated revenue decreased by 1.9% year on year to KRW 43.8388 trillion, primarily due to net subscriber losses and the suspension of new subscriber sign-ups following a cybersecurity incident [5][6] - Operating income fell by 37.1% year on year to KRW 338.3 billion, while net income dropped by 76.2% year on year to KRW 83.2 billion [5][6] - The financial impact of the cybersecurity incident is expected to be more pronounced in the second half of the year, with a revised annual revenue guidance lowered from KRW 17.8 trillion to KRW 17 trillion [19][24] Business Line Data and Key Metrics Changes - The mobile network operator (MNO) revenue declined due to subscriber churn, with a loss of 750,000 handset subscribers from March to June, resulting in a KRW 38.7 billion drop in MNO revenue [18] - Fixed and mobile business segments experienced a decline in subscriber base due to the cybersecurity incident [6] - AI business revenue grew by 13.9% year on year, partially offsetting the decline in telecom revenue, with AIDC revenue increasing by 13.3% year on year to KRW 108.7 billion [7] Market Data and Key Metrics Changes - The number of 5G subscribers decreased by approximately 220,000 quarter on quarter to 17,020,000, alongside losses in broadband and IPTV subscribers [6][7] - The customer appreciation package, which includes tariff discounts and additional data, is expected to impact earnings in Q3 and Q4 [5] Company Strategy and Development Direction - The company aims to restore customer trust through a comprehensive accountability and commitment program, which includes a KRW 700 billion investment over five years for information protection [4][19] - SK Telecom plans to strengthen its core telecom business while continuing to grow its AI business, with a focus on building a hyperscale AI data center in collaboration with AWS [9][10] - The company is committed to enhancing corporate value and business fundamentals despite the short-term financial impacts of the cybersecurity incident [4][10] Management Comments on Operating Environment and Future Outlook - Management acknowledged the significant financial impact of the cybersecurity incident, particularly in the second half of the year, and emphasized the importance of protecting the customer base [19][20] - The company is focused on regaining customer trust and enhancing shareholder value through strategic initiatives and improved security measures [25][28] Other Important Information - The Board of Directors set the second quarter dividend per share at KRW 831, with future dividends to be discussed based on visibility of annual earnings [24][25] - The company is actively participating in government-led sovereign AI projects and has been selected for national AI model development [35][36] Q&A Session Summary Question: Specific response measures to the cybersecurity incident and financial impact - Management detailed the introduction of a customer assurance package and a KRW 700 billion investment plan for information protection, acknowledging the financial impact on MNO revenue and costs associated with the incident [14][18] Question: Full year dividend guidance and strategies to win back customers - The company confirmed the second quarter dividend and stated that future dividends will be discussed based on annual earnings visibility, while outlining strategies to regain customer trust through enhanced security measures and customer appreciation packages [24][25][26] Question: Investment plans for the AI data center and impact on CapEx guidance - Management discussed the investment plans for the Ulsan AI data center, indicating that total CapEx is expected to rise nearly 10% year on year, while maintaining stable trends in combined CapEx [32][34]

SK telecom Investor Briefing Earnings for Q2 2025 2025.8.6. Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations, and business of SK Telecom (the "Company", or "SKT") and its subsidiaries, and plans and objectives of the management of the Company. The forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may impact the actual performance and results of the Company. The Company does not make ...

Group 1 - The article discusses SK Telecom Co., Ltd. (NYSE: SKM) and highlights its new GPT-3 based services and investments in AI technologies [1] - The author has extensive experience in the financial industry, focusing on small and medium-cap companies across Europe, the United States, and South America [1] - The investment strategy includes targeting mature industries such as mining, oil and gas, and real estate, with a focus on M&A deals, deep value investments, and dividend investing [1] Group 2 - The author aims for an internal rate of return of approximately 5%-7% on investments [1] - The article serves as a platform for readers to provide feedback on stocks owned by the author [1] - The author expresses that the financial figures and expectations provided may not be accurate and encourages readers to seek advice from other financial advisors if needed [1]

Group 1 - The People's Bank of China has increased its gold reserves for eight consecutive months, with the latest figures showing a rise of 70,000 ounces to a total of 73.9 million ounces as of the end of June [2] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on local economic development and the promotion of new energy vehicles [2] - The Shanghai Stock Exchange and the China Securities Index Company will launch several specialized indices on July 21, including the Shanghai Stock Exchange Specialized New Index and the China Securities Specialized New 100 Index [3] Group 2 - A new mandatory national standard for passenger car braking systems will take effect on January 1, 2026, introducing requirements for electric transmission braking systems and emergency braking signals [3] - An international standard for testing scenarios of autonomous vehicle systems has been officially released, detailing evaluation processes and testing methods [4] - The U.S. President has signed an executive order extending the delay for "reciprocal tariffs" until August 1, affecting imports from 14 countries with varying tariff rates [8][5] Group 3 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.94%, the Nasdaq down 0.92%, and the S&P 500 down 0.79%, impacting stocks of Japanese and Korean companies listed in the U.S. [5] - Companies such as Nissan and Toyota experienced significant stock drops, with Nissan down over 7% and Toyota down nearly 4% [5] - The market sentiment is shifting towards a balanced approach, with a focus on large-cap stocks and potential inflows of incremental capital in July [8][9]

Group 1 - The article expresses a beneficial long position in the shares of SKM, indicating a positive outlook on the company's stock performance [1] - The author emphasizes that the article reflects personal opinions and is not influenced by any business relationships with mentioned companies [1] - The information provided is intended for informational purposes only and does not constitute a solicitation to buy or sell securities [2] Group 2 - Past performance of investments is highlighted as not guaranteeing future results, suggesting a cautious approach to investment decisions [3] - The article clarifies that no specific recommendations or advice are given regarding the suitability of investments for particular investors [3] - The authors of the article are identified as third-party contributors, which may include both professional and individual investors without formal licensing [3]

Investors looking for stocks in the Wireless Non-US sector might want to consider either SK Telecom (SKM) or TeliaSonera AB (TLSNY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Sty ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they beli ...

Group 1 - SK Telecom Co., Ltd. filed its Annual Report on Form 20-F for the year ended December 31, 2024 with the U.S. Securities and Exchange Commission on April 29, 2025 [1] - The 2024 Annual Report can be accessed on SK Telecom's official website and the U.S. Securities and Exchange Commission's website [1] - Printed copies of the complete audited financial statements for the year ended December 31, 2024 can be requested free of charge [1]