Financial Data and Key Metrics Changes - SK Telecom reported a revenue of KRW 16.7 trillion for 2021, with a target of KRW 23 trillion by 2025, indicating a significant growth expectation [31] - The mobile and fixed business accounted for 82% of revenue with a growth rate of 3%, while growth businesses accounted for 18% of revenue with a growth rate of 15% [8][31] - MNO revenue grew by 2.7% to exceed KRW 10 trillion, driven by an increase in 5G subscribers [116] Business Line Data and Key Metrics Changes - The mobile and fixed business remains the core, while new growth areas include media, enterprise, AIVERSE, and Connected Intelligence [6][31] - The media business has over 10 million Pay TV subscribers and aims to expand into content commerce and advertising [15][16] - The enterprise business, particularly the data center segment, is expected to grow significantly due to high demand and supply shortages, with a revenue target of over KRW 1 trillion by 2025 [19][20] Market Data and Key Metrics Changes - The 5G subscriber base reached 10 million in January 2022, with expectations to grow by an additional 8 million by 2025 [11] - The fixed line business is expected to see sustained growth due to increasing single households and demand for additional TVs [14] - The cloud revenue was KRW 64 billion in 2021, with plans for expansion in 5G MEC and MSP [20] Company Strategy and Development Direction - SK Telecom is focusing on two targets: stability and growth, reorganizing its business into five groups to maximize corporate value [5][9] - The company aims to leverage synergies between its mobile and fixed line businesses while pursuing growth in new sectors [12][42] - The strategy includes expanding into the metaverse and AI-driven services, with a target of securing over 30 million global MAUs by 2025 [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth driven by the expansion of 5G and new business opportunities in AI and IoT [21][31] - The company is optimistic about maintaining a stable dividend policy while pursuing growth through strategic M&A opportunities [30][32] - Management highlighted the importance of regulatory support for the telecommunications sector, especially in the context of the presidential election [86][88] Other Important Information - SK Telecom has implemented shareholder-friendly policies, including quarterly dividends and a stock split [30] - The company is exploring urban air mobility (UAM) as a future growth driver, collaborating with partners to develop this initiative [28][63] Q&A Session Summary Question: Background of business reorganization into five groups - The reorganization aims to maximize corporate value for each business group, allowing for different valuation matrices for mobile, fixed, media, and AIVERSE [38][40] Question: Growth potential of business groups - Management emphasized the advertising, data center, and subscription businesses as key growth areas, with significant potential for add sales and high-value services [46][50][53] Question: Dividend policy for 2022 - The company plans to maintain a similar dividend amount to the previous year, with expectations for EBITDA growth in the medium to long term [68][70] Question: M&A investment plans - SK Telecom will pursue strategic M&A opportunities, focusing on technology acquisition, talent acquisition, and global expansion [74][76] Question: Regulatory risks from the presidential election - Management believes that the focus on telecommunications and digital infrastructure will remain strong, with less regulatory burden on communication costs [86][88] Question: CapEx trends - CapEx for 2022 is expected to be similar to 2021 levels, with a focus on expanding 5G coverage and network quality [98][100] Question: Data center investments - The company plans to expand data center capacity by 50 gigawatts annually, requiring an investment of KRW 500 billion [141][145] Question: UAM initiative - SK Telecom is exploring synergies with partners for UAM, focusing on communication network capabilities while collaborating on device development [63][64]

SK telecom CEO Investor Day 2022 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 aforementioned forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may change the actual results or performance of the Company. The Company does not make any representa ...

SK Telecom Co. Ltd (NYSE:SKM) Q2 2021 Earnings Conference Call August 11, 2021 3:30 AM ET Company Participants Joongsuk Oh - Head of IR Planning Poong Young Yoon - CFO and Head of Corporate Center Hyoung Il Ha - Head of Corporate Center 2 Conference Call Participants Jay Yoo - Merrill Lynch Joonsop Kim - KB Securities Hoi Jae Kim - Daishin Securities Joongsuk Oh Good afternoon. I am Joongsuk Oh, Head of IR Planning at SK Telecom. Today's conference call will consist of the presentation on the earnings resul ...

0 Investor Briefing 2021 2Q Results (K-IFRS, Non-audited) SK Telecom August 11, 2021 Investor Briefing 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 aforementioned forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may change the actual results ...

0 Investor Briefing 2021 1Q Results (K-IFRS, Non-audited) SK Telecom May 11, 2021 Investor Briefing 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 aforementioned forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may change the actual results or p ...

SK Telecom Co Ltd (NYSE:SKM) Q1 2021 Earnings Conference Call May 11, 2021 3:30 AM ET Company Participants Joong Suk Oh - Head of IR Planning Poong Young Yoon - CFO, Head Corporate Center 1 Hyung-il Ha - VP & Head, Corporate Center 2 Han Myung-Jin - Head of Subscription Service Company Conference Call Participants Tae-Wan Oh - Korea Investment & Securities Minha Choi - Samsung Securities Kim Hoi Jae - Daishin Securities Sean Lee - Citigroup Neale Anderson - HSBC Stanley Yang - JPMorgan Joong Suk Oh Good aft ...

Table of Contents As filed with the Securities and Exchange Commission on April 29, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ ...

Financial Data and Key Metrics Changes - Consolidated revenue for fiscal year 2020 recorded KRW 18,624.7 billion, up 5% year-on-year [4] - Consolidated operating income recorded KRW 1,349.3 billion, up 21.8% year-on-year [5] - Net income increased by 74.3% year-on-year due to equity method income from SK Hynix [5] Business Line Data and Key Metrics Changes - Non-consolidated MNO revenue for 2020 recorded KRW 11,746.6 billion, up 2.8% year-on-year [6] - MNO operating income grew 7.5% year-on-year to record KRW 1,023.1 billion [7] - SK Broadband's consolidated revenue recorded KRW 3,713.5 billion, up 17.2% year-on-year [11] - Security business revenue recorded KRW 1,338.6 billion, up 12.2% year-on-year [11] - Commerce revenue recorded KRW 814.3 billion, up 12.1% year-on-year [12] Market Data and Key Metrics Changes - 5G subscriber count stood at 5.48 million as of the end of 2020, expected to reach 9 million by the end of 2021 [8] - The merger of SK Broadband and t-broad contributed to the growth in pay-TV subscribers, reaching 8.59 million in 2020 [14] Company Strategy and Development Direction - The company aims to transform its MNO business into an AI platform-based subscription service company [9][10] - Plans to introduce various subscription products and services beyond mobile lines for smartphones [9] - The security business is expected to double its revenue to surpass KRW 1.6 trillion after the merger of ADT Caps and SK Infosec [15] - T Map Mobility aims to grow into an all-in-one Mobility-as-a-Service provider [18] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a revenue target of KRW 19,500 billion for 2021, up 5% year-on-year [22] - The company emphasized the importance of innovation and a competitive business portfolio to remain resilient in a non-face-to-face business environment [23] Other Important Information - The dividend for 2020 has been decided at KRW 10,000, pending approval at the March AGM [22] - The company is preparing for the IPO of ONE Store this year [20] Q&A Session Summary Question: Corporate governance structure change likelihood - Management is open to possibilities regarding corporate governance changes to maximize shareholder value but has not made specific decisions yet [27][28] Question: Impact of lower-end 5G price plans on earnings - The new online-only price plan is about 30% lower than existing tariffs, expected to slightly decrease ARPU but increase subscriber growth and revenue [30] Question: Dividend policy and expectations for MNO performance - The year-end dividend for fiscal year 2020 is set at KRW 9,000, with discussions ongoing for potential increases based on MNO performance [34][35] Question: Marketing situation post-device launches - Marketing subsidies may temporarily increase with new device launches, but a stable market trend is expected to continue [36] Question: AI-based subscription service company transformation - The target is to reach 20 million subscription service users by 2023 with a revenue target of KRW 600 billion [42] Question: T Map Mobility's current situation and expectations - T Map Mobility is on track for a joint venture with Uber and plans to launch various services gradually [44] Question: Strategies for wavve and collaboration with Amazon - The company is exploring various options for partnerships to enhance wavve's competitiveness and is preparing for collaboration with Amazon for 11ST [50][53]

SK Telecom Co.,Ltd (NYSE:SKM) Q3 2020 Results Earnings Conference Call November 5, 2020 2:30 AM ET Company Participants Jeong Hwan Choi - Investor Relations Officer Poong-Young Yoon - Chief Financial Officer & Head of Corporate Center I Hyung-il Ha - Head of Corporate Center II Jong Ho Lee - Senior Vice President & Head of Global Business Office Myung-Jin Han - Head, MNO Marketing. Conference Call Participants Kim Joonsop - KB Securities Kim Hoi - Daishin Securities Ahn Jae-min - NH Investment & Securities ...

SK Telecom Co., Ltd. (NYSE:SKM) Q2 2020 Earnings Conference Call August 6, 2020 2:00 AM ET Company Participants Jeong Hwan Choi - Investor Relations Officer Poong-Young Yoon - Chief Financial Officer & Head of Corporate Center I Hyung-il Ha - Head of Corporate Center II Conference Call Participants Hoi Kim - Daishin Securities Co. Jae-min Ahn - NH Investment & Securities Co. Min Jun Jang - Kiwoom Securities Co. Joonsop Kim - KB Securities Co. Hong-sik Kim - Hana Financial Investment Seyon Park - Morgan Stan ...