0 Investor Briefing 2020. 1Q Results (K-IFRS, Non-audited) SK Telecom May 7, 2020 Investor Briefing Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations and business of SK Telecom and its subsidiaries (the "Company", or "SKT") and plans and objectives of the management of the Company. The aforementioned forward-looking statements are influenced by unknown risks, uncertainties and other factors which may change the actual results or p ...

SK Telecom Co., Ltd (NYSE:SKM) Q1 2020 Earnings Conference Call May 7, 2020 2:00 AM ET Company Participants Jeong Hwan Choi - Investor Relations Officer Poong-Young Yoon - Chief Financial Officer & Head of Corporate Center I Hyoung-il Ha - Head of Corporate Center II Conference Call Participants Sean Lee - Citigroup Kim Hoi Jae - Daishin Securities Kim Taewon - UBS Securities Hong Sunyoung - Nomura Financial Investment Kim Hongsik - Hana Financial Investment Jeong Hwan Choi [Foreign Language] Good afternoon ...

SK Telecom Co., Ltd (NYSE:SKM) Q4 2019 Earnings Conference Call February 6, 2020 9:00 PM ET Company Participants Jeong Hwan Choi - Investor Relations Officer Poong-Young Yoon - Chief Financial Officer & Head of Corporate Center I Ha Hyoung-il - Head of Corporate Center II Han Myung-jin - Head of the MNO Marketing Group Conference Call Participants Hoi Jae Kim - Daishin Securities Joonsop Kim - KB Securities Jae-min Ahn - NH Securities Neale Anderson - HSBC Jeong Hwan Choi [Foreign Language] Good morning. I ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q3 2019 was KRW 4,561.2 billion, representing a 9% year-on-year increase and a 2.8% quarter-on-quarter increase [4] - Consolidated operating income was KRW 302.1 billion, remaining stable compared to the previous year, with growth in non-MNO businesses offsetting increased 5G-related marketing and depreciation costs [5] - Net income was KRW 274.4 billion, down 73.9% year-on-year due to equity method income on SK Hynix, but up 5.9% quarter-on-quarter [6] Business Line Data and Key Metrics Changes - MNO revenue reached KRW 2,486.4 billion, up 0.1% year-on-year and 2.1% quarter-on-quarter, driven by an increase in 5G subscribers and data usage [9] - Media business generated IPTV revenue of KRW 333.7 billion, with a 14% year-on-year increase and a 3.6% quarter-on-quarter increase [11] - Security business revenue increased by 3% quarter-on-quarter to KRW 306 billion, with stable operating income of KRW 41.4 billion [13] - Commerce business recorded revenue of KRW 188.5 billion and operating income of KRW 1.5 billion, marking three consecutive quarters of surplus [14] Market Data and Key Metrics Changes - The number of 5G subscribers exceeded 1.54 million by the end of September, with expectations to reach 2 million by year-end [10] - SK Telecom holds approximately 44% market share in 5G, with plans to increase penetration to 48% of the total subscriber base [41] Company Strategy and Development Direction - The company launched the new OTT service "wavve" on September 18, aiming to acquire 5 million paying subscribers by 2023 [12] - A strategic partnership with Kakao was established, focusing on MNO, commerce, digital content, and future ICT [15] - The company aims to maintain a stable level of shareholder returns while managing cash demands due to the 5G launch [62] Management's Comments on Operating Environment and Future Outlook - Management noted a stable market operation beginning in September, with a focus on quality service rather than price competition [45] - The company expects ARPU growth to continue into Q4 2019 and into 2020, driven by the growth of 5G subscribers opting for higher-tier plans [52] Other Important Information - SK Telecom became the first Asian company to be included in the DJSI World Index for 12 consecutive years [16] - The merger with t-broad is pending FTC approval, with expectations to conclude the process in Q1 2020 [58] Q&A Session Summary Question: Update on wavve subscribers and partnership with Kakao - As of the end of October, wavve has 1.4 million subscribers, on track to reach 5 million by 2023, with a KRW 200 billion investment for content acquisition [23][24] Question: 5G coverage outlook - The company plans to expand 5G coverage to 70 clusters by year-end, focusing on densely populated areas and in-building coverage [30][31] Question: Marketing costs and ARPU outlook - Marketing costs will focus on service quality rather than price competition, with ARPU expected to see growth in Q4 and into 2020 [45][52] Question: Status of t-broad merger and year-end dividend - The merger is pending regulatory approval, expected to conclude in Q1 2020, with stable dividend policies maintained despite cash demands from 5G [58][62] Question: Project xCloud partnership with Microsoft - The partnership is based on a subscription model, with details on revenue sharing to be determined post-public preview [70][72]

0 Investor Briefing 2019. 3Q Results (K-IFRS, Non-audited) SK Telecom October 31, 2019 Investor Briefing Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations and business of SK Telecom and its subsidiaries (the "Company", or "SKT") and plans and objectives of the management of the Company. The aforementioned forward-looking statements are influenced by unknown risks, uncertainties and other factors which may change the actual results ...

SK Telecom Co., Ltd (NYSE:SKM) Q2 2019 Earnings Conference Call August 2, 2019 2:00 AM ET Company Participants Jeong Hwan Choi – Investor Relations Officer Poong-Young Yoon – Chief Financial Officer and Executive Vice President Conference Call Participants Taewon Kim – UBS Min Jun Jang – Kiwoom Securities Jong In Yang – Korea Investment & Securities Stanley Yang – JP Morgan Neale Anderson – HSBC Hong-sik Kim – Hana Financial Investment Jeong Hwan Choi [Interpreted] Good afternoon. I am Jeong Hwan Choi, the ...

SK Telecom Co., Ltd. (NYSE:SKM) Q1 2019 Results Conference Call May 7, 2019 2:00 AM ET Company Participants Jeong Hwan Choi - IRO Poong-Young Yoon - CFO and EVP, Corporate Center Conference Call Participants Operator Good afternoon. First of all, thank you all for joining this conference call. And now we will begin the Conference Call by the Fiscal Year 2019 First Quarter Earnings Results by SK Telecom. This conference will start with a presentation followed by the divisional Q&A session. [Operator Instruct ...