Financial Performance - Consolidated revenue decreased by 12.2% YoY to KRW 3.98 trillion [7, 12] - SKT revenue declined by 16.8% YoY to KRW 2.67 trillion, driven by subscriber attrition and the Customer Appreciation Package [7, 12, 15] - Consolidated operating income decreased significantly by 90.9% YoY to KRW 48.4 billion [7, 12] - Consolidated net loss was KRW 166.7 billion, including a KRW 134.8 billion penalty from the Personal Information Protection Commission [12] - Non-consolidated operating loss was KRW 52.2 billion [19] - Non-consolidated net loss was KRW 206.6 billion, also including the KRW 134.8 billion penalty [19] - EBITDA decreased by 34.9% YoY to KRW 946 billion [7] SK Broadband (SKB) Performance - SKB revenue increased by 3.4% YoY to KRW 1.14 trillion [7, 20, 24] - SKB operating income increased slightly by 1.5% YoY to KRW 89 billion [7, 20, 24] Business Highlights - 5G subscribers recovered to pre-cybersecurity incident levels, reaching 17.3 million [27] - AI DC revenue increased by 53.8% YoY [28] - Telecom-related B2B revenue showed a stable trend, increasing by 0.8% YoY [27]

All right, give us your top investment idea for Q4. >> It's Oracle. >> All right, it's a stock that's certainly been in the news.Give us the thesis. We've seen the stock have a big run up, especially after earnings. We saw those incredible uh RPO numbers that really wow the entire street.What's the thesis for this company going forward. >> Well, I I think it's leadership and and that's an important catalyst for us at at Laugher Tangler. I mean, the new co-CEOs and David Faber did a great job in his intervie ...