SK Telecom Co., Ltd.
SK Telecom Co., Ltd. Q4 FY25 Results — Earnings Call Analysis
Q4 FY25 earnings call: what management said on revenue, margins and capex.
SK Telecom Co., Ltd. Q4 FY25 key numbers
- Revenue
- Mobile business is expected to gradually recover from the cybersecurity incident, with 5G subscribers increasing by approximately 240,000 Q-on-Q to 17.26 million.
As stated in SK Telecom Co., Ltd.'s Q4 FY25 earnings call transcript · published 29 May 2026. Reported figures, not investment advice.
The short version
- Mobile business is expected to gradually recover from the cybersecurity incident, with 5G subscribers increasing by approximately 240,000 Q-on-Q to 17.26 million. - The new Air digital communication service targeting unlocked device users aims to broaden the mobile customer base and support top-line growth, with minimal impact on ARPU. - The AI business shows strong growth momentum with a 35.7% YoY revenue increase, driven by AI data center (AI DC) projects and services like AIX and A. - SK Telecom aims to steadily recover mobile revenue by restoring customer trust and maximizing cost efficiency to return to pre-incident operating profit levels (Page 3).
From SK Telecom Co., Ltd.'s Q4 FY25 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Mobile business is expected to gradually recover from the cybersecurity incident, with 5G subscribers increasing by approximately 240,000 Q-on-Q to 17.26 million.
- The new Air digital communication service targeting unlocked device users aims to broaden the mobile customer base and support top-line growth, with minimal impact on ARPU.
- The AI business shows strong growth momentum with a 35.7% YoY revenue increase, driven by AI data center (AI DC) projects and services like AIX and A. agentic workflow.
- The Ulsan AI data center is under construction, expected to begin generating profit from 2027, and will contribute steadily thereafter.
- Data center expansion includes a new AI data center in Seoul, targeting a cumulative 300MW capacity and KRW 1 trillion revenue by 2030.
2 more points from SK Telecom Co., Ltd.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Construction of the Ulsan AI Data Center began on September 1, progressing smoothly, with revenue ramp-up expected from 2027 and steady growth thereafter.
- The Ulsan AI Data Center is a strategic initiative to attract global big tech partners and expand AI data center business.
- Active discussions are ongoing with global investment firms and major tech companies for AI data center projects in Korea and the broader APAC region, exploring various collaborations.
- Plans are underway for an additional AI data center in Seoul. Design work has just begun; the site offers ample land and secured power capacity.
2 more points from SK Telecom Co., Ltd.'s call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
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What the Q4 FY25 call signalled
1 of 3 strong
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were SK Telecom Co., Ltd. Q4 FY25 results?
- Mobile business is expected to gradually recover from the cybersecurity incident, with 5G subscribers increasing by approximately 240,000 Q-on-Q to 17.26 million. - The new Air digital communication service targeting unlocked device users aims to broaden the mobile customer base and support top-line growth, with minimal impact on ARPU. - The AI business shows strong growth momentum with a 35.7% YoY revenue increase, driven by AI data center (AI DC) projects and services like AIX and A. - SK Telecom aims to steadily recover mobile revenue by restoring customer trust and maximizing cost efficiency to return to pre-incident operating profit levels (Page 3).
What is SK Telecom Co., Ltd. share price analysis?
SK Telecom Co., Ltd. currently shows a below-average growth signal. The stock trades at a P/E of 57.7 with a market cap of $14,116. Investors should review the full earnings analysis for detailed insights.
Is SK Telecom Co., Ltd. planning capital expenditure?
- Construction of the Ulsan AI Data Center began on September 1, progressing smoothly, with revenue ramp-up expected from 2027 and steady growth thereafter.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.