I stick with a 'Buy' rating for SK Telecom following my assessment of its financial performance and re-rating triggers. SKM's 1Q2026 operating profit represented a 4.7% beat over consensus. This is attributable to up-selling, portfolio reshaping, and AI-driven growth in data center operations. SKM is getting closer to realizing the full-year dividend restoration and Anthropic stake monetization catalysts in my view.
SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call Transcript
While the world watches the tug-of-war between Silicon Valley and Beijing, a new contender is quietly assembling a powerful AI ecosystem.
Arrowpoint Investment Partners Singapore Pte. Ltd. purchased a new stake in SK Telecom Co., Ltd. (NYSE: SKM) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 65,528 shares of the Wireless communications provider's stock, valued at approximately $1,415,000. SK Telecom accounts for approximately
SK Telecom: Bullish On Potential Dividend Resumption, Monetization (Upgrade)
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
SK Telecom Co., Ltd. (SKM) Q4 2025 Earnings Call Transcript
SK Telecom (SKM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
SKM unveils A.X K1, a 519B-parameter "Teacher Model," positioning it as national AI infrastructure and expanding Korea's hyperscale AI ambitions.
South Korea's consumer agency said on Sunday it would order SK Telecom to compensate 58 users who filed a class action against the company over a recent hacking incident.
SK Telecom Co., Ltd. ( SKM ) Q3 2025 Earnings Call October 29, 2025 9:00 PM EDT Company Participants Jun Chung Hee - VP & Head of IR Yang-Seob Kim - CFO, Head of Corporate Planning Center & Executive Director Ji Hoon Kim - Head of AI Business Strategy Office Conference Call Participants Jae-min Ahn - NH Investment & Securities Co., Ltd.