SK Telecom Co., Ltd. (SKM) Q2 2025 Earnings Call Transcript
SK Telecom Co., Ltd. (NYSE:SKM ) Q2 2025 Earnings Conference Call August 6, 2025 1:00 AM ET Company Participants Hyunwoo Lee - Head of AI DC Development Office Jae Woong Yoon - Head of Marketing Strategy Office Jun Chung Hee - VP & Head of IR Yang-Seob Kim - CFO, Head of Corporate Planning Center & Executive Director Young Sang Ryu - CEO, President & Executive Director Conference Call Participants Aram Kim - Shinhan Investment Corp., Research Division Hoi Jae Kim - Daishin Securities Co. Ltd.
South Korea orders SK Telecom to strengthen data security after leak
South Korean authorities ordered on Friday SK Telecom to strengthen data security and imposed a fine after the country's biggest mobile carrier was hit by a cyberattack that caused the leak of 26.96 million pieces of user data.
SK Telecom: A Rare Opportunity For Value Investors
SK Telecom's recent cybersecurity breach has depressed its valuation, creating a potential long-term buying opportunity reminiscent of Buffett's Amex 'salad oil scandal' play. Despite near-term headwinds, SK Telecom's leading market position, strong balance sheet, and aggressive AI investments support a bullish long-term thesis. Management is prioritizing customer trust and reputation over short-term profits, which is probably the right approach for long-term value creation.
SK Telecom Co., Ltd. (SKM) Q1 2025 Earnings Call Transcript
SK Telecom Co., Ltd. (NYSE:SKM ) Q1 2025 Results Conference Call May 12, 2025 3:00 AM ET Company Participants Hee Jun Chung - Investor Relations Yang-Seob Kim - Chief Financial Officer Jae Woong Yoon - Head of Marketing Strategy Office Lee Hyunwoo - Head of AIDC Development Conference Call Participants Kim Joonsop - KB Securities Seung Woong Lee - Yuanta Securities Soojin Kim - Mirae Asset Securities Hee Jun Chung Good afternoon.
SKM vs. TLSNY: Which Stock Is the Better Value Option?
Investors looking for stocks in the Wireless Non-US sector might want to consider either SK Telecom (SKM) or TeliaSonera AB (TLSNY). But which of these two stocks is more attractive to value investors?
Is SK Telecom Co. (SKM) Stock Undervalued Right Now?
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.
Best Income Stocks to Buy for April 30th
SKM, TAK and SONY made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 30, 2025.
SK Telecom Is The Flight To Telecom Safety We Were Looking For
SK Telecom is a strong value and income stock with a GAAP P/E ratio of 8.41 and a 5.9% dividend yield. The company is heavily investing in AI, aiming to triple AI investment by 2028, focusing on AI personal assistants and GPU-as-a-service. Despite economic uncertainties, SK Telecom's stable margins and earnings performance make it a better flight-to-safety option compared to KT.
Watch CNBC's full interview with SK Telecom's CEO Ryu Young-sang
SK Telecom's CEO Ryu Young-sang discusses investing in AI infrastructure, Nvidia's GPU chip, and South Korea's relationship with the U.S, in a wide-ranging conversation with CNBC's Arjun Kharpal.
SK Telecom Co., Ltd. (SKM) Q4 2024 Earnings Call Transcript
SK Telecom Co., Ltd. (NYSE:SKM ) Q4 2024 Results Conference Call February 12, 2025 1:00 AM ET Company Participants Hee Jun Chung - Investor Relations Yang-Seob Kim - Chief Financial Officer Kim Ji Hoon - Head of AI Business Strategy Lee Jae Shin - Head of AI Growth Strategy Lee Hyunwoo - Head of AIDC Development Conference Call Participants Kim Hoi Jae - Daishin Securities Lee Sun Jung - Bank of America Jeong Jisoo - Meritz Securities Kim Hong-sik - Hana Securities Kim Joonsop - KB Securities Hee Jun Chung Good afternoon.
Will SK Telecom's Unique AI-Powered Initiatives Drive the Stock?
SKM introduces SKT GPU-as-a-Service to accelerate AI developments for its AIDCs by offering businesses flexible and high-performance GPU resources.
SKM Joins SK hynix & Penguin Solutions for AI Data Center Innovation
SK Telecom, SK hynix and PENG join forces to capitalize on the growing demand for cutting-edge AI data center solutions.
