SK Telecom Co., Ltd. American Depositary Shares (Each representing 5/9th of a Ordinary Share of SK Telecom Co., LTD.) 2026 Q2 Earnings Call
Review the key takeaways and the transcript of this earnings call.
- SK Telecom reported consolidated revenue of 359.1 billion won for Q2 2026, up 0.5% year over year, driven by growth in the data center business.
- Consolidated operating income was 566 billion won, a 67.3% increase year over year, supported by cost control and a base effect from cybersecurity incident expenses in Q2 2025.
- The AI data center (ADC) business revenue grew 92.5% year over year due to new data centers and ongoing construction projects.
- SK Telecom declared a dividend per share (DPS) of 831 won for Q2 2026, maintaining stable shareholder returns despite growth investments.
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Transcript
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안녕하십니까, 좋은 아침과 좋은 저녁입니다. SK텔레콤 실적 발표 컨퍼런스 콜에 참여해 주셔서 감사합니다. 이번 컨퍼런스 콜은 발표에 이어 질의응답 시간으로 진행될 예정입니다. 질문이 있으신 분은 질의응답 시간에 전화기에서 별표(*)와 1번을 눌러 주시기 바랍니다. 이제 2026 회계연도 2분기 SK텔레콤 실적 발표를 시작하겠습니다.
안녕하십니까, SK Telecom IRO 김태희입니다. 지금부터 2026년 2분기 실적 발표 컨퍼런스 콜을 시작하겠습니다. 오늘 컨퍼런스 콜은 재무실적 및 사업 현황 등을 말씀드리고 Q&A를 갖는 순서로 진행하겠습니다. 향후 전망 관련된 내용은 시장과 경영 환경 등 다양한 변수에 따라서 달라질 수 있다는 점도 미리 말씀드립니다. 그럼 박종석 CFO께서 말씀하시겠습니다.
Good afternoon. I'm Taehee Kim, IRO of SK Telecom. Let us begin the earnings conference call for the second quarter of 2026. Today, we will first deliver a presentation on the financial and business highlights, followed by a Q&A session. Please note that all forward-looking statements are subject to change depending on various factors such as market and management situations. Let me now present our CFO.
안녕하십니까, SK Telecom CFO 박종석입니다.
Good afternoon. This is Jongsuk Park, CFO of SK Telecom.
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