SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, I'm Kim Tae-hee of SK Telecom IRO. I'm sorry that I started earlier than expected. From now on, I will start the conference call for the 1st quarter performance announcement of SK Telecom in 2026. Today's conference call will be in the order of Q&A after I tell you about your financial performance and business situation. I will also tell you in advance that the content related to the future can vary depending on the market and business environment. Then, Park Jong-seok CFO will tell you. Good afternoon. I am Taehee Kim, IRO of SK Telecom. I'd first like to ask for your kind understanding that the earnings call started later than scheduled. Let us now begin the earnings conference call for the first 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. Good afternoon. This is Jongseok Park, CFO of SK Telecom. At the beginning of this year, we said that we would focus on strengthening fundamental business competitiveness centered on customer value and restore profitability through sophisticated AI business in 2026. The first quarter was a significant period in which this direction began to translate into actual results. The continued efforts to recover customers' trust have led to Thanks to ceaseless efforts to regain our customers' trust, the company recorded a net subscriber ad this quarter, and the fundamentals of our core telecom business are rapidly returning to normal. The performance of the AI business is gradually improving as a result of business restructuring based on a strategy of focus and prioritization. As th...