SK Telecom Co., Ltd. (SKM) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. I am Taehee Kim, IRO of SK Telecom. Let us begin the earnings conference call for fiscal year 2025. 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. Hello. Good afternoon. This is Jongseok Park, CFO of SK Telecom. It is my first time to greet investors and shareholders at CFO. I wish you a happy new year, and I also wish all of you good health and happiness in the new year. In 2025, SK Telecom put priority on expanding operational improvements across the company and monetizing AI business and made strenuous efforts to strengthen fundamental business competitiveness and secure a foundation for new growth drivers. However, the cybersecurity incident and its subsequent developments also led us to a period of careful reflection, realizing that understanding and innovating on customer value, which is the essence of our business, is a prerequisite for a sustainable future. We will do our utmost to build SK Telecom with strong fundamentals grounded in the trust of our customers. Let me now report on the financial results for fiscal year 2025. 매출은 전년 대비 4.7% 감소한 17조 992억 원을 기록했습니다. 자회사 매각과 사이버 침해 사고로 인한 가입자 감소 및 요금 감면 등을 포함한 책임과 약속 프로그램 실행이 영향을 주었습니다. Consolidated revenue posted 17 trillion 99.2 billion won down 4.7% year on year due to sales of subsidiaries, net decline in subscribers following the cybersecurity incident, and implementation of the accountability and commitment program, including tariff discounts. Operating income reported $1,073.2 billion, down 41.1% year-over-year, On the back of the decline in revenue, costs r...