SK Telecom Co., Ltd. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Consolidated revenue posted KRW 4.39 trillion" for the first quarter.

In the first quarter of 2026, CFO Jong-seok Park stated that "Consolidated revenue posted KRW 4.39 trillion, up 1.5% Q-on-Q". The company also reported that "We posted KRW 537.6 billion in consolidated operating income" for the quarter.Management announced the resumption of dividend payments, noting that "Dividend per share for the first quarter is KRW 831 (sic) [ 830 ]". During the Q&A, an analyst noted that AI data center revenue in the first quarter increased by 89% year-over-year.Regarding business updates, the Mobile Network Operator division "achieved a handset subscriber net add of approximately 210,000 in the first quarter". To improve customer value, the company is "restructuring the membership program" and "overhauling price plans to offer more choices to customers". The AI business is showing the effects of a "strategy of focus and prioritization". AI data center growth is being driven by the "Pangyo Data Center and higher utilization of Gasan Data Center," and the "construction of Ulsan AI Data Center is underway".For forward guidance, management stated the goal is to "improve the full year earnings further from the current levels". To increase profitability, SK Telecom is focusing on "securing high-LTV subscribers". The company plans to "actively pursue partnerships with global players" to expand the AI infrastructure business.Furthermore, SK Telecom is participating in research and standardization for AI-RAN technology alongside global players and manufacturers such as "Samsung, DOCOMO and NVIDIA".