SK Telecom's Q2 2025 Earnings: AI Growth Drives Revenue Increase

SK Telecom reported Q2 2025 earnings with consolidated revenue of KRW 4.3388 trillion and operating income of KRW 338.3 billion. Net income declined due to one-time costs, but the AI business showed a 13.9% YoY increase. SK Telecom is expanding its AI data center business and launching a 'Accountability and Commitment Program' to enhance customer protection and information security. The company aims to reinforce its core telecommunications business and advance its AI monetization strategy, focusing on becoming a key AI hub in the Asia Pacific region.

Title: SK Telecom Reports Q2 2025 Earnings, Focuses on AI Expansion

SK Telecom (NYSE: SKM) reported its Q2 2025 earnings, showcasing a robust performance despite a net income decline due to one-time costs. The company achieved a consolidated revenue of KRW 4.3388 trillion and an operating income of KRW 338.3 billion. Notably, the AI business segment saw a 13.9% year-over-year (YoY) increase, highlighting the company's commitment to AI-driven growth [1].

The AI data center business, a key area of focus for SK Telecom, is expanding rapidly. The company aims to achieve KRW 1 trillion in annual sales for its AI Data Center (AIDC) by 2030. This expansion is part of a broader strategy to become a key AI hub in the Asia Pacific region [1].

SK Telecom has also launched a new GPU-as-a-Service (GPUaaS) platform, named 'Haein', which is one of the largest clusters in South Korea. This platform is built on over 1,000 NVIDIA B200 GPUs and is designed to support Korea’s national AI Foundation Model initiative [2]. The infrastructure will be housed in SK Telecom’s Gasan AI data center, further solidifying the company's position in the AI infrastructure market.

In addition to its financial performance, SK Telecom has announced the 'Accountability and Commitment Program' to enhance customer protection and information security. This program aims to reinforce the company's core telecommunications business and advance its AI monetization strategy [1].

The company's strategic focus on AI and infrastructure development positions it well to capitalize on the growing demand for AI services in the region. SK Telecom's partnerships with Penguin Solutions and Supermicro for system integration and AI server procurement further underscore its commitment to building a robust AI ecosystem [2].

SK Telecom's earnings report and strategic initiatives demonstrate its dedication to innovation and growth in the competitive telecommunications and AI markets. As the company continues to expand its AI data center business and GPUaaS platform, investors can expect further developments in its AI monetization strategy.

References:
[1] https://seekingalpha.com/news/4479495-sk-telecom-reports-q2-results
[2] https://www.rcrwireless.com/20250805/ai-infrastructure/sk-telecom-gpuaas