Did KT beat or miss consensus estimates last quarter?

What does KT do and what are its main business segments?

What is the revenue and EPS growth rate for KT year over year?

What factors drove the changes in KT's revenue and profit?

What guidance did KT's management provide for the next earnings period?

What is the market's earnings forecast for KT next quarter?

What were the key takeaways from KT’s earnings call?

What is KT's latest dividend and current dividend yield?

- **Q3 Growth Despite Crisis**: 7.1% revenue growth, 16% net profit rise amid data breach.
- **AI/Cloud Expansion**: 20%+ cloud growth, new AI models launched with global partners.
- **Shareholder Returns**: 20%+ dividend payout, KRW 250 billion buyback completed.
- **Risk Management**: KRW 1 trillion cybersecurity investment to prevent future incidents.

**【Management Opening Remarks】**
- KT issued a public apology for unauthorized micro payments and personal data breaches, announcing free SIM card replacements for all customers and plans to implement technical safeguards.
- Launched a 5-year, KRW 1 trillion investment plan for cybersecurity, with annual spending of ~KRW 120-130 billion historically.
- Initiated CEO nomination process via independent director committee, with final appointment expected at 2026 shareholder meeting.
- Maintained 20%+ dividend payout (KRW 600/share) and completed KRW 250 billion share buyback in Q3.

**【CFO Financial Commentary】**
- **Revenue**: KRW 7.1267 trillion (+7.1% YoY), driven by telecom (+4%), cloud (+20.3%), and real estate (+23.9%).
- **Profitability**: Operating profit KRW 538.2 billion (+16% YoY), net income KRW 445.3 billion (+16.2% YoY).
- **AI Expansion**: Launched Mi:dm2.0, SOTA K (w/Microsoft), and Llama K (w/Meta), with KT Innovation Hub opening for AI/AX partnerships.
- **Balance Sheet**: Debt-to-equity 123.3%, net debt 34.5% (up 4.2ppts YoY). CapEx KRW 1.96 trillion through Q3.

**【Q&A Highlights】**
- **Q4 Outlook**: Conservative due to incident-related costs, but full-year growth expected via core business momentum.
- **Dividends**: 2025 payout maintained; 2026 decision will balance market confidence and financial flexibility.
- **Security Costs**: Q4 will include SIM replacement, data discounts, and potential government fines.
- **CEO Transition**: Value enhancement plan (asset sales, buybacks) will continue regardless of leadership change.

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