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

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

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

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

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

Did KT beat or miss consensus estimates last quarter?

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

What is KT's gross profit margin?

- **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.

KT Corporation (KT) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

KT

KT fundamentals

You can ask Aime