macro

SK Telecom revenue and operating income jump sharply as AI infrastructure expands

SK Telecom reported 13.1% year-on-year revenue growth and a sharp rise in operating income. AI data-center demand and cloud orders supported the results.

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what happened

According to TradingView, SK Telecom's revenue for the period rose 13.1% year on year to KRW 4,497.3 billion. Operating income reached KRW 552.3 billion, compared with KRW 48.4 billion a year earlier.

The gains were supported by the build-out of AI infrastructure, with demand for AI data centers and cloud orders helping to fund expansion plans. However, the shift to GPUaaS contracts weighed on AI data-center revenue compared with the previous quarter.

why it matters

For investors, the key point is the sharp turnaround in profitability, with operating income up roughly 11.4 times. Still, the quarter-on-quarter drop in AI data-center revenue shows that the move to a new contract model may affect individual business lines.

market impact

SK Telecom shares: strong profit and AI growth support the stock.

  • SK Telecom shares pressure up — strong growth in operating income and revenue supports interest in the stock

tags

instruments

SK Telecom sharesKOSPI

sources

  1. SK Telecom : Revenue and operating income rebounded sharply as AI infrastructure expansion advanced — TradingView, 4 November 2026 at 00:59 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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