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SK Telecom Co., Ltd. (SKM) Q3 2024 Earnings Call Transcript Summary

SK Telecom Co., Ltd. (SKM) Q3 2024 Earnings Call Transcript Summary

韓國sk電信有限公司(SKM)2024年第三季度業績會簡報摘要
富途資訊 ·  11/07 07:43  · 電話會議

The following is a summary of the SK Telecom Co., Ltd. (SKM) Q3 2024 Earnings Call Transcript:

以下是韓國sk電信有限公司(SKM)2024年第三季度業績會交易摘要:

Financial Performance:

財務表現:

  • Consolidated revenue for Q3 2024 was KRW 4,532.1 billion, marking a 2.9% year-over-year increase, led by stable growth in roaming and B2B solution businesses.

  • Operating income rose to KRW 533.3 billion, up 7.1% year-over-year, with reduced marketing and depreciation costs enhancing business fundamentals.

  • Net income stood at KRW 280.2 billion.

  • 2024年第三季度,綜合營業收入爲45321億韓元,同比增長2.9%,主要受到漫遊和B20億解決方案業務穩定增長的推動。

  • 營業收入增至5333億韓元,同比增長7.1%,降低營銷和折舊成本增強了業務基本面。

  • 淨利潤爲2802億韓元。

Business Progress:

業務進展:

  • SK Telecom is focusing on monetizing AI through three main channels: AI data centers, AI B2B, and AI B2C services.

  • Notable advancements include the development of AI data centers with emerging cooling technologies, the establishment of the AI infrastructure superhighway,

  • Ongoing development of a telco-specific large language model (LLM), and the launch of upgraded AI services such as A. phone and multi-LLM agent for PCs.

  • 韓國sk電信正專注於通過三個主要渠道實現人工智能的貨幣化:人工智能數據中心、人工智能B20億和人工智能B2C服務。

  • 值得注意的進展包括具有新興製冷技術的人工智能數據中心的開發,人工智能基礎設施超級高速公路的建立,

  • 正在開發專門針對電信領域的大型語言模型(LLM),並推出升級的AI服務,如A.手機和用於個人電腦的多個LLm代理。

Opportunities:

機會:

  • The rapid expansion of the enterprise AI market presents significant growth opportunities for SK Telecom's AI B2B segment.

  • Emerging cooling technologies and the application of energy-efficient solutions in AI data centers are expected to enhance SK Telecom's leadership in the global AI data center market.

  • 企業人工智能市場的快速擴張爲韓國sk電信的人工智能B20億業務提供了顯著增長機會。

  • 新興的製冷技術和AI數據中心中能效解決方案的應用預計將增強韓國sk電信在全球AI數據中心市場的領導地位。

Risks:

風險:

  • AI services growth may be gradual as new technologies and market entries stabilize and gain customer acceptance.

  • Increased competition in the telecommunications and AI sectors could pressurize pricing and market share.

  • 隨着新技術的穩定和市場進入獲得客戶認可,人工智能服務的增長可能會逐漸增加。

  • 電信和人工智能領域的競爭加劇可能會對定價和市場份額產生壓力。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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