SK Telecom Co., Ltd. (SKM) Q3 2024 Earnings Call Transcript Summary
SK Telecom Co., Ltd. (SKM) Q3 2024 Earnings Call Transcript Summary
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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譯文內容由第三人軟體翻譯。