SK Telecom Co.,Ltd · SKM · Next earnings

SK Telecom Co.,Ltd reports Wednesday, Nov 4, 2026

SKM reports before market open with consensus EPS at $0.68 and revenue at $3.27B. Last quarter: SK Telecom pairs steady mobile performance with heavier AI infrastructure plans

Reports Before market open0 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.68 Calendar consensus
Consensus revenue $3.27B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where SKM left off: FY2026 Q3

Full report

SK Telecom pairs steady mobile performance with heavier AI infrastructure plans

EPS surprise — Reported — vs $0.68
Revenue surprise — Reported — vs $3.27B
Stock move +3.8% Event window
Subsequent drift 0.0% Up to 20 sessions

The transcript analysis characterizes guidance sentiment as maintained; it does not provide a specific numeric guidance revision.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI data-center and submarine-cable plans require substantial capital, and higher interest rates may raise financing costs.
  • The commercial rollout and returns from the AI infrastructure and Token Gateway plans remain execution questions.
  • Shareholder-return policy remains under review; the use of any proceeds from a potential Anthropic stake sale was raised as a concern.

Questions analysts left open

  • Progress and funding timeline for SK Hyper and SK Horizon.
  • Future shareholder returns and use of potential Anthropic stake-sale proceeds.
  • Readiness and rollout timing for 5G SA, 5G Advanced, and 6G, as well as potential effects from low-earth-orbit satellite operators.

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Recent SKM quarters

All SKM earnings
+3.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.