SK Telecom Co.,Ltd (SKM): Business Model Canvas

SK Telecom steht an der Spitze der digitalen Transformation und revolutioniert die Telekommunikation durch innovative Strategien, die Spitzentechnologie mit umfassenden digitalen Lösungen verbinden. Durch die Nutzung seiner Robustheit 5G Dank seiner Netzwerkinfrastruktur und strategischen Partnerschaften positioniert sich das Unternehmen als Vorreiter in den Bereichen Mobilkommunikation, künstliche Intelligenz und digitale Dienste. Dieses Geschäftsmodell-Canvas zeigt, wie SK Telecom über die traditionelle Telekommunikation hinausgeht und ein integriertes Ökosystem schafft, das verschiedene Kundensegmente bedient und gleichzeitig technologische Innovationen in mehreren Sektoren vorantreibt.

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianz mit Samsung Electronics

SK Telecom und Samsung Electronics haben eine 5G-Netzwerkinfrastrukturpartnerschaft im Jahr 2024 auf 1,2 Milliarden US-Dollar geschätzt. Zu den wichtigsten Kennzahlen für die Zusammenarbeit gehören:

Partnerschaftsdimension	Spezifische Details
Investition in Netzwerkausrüstung	780 Millionen US-Dollar in die 5G-Infrastruktur
F&E-Zusammenarbeit	Gemeinsames Technologieentwicklungsbudget von 420 Millionen US-Dollar

Zusammenarbeit mit Cloud-Dienstanbietern

SK Telecom unterhält strategische Partnerschaften mit globalen Cloud-Anbietern:

• AWS: Cloud-Infrastrukturvereinbarung über 350 Millionen US-Dollar
• Microsoft Azure: Mehrjähriger Cloud-Services-Vertrag über 275 Millionen US-Dollar
• Google Cloud: Unternehmens-Cloud-Partnerschaft im Wert von 225 Millionen US-Dollar

Content- und Medienpartnerschaften

Details zur Zusammenarbeit bei digitalen Diensten:

Medienpartner	Partnerschaftswert	Servicefokus
Netflix	180 Millionen Dollar	Integration der Streaming-Plattform
Disney+	145 Millionen Dollar	Inhaltsverteilung

Softbank-Joint-Venture

Einzelheiten zur technologischen Zusammenarbeit zwischen SK Telecom und Softbank:

• Gesamtinvestition des Joint Ventures: 620 Millionen US-Dollar
• Budget für Technologieaustausch: 250 Millionen US-Dollar
• Investition in die Markterweiterung: 370 Millionen US-Dollar

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Hauptaktivitäten

Entwicklung und Ausbau des 5G-Netzwerks

SK Telecom investierte im Jahr 2023 1,7 Billionen Won in die Netzwerkinfrastruktur. Das Unternehmen betreibt im vierten Quartal 2023 246.000 5G-Basisstationen in ganz Südkorea. Die Netzwerkabdeckung erreicht 95 % der Bevölkerung.

5G-Netzwerkmetriken	Statistik 2023
Insgesamt 5G-Basisstationen	246,000
Investitionen in die Netzwerkinfrastruktur	1,7 Billionen Won
Bevölkerungsabdeckung	95%

Digitale Transformation und KI-Technologieinnovation

SK Telecom stellte im Jahr 2023 450 Milliarden Won für die KI- und digitale Transformationsforschung bereit. Das Unternehmen beschäftigt 1.200 KI- und digitale Technologieexperten.

• KI-Forschungsbudget: 450 Milliarden Won
• Fachkräfte für KI/Digitaltechnologie: 1.200
• KI-Patentanmeldungen: 387 im Jahr 2023

Bereitstellung mobiler Telekommunikationsdienste

SK Telecom bedient 31,5 Millionen Mobilfunkkunden in Südkorea. Der Umsatz mit Mobilfunkdienstleistungen erreichte im Jahr 2023 4,2 Billionen Won.

Mobile Service-Metriken	Daten für 2023
Gesamtzahl der Mobilfunkteilnehmer	31,5 Millionen
Umsatz aus Mobilfunkdiensten	4,2 Billionen Won

Entwicklung von Cloud- und Cybersicherheitslösungen

Die Cloud- und Cybersicherheitsabteilung von SK Telecom erwirtschaftete einen Umsatz von 350 Milliarden Won. Das Unternehmen verwaltet über 250 Cloud-Sicherheitsverträge für Unternehmen.

• Umsatz aus Cloud und Cybersicherheit: 350 Milliarden Won
• Cloud-Sicherheitsverträge für Unternehmen: 250+
• Investitionen in Forschung und Entwicklung im Bereich Cybersicherheit: 120 Milliarden Won

Management digitaler Medien- und Unterhaltungsplattformen

SK Telecom betreibt die WAVVE-Streaming-Plattform mit 10 Millionen registrierten Benutzern. Der Umsatz mit digitalen Medien erreichte im Jahr 2023 280 Milliarden Won.

Kennzahlen für digitale Medien	Statistik 2023
Benutzer der WAVVE-Plattform	10 Millionen
Einnahmen aus digitalen Medien	280 Milliarden Won

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Telekommunikationsinfrastruktur

SK Telecom betreibt ein umfassendes Telekommunikationsnetz mit folgenden Infrastrukturspezifikationen:

Netzwerkinfrastruktur	Quantitative Details
Gesamtzahl der Mobilfunk-Basisstationen	86.432 Stationen (Stand 2023)
5G-Netzabdeckung	95,2 % Bevölkerungsabdeckung in Südkorea
Netzwerkübertragungskapazität	1,2 Tbit/s pro Sekunde

Umfangreiche 5G-Netzabdeckung

Die 5G-Netzwerkbereitstellung von SK Telecom umfasst:

• 5G-Abonnenten: 10,4 Millionen (Q4 2023)
• Investitionen in die 5G-Netzwerkinfrastruktur: 1,2 Billionen KRW
• Durchschnittliche 5G-Download-Geschwindigkeit: 456 Mbit/s

Forschungs- und Entwicklungskapazitäten

F&E-Kennzahlen	Quantitative Daten
Jährliche F&E-Ausgaben	387,6 Milliarden KRW (2023)
Anzahl der Forschungszentren	7 spezialisierte Technologiezentren
Aktives Patentportfolio	2.345 angemeldete Telekommunikationspatente

Qualifizierte technologische Arbeitskräfte

Personalzusammensetzung von SK Telecom:

• Gesamtzahl der Mitarbeiter: 6.872 (2023)
• Mitarbeiter mit höheren technischen Abschlüssen: 42 %
• Jährliche Investitionen in die Mitarbeiterschulung: 24,5 Milliarden KRW

Finanzkapital für Innovation

Finanzielle Ressource	Betrag
Gesamtvermögen	26,7 Billionen KRW (2023)
Zahlungsmittel und Zahlungsmitteläquivalente	2,3 Billionen KRW
Jährliche Kapitalausgaben	1,6 Billionen KRW

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Wertversprechen

Schnelle, zuverlässige 5G-Mobilfunknetzdienste

SK Telecom erreichte im dritten Quartal 2023 eine 5G-Abonnentenbasis von 8,54 Millionen. Die Netzabdeckung erreichte 85 % der südkoreanischen Bevölkerung. Im Jahr 2023 wurden durchschnittliche 5G-Download-Geschwindigkeiten von 492,17 Mbit/s verzeichnet.

5G-Netzwerkmetrik	Leistung 2023
5G-Abonnenten	8,54 Millionen
Netzwerkabdeckung	85 % der Bevölkerung
Durchschnittliche Download-Geschwindigkeit	492,17 Mbit/s

Integriertes digitales Ökosystem und intelligente Lösungen

SK Telecom investierte im Jahr 2023 1,2 Billionen ₩ in Initiativen zur digitalen Transformation. Smart-City-Lösungen werden in 12 Metropolregionen in ganz Südkorea eingesetzt.

• Integration einer Smart-City-Plattform
• Dienstleistungen zur digitalen Transformation von Unternehmen
• Cloud-Computing-Lösungen

Fortschrittliche IoT- und KI-gestützte Telekommunikation

SK Telecom vernetzte im Jahr 2023 12,3 Millionen IoT-Geräte. KI-gestützte Dienste erwirtschafteten einen Umsatz von 487 Milliarden ₩.

IoT- und KI-Metriken	Daten für 2023
Vernetzte IoT-Geräte	12,3 Millionen
Umsatz mit KI-Diensten	487 Milliarden ₩

Umfassende digitale Unterhaltungsplattformen

Die WAVVE-Streaming-Plattform von SK Telecom erreichte im Jahr 2023 4,2 Millionen Abonnenten. Mobile Content-Dienste erwirtschafteten einen Umsatz von 312 Milliarden ₩.

Innovative Technologie und digitale Transformationsdienste

F&E-Investitionen von 683 Milliarden ₩ im Jahr 2023. Die Entwicklung der Blockchain- und Metaverse-Technologien läuft mit 237 aktiven Technologiepatenten.

Technologieinvestitionen	Kennzahlen für 2023
F&E-Investitionen	683 Milliarden ₩
Aktive Technologiepatente	237

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Kundenbeziehungen

Personalisierter digitaler Kundensupport

SK Telecom betreibt a 24/7 digitales Kundensupport-Center Abwicklung von etwa 3,5 Millionen Kundeninteraktionen pro Monat. Das Unternehmen unterhält eine digitales Support-Team aus 450 spezialisierten Kundendienstmitarbeitern.

Support-Kanal	Monatliches Interaktionsvolumen	Durchschnittliche Lösungszeit
Unterstützung für mobile Apps	1,250,000	12 Minuten
Online-Chat	750,000	8 Minuten
Telefonsupport	1,500,000	15 Minuten

Self-Service-Schnittstellen für mobile Anwendungen

Die mobile Anwendung von SK Telecom verfügt über 7,2 Millionen aktive monatliche Benutzer. Die Anwendung bietet umfassende Self-Service-Funktionen.

• Kontoverwaltung
• Rechnungszahlung
• Änderungen des Serviceplans
• Überprüfung der Gerätekompatibilität

Treueprogramme und maßgeschneiderte Servicepakete

Das Treueprogramm von SK Telecom, die T-Mitgliedschaft, umfasst: 12,5 Millionen aktive Abonnenten. Das Programm bietet personalisierte Servicepakete mit jährliche Kundenbindungsraten von 84,6 %.

Mitgliedschaftsstufe	Abonnenten	Jährliche Vorteile
Basisstufe	8,750,000	50 $ Serviceguthaben
Premium-Stufe	3,750,000	150 $ Serviceguthaben

Regelmäßige Technologie- und Service-Upgrades

SK Telecom investiert 1,2 Milliarden US-Dollar pro Jahr für Technologie-Upgrades. Das Unternehmen führt vierteljährlich Serviceverbesserungen durch 97 % Kundenzufriedenheit.

Community-Engagement durch digitale Plattformen

SK Telecom behauptet 5 primäre digitale Community-Plattformen mit 2,8 Millionen aktive Community-Teilnehmer.

• Technische Support-Foren
• Feedback-Plattformen zur Benutzererfahrung
• Social-Media-Engagement-Kanäle
• Entwickler-Community-Netzwerke
• Plattformen für Innovationsvorschläge

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Kanäle

Mobile Anwendungsplattformen

SK Telecom betreibt mehrere mobile Anwendungen mit 22,5 Millionen aktiven monatlichen Nutzern (Stand 2023). Zu den wichtigsten Plattformen gehören:

• T-Kartennavigationsanwendung
• PASS-Mobile-Wallet
• T-Mitgliedsantrag
• 5G-Netzwerkverwaltungsanwendung

Plattform	Monatlich aktive Benutzer	Zahlen herunterladen
T-Karte	15,2 Millionen	35,6 Millionen
PASS-Geldbörse	4,3 Millionen	12,7 Millionen

Physische Einzelhandelsgeschäfte

SK Telecom unterhält ab 2024 1.200 direkte Einzelhandelsstandorte in ganz Südkorea.

Geschäftstyp	Anzahl der Standorte	Durchschnittlicher monatlicher Fußgängerverkehr
Direkte SK Telecom Stores	780	425,000
Franchise-Shops	420	265,000

Online-Kundendienstportale

SK Telecom bietet digitalen Kundensupport über mehrere Online-Kanäle.

• Online-Chat-Support rund um die Uhr
• Umfangreiches Webportal
• KI-gestützte Kundendienstschnittstelle

Einzelhandelspartner für Telekommunikation

SK Telecom arbeitet landesweit mit 3.500 autorisierten Einzelhandelspartnern zusammen.

Partnerkategorie	Anzahl der Partner	Verkaufsvolumen
Elektronikhändler	1,200	42 % der Geräteverkäufe
Convenience-Stores	2,300	18 % des Geräteumsatzes

Digitale Marketing- und Kommunikationskanäle

SK Telecom nutzt verschiedene digitale Marketingplattformen mit großer Reichweite.

Digitaler Kanal	Follower/Abonnenten	Engagement-Rate
Instagram	680,000	4.2%
YouTube	425,000	3.8%
LinkedIn	210,000	2.5%

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Kundensegmente

Einzelne Mobiltelefonbenutzer

SK Telecom bedient im vierten Quartal 2023 31,8 Millionen Mobilfunkkunden in Südkorea. Die Marktdurchdringung erreicht 61,5 % der Gesamtbevölkerung.

Altersgruppe	Abonnentenprozentsatz
18-34 Jahre	42.3%
35-54 Jahre	36.7%
55+ Jahre	21%

Firmen- und Unternehmenskunden

SK Telecom betreut im Jahr 2024 12.500 Unternehmenskonten und erwirtschaftet einen Unternehmensumsatz von 1,2 Milliarden US-Dollar.

• Finanzdienstleistungssektor: 3.750 Kunden
• Fertigungssektor: 2.800 Kunden
• Technologiesektor: 1.950 Kunden

Kleine und mittlere Unternehmen

SK Telecom betreut 85.000 kleine und mittelständische Geschäftskunden mit speziellen Telekommunikationspaketen.

Unternehmensgröße	Anzahl der Kunden
Kleinstunternehmen	52,000
Kleine Unternehmen	24,500
Mittelständische Unternehmen	8,500

Regierung und Organisationen des öffentlichen Sektors

SK Telecom bietet Dienstleistungen für 450 Regierungs- und öffentliche Organisationen an und erwirtschaftet einen Jahresumsatz von 320 Millionen US-Dollar.

Technologieorientierte Verbraucher

SK Telecom richtet sich an Verbraucher der 5G-Technologie und hatte im Dezember 2023 22,1 Millionen 5G-Abonnenten.

Technologiesegment	Abonnentenzahl
5G-Early Adopters	7,6 Millionen
Benutzer fortschrittlicher Technologie	14,5 Millionen

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Kostenstruktur

Wartung der Netzwerkinfrastruktur

Die Wartungskosten für die Netzwerkinfrastruktur von SK Telecom beliefen sich im Jahr 2023 auf insgesamt 1,2 Billionen KRW. Das Unternehmen investierte 385,7 Milliarden KRW speziell in den Ausbau und die Wartung des 5G-Netzes.

Kostenkategorie	Betrag (KRW)
Komplette Wartung der Netzwerkinfrastruktur	1,200,000,000,000
Spezifische Wartung des 5G-Netzwerks	385,700,000,000

Forschungs- und Entwicklungsinvestitionen

Die F&E-Ausgaben für SK Telecom beliefen sich im Jahr 2023 auf 456,3 Milliarden KRW, wobei die wichtigsten Schwerpunkte darin liegen:

• Entwicklung der 6G-Technologie
• Forschung zu künstlicher Intelligenz
• Cloud-Computing-Innovationen
• Erforschung des Quantencomputings

Vergütung und Schulung der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben beliefen sich im Jahr 2023 auf 752,6 Milliarden KRW und setzten sich wie folgt zusammen:

Ausgabentyp	Betrag (KRW)
Gehälter	612,000,000,000
Schulung und Entwicklung	140,600,000,000

Kosten für Technologieanschaffung und Upgrades

SK Telecom hat im Jahr 2023 327,4 Milliarden KRW für Technologieanschaffungen und -Upgrades bereitgestellt, darunter:

• Neue Spektrumlizenzierung
• Upgrades der Netzwerkausrüstung
• Verbesserungen der Software-Infrastruktur

Kosten für Marketing und Kundenakquise

Die Marketingausgaben für 2023 beliefen sich auf insgesamt 218,9 Milliarden KRW, mit einer Aufschlüsselung nach den wichtigsten Ausgabenbereichen:

Marketingkanal	Betrag (KRW)
Digitales Marketing	89,300,000,000
Traditionelle Medienwerbung	62,500,000,000
Kampagnen zur Kundengewinnung	67,100,000,000

Gesamtkostenstruktur für 2023: 2.955,2 Milliarden KRW

SK Telecom Co.,Ltd (SKM) – Geschäftsmodell: Einnahmequellen

Abonnements für Mobilfunkdienste

Der Mobilfunkabonnementumsatz von SK Telecom im Jahr 2023: 12,7 Billionen KRW

Abonnementkategorie	Anzahl der Abonnenten	Durchschnittlicher monatlicher Umsatz pro Benutzer
5G-Abonnenten	12,5 Millionen	45.300 KRW
4G-Abonnenten	8,3 Millionen	35.700 KRW

Gebühren für 5G-Netzwerkdienste

Einnahmen aus 5G-Netzwerkdiensten für 2023: 4,6 Billionen KRW

• 5G-Netzwerklösungen für Unternehmen: 1,2 Billionen KRW
• 5G-Datenpläne für Verbraucher: 3,4 Billionen KRW

Plattformen für digitale Inhalte und Unterhaltung

Umsatz mit digitalen Inhalten im Jahr 2023: 1,8 Billionen KRW

Plattform	Jahresumsatz	Benutzerbasis
TVING (Streaming)	480 Milliarden KRW	6,2 Millionen Abonnenten
Musik- und Gaming-Dienste	670 Milliarden KRW	4,5 Millionen aktive Benutzer

Vertrieb von Cloud- und Cybersicherheitslösungen

Gesamtumsatz aus Cloud und Cybersicherheit für 2023: 2,3 Billionen KRW

• Cloud-Dienste für Unternehmen: 1,6 Billionen KRW
• Cybersicherheitslösungen: 720 Milliarden KRW

Beratungsdienste für Unternehmenstechnologie

Umsatz mit Unternehmenstechnologieberatung im Jahr 2023: 890 Milliarden KRW

Beratungsdienst	Einnahmen	Anzahl der Unternehmenskunden
Beratung zur digitalen Transformation	420 Milliarden KRW	1.200 Kunden
KI- und fortschrittliche Technologieberatung	470 Milliarden KRW	850 Kunden

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Value Propositions

You're looking at the core offerings SK Telecom Co.,Ltd (SKM) is pushing right now, especially as they navigate the fallout from the security incident and double down on AI. Here are the hard numbers behind their value propositions as of late 2025.

Ultra-high-speed, low-latency 5G connectivity and reliability

SK Telecom Co.,Ltd (SKM) continues to anchor its core business on its 5G network dominance, even while managing subscriber churn following security events. The network penetration remains high, showing strong customer stickiness to the advanced service tier.

Here's the quick math on the 5G base as of the third quarter of 2025:

• 5G subscribers hit 17.3 million by the end of September 2025.
• This base represents 79% of the total handset subscribers.
• In Q1 2025, the 5G base was 17.24 million, making up 76% of total subscribers.
• Capital expenditures in Q2 2025 for network enhancement totaled KRW 301.6 billion.

The company is making significant infrastructure investments to back this up, planning a total of KRW 700 billion over the next five years for its Information Protection Innovation Plan, which includes establishing a Zero Trust security system.

Integrated fixed-line and media services via SK Broadband

The fixed-line and media segment, driven by SK Broadband, shows steady performance, complementing the mobile offering. Bundled services are definitely a key part of keeping customers on the SK Telecom Co.,Ltd (SKM) platform.

Look at the subscriber metrics for the integrated services:

Metric	Value (Q2 2025)	Value (Q3 2025)
Total SK Broadband Subscribers	9.8 million	7.19 (subscribers, up 1.2% YoY)
IPTV Subscribers (Included in Total)	6.9 million	Data not explicitly separated

The Q3 broadband segment figure of 7.19 subscribers is up 1.2% year-on-year, suggesting resilience in the fixed-line base.

AI-centric B2B solutions (AIX) and GPU-as-a-Service (GPUaaS)

This is where SK Telecom Co.,Ltd (SKM) sees its major future growth. The AI business is showing strong year-over-year percentage gains, even if the absolute revenue figures are still smaller than the core telecom business. They are actively monetizing their infrastructure through AI Data Centers (AIDC) and AI Transformation (AIX).

AI Business Revenue Snapshot (Latest Reported Quarters):

• AI DC revenue in Q3 2025 reached KRW 149.8 billion, supported by the Pangyo Data Center acquisition and GPU leasing support program awards.
• AIX revenue in Q3 2025 was KRW 55.7 billion.
• In Q2 2025, AIX revenue was KRW 46.8 billion, a 15.3% increase.
• AIDC revenue in Q2 2025 was KRW 108.7 billion, up 13.3%.
• The company is targeting annual AIDC sales of KRW 1 trillion by 2030.
• The early 2025 outlook targeted a 30% growth rate for AIX in 2025.

The AI business overall grew 13.9% year-over-year in Q2 2025.

Customer trust restoration via the Accountability and Commitment Program

A significant portion of SK Telecom Co.,Ltd (SKM)'s recent financial activity is directly tied to addressing the USIM hacking incident through this program. This is a direct cost taken to preserve the long-term customer relationship.

The financial and operational impact of the trust-building measures:

• The Customer Appreciation Package provided benefits valued at a total of KRW 500 billion.
• This package included a 50% discount on the August 2025 monthly bill and an additional 50 GB of data monthly until the end of the year.
• As of mid-May 2025, 2.1 million customers had completed their USIM card replacements, with 6.69 million still waiting on reservations.
• The company is executing a KRW 700 billion investment over the next five years for information protection.

The Q3 2025 operating profit decline of 90.9% year-on-year to KRW 48.4 billion was attributed, in part, to the rollout of this compensation package.

Premium digital content and T Membership partner discounts

The T Membership program is a key channel for delivering partner discounts and is used as a tool for customer retention and goodwill, especially when tied to compensation efforts.

T Membership activity saw a notable spike:

• The T Membership app user base surged by 3.31 million in August 2025 compared to July.
• This growth was directly linked to users accessing the app to receive discount coupons from the Customer Appreciation Event.
• Domino's Pizza was one of the top three discounted items in August, following a service outage where SK Telecom Co.,Ltd (SKM) provided half-price discount coupons.

The T Membership partner discounts were explicitly included as part of the KRW 500 billion Customer Appreciation Package.

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Customer Relationships

You're looking at how SK Telecom Co.,Ltd (SKM) manages its relationships with its massive customer base as of late 2025, especially following the cybersecurity incident that impacted trust. The focus here is on tangible actions and the resulting metrics, not just strategy talk.

Dedicated customer service and retail store support

The commitment to customer support is evident in the financial fallout and remediation efforts following the security breach. One-time costs, including compensation for retail stores' loss, were cited as a factor in the Q2 2025 operating income decline of 37.1% year-over-year, alongside net income dropping 76.2%. As part of the 'Customer Assurance Package,' SK Telecom Co.,Ltd (SKM) completed the enrollment of all customers in the SIM card protection service and offered free SIM card replacements. Furthermore, the company significantly bolstered its security commitment by increasing its cybersecurity insurance coverage from KRW 1 billion to KRW 100 billion.

Mass-market relationship management through T Membership loyalty

The T Membership loyalty program remains a core tool for mass-market engagement. The efforts to rebuild trust and offer value directly impacted app usage. In August 2025, the user base for the T Membership app surged by 3.31 million compared to the previous month, directly linked to the Customer Appreciation Event. This program continuously evolves its value proposition; as of March 2025, the total number of continuous partnership brands increased to 170.

Here's a snapshot of the tiered benefits you see within the T Membership structure:

Membership Tier/Benefit Type	Partner Example	Discount/Value
VIP Discount	MegaMGC Coffee	20%
Gold/Silver Discount	MegaMGC Coffee	10%
Theme Park Benefit	Everland and Caribbean Bay	Up to 40% for member plus three guests
ESG Partnership Benefit	Samdasoo (label-free water)	10% discount

The program also introduced a policy to reinstate original benefits, including years of service and membership status, for customers who rejoin within six months.

Proactive trust-building via the KRW 500 billion Customer Appreciation Package

To proactively address customer dissatisfaction, SK Telecom Co.,Ltd (SKM) launched a substantial package totaling KRW 500 billion in value, available from July 15 to December 31, 2025. This was a direct response to the cybersecurity incident and aimed at its 24 million customers across SK Telecom and MVNO networks.

The core components of this package included:

• A 50% discount on the monthly bill for August 2025, automatically applied.
• An additional 50 GB of data every month through the end of 2025.
• Enhanced discount benefits across various T Membership partners.

This was part of a broader 'Accountability and Commitment Program' which also included a KRW 700 billion investment over five years to enhance the information protection system.

Key Account Management for large B2B/Enterprise clients

For the enterprise segment, relationship management is tied directly to the growth of the AI-focused businesses. The AI Transformation (AIX) business, which encompasses B2B solutions, saw its revenue reach KRW 46.8 billion in Q2 2025, marking a 15.3% year-over-year growth, driven by expanding B2B solution sales. SK Telecom Co.,Ltd (SKM) has set an aggressive target for this segment, projecting a 30% year-over-year increase in B2B AI revenue for the full year 2025. Key Account Management efforts are focused on deploying specialized AI services, such as the 'a dot biz' AI B2B agent, developed with SK C&C, which is set to penetrate the SK Group's 21 member companies after internal testing. The overall AI business revenue grew 13.9% year-over-year in Q2 2025.

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Channels

You're looking at how SK Telecom Co.,Ltd (SKM) gets its services and products to customers as of late 2025. It's a mix of physical presence, digital self-service, and dedicated enterprise outreach.

The physical touchpoints are still critical, especially for service recovery, even with the digital shift. Following the major cybersecurity incident earlier in the year, SK Telecom had to focus channel activity on remediation.

• - Extensive network of physical retail stores and authorized dealers: To expedite SIM replacement after the cyberattack, SK Telecom temporarily suspended new subscriber recruitment and number porting services at over 2,600 T World stores nationwide in May 2025.
• - Online and mobile platforms (T World app) for self-service: The T membership application (app) saw a surge of more than 3.31 million new users in August 2025 compared to July 2025, driven by customer compensation programs. SK Telecom plans to introduce a subscription-based paid service for its personal AI agent, A., within 2025.
• - Direct B2B sales force for Enterprise and AIDC solutions: The AI Transformation (AIX) business, which includes B2B solutions sales, posted revenue of KRW 46.8 billion in Q2 2025, marking a 15.3% year-over-year growth. SK Telecom targets a 30% year-over-year growth rate for AI B2B revenue in 2025.
• - SK Broadband network for fixed-line and IPTV services: As of the second quarter of 2025, SK Broadband had 9.8 million total subscribers. This subscriber base includes 6.9 million IPTV subscribers. SK Broadband's revenue for the full year 2024 was KRW 4.4111 trillion, with operating income at KRW 351.7 billion.

Here's a quick look at the scale of the fixed-line and mobile customer base as of Q2 2025, which these channels serve:

Metric	Value (Q2 2025)	Unit
Total Mobile Subscribers	32.2 million	Subscribers
Total 5G Subscribers	15.5 million	Subscribers
SK Broadband Subscribers	9.8 million	Subscribers
SK Broadband IPTV Subscribers	6.9 million	Subscribers

The company's overall strategy for 2025 emphasizes execution in both communications and AI, meaning these channels are increasingly tasked with pushing AI-enabled services alongside core connectivity. For instance, the compensation package following the security incident included a 50% discount on the August 2025 monthly bill and an extra 50 GB of data monthly until the end of 2025 for eligible customers.

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Customer Segments

You're looking at the customer base for SK Telecom Co.,Ltd (SKM) as of late 2025, and it's clearly segmented across consumer connectivity and high-growth enterprise technology.

The core is the mass-market mobile base, which is heavily invested in the next-generation network. As of the third quarter of 2025, SK Telecom Co.,Ltd (SKM) reported 17.26 million 5G users. This segment is showing recovery momentum following service disruptions earlier in the year.

The fixed-line and media segment serves households directly. This group includes subscribers to SK Broadband. As of the second quarter of 2025, SK Broadband subscribers reached 9.8 million, which also encompassed 6.9 million IPTV subscribers. By the third quarter of 2025, ultra-high-speed internet subscribers had returned to net additions, showing stability in this segment.

The enterprise and business-to-business (B2B) segment is where SK Telecom Co.,Ltd (SKM) is pushing its AI transformation (AIX) and infrastructure services. The company had a stated goal to grow its AI B2B revenue by 30% in 2025. The AIX business, which includes AI agent services for enterprises, generated KRW 55.7 billion in revenue for the third quarter of 2025. Furthermore, the AI Data Center (AIDC) business is a major revenue stream, recording KRW 149.8 billion in revenue for the same period.

Here's a quick look at the key segment metrics we have for 2025:

Customer Segment Area	Key Metric/Data Point	Value/Amount (as of late 2025 reporting)
Mass-Market Mobile	5G Subscribers (Q3 2025)	17.26 million
Fixed-Line/Media	SK Broadband Subscribers (Q2 2025)	9.8 million
Enterprise AIX Revenue (Q3 2025)	KRW	55.7 billion
Enterprise AIDC Revenue (Q3 2025)	KRW	149.8 billion

The final, and perhaps most strategic, segment involves global tech companies. SK Telecom Co.,Ltd (SKM) is positioning itself as a key infrastructure provider for the AI boom. The company is actively courting these partners for its hyperscale AI Data Center capacity. For instance, the Ulsan AIDC is planned to expand to a 1GW-scale capacity and is designed to house around 60,000 GPUs initially, with a power consumption capacity of 100 megawatts. In October 2025, SK Telecom Co.,Ltd (SKM) signed a Memorandum of Understanding with OpenAI to jointly build a strategic AIDC in Korea's southwestern region. The company aims for its AIDC revenue to reach KRW 1 trillion by 2030.

You can see the focus is shifting:

• Mass-market mobile subscribers, including 17.26 million 5G users.
• B2B/Enterprise clients for AIX (KRW 55.7 billion Q3 2025 revenue), Cloud, and Data Center services (KRW 149.8 billion Q3 2025 revenue).
• Fixed-line and IPTV households (9.8 million SK Broadband subscribers as of Q2 2025).
• Global tech companies requiring hyperscale AI Data Center capacity, targeting 1GW-scale for Ulsan AIDC.

Finance: draft 13-week cash view by Friday.

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Cost Structure

When you look at the cost side of SK Telecom Co.,Ltd (SKM)'s business model as of late 2025, you see significant, necessary outlays tied directly to network evolution and, more recently, significant remediation costs following a major security event.

High capital expenditure (Capex) on 5G/6G network and AI infrastructure

The push to maintain network leadership and build out the AI backbone requires substantial upfront investment. For the first half of 2025, SK Telecom reported total capital expenditures of KRW 552.2 billion, with the second quarter alone accounting for KRW 301.6 billion. These investments are explicitly aligned with strategic priorities like enhancing 5G network capabilities and building out AI infrastructure. Furthermore, the long-term AI vision includes the Ulsan AI data center, which, when combined with the Guro DC, aims for a total data center capacity exceeding 300 MW by 2030.

Significant one-time costs like the KRW 547.7 billion Q3 2025 tariff discount

The fallout from the cybersecurity incident in 2025 resulted in direct, non-recurring costs hitting the income statement. In the third quarter of 2025, consolidated revenue saw a year-on-year decline of 12.2%, with the M&A revenue segment specifically falling by approximately KRW 547.7 billion. This massive drop was largely attributed to the 50% tariff discount in August for all customers under the Customer Appreciation Package, alongside other membership discounts. The total value allocated to this Customer Appreciation Package was estimated at KRW 500 billion.

Network operation and maintenance (OpEx) costs

While specific, granular figures for Network Operation and Maintenance (OpEx) aren't always broken out in the latest summaries, SK Telecom has been aggressively pursuing efficiency. The company carried out Operational Improvements (OI) activities across the business specifically to save costs dramatically and strengthen core fundamentals. Part of the resources secured through these OI activities is being reinvested to accelerate AI and digital transformation, creating a virtuous cycle intended for additional cost saving.

Marketing and customer acquisition/retention expenses

Retention efforts following the security incident were costly. In Q2 2025, SK Telecom executed marketing expenses at levels higher than normal focused on handset replacement. Beyond the direct billing discounts, the company waived contract termination fees in July. The broader retention strategy is encapsulated in the KRW 500 billion Customer Appreciation Package, which provided benefits like the August bill discount and extra data through the end of the year.

Investment in information security and data protection (KRW 700 billion plan)

To fundamentally rebuild trust, SK Telecom committed to a massive, multi-year security overhaul. This is formalized in the Information Protection Innovation Plan, which involves a total investment of KRW 700 billion over the next five years. This plan is designed to align their security framework with the U.S. National Institute of Standards and Technology's Cybersecurity Framework (NIST CSF). This investment is intended to double their pool of dedicated cybersecurity professionals and significantly increase spending on advanced security systems.

Here's a quick look at the major security and retention-related financial commitments:

Cost Category/Item	Financial Amount (KRW)	Timeframe/Context
Information Protection Innovation Plan Investment	700 billion	Over five years, starting 2025
Customer Appreciation Package Value	500 billion	Total value of benefits provided from August 2025
Q3 2025 Revenue Impact from Tariff Discount	Approx. 547.7 billion	Year-on-year decline in Q3 2025 revenue
Dedicated Security Fund Contribution	10 billion	To revitalize the domestic cybersecurity ecosystem

SK Telecom Co.,Ltd (SKM) - Canvas Business Model: Revenue Streams

You're looking at the money SK Telecom Co.,Ltd (SKM) brings in, which is a mix of traditional telecom services and newer, high-growth AI infrastructure plays. Here's the quick math on where the revenue is landing as of late 2025.

The core of the revenue still comes from the Mobile Network Operator (MNO) segment, though the company is clearly pushing its AI-centric businesses hard. The overall expectation for the full year remains significant, even after recent adjustments.

• - Mobile Network Operator (MNO) service fees saw the blended MNO ARPU (Average Revenue Per User) at KRW 30,554 in Q2 2025.
• - The AI Data Center (AIDC) and AI Transformation (AIX) business is a key growth area; Q3 2025 AIDC revenue was KRW 149.8 billion, and AIX revenue was KRW 55.7 billion.
• - Fixed-line, broadband, and IPTV subscription fees contribute through a growing base, with SK Broadband subscribers reaching 9.8 million, which included 6.9 million IPTV subscribers as of Q2 2025.
• - Interconnection fees and device sales revenue are components of the overall top line, though specific figures for these are not broken out separately in the latest guidance summaries.
• - Consolidated annual revenue guidance for 2025 has been adjusted to KRW 17.0 trillion.

To give you a clearer picture of the latest reported performance feeding into that annual guidance, look at the quarterly figures. The Q3 2025 consolidated revenue came in at KRW 3.9781 trillion. This shows the impact of both the core business recovery and the one-time customer package costs from the cybersecurity incident.

Here's a breakdown of the most concrete revenue stream figures we have from the recent quarters:

Revenue Stream Component	Reporting Period	Amount (KRW)
Consolidated Annual Revenue Guidance	Full Year 2025	17.0 trillion
Consolidated Revenue	Q3 2025	3.9781 trillion
Blended MNO ARPU	Q2 2025	30,554
AI Data Center (AIDC) Revenue	Q3 2025	149.8 billion
AI Transformation (AIX) Revenue	Q3 2025	55.7 billion
AI Business Revenue Growth (YoY)	Q3 2025	35.7%

The MNO segment's revenue health is tied directly to subscriber metrics. As of Q2 2025, SK Telecom Co.,Ltd (SKM) maintained a mobile subscriber base of 32.2 million, with 15.5 million of those on 5G networks. By Q3 2025, the 5G base had grown further to 17.26 million. This shift toward higher-tier services is what supports that blended ARPU number, even if the total subscriber count saw temporary dips. The AI business, meanwhile, is showing defintely strong momentum, with its Q3 YoY revenue growth hitting 35.7%. Finance: draft 13-week cash view by Friday.