SK Telecom Co., Ltd (SKM): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

SK Telecom está a la vanguardia de la transformación digital, revolucionando las telecomunicaciones a través de estrategias innovadoras que combinan tecnología de vanguardia con soluciones digitales integrales. Aprovechando a su robusto 5G Infraestructura de red y asociaciones estratégicas, la compañía se ha posicionado como una fuerza pionera en comunicaciones móviles, inteligencia artificial y servicios digitales. Este lienzo de modelo de negocio revela cómo SK Telecom trasciende las telecomunicaciones tradicionales, creando un ecosistema integrado que atiende a diversos segmentos de clientes al tiempo que impulsa la innovación tecnológica en múltiples sectores.

SK Telecom Co., Ltd (SKM) - Modelo de negocios: asociaciones clave

Alianza estratégica con Samsung Electronics

SK Telecom y Samsung Electronics tienen un Asociación de infraestructura de red 5G valoradas en $ 1.2 mil millones a partir de 2024. Las métricas clave de colaboración incluyen:

Dimensión de asociación	Detalles específicos
Inversión en equipos de red	$ 780 millones en infraestructura 5G
Colaboración de I + D	Presupuesto de desarrollo de tecnología conjunta de $ 420 millones

Colaboraciones de proveedores de servicios en la nube

SK Telecom mantiene asociaciones estratégicas con proveedores de nubes globales:

• AWS: Acuerdo de infraestructura en la nube de $ 350 millones
• Microsoft Azure: contrato de servicios en la nube múltiples de $ 275 millones
• Google Cloud: $ 225 millones en la asociación de la nube empresarial

Contenido y asociaciones de medios

Detalles de colaboración de servicios digitales:

Socio de medios	Valor de asociación	Enfoque de servicio
Netflix	$ 180 millones	Integración de la plataforma de transmisión
Disney+	$ 145 millones	Distribución de contenido

Empresa conjunta de SoftBank

SK Telecom y SoftBank Technology Collaboration detalles:

• Inversión total de empresa conjunta: $ 620 millones
• Presupuesto de intercambio de tecnología: $ 250 millones
• Inversión de expansión del mercado: $ 370 millones

SK Telecom Co., Ltd (SKM) - Modelo de negocio: actividades clave

Desarrollo y expansión de la red 5G

SK Telecom invirtió 1.7 billones de ganancias en infraestructura de red en 2023. La compañía opera 246,000 estaciones base 5G en Corea del Sur a partir del cuarto trimestre de 2023. La cobertura de red alcanza el 95% de la población.

Métricas de red 5G	2023 estadísticas
Estaciones base total 5G	246,000
Inversión de infraestructura de red	1.7 billones de wones
Cobertura de la población	95%

Transformación digital e innovación en tecnología de IA

SK Telecom asignó 450 mil millones de ganancias para AI y Digital Transformation Research en 2023. La compañía mantiene 1,200 profesionales de tecnología digital y IA.

• Presupuesto de investigación de IA: 450 mil millones Won
• AI/Profesionales de Tecnología Digital: 1.200
• AI Solicitudes de patentes: 387 en 2023

Provisión de servicios de telecomunicaciones móviles

SK Telecom atiende a 31.5 millones de suscriptores móviles en Corea del Sur. Los ingresos del servicio móvil alcanzaron los 4.2 billones de ganancias en 2023.

Métricas de servicios móviles	2023 datos
Suscriptores móviles totales	31.5 millones
Ingresos del servicio móvil	4.2 billones de wones

Desarrollo de soluciones de ciberseguridad y nubes

La división de nubes y ciberseguridad de SK Telecom generó 350 mil millones de ganancias en ingresos. La compañía administra más de 250 contratos de seguridad en la nube empresarial.

• Ingresos en la nube y ciberseguridad: 350 mil millones Won Won
• Contratos de seguridad en la nube empresarial: 250+
• Inversión de I + D de ciberseguridad: 120 mil millones Won Won

Gestión de la plataforma de medios digitales y entretenimiento

SK Telecom opera la plataforma de transmisión Wavve con 10 millones de usuarios registrados. Los ingresos por medios digitales llegaron a 280 mil millones de ganancias en 2023.

Métricas de medios digitales	2023 estadísticas
Usuarios de la plataforma Wavve	10 millones
Ingresos de los medios digitales	280 mil millones won

SK Telecom Co., Ltd (SKM) - Modelo de negocio: recursos clave

Infraestructura de telecomunicaciones avanzada

SK Telecom opera una red integral de telecomunicaciones con las siguientes especificaciones de infraestructura:

Infraestructura de red	Detalles cuantitativos
Estaciones base celulares totales	86,432 estaciones (a partir de 2023)
Cobertura de red 5G	95.2% de cobertura de población en Corea del Sur
Capacidad de transmisión de red	1.2 Tbps por segundo

Cobertura de red 5G extensa

La implementación de la red 5G de SK Telecom incluye:

• 5G suscriptores: 10.4 millones (cuarto trimestre 2023)
• Inversión de infraestructura de red 5G: 1.2 billones de krw
• Velocidad de descarga promedio de 5 g: 456 Mbps

Capacidades de investigación y desarrollo

Métricas de I + D	Datos cuantitativos
Gastos anuales de I + D	387.6 mil millones de KRW (2023)
Número de centros de investigación	7 centros de tecnología especializados
Cartera de patentes activas	2,345 patentes de telecomunicaciones registradas

Fuerza laboral tecnológica calificada

Composición de recursos humanos de SK Telecom:

• Total de empleados: 6.872 (2023)
• Empleados con títulos técnicos avanzados: 42%
• Inversión anual de capacitación de empleados: 24.5 mil millones de KRW

Capital financiero para la innovación

Recurso financiero	Cantidad
Activos totales	26.7 billones de KRW (2023)
Equivalentes de efectivo y efectivo	2.3 billones de krw
Gastos de capital anuales	1.6 billones de krw

SK Telecom Co., Ltd (SKM) - Modelo de negocio: propuestas de valor

Servicios de red móvil 5G de alta velocidad y confiables

SK Telecom alcanzó la base de suscriptores 5G de 8,54 millones a partir del tercer trimestre de 2023. La cobertura de red alcanzó el 85% de la población surcoreana. Velocidades de descarga promedio de 5 g de 492.17 Mbps grabadas en 2023.

Métrica de red 5G	2023 rendimiento
5G suscriptores	8.54 millones
Cobertura de red	85% de la población
Velocidad de descarga promedio	492.17 Mbps

Ecosistema digital integrado y soluciones inteligentes

SK Telecom invirtió ₩ 1.2 billones en iniciativas de transformación digital en 2023. Smart City Solutions desplegadas en 12 áreas metropolitanas en Corea del Sur.

• Integración de plataforma de ciudad inteligente
• Servicios de transformación digital empresarial
• Soluciones de computación en la nube

Telecomunicaciones avanzadas de IoT y IA

SK Telecom conectó 12.3 millones de dispositivos IoT en 2023. Servicios de IA generados ₩ 487 mil millones en ingresos.

Métricas de IoT y AI	2023 datos
Dispositivos IoT conectados	12.3 millones
Ingresos de servicios de IA	₩ 487 mil millones

Plataformas integrales de entretenimiento digital

La plataforma de transmisión Wavve de SK Telecom alcanzó los 4.2 millones de suscriptores en 2023. Servicios de contenido móvil generados ₩ 312 mil millones en ingresos.

Tecnología innovadora y servicios de transformación digital

Inversión de I + D de ₩ 683 mil millones en 2023. Desarrollo de tecnologías de blockchain y Metaverse en curso con 237 patentes de tecnología activa.

Inversión tecnológica	2023 métricas
Inversión de I + D	₩ 683 mil millones
Patentes de tecnología activa	237

SK Telecom Co., Ltd (SKM) - Modelo de negocios: relaciones con los clientes

Atención al cliente digital personalizada

SK Telecom opera un Centro de atención al cliente digital 24/7 Manejo de aproximadamente 3,5 millones de interacciones con el cliente mensualmente. La compañía mantiene un equipo de soporte digital de 450 representantes especializados de servicio al cliente.

Canal de soporte	Volumen de interacción mensual	Tiempo de resolución promedio
Soporte de aplicaciones móviles	1,250,000	12 minutos
Chat en línea	750,000	8 minutos
Soporte telefónico	1,500,000	15 minutos

Interfaces de aplicaciones móviles de autoservicio

La aplicación móvil de SK Telecom tiene 7.2 millones de usuarios mensuales activos. La aplicación proporciona funciones integrales de autoservicio.

• Gestión de cuentas
• Pago de facturas
• Modificaciones del plan de servicio
• Comprobaciones de compatibilidad del dispositivo

Programas de fidelización y paquetes de servicio a medida

El programa de lealtad de SK Telecom, T-Membership, abarca 12.5 millones de suscriptores activos. El programa ofrece paquetes de servicio personalizados con Tasas anuales de retención de clientes del 84.6%.

Nivel de membresía	Suscriptores	Beneficios anuales
Nivel básico	8,750,000	Crédito de servicio de $ 50
Nivel premium	3,750,000	Crédito de servicio de $ 150

Actualizaciones de tecnología y servicios regulares

SK Telecom invierte $ 1.2 mil millones anuales en actualizaciones tecnológicas. La compañía implementa mejoras de servicio trimestralmente, con Calificación de satisfacción del cliente 97%.

Participación comunitaria a través de plataformas digitales

SK Telecom mantiene 5 plataformas de la comunidad digital primaria con 2.8 millones de participantes de la comunidad activa.

• Foros de soporte técnico
• Plataformas de comentarios de experiencia del usuario
• Canales de compromiso de las redes sociales
• Redes comunitarias de desarrolladores
• Plataformas de sugerencias de innovación

SK Telecom Co., Ltd (SKM) - Modelo de negocio: canales

Plataformas de aplicaciones móviles

SK Telecom opera múltiples aplicaciones móviles con 22.5 millones de usuarios mensuales activos a partir de 2023. Las plataformas clave incluyen:

• T Aplicación de navegación de mapas
• Pase la billetera móvil
• T Solicitud de membresía
• Aplicación de administración de red 5G

Plataforma	Usuarios activos mensuales	Números de descarga
T mapa	15.2 millones	35.6 millones
Pase	4.3 millones	12.7 millones

Tiendas minoristas físicas

SK Telecom mantiene 1.200 ubicaciones minoristas directas en Corea del Sur a partir de 2024.

Tipo de tienda	Número de ubicaciones	Tráfico peatonal mensual promedio
Tiendas directas de telecomunicaciones SK	780	425,000
Tiendas de franquicia	420	265,000

Portales de servicio al cliente en línea

SK Telecom proporciona atención al cliente digital a través de múltiples canales en línea.

• Soporte de chat en línea 24/7
• Portal web integral
• Interfaz de servicio al cliente con IA

Socios minoristas de telecomunicaciones

SK Telecom colabora con 3.500 socios minoristas autorizados en todo el país.

Categoría de socio	Número de socios	Volumen de ventas
Minoristas de electrónica	1,200	42% de las ventas de dispositivos
Tiendas de conveniencia	2,300	18% de las ventas de dispositivos

Canales de marketing digital y comunicación

SK Telecom utiliza diversas plataformas de marketing digital con un alcance significativo.

Canal digital	Seguidores/suscriptores	Tasa de compromiso
Instagram	680,000	4.2%
YouTube	425,000	3.8%
LinkedIn	210,000	2.5%

SK Telecom Co., Ltd (SKM) - Modelo de negocio: segmentos de clientes

Usuarios individuales de teléfonos móviles

SK Telecom atiende a 31.8 millones de suscriptores móviles en Corea del Sur a partir del cuarto trimestre de 2023. La penetración del mercado alcanza el 61.5% de la población total.

Grupo de edad	Porcentaje de suscriptores
18-34 años	42.3%
35-54 años	36.7%
55+ años	21%

Clientes corporativos y empresariales

SK Telecom atiende 12,500 cuentas empresariales corporativas en 2024, generando $ 1.2 mil millones en ingresos empresariales.

• Sector de servicios financieros: 3.750 clientes
• Sector de fabricación: 2.800 clientes
• Sector de la tecnología: 1.950 clientes

Pequeñas y medianas empresas

SK Telecom admite 85,000 clientes comerciales pequeños y medianos, con paquetes de telecomunicaciones dedicados.

Tamaño de negocio	Número de clientes
Micro empresas	52,000
Pequeñas empresas	24,500
Empresas medianas	8,500

Organizaciones gubernamentales y del sector público

SK Telecom brinda servicios a 450 organizaciones gubernamentales y del sector público, generando $ 320 millones en ingresos anuales.

Consumidores centrados en la tecnología

SK Telecom se dirige a los consumidores de tecnología 5G, con 22.1 millones de 5G suscriptores a diciembre de 2023.

Segmento tecnológico	Recuento de suscriptores
5G adoptantes tempranos	7.6 millones
Usuarios de tecnología avanzada	14.5 millones

SK Telecom Co., Ltd (SKM) - Modelo de negocio: Estructura de costos

Mantenimiento de infraestructura de red

Los costos de mantenimiento de la infraestructura de red de SK Telecom para 2023 totalizaron 1.2 billones de KRW. La compañía invirtió 385.7 mil millones de KRW específicamente en la expansión y mantenimiento de la red 5G.

Categoría de costos	Cantidad (KRW)
Mantenimiento total de infraestructura de red	1,200,000,000,000
Mantenimiento específico de la red 5G	385,700,000,000

Inversiones de investigación y desarrollo

Los gastos de I + D para SK Telecom en 2023 alcanzaron 456.3 mil millones de KRW, con áreas de enfoque clave que incluyen:

• Desarrollo de tecnología 6G
• Investigación de inteligencia artificial
• Innovaciones de la computación en la nube
• Exploración de la computación cuántica

Compensación y capacitación de empleados

Los gastos totales relacionados con los empleados para 2023 fueron 752.6 mil millones de KRW, desglosados ​​de la siguiente manera:

Tipo de gasto	Cantidad (KRW)
Salarios	612,000,000,000
Capacitación y desarrollo	140,600,000,000

Los gastos de adquisición de tecnología y actualización

SK Telecom asignó 327.4 mil millones de KRW para adquisiciones y actualizaciones de tecnología en 2023, incluyendo:

• Nueva licencia de espectro
• Actualizaciones de equipos de red
• Mejoras de infraestructura de software

Costos de marketing y adquisición de clientes

Los gastos de marketing para 2023 totalizaron 218.9 mil millones de KRW, con un desglose de las áreas de gasto clave:

Canal de marketing	Cantidad (KRW)
Marketing digital	89,300,000,000
Publicidad de medios tradicional	62,500,000,000
Campañas de adquisición de clientes	67,100,000,000

Estructura de costos totales para 2023: 2,955.2 mil millones de KRW

SK Telecom Co., Ltd (SKM) - Modelo de negocio: flujos de ingresos

Suscripciones de servicio de telecomunicaciones móviles

Ingresos de suscripción móvil de SK Telecom en 2023: 12.7 trillones de KRW

Categoría de suscripción	Número de suscriptores	Ingresos mensuales promedio por usuario
5G suscriptores	12.5 millones	45,300 KRW
Suscriptores 4G	8.3 millones	35,700 KRW

Tarifas de servicio de red 5G

Ingresos por servicio de red 5G para 2023: 4.6 billones de krw

• Soluciones de red 5G Enterprise: 1.2 billones de krw
• Planes de datos 5G de consumo: 3.4 billones de krw

Contenido digital y plataformas de entretenimiento

Ingresos de contenido digital en 2023: 1.8 billones de krw

Plataforma	Ingresos anuales	Base de usuarios
Tving (transmisión)	480 mil millones de krw	6.2 millones de suscriptores
Servicios de música y juegos	670 mil millones de KRW	4.5 millones de usuarios activos

Venta de soluciones de ciberseguridad y nubes

Ingresos totales de nubes y ciberseguridad para 2023: 2.3 billones de KRW

• Enterprise Cloud Services: 1.6 billones de KRW
• Soluciones de ciberseguridad: 720 mil millones de KRW

Servicios de consultoría de tecnología empresarial

Ingresos de consultoría de tecnología empresarial en 2023: 890 mil millones de KRW

Servicio de consultoría	Ganancia	Número de clientes empresariales
Consultoría de transformación digital	420 mil millones de KRW	1.200 clientes
AI y consultoría de tecnología avanzada	470 mil millones de krw	850 clientes

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.