SK Telecom Co., Ltd (SKM): Business Model Canvas [Jan-2025 Mis à jour]

SK Telecom est à l'avant-garde de la transformation numérique, révolutionnant les télécommunications grâce à des stratégies innovantes qui mélangent la technologie de pointe avec des solutions numériques complètes. En tirant parti de son robuste 5g Infrastructure réseau et partenariats stratégiques, la société s'est positionnée comme une force pionnière dans les communications mobiles, l'intelligence artificielle et les services numériques. Cette toile de modèle commercial révèle comment SK Telecom transcende les télécommunications traditionnelles, créant un écosystème intégré qui sert divers segments de clients tout en stimulant l'innovation technologique dans plusieurs secteurs.

SK Telecom Co., Ltd (SKM) - Modèle commercial: partenariats clés

Alliance stratégique avec Samsung Electronics

SK Telecom et Samsung Electronics ont un Partenariat d'infrastructure réseau 5G Évalué à 1,2 milliard de dollars en 2024. Les mesures de collaboration clés comprennent:

Dimension de partenariat	Détails spécifiques
Investissement d'équipement de réseau	780 millions de dollars en infrastructure 5G
Collaboration R&D	Budget de développement technologique de 420 millions de dollars

Collaborations de fournisseurs de services cloud

SK Telecom maintient des partenariats stratégiques avec les fournisseurs de cloud mondiaux:

• AWS: accord d'infrastructure cloud de 350 millions de dollars
• Microsoft Azure: Contrat de services cloud de 275 millions de dollars
• Google Cloud: Partnership de cloud d'entreprise de 225 millions de dollars

Contenu et partenariats médiatiques

Détails de collaboration des services numériques:

Partenaire médiatique	Valeur de partenariat	Focus du service
Netflix	180 millions de dollars	Intégration de la plate-forme de streaming
Disney +	145 millions de dollars	Distribution de contenu

Coentreprise de banque souples

SK Telecom et Softbank Technology Collaboration Spécifiques:

• Investissement total de coentreprise: 620 millions de dollars
• Budget d'échange de technologie: 250 millions de dollars
• Investissement d'expansion du marché: 370 millions de dollars

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: Activités clés

Développement et expansion du réseau 5G

SK Telecom a investi 1,7 billion gagné dans les infrastructures réseau en 2023. La société exploite 246 000 stations de base 5G à travers la Corée du Sud au quatrième trimestre 2023. La couverture du réseau atteint 95% de la population.

Métriques du réseau 5G	2023 statistiques
Stations de base totales 5G	246,000
Investissement en infrastructure de réseau	1,7 billion gagné
Couverture de la population	95%

Transformation numérique et innovation technologique d'IA

SK Telecom a alloué 450 milliards de won pour l'IA et la recherche sur la transformation numérique en 2023. La société maintient 1 200 professionnels de la technologie d'IA et de technologie numérique.

• Budget de recherche sur l'IA: 450 milliards
• Professionnels de la technologie AI / numérique: 1 200
• Demandes de brevet AI: 387 en 2023

Provision de service de télécommunications mobiles

SK Telecom dessert 31,5 millions d'abonnés mobiles en Corée du Sud. Les revenus des services mobiles ont atteint 4,2 billions de wons en 2023.

Métriques de service mobile	2023 données
Abonnés mobiles totaux	31,5 millions
Revenus de services mobiles	4,2 billions gagnés

Développement de solutions de cloud et de cybersécurité

La division Cloud and Cybersecurity de SK Telecom a généré 350 milliards de revenus de revenus. La société gère plus de 250 contrats de sécurité du cloud d'entreprise.

• Revenus cloud et cybersécurité: 350 milliards de won
• Contrats de sécurité du cloud d'entreprise: 250+
• Investissement de R&D de cybersécurité: 120 milliards de won

Gestion des médias numériques et des plateformes de divertissement

SK Telecom exploite la plate-forme de streaming Wavve avec 10 millions d'utilisateurs enregistrés. Les revenus des médias numériques ont atteint 280 milliards de wons en 2023.

Métriques des médias numériques	2023 statistiques
Utilisateurs de la plate-forme Wavve	10 millions
Revenus médias numériques	280 milliards de won

SK Telecom Co., Ltd (SKM) - Modèle commercial: Ressources clés

Infrastructure de télécommunications avancée

SK Telecom exploite un réseau complet de télécommunications avec les spécifications d'infrastructure suivantes:

Infrastructure réseau	Détails quantitatifs
Stations de base cellulaire totale	86 432 stations (à partir de 2023)
Couverture réseau 5G	95,2% de couverture de la population en Corée du Sud
Capacité de transmission du réseau	1,2 tbps par seconde

Couverture réseau 5G étendue

Le déploiement du réseau 5G de SK Telecom comprend:

• 5G Abonds: 10,4 millions (Q4 2023)
• Investissement d'infrastructure du réseau 5G: 1,2 billion de krw
• Vitesse de téléchargement moyenne de 5 g: 456 Mbps

Capacités de recherche et de développement

Métriques de R&D	Données quantitatives
Dépenses annuelles de R&D	387,6 ​​milliards de KRW (2023)
Nombre de centres de recherche	7 centres de technologie spécialisés
Portefeuille de brevets actif	2 345 brevets de télécommunications enregistrées

Main-d'œuvre technologique qualifiée

Composition des ressources humaines de SK Telecom:

• Total des employés: 6 872 (2023)
• Employés titulaires de diplômes techniques avancés: 42%
• Investissement annuel de formation des employés: 24,5 milliards de krw

Capital financier pour l'innovation

Ressource financière	Montant
Actif total	26,7 billions de krw (2023)
Equivalents en espèces et en espèces	2,3 billions de krw
Dépenses en capital annuelles	1,6 billion de krw

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: propositions de valeur

Services de réseau mobile 5G à grande vitesse et fiables

SK Telecom a obtenu une base d'abonnés 5G de 8,54 millions au troisième trimestre 2023. La couverture du réseau a atteint 85% de la population sud-coréenne. Vitesses de téléchargement moyens moyennes de 492,17 Mbps enregistrées en 2023.

Métrique du réseau 5G	Performance de 2023
Abonnés 5G	8,54 millions
Couverture réseau	85% de la population
Vitesse de téléchargement moyenne	492.17 Mbps

Écosystème numérique intégré et solutions intelligentes

SK Telecom a investi 1,2 billion de billions dans des initiatives de transformation numérique en 2023. Smart City Solutions déployées dans 12 zones métropolitaines à travers la Corée du Sud.

• Intégration de la plate-forme de ville intelligente
• Services de transformation numérique d'entreprise
• Solutions de cloud computing

Télécommunications avancées IoT et AI

SK Telecom a connecté 12,3 millions d'appareils IoT en 2023. Des services alimentés par AI ont généré 487 milliards de dollars de revenus.

Métriques IoT et IA	2023 données
Appareils IoT connectés	12,3 millions
Revenus des services d'IA	₩ 487 milliards

Plates-formes de divertissement numériques complètes

La plate-forme de streaming Wavve de SK Telecom a atteint 4,2 millions d'abonnés en 2023. Les services de contenu mobile ont généré 312 milliards de dollars de revenus.

Technologie innovante et services de transformation numérique

Investissement en R&D de 683 milliards de livres sterling en 2023. Développement des technologies de la blockchain et de la métaverse en cours avec 237 brevets technologiques actifs.

Investissement technologique	2023 métriques
Investissement en R&D	₩ 683 milliards
Brevets technologiques actifs	237

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: relations avec les clients

Support client numérique personnalisé

SK Telecom exploite un Centre de support client numérique 24/7 Gérer environ 3,5 millions d'interactions client chaque mois. La société maintient un Équipe d'assistance numérique de 450 représentants du service client spécialisé.

Canal de support	Volume d'interaction mensuel	Temps de résolution moyen
Prise en charge de l'application mobile	1,250,000	12 minutes
Chat en ligne	750,000	8 minutes
Support téléphonique	1,500,000	15 minutes

Interfaces d'application mobile en libre-service

L'application mobile de SK Telecom a 7,2 millions d'utilisateurs mensuels actifs. L'application offre des fonctionnalités en libre-service complètes.

• Gestion des comptes
• Paiement de facture
• Modifications du plan de service
• Vérification de la compatibilité des appareils

Programmes de fidélité et forfaits de service sur mesure

Le programme de fidélité de SK Telecom, T-MEMBERSHIP, englobe 12,5 millions d'abonnés actifs. Le programme propose des forfaits de service personnalisés avec Taux de rétention de clientèle annuels de 84,6%.

Niveau d'adhésion	Abonnés	Avantages annuels
Niveau de base	8,750,000	Crédit de service de 50 $
Niveau supérieur	3,750,000	Crédit de service de 150 $

Amélioration régulière de la technologie et des services

SK Télécom investisse 1,2 milliard de dollars par an dans les améliorations technologiques. La société met en œuvre des améliorations de service trimestrielles, avec Évaluation de satisfaction de 97%.

Engagement communautaire via des plateformes numériques

SK Telecom maintient 5 plates-formes communautaires numériques primaires avec 2,8 millions de participants à la communauté active.

• Forums de support technique
• Plateformes de rétroaction de l'expérience utilisateur
• Canaux d'engagement des médias sociaux
• Réseaux communautaires des développeurs
• Plateformes de suggestions d'innovation

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: canaux

Plates-formes d'application mobile

SK Telecom exploite plusieurs applications mobiles avec 22,5 millions d'utilisateurs mensuels actifs à partir de 2023. Les plates-formes clés comprennent:

• T map Application de navigation
• Pass Mobile Wallet
• T Application d'adhésion
• Application de gestion du réseau 5G

Plate-forme	Utilisateurs actifs mensuels	Numéros de téléchargement
T map	15,2 millions	35,6 millions
Portefeuille	4,3 millions	12,7 millions

Magasins de vente au détail physique

SK Telecom maintient 1 200 emplacements de détail directs à travers la Corée du Sud en 2024.

Type de magasin	Nombre d'emplacements	Trafficage à pied mensuel moyen
Magasins de télécommunications directes	780	425,000
Magasins de franchise	420	265,000

Portails de service à la clientèle en ligne

SK Telecom fournit un support client numérique via plusieurs canaux en ligne.

• Assistance de chat en ligne 24/7
• Portail Web complet
• Interface de service client propulsé par l'IA

Partners de vente au détail de télécommunications

SK Telecom collabore avec 3 500 partenaires de vente au détail autorisés à l'échelle nationale.

Catégorie de partenaire	Nombre de partenaires	Volume des ventes
Détaillants électroniques	1,200	42% des ventes d'appareils
Dépanneurs	2,300	18% des ventes d'appareils

Canaux de marketing numérique et de communication

SK Telecom utilise diverses plateformes de marketing numérique avec une portée significative.

Canal numérique	Adeptes / abonnés	Taux d'engagement
Instagram	680,000	4.2%
Youtube	425,000	3.8%
Liendin	210,000	2.5%

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: segments de clientèle

Utilisateurs de téléphones mobiles individuels

SK Telecom dessert 31,8 millions d'abonnés mobiles en Corée du Sud au quatrième trimestre 2023. La pénétration du marché atteint 61,5% de la population totale.

Groupe d'âge	Pourcentage d'abonné
18-34 ans	42.3%
35 à 54 ans	36.7%
Plus de 55 ans	21%

Clients d'entreprise et d'entreprise

SK Telecom dessert 12 500 comptes d'entreprises d'entreprise en 2024, générant 1,2 milliard de dollars de revenus d'entreprise.

• Secteur des services financiers: 3 750 clients
• Secteur de la fabrication: 2 800 clients
• Secteur technologique: 1 950 clients

Petites et moyennes entreprises

SK Telecom prend en charge 85 000 clients commerciaux de petite et moyenne taille, avec des forfaits de télécommunications dédiés.

Taille de l'entreprise	Nombre de clients
Micro-entreprises	52,000
Petites entreprises	24,500
Entreprises moyennes	8,500

Organisations du gouvernement et du secteur public

SK Telecom fournit des services à 450 organisations du gouvernement et du secteur public, générant 320 millions de dollars de revenus annuels.

Consommateurs axés sur la technologie

SK Telecom cible les consommateurs de technologies 5G, avec 22,1 millions d'abonnés 5G en décembre 2023.

Segment technologique	Nombre d'abonné
5G Adoptères précoces	7,6 millions
Utilisateurs de technologie avancée	14,5 millions

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: Structure des coûts

Maintenance d'infrastructure réseau

Les coûts de maintenance des infrastructures de réseau de SK Telecom pour 2023 ont totalisé 1,2 billion de KRW. La société a investi 385,7 milliards de KRW spécifiquement dans l'expansion et la maintenance du réseau 5G.

Catégorie de coûts	Montant (KRW)
Maintenance totale d'infrastructure réseau	1,200,000,000,000
Maintenance spécifique au réseau 5G	385,700,000,000

Investissements de recherche et développement

Les dépenses de R&D pour SK Telecom en 2023 ont atteint 456,3 milliards de KRW, avec des domaines de concentration clés, notamment:

• Développement technologique 6G
• Recherche d'intelligence artificielle
• Innovations en cloud computing
• Exploration informatique quantique

Compensation et formation des employés

Les dépenses totales liées aux employés pour 2023 étaient de 752,6 milliards de KRW, en panne comme suit:

Type de dépenses	Montant (KRW)
Salaires	612,000,000,000
Formation et développement	140,600,000,000

Acquisition de technologie et dépenses de mise à niveau

SK Telecom a alloué 327,4 milliards de KRW pour les acquisitions et les mises à niveau de la technologie en 2023, notamment:

• New Spectrum Licensing
• Mises à niveau des équipements de réseau
• Améliorations des infrastructures logicielles

Coûts de marketing et d'acquisition des clients

Les dépenses de marketing pour 2023 ont totalisé 218,9 milliards de KRW, avec une répartition des principales zones de dépenses:

Canal de marketing	Montant (KRW)
Marketing numérique	89,300,000,000
Publicité médiatique traditionnelle	62,500,000,000
Campagnes d'acquisition de clients	67,100,000,000

Structure totale des coûts pour 2023: 2 955,2 milliards de krw

SK Telecom Co., Ltd (SKM) - Modèle d'entreprise: Strots de revenus

Abonnements de services de télécommunications mobiles

Revenus d'abonnement mobile de SK Telecom en 2023: 12,7 billions de krw

Catégorie d'abonnement	Nombre d'abonnés	Revenus mensuels moyens par utilisateur
Abonnés 5G	12,5 millions	45 300 krw
Abonnés 4G	8,3 millions	35 700 krw

Frais de service réseau 5G

Revenus de service réseau 5G pour 2023: 4,6 billions de krw

• Enterprise 5G Network Solutions: 1,2 billion de krw
• Consumer 5G Plans de données: 3,4 billions de krw

Contenu numérique et plateformes de divertissement

Revenus de contenu numérique en 2023: 1,8 billion de krw

Plate-forme	Revenus annuels	Base d'utilisateurs
Tving (streaming)	480 milliards de krw	6,2 millions d'abonnés
Services de musique et de jeu	670 milliards de krw	4,5 millions d'utilisateurs actifs

Ventes de solutions de cloud et de cybersécurité

Revenu total des nuages ​​et de la cybersécurité pour 2023: 2,3 billions de krw

• Services de cloud d'entreprise: 1,6 billion de krw
• Solutions de cybersécurité: 720 milliards de krw

Services de conseil en technologie d'entreprise

Enterprise Technology Consulting Revenue en 2023: 890 milliards de KRW

Service de conseil	Revenu	Nombre de clients d'entreprise
Conseil de transformation numérique	420 milliards de krw	1 200 clients
IA et conseil en technologie avancée	470 milliards de krw	850 clients

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.