SK Telecom Co., Ltd (SKM): Modelo de negócios Canvas [Jan-2025 Atualizado]

A SK Telecom fica na vanguarda da transformação digital, revolucionando as telecomunicações por meio de estratégias inovadoras que misturam tecnologia de ponta com soluções digitais abrangentes. Aproveitando seu robusto 5g Infraestrutura de rede e parcerias estratégicas, a empresa se posicionou como uma força pioneira em comunicações móveis, inteligência artificial e serviços digitais. Esse modelo de negócios Canvas revela como a SK Telecom transcende as telecomunicações tradicionais, criando um ecossistema integrado que serve diversos segmentos de clientes enquanto dirige a inovação tecnológica em vários setores.

SK TeleCom Co., Ltd (SKM) - Modelo de negócios: Parcerias -chave

Aliança estratégica com a Samsung Electronics

SK Telecom e Samsung Electronics têm um Parceria de infraestrutura de rede 5G avaliados em US $ 1,2 bilhão em 2024. As principais métricas de colaboração incluem:

Dimensão da parceria	Detalhes específicos
Investimento de equipamentos de rede	US $ 780 milhões em infraestrutura 5G
Colaboração em P&D	US $ 420 milhões em orçamento de desenvolvimento tecnológico conjunto

Colaborações de provedores de serviços em nuvem

A SK Telecom mantém parcerias estratégicas com provedores globais de nuvem:

• AWS: Contrato de infraestrutura em nuvem de US $ 350 milhões
• Microsoft Azure: contrato de serviços em nuvem de vários anos de US $ 275 milhões
• Google Cloud: US $ 225 milhões da Enterprise Cloud Partnership

Conteúdo e parcerias de mídia

Detalhes de colaboração de serviços digitais:

Parceiro de mídia	Valor da parceria	Foco de serviço
Netflix	US $ 180 milhões	Integração da plataforma de streaming
Disney+	US $ 145 milhões	Distribuição de conteúdo

Joint venture Softbank

SK Telecom e SoftBank Technology Collaboration Dobnes:

• Investimento total de joint venture: US $ 620 milhões
• Orçamento de troca de tecnologia: US $ 250 milhões
• Investimento de expansão de mercado: US $ 370 milhões

SK Telecom Co., Ltd (SKM) - Modelo de negócios: Atividades -chave

Desenvolvimento e expansão da rede 5G

A SK Telecom investiu 1,7 trilhão de vitórias na infraestrutura de rede em 2023. A Companhia opera 246.000 estações base 5G em toda a Coréia do Sul a partir do quarto trimestre 2023. A cobertura da rede atinge 95% da população.

5G Métricas de rede	2023 Estatísticas
Estações básicas totais 5G	246,000
Investimento de infraestrutura de rede	1,7 trilhão venceu
Cobertura populacional	95%

Transformação digital e inovação tecnológica de IA

A SK Telecom alocou 450 bilhões de won para a IA e a pesquisa de transformação digital em 2023. A empresa mantém 1.200 profissionais de IA e tecnologia digital.

• Orçamento de pesquisa da IA: 450 bilhões vencidos
• AI/Profissionais de Tecnologia Digital: 1.200
• Aplicações de patentes da IA: 387 em 2023

Provisão de serviço de telecomunicações móveis

A SK Telecom atende 31,5 milhões de assinantes móveis na Coréia do Sul. A receita de serviços móveis atingiu 4,2 trilhões de vencedores em 2023.

Métricas de serviço móvel	2023 dados
Total de assinantes móveis	31,5 milhões
Receita de serviço móvel	4,2 trilhões vencidos

Desenvolvimento de soluções de nuvem e segurança cibernética

A divisão de nuvem e segurança cibernética da SK Telecom gerou 350 bilhões de won na receita. A empresa gerencia mais de 250 contratos de segurança em nuvem corporativa.

• Receita de nuvem e segurança cibernética: 350 bilhões de won
• Contratos de segurança em nuvem corporativa: 250+
• Investimento de P&D de segurança cibernética: 120 bilhões de won

Gerenciamento de plataforma de mídia digital e entretenimento

A SK Telecom opera a plataforma WAVVE Streaming com 10 milhões de usuários registrados. A receita da mídia digital atingiu 280 bilhões de won em 2023.

Métricas de mídia digital	2023 Estatísticas
Usuários da plataforma wavve	10 milhões
Receita de mídia digital	280 bilhões venceram

SK Telecom Co., Ltd (SKM) - Modelo de negócios: Recursos -chave

Infraestrutura avançada de telecomunicações

A SK Telecom opera uma rede de telecomunicações abrangentes com as seguintes especificações de infraestrutura:

Infraestrutura de rede	Detalhes quantitativos
Estações de base celular total	86.432 estações (a partir de 2023)
5G Cobertura de rede	95,2% de cobertura populacional na Coréia do Sul
Capacidade de transmissão de rede	1,2 Tbps por segundo

Cobertura de rede 5G extensa

A implantação de rede 5G da SK Telecom inclui:

• Assinantes 5G: 10,4 milhões (quarto trimestre 2023)
• Investimento de infraestrutura de rede 5G: 1,2 trilhão de KRW
• Velocidade média de download 5g: 456 Mbps

Capacidades de pesquisa e desenvolvimento

Métricas de P&D	Dados quantitativos
Despesas anuais de P&D	387,6 ​​bilhões de KRW (2023)
Número de centros de pesquisa	7 centros de tecnologia especializados
Portfólio ativo de patentes	2.345 patentes de telecomunicações registradas

Força de trabalho tecnológica qualificada

Composição de recursos humanos da SK Telecom:

• Total de funcionários: 6.872 (2023)
• Funcionários com graus técnicos avançados: 42%
• Investimento anual de treinamento de funcionários: 24,5 bilhões de KRW

Capital financeiro para inovação

Recurso financeiro	Quantia
Total de ativos	26,7 trilhões KRW (2023)
Caixa e equivalentes de dinheiro	2,3 trilhões de krw
Gastos anuais de capital	1,6 trilhão Krw

SK Telecom Co., Ltd (SKM) - Modelo de negócios: proposições de valor

Serviços de rede móvel 5G de alta velocidade e de alta velocidade

A SK Telecom alcançou a base de assinantes 5G de 8,54 milhões a partir do terceiro trimestre de 2023. A cobertura da rede atingiu 85% da população sul -coreana. Velocidades médias de download de 5G de 492,17 Mbps gravados em 2023.

5G Métrica de rede	2023 desempenho
Assinantes 5G	8,54 milhões
Cobertura de rede	85% da população
Velocidade média de download	492.17 Mbps

Ecossistema digital integrado e soluções inteligentes

A SK Telecom investiu 1,2 trilhão em iniciativas de transformação digital em 2023. Solutions Smart City implantados em 12 áreas metropolitanas em toda a Coréia do Sul.

• Integração da plataforma de cidade inteligente
• Serviços de transformação digital corporativa
• Soluções de computação em nuvem

IoT avançado e telecomunicações movidas a IA

A SK Telecom conectou 12,3 milhões de dispositivos de IoT em 2023. Serviços movidos a IA geraram 487 bilhões de receita.

Métricas de IoT e AI	2023 dados
Dispositivos IoT conectados	12,3 milhões
Receita de serviços de IA	₩ 487 bilhões

Plataformas abrangentes de entretenimento digital

A plataforma Wavve Streaming da SK Telecom atingiu 4,2 milhões de assinantes em 2023. Serviços de conteúdo móvel gerados ₩ 312 bilhões em receita.

Tecnologia inovadora e serviços de transformação digital

Investimento de P&D de ₩ 683 bilhões em 2023. Desenvolvimento de tecnologias Blockchain e Metaverse em andamento com 237 patentes de tecnologia ativa.

Investimento em tecnologia	2023 Métricas
Investimento em P&D	₩ 683 bilhões
Patentes de tecnologia ativa	237

SK Telecom Co., Ltd (SKM) - Modelo de negócios: Relacionamentos do cliente

Suporte personalizado ao cliente digital

SK Telecom opera um Centro de Suporte ao Cliente Digital 24/7 Lidando com aproximadamente 3,5 milhões de interações com os clientes mensalmente. A empresa mantém um Equipe de suporte digital de 450 representantes especializados de atendimento ao cliente.

Canal de suporte	Volume mensal de interação	Tempo médio de resolução
Suporte ao aplicativo móvel	1,250,000	12 minutos
Chat online	750,000	8 minutos
Suporte telefônico	1,500,000	15 minutos

Interfaces de aplicativos móveis de autoatendimento

O aplicativo móvel da SK Telecom tem 7,2 milhões de usuários mensais ativos. O aplicativo fornece recursos abrangentes de autoatendimento.

• Gerenciamento de contas
• Pagamento da conta
• Modificações do plano de serviço
• Verificações de compatibilidade do dispositivo

Programas de fidelidade e pacotes de serviço personalizados

Programa de fidelidade da SK Telecom, T-Membership, abrange 12,5 milhões de assinantes ativos. O programa oferece pacotes de serviço personalizados com Taxas anuais de retenção de clientes de 84,6%.

Nível de associação	Assinantes	Benefícios anuais
Camada básica	8,750,000	Crédito de serviço de US $ 50
Camada premium	3,750,000	Crédito de serviço de US $ 150

Atualizações regulares de tecnologia e serviço

A SK Telecom investe US $ 1,2 bilhão anualmente em atualizações tecnológicas. A empresa implementa aprimoramentos de serviço trimestralmente, com 97% Classificação de satisfação do cliente.

Engajamento da comunidade através de plataformas digitais

A SK Telecom mantém 5 plataformas comunitárias digitais primárias com 2,8 milhões de participantes da comunidade ativa.

• Fóruns de suporte técnico
• Plataformas de feedback da experiência do usuário
• Canais de engajamento de mídia social
• Redes comunitárias de desenvolvedores
• Plataformas de sugestões de inovação

SK Telecom Co., Ltd (SKM) - Modelo de negócios: canais

Plataformas de aplicativos móveis

A SK Telecom opera vários aplicativos móveis com 22,5 milhões de usuários mensais ativos a partir de 2023. As plataformas -chave incluem:

• T mapa de navegação
• Passe a carteira móvel
• T Pedido de associação
• Aplicativo de gerenciamento de rede 5G

Plataforma	Usuários ativos mensais	Baixar números
T mapa	15,2 milhões	35,6 milhões
Passe a carteira	4,3 milhões	12,7 milhões

Lojas de varejo físico

A SK Telecom mantém 1.200 locais diretos de varejo em toda a Coréia do Sul a partir de 2024.

Tipo de loja	Número de locais	Tráfego mensal médio de pedestres
Lojas diretas de telecomunicações	780	425,000
Lojas de franquia	420	265,000

Portais de atendimento ao cliente online

A SK Telecom fornece suporte ao cliente digital por meio de vários canais on -line.

• Suporte de bate -papo online 24/7
• Portal da Web abrangente
• Interface de atendimento ao cliente movida a IA

Parceiros de varejo de telecomunicações

A SK Telecom colabora com 3.500 parceiros de varejo autorizados em todo o país.

Categoria de parceiro	Número de parceiros	Volume de vendas
Varejistas eletrônicos	1,200	42% das vendas de dispositivos
Lojas de conveniência	2,300	18% das vendas de dispositivos

Canais de marketing e comunicação digital

A SK Telecom utiliza diversas plataformas de marketing digital com alcance significativo.

Canal digital	Seguidores/assinantes	Taxa de engajamento
Instagram	680,000	4.2%
YouTube	425,000	3.8%
LinkedIn	210,000	2.5%

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

Usuários individuais de telefones celulares

A SK Telecom atende 31,8 milhões de assinantes móveis na Coréia do Sul a partir do quarto trimestre 2023. A penetração no mercado atinge 61,5% da população total.

Faixa etária	Porcentagem de assinantes
18-34 anos	42.3%
35-54 anos	36.7%
55 anos ou mais	21%

Clientes corporativos e corporativos

A SK Telecom atende 12.500 contas corporativas em 2024, gerando US $ 1,2 bilhão em receita corporativa.

• Setor de Serviços Financeiros: 3.750 clientes
• Setor de manufatura: 2.800 clientes
• Setor de tecnologia: 1.950 clientes

Pequenas e médias empresas

A SK Telecom suporta 85.000 clientes comerciais pequenos e médios, com pacotes dedicados de telecomunicações.

Tamanho comercial	Número de clientes
Micro negócios	52,000
Pequenas empresas	24,500
Empresas médias	8,500

Organizações do governo e do setor público

A SK Telecom fornece serviços a 450 organizações do governo e do setor público, gerando US $ 320 milhões em receita anual.

Consumidores focados na tecnologia

A SK Telecom tem como alvo os consumidores de tecnologia 5G, com 22,1 milhões de assinantes 5G em dezembro de 2023.

Segmento de tecnologia	Contagem de assinantes
5G ADOPTIDADES ANTERIORES	7,6 milhões
Usuários avançados de tecnologia	14,5 milhões

SK Telecom Co., Ltd (SKM) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

Os custos de manutenção de infraestrutura de rede da SK Telecom para 2023 totalizaram 1,2 trilhão de KRW. A empresa investiu 385,7 bilhões de KRW especificamente na expansão e manutenção da rede 5G.

Categoria de custo	Quantidade (KRW)
Manutenção total de infraestrutura de rede	1,200,000,000,000
Manutenção específica da rede 5G	385,700,000,000

Investimentos de pesquisa e desenvolvimento

As despesas de P&D para a SK Telecom em 2023 atingiram 456,3 bilhões de KRW, com as principais áreas de foco, incluindo:

• 6G Desenvolvimento de Tecnologia
• Pesquisa de inteligência artificial
• Innovações de computação em nuvem
• Exploração de computação quântica

Compensação e treinamento de funcionários

As despesas totais relacionadas aos funcionários em 2023 foram de 752,6 bilhões de KRW, quebrados da seguinte forma:

Tipo de despesa	Quantidade (KRW)
Salários	612,000,000,000
Treinamento e desenvolvimento	140,600,000,000

Aquisição de tecnologia e despesas de atualização

A SK Telecom alocou 327,4 bilhões de KRW para aquisições e atualizações de tecnologia em 2023, incluindo:

• Novo licenciamento de espectro
• Atualizações de equipamentos de rede
• Melhorias de infraestrutura de software

Custos de marketing e aquisição de clientes

As despesas de marketing para 2023 totalizaram 218,9 bilhões de KRW, com uma quebra das principais áreas de gastos:

Canal de marketing	Quantidade (KRW)
Marketing digital	89,300,000,000
Publicidade tradicional da mídia	62,500,000,000
Campanhas de aquisição de clientes	67,100,000,000

Estrutura de custo total para 2023: 2.955,2 bilhões de kRW

SK Telecom Co., Ltd (SKM) - Modelo de negócios: fluxos de receita

Assinaturas de serviço de telecomunicações móveis

Receita de assinatura móvel da SK Telecom em 2023: 12,7 trilhões KRW

Categoria de assinatura	Número de assinantes	Receita mensal média por usuário
Assinantes 5G	12,5 milhões	45.300 KRW
Assinantes 4G	8,3 milhões	35.700 KRW

5G Taxas de serviço de rede

Receita de serviço de rede 5G para 2023: 4,6 trilhões de KRW

• Enterprise 5G Network Solutions: 1,2 trilhão KRW
• Planos de dados do consumidor 5G: 3,4 trilhões de KRW

Conteúdo digital e plataformas de entretenimento

Receita de conteúdo digital em 2023: 1,8 trilhão de KRW

Plataforma	Receita anual	Base de usuários
Tving (streaming)	480 bilhões de krw	6,2 milhões de assinantes
Serviços de música e jogo	670 bilhões de krw	4,5 milhões de usuários ativos

Vendas de soluções em nuvem e segurança cibernética

Receita total de nuvem e segurança cibernética para 2023: 2,3 trilhões de KRW

• Serviços em nuvem corporativa: 1,6 trilhão KRW
• Soluções de segurança cibernética: 720 bilhões de KRW

Serviços de consultoria de tecnologia corporativa

Receita de consultoria em tecnologia corporativa em 2023: 890 bilhões de kRW

Serviço de consultoria	Receita	Número de clientes corporativos
Consultoria de Transformação Digital	420 bilhões de krw	1.200 clientes
AI e Consultoria de Tecnologia Avançada	470 bilhões 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.