SKM Earnings Prediction
The chart below shows how SKM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SKM sees a -1.07% change in stock price 10 days leading up to the earnings, and a +4.80% change 10 days following the report. On the earnings day itself, the stock moves by +0.18%. This data can give you a slight idea of what to expect for the next quarter's release.
SKM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
--
--
--
Gross Margin
--
--
--
Operating Margin
--
--
--
Net Margin
--
--
--
EPS
--
--
--
No Data Available
SKM Earnings Analysis
SK Telecom Co Ltd Corporation (SKM.N) Earnings Conference Call
Positive
Consolidated Revenue Increase: Consolidated revenue reached KRW 17,940.6 billion, reflecting a 1.9% year-over-year increase, demonstrating sustained growth across all business areas since the 2021 spin-off.
Operating Income Improvement: Operating income increased to KRW 1,823.4 billion, supported by successful cost efficiency measures that reduced major expenses such as marketing and D&A costs.
Net Income Surge: Net income surged by 25.6% year-over-year to KRW 1,438.8 billion, driven by business portfolio restructuring and enhanced asset efficiency.
AI Revenue Growth: AI-related revenue grew by 19% year-over-year, indicating strong momentum in the AI business segment and strategic investments in AI partnerships.
Dividend Per Share Announcement: The dividend per share (DPS) for 2024 was set at KRW 3,540, reflecting a commitment to shareholder returns and financial stability.
Negative
Revenue Growth Slowdown: Consolidated revenue growth slowed to 1.9% year-over-year, indicating a decline in momentum compared to previous periods.
Top Line Growth Slowdown: Mobile Network Operator (MNO) business experienced a slight slowdown in top line growth, suggesting potential challenges in customer acquisition or retention.
Net Income vs. Revenue Growth: Despite a 25.6% increase in net income, the overall revenue growth remains modest, raising concerns about long-term sustainability.
Revenue Target Stagnation: The annual consolidated revenue target for 2025 is set at KRW 17.8 trillion, reflecting only a 1% growth year-over-year, which may signal stagnation in growth prospects.
Future Performance Risks: The company anticipates significant economic, industrial, and political changes, indicating potential risks and uncertainties that could impact future performance.
SKM FAQs
How does SKM typically perform around its earnings report dates?
Is SK Telecom Co Ltd (SKM) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
SKM Earning Call Sentiment
SK Telecom Co.,Ltd (NYSE:SKM) Q4 2024 Earnings Call Transcript
SKM.N
2.9%Positive
The earnings call shows a strong financial performance with revenue and operating income growth, especially in AI sectors. Despite some competitive pressures and economic uncertainties, the optimistic guidance on AI revenue and shareholder returns, including stable dividends, indicates positive sentiment. The Q&A section reveals a focus on AI business growth and operational improvements, though some lack of clarity in responses. Overall, the positive financial results and strategic focus on AI suggest a likely positive stock price movement in the short term.
