<p>SK Telecom 最近的财报电话会议呈现出复杂的情绪，尽管在人工智能领域和用户增长方面取得了显著成就，但却被严重的财务挫折所掩盖。公司面临显著的收入下降、负净收入以及暂停分红，主要是由于一起网络安全事件。</p>
<h2>5G 用户增长</h2>
<p>SK Telecom 报告其 5G 用户基础大幅增加，季度新增约 240,000 名用户，总数达到 1,726 万。这一增长反映了公司在市场上的强大地位以及持续提升移动服务的努力。</p>
<h2>人工智能业务扩展</h2>
<p>SK Telecom 的人工智能业务实现了同比 35.7% 的显著收入增长。这一扩展凸显了公司将人工智能作为中长期目标基石的战略重点，强调了其对创新和技术进步的承诺。</p>
<h2>人工智能数据中心收入增长</h2>
<p>人工智能数据中心（AI DC）收入同比激增 53.8%，达到 1498 亿韩元。这一增长得益于战略举措，如收购 Pangyo 数据中心和获得 GPU 租赁支持计划，使 SK Telecom 成为人工智能基础设施的领导者。</p>
<h2>推出 Air 数字通信服务</h2>
<p>为了扩大移动客户基础，SK Telecom 推出了 ‘Air’，一项针对解锁设备的数字通信服务。此举旨在吸引更广泛的受众并增强客户互动。</p>
<h2>与全球科技公司的合作</h2>
<p>SK Telecom 与 OpenAI 签署了谅解备忘录，共同在韩国建设人工智能数据中心。这一合作将为人工智能基础设施开辟新机遇，进一步巩固公司在全球科技领域的地位。</p>
<h2>收入显著下降</h2>
<p>财报电话会议显示，合并收入同比下降 12.2%，降至 3978.1 亿韩元。这一下降归因于网络安全事件和关税折扣，严重影响了公司的财务表现。</p>
<h2>营业收入大幅下降</h2>
<p>营业收入同比大幅下降 90.9%，降至 484 亿韩元。网络安全事件的财务影响是这一下降的主要因素，突显了 SK Telecom 在维持盈利能力方面面临的挑战。</p>
<h2>净收入转为负值</h2>
<p>公司报告了负净收入，主要是由于与网络安全事件相关的罚款。这标志着 SK Telecom 财务健康状况的重大挫折，迫使其在未来进行战略调整。</p>
<h2>暂停分红</h2>
<p>由于财务表现恶化，SK Telecom 决定暂停第三季度的分红。这一决定反映了公司在持续挑战中专注于稳定财务状况。</p>
<h2>网络安全事件的持续财务影响</h2>
<p>网络安全事件继续对 SK Telecom 施加财务压力，影响收入并导致罚款。公司正在积极努力减轻这些影响并恢复财务稳定。</p>
<h2>前瞻性指导</h2>
<p>展望未来，SK Telecom 仍致力于克服当前挑战并恢复财务稳定。公司计划在未来几个季度恢复分红，并继续投资于人工智能和 5G 等增长领域。尽管面临挫折，SK Telecom 在人工智能和用户增长方面的战略举措为潜在的复苏提供了基础。</p>
<p>总之，SK Telecom 的财报电话会议描绘了用户和人工智能增长的成功与由于网络安全事件导致的重大财务挫折之间的复杂画面。公司的前瞻性战略旨在稳定其财务健康状况，并利用人工智能和电信领域的增长机会。</p>

韩国SK电信

<p>SK Telecom 最近的财报电话会议显示出混合的结果，尽管 AI 和 5G 用户增长强劲，但由于网络安全事件导致收入下降 12.2% 和净收入为负，整体表现受到影响。该公司新增了 240,000 名 5G 用户，而 AI 收入增长了 35.7%。然而，营业收入暴跌 90.9%，导致暂停分红。尽管面临这些挑战，SK Telecom 仍然旨在稳定财务并恢复分红，专注于 AI 和电信增长机会</p>

<p>The latest earnings call from SK Telecom presented a mixed sentiment, with notable achievements in the AI sector and subscriber growth being overshadowed by severe financial setbacks. The company faced a significant revenue decline, negative net income, and the suspension of dividends, primarily due to a cybersecurity incident.</p>
<div class="lb-trans"><p>SK Telecom 最近的财报电话会议呈现出复杂的情绪，尽管在人工智能领域和用户增长方面取得了显著成就，但却被严重的财务挫折所掩盖。公司面临显著的收入下降、负净收入以及暂停分红，主要是由于一起网络安全事件。</p>
</div><h2>Growth in 5G Subscribers</h2>
<div class="lb-trans"><h2>5G 用户增长</h2>
</div><p>SK Telecom reported a substantial increase in its 5G subscriber base, adding approximately 240,000 new users quarter-on-quarter, bringing the total to 17.26 million. This growth reflects the company’s strong market position and ongoing efforts to enhance its mobile services.</p>
<div class="lb-trans"><p>SK Telecom 报告其 5G 用户基础大幅增加，季度新增约 240,000 名用户，总数达到 1,726 万。这一增长反映了公司在市场上的强大地位以及持续提升移动服务的努力。</p>
</div><h2>Expansion in AI Business</h2>
<div class="lb-trans"><h2>人工智能业务扩展</h2>
</div><p>The AI business of SK Telecom saw a remarkable 35.7% year-on-year revenue increase. This expansion underscores the company’s strategic focus on AI as a cornerstone for its mid- to long-term goals, highlighting its commitment to innovation and technological advancement.</p>
<div class="lb-trans"><p>SK Telecom 的人工智能业务实现了同比 35.7% 的显著收入增长。这一扩展凸显了公司将人工智能作为中长期目标基石的战略重点，强调了其对创新和技术进步的承诺。</p>
</div><h2>AI Data Center Revenue Growth</h2>
<div class="lb-trans"><h2>人工智能数据中心收入增长</h2>
</div><p>AI Data Center (AI DC) revenue surged by 53.8% year-on-year to KRW 149.8 billion. This growth was driven by strategic initiatives such as acquiring the Pangyo data center and securing the GPU leasing support program, positioning SK Telecom as a leader in AI infrastructure.</p>
<div class="lb-trans"><p>人工智能数据中心（AI DC）收入同比激增 53.8%，达到 1498 亿韩元。这一增长得益于战略举措，如收购 Pangyo 数据中心和获得 GPU 租赁支持计划，使 SK Telecom 成为人工智能基础设施的领导者。</p>
</div><h2>Launch of Air, a Digital Communication Service</h2>
<div class="lb-trans"><h2>推出 Air 数字通信服务</h2>
</div><p>In a bid to broaden its mobile customer base, SK Telecom launched ‘Air,’ a digital communication service tailored for unlocked devices. This move aims to capture a wider audience and enhance customer engagement.</p>
<div class="lb-trans"><p>为了扩大移动客户基础，SK Telecom 推出了 ‘Air’，一项针对解锁设备的数字通信服务。此举旨在吸引更广泛的受众并增强客户互动。</p>
</div><h2>Collaboration with Global Tech Firms</h2>
<div class="lb-trans"><h2>与全球科技公司的合作</h2>
</div><p>SK Telecom signed a memorandum of understanding with OpenAI to jointly build an AI data center in Korea. This collaboration is set to open new opportunities in AI infrastructure, further solidifying the company’s position in the global tech arena.</p>
<div class="lb-trans"><p>SK Telecom 与 OpenAI 签署了谅解备忘录，共同在韩国建设人工智能数据中心。这一合作将为人工智能基础设施开辟新机遇，进一步巩固公司在全球科技领域的地位。</p>
</div><h2>Significant Decline in Revenue</h2>
<div class="lb-trans"><h2>收入显著下降</h2>
</div><p>The earnings call revealed a 12.2% year-on-year decline in consolidated revenue to KRW 3,978.1 billion. This downturn was attributed to the cybersecurity incident and tariff discounts, which significantly impacted the company’s financial performance.</p>
<div class="lb-trans"><p>财报电话会议显示，合并收入同比下降 12.2%，降至 3978.1 亿韩元。这一下降归因于网络安全事件和关税折扣，严重影响了公司的财务表现。</p>
</div><h2>Dramatic Drop in Operating Income</h2>
<div class="lb-trans"><h2>营业收入大幅下降</h2>
</div><p>Operating income experienced a dramatic 90.9% year-on-year drop to KRW 48.4 billion. The financial repercussions of the cybersecurity incident were a major factor in this decline, highlighting the challenges SK Telecom faces in maintaining profitability.</p>
<div class="lb-trans"><p>营业收入同比大幅下降 90.9%，降至 484 亿韩元。网络安全事件的财务影响是这一下降的主要因素，突显了 SK Telecom 在维持盈利能力方面面临的挑战。</p>
</div><h2>Net Income Turned Negative</h2>
<div class="lb-trans"><h2>净收入转为负值</h2>
</div><p>The company reported a negative net income, primarily due to penalties associated with the cybersecurity incident. This marks a significant setback in SK Telecom’s financial health, necessitating strategic adjustments moving forward.</p>
<div class="lb-trans"><p>公司报告了负净收入，主要是由于与网络安全事件相关的罚款。这标志着 SK Telecom 财务健康状况的重大挫折，迫使其在未来进行战略调整。</p>
</div><h2>Suspension of Dividends</h2>
<div class="lb-trans"><h2>暂停分红</h2>
</div><p>Due to the deterioration in financial performance, SK Telecom decided to suspend dividends for the third quarter. This decision reflects the company’s focus on stabilizing its financial position amid ongoing challenges.</p>
<div class="lb-trans"><p>由于财务表现恶化，SK Telecom 决定暂停第三季度的分红。这一决定反映了公司在持续挑战中专注于稳定财务状况。</p>
</div><h2>Ongoing Financial Impact of Cybersecurity Incident</h2>
<div class="lb-trans"><h2>网络安全事件的持续财务影响</h2>
</div><p>The cybersecurity incident continues to exert financial pressure on SK Telecom, affecting revenue and resulting in fines. The company is actively working to mitigate these impacts and restore financial stability.</p>
<div class="lb-trans"><p>网络安全事件继续对 SK Telecom 施加财务压力，影响收入并导致罚款。公司正在积极努力减轻这些影响并恢复财务稳定。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, SK Telecom remains committed to overcoming its current challenges and restoring financial stability. The company plans to resume dividend payments in future quarters and continues to invest in growth areas such as AI and 5G. Despite the setbacks, SK Telecom’s strategic initiatives in AI and subscriber growth provide a foundation for potential recovery.</p>
<div class="lb-trans"><p>展望未来，SK Telecom 仍致力于克服当前挑战并恢复财务稳定。公司计划在未来几个季度恢复分红，并继续投资于人工智能和 5G 等增长领域。尽管面临挫折，SK Telecom 在人工智能和用户增长方面的战略举措为潜在的复苏提供了基础。</p>
</div><p>In conclusion, SK Telecom’s earnings call painted a complex picture of success in subscriber and AI growth, contrasted by significant financial setbacks due to a cybersecurity incident. The company’s forward-looking strategies aim to stabilize its financial health and capitalize on growth opportunities in the AI and telecommunications sectors.</p>
<div class="lb-trans"><p>总之，SK Telecom 的财报电话会议描绘了用户和人工智能增长的成功与由于网络安全事件导致的重大财务挫折之间的复杂画面。公司的前瞻性战略旨在稳定其财务健康状况，并利用人工智能和电信领域的增长机会。</p>
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SK 电信的财报电话会议：在挑战中实现增长