<p>SK Telecom 最近的財報電話會議呈現出複雜的情緒，儘管在人工智能領域和用户增長方面取得了顯著成就，但卻被嚴重的財務挫折所掩蓋。公司面臨顯著的收入下降、負淨收入以及暫停分紅，主要是由於一起網絡安全事件。</p>
<h2>5G 用户增長</h2>
<p>SK Telecom 報告其 5G 用户基礎大幅增加，季度新增約 240,000 名用户，總數達到 1,726 萬。這一增長反映了公司在市場上的強大地位以及持續提升移動服務的努力。</p>
<h2>人工智能業務擴展</h2>
<p>SK Telecom 的人工智能業務實現了同比 35.7% 的顯著收入增長。這一擴展凸顯了公司將人工智能作為中長期目標基石的戰略重點，強調了其對創新和技術進步的承諾。</p>
<h2>人工智能數據中心收入增長</h2>
<p>人工智能數據中心（AI DC）收入同比激增 53.8%，達到 1498 億韓元。這一增長得益於戰略舉措，如收購 Pangyo 數據中心和獲得 GPU 租賃支持計劃，使 SK Telecom 成為人工智能基礎設施的領導者。</p>
<h2>推出 Air 數字通信服務</h2>
<p>為了擴大移動客户基礎，SK Telecom 推出了 ‘Air’，一項針對解鎖設備的數字通信服務。此舉旨在吸引更廣泛的受眾並增強客户互動。</p>
<h2>與全球科技公司的合作</h2>
<p>SK Telecom 與 OpenAI 簽署了諒解備忘錄，共同在韓國建設人工智能數據中心。這一合作將為人工智能基礎設施開闢新機遇，進一步鞏固公司在全球科技領域的地位。</p>
<h2>收入顯著下降</h2>
<p>財報電話會議顯示，合併收入同比下降 12.2%，降至 3978.1 億韓元。這一下降歸因於網絡安全事件和關税折扣，嚴重影響了公司的財務表現。</p>
<h2>營業收入大幅下降</h2>
<p>營業收入同比大幅下降 90.9%，降至 484 億韓元。網絡安全事件的財務影響是這一下降的主要因素，突顯了 SK Telecom 在維持盈利能力方面面臨的挑戰。</p>
<h2>淨收入轉為負值</h2>
<p>公司報告了負淨收入，主要是由於與網絡安全事件相關的罰款。這標誌着 SK Telecom 財務健康狀況的重大挫折，迫使其在未來進行戰略調整。</p>
<h2>暫停分紅</h2>
<p>由於財務表現惡化，SK Telecom 決定暫停第三季度的分紅。這一決定反映了公司在持續挑戰中專注於穩定財務狀況。</p>
<h2>網絡安全事件的持續財務影響</h2>
<p>網絡安全事件繼續對 SK Telecom 施加財務壓力，影響收入並導致罰款。公司正在積極努力減輕這些影響並恢復財務穩定。</p>
<h2>前瞻性指導</h2>
<p>展望未來，SK Telecom 仍致力於克服當前挑戰並恢復財務穩定。公司計劃在未來幾個季度恢復分紅，並繼續投資於人工智能和 5G 等增長領域。儘管面臨挫折，SK Telecom 在人工智能和用户增長方面的戰略舉措為潛在的復甦提供了基礎。</p>
<p>總之，SK Telecom 的財報電話會議描繪了用户和人工智能增長的成功與由於網絡安全事件導致的重大財務挫折之間的複雜畫面。公司的前瞻性戰略旨在穩定其財務健康狀況，並利用人工智能和電信領域的增長機會。</p>

韓國SK電信

<p>SK Telecom 最近的財報電話會議顯示出混合的結果，儘管 AI 和 5G 用户增長強勁，但由於網絡安全事件導致收入下降 12.2% 和淨收入為負，整體表現受到影響。該公司新增了 240,000 名 5G 用户，而 AI 收入增長了 35.7%。然而，營業收入暴跌 90.9%，導致暫停分紅。儘管面臨這些挑戰，SK Telecom 仍然旨在穩定財務並恢復分紅，專注於 AI 和電信增長機會</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 最近的財報電話會議呈現出複雜的情緒，儘管在人工智能領域和用户增長方面取得了顯著成就，但卻被嚴重的財務挫折所掩蓋。公司面臨顯著的收入下降、負淨收入以及暫停分紅，主要是由於一起網絡安全事件。</p>
</div><h2>Growth in 5G Subscribers</h2>
<div class="lb-trans"><h2>5G 用户增長</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 報告其 5G 用户基礎大幅增加，季度新增約 240,000 名用户，總數達到 1,726 萬。這一增長反映了公司在市場上的強大地位以及持續提升移動服務的努力。</p>
</div><h2>Expansion in AI Business</h2>
<div class="lb-trans"><h2>人工智能業務擴展</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 的人工智能業務實現了同比 35.7% 的顯著收入增長。這一擴展凸顯了公司將人工智能作為中長期目標基石的戰略重點，強調了其對創新和技術進步的承諾。</p>
</div><h2>AI Data Center Revenue Growth</h2>
<div class="lb-trans"><h2>人工智能數據中心收入增長</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>人工智能數據中心（AI DC）收入同比激增 53.8%，達到 1498 億韓元。這一增長得益於戰略舉措，如收購 Pangyo 數據中心和獲得 GPU 租賃支持計劃，使 SK Telecom 成為人工智能基礎設施的領導者。</p>
</div><h2>Launch of Air, a Digital Communication Service</h2>
<div class="lb-trans"><h2>推出 Air 數字通信服務</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>為了擴大移動客户基礎，SK Telecom 推出了 ‘Air’，一項針對解鎖設備的數字通信服務。此舉旨在吸引更廣泛的受眾並增強客户互動。</p>
</div><h2>Collaboration with Global Tech Firms</h2>
<div class="lb-trans"><h2>與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 與 OpenAI 簽署了諒解備忘錄，共同在韓國建設人工智能數據中心。這一合作將為人工智能基礎設施開闢新機遇，進一步鞏固公司在全球科技領域的地位。</p>
</div><h2>Significant Decline in Revenue</h2>
<div class="lb-trans"><h2>收入顯著下降</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>財報電話會議顯示，合併收入同比下降 12.2%，降至 3978.1 億韓元。這一下降歸因於網絡安全事件和關税折扣，嚴重影響了公司的財務表現。</p>
</div><h2>Dramatic Drop in Operating Income</h2>
<div class="lb-trans"><h2>營業收入大幅下降</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>營業收入同比大幅下降 90.9%，降至 484 億韓元。網絡安全事件的財務影響是這一下降的主要因素，突顯了 SK Telecom 在維持盈利能力方面面臨的挑戰。</p>
</div><h2>Net Income Turned Negative</h2>
<div class="lb-trans"><h2>淨收入轉為負值</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>公司報告了負淨收入，主要是由於與網絡安全事件相關的罰款。這標誌着 SK Telecom 財務健康狀況的重大挫折，迫使其在未來進行戰略調整。</p>
</div><h2>Suspension of Dividends</h2>
<div class="lb-trans"><h2>暫停分紅</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>由於財務表現惡化，SK Telecom 決定暫停第三季度的分紅。這一決定反映了公司在持續挑戰中專注於穩定財務狀況。</p>
</div><h2>Ongoing Financial Impact of Cybersecurity Incident</h2>
<div class="lb-trans"><h2>網絡安全事件的持續財務影響</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>網絡安全事件繼續對 SK Telecom 施加財務壓力，影響收入並導致罰款。公司正在積極努力減輕這些影響並恢復財務穩定。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，SK Telecom 仍致力於克服當前挑戰並恢復財務穩定。公司計劃在未來幾個季度恢復分紅，並繼續投資於人工智能和 5G 等增長領域。儘管面臨挫折，SK Telecom 在人工智能和用户增長方面的戰略舉措為潛在的復甦提供了基礎。</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>總之，SK Telecom 的財報電話會議描繪了用户和人工智能增長的成功與由於網絡安全事件導致的重大財務挫折之間的複雜畫面。公司的前瞻性戰略旨在穩定其財務健康狀況，並利用人工智能和電信領域的增長機會。</p>
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SK 電信的財報電話會議：在挑戰中實現增長