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StocksMedium•8 May 2026•

1 min read

SK Telecom Operating Profit Beats Estimates by 4.7% on AI and Data Center Growth

Key Facts

1SK Telecom's 1Q2026 operating profit beat consensus expectations by 4.7%.

2Growth was driven by AI-powered data center operations and portfolio reshaping.

SK Telecom reported robust financial results for the first quarter of 2026, with operating profit exceeding market consensus by 4.7%. This outperformance was primarily driven by accelerated growth in AI-powered data center operations and strategic portfolio reshaping. Operational efficiency gains further bolstered profitability, reflecting the successful execution of the group's digital transformation strategy. Investors are now eyeing additional catalysts, including potential dividend restoration and the monetization of the company's stake in Anthropic. Analysts believe these results reinforce a positive outlook for the stock amid ongoing expansion in AI infrastructure. The company remains well-positioned to capitalize on the surging demand for advanced cloud computing services.