SK텔레콤, 2026년 2분기 실적 발표 내실 다진 통신, 속도 내는 AI DC
SK Telecom reported a 67.3% year-on-year rise in Q2 2026 operating profit to ₩566 billion, driven by AI data-center growth and subscriber gains. The company also announced ₩830 per-share dividends for the second straight quarter.
SK Telecom disclosed on August 5 that its consolidated Q2 2026 revenue reached ₩4.3591 trillion, with operating profit of ₩566 billion and net profit of ₩466 billion. Revenue rose 0.5% year-on-year, supported by data-center operations, while operating profit climbed 5.3% quarter-on-quarter and 67.3% year-on-year, aided by a favorable base effect from 2025 cost adjustments. The telecom segment showed clear recovery through improved customer value and profitability measures.
AI data-center revenue surged 92.5% to ₩136.2 billion in Q2 2026, reflecting strong demand for high-performance computing infrastructure as generative AI adoption spreads across industries. SK Telecom established SKhypers, a dedicated AI data-center unit, to accelerate deployment of global-scale facilities. The company aims to open AI data centers totaling 5 GW by 2029, prioritizing early site and power procurement and rapid customer onboarding.
SK Telecom launched a unified 5G/LTE pricing plan in July to streamline tariffs and enhance service accessibility. The move follows two consecutive quarters of net subscriber additions, underscoring efforts to strengthen customer value beyond traditional telecom services. The company’s dividend policy maintained ₩830 per share for Q2 2026, signaling confidence in sustained profitability.
Park Jong-seok, SK Telecom CFO, stated that the company used stable telecom earnings to reinforce fundamentals while laying the groundwork for AI data-center expansion. He reaffirmed SK Telecom’s commitment to positioning South Korea as a regional AI infrastructure hub, emphasizing leadership in the sector’s growth.