# SK Telecom Co., Ltd. (SKM)

> Source: Nexqual · https://nexqual.com/SKM · data as of 2026-10-29 20:00 UTC · cite as "Nexqual, SK Telecom Co., Ltd. (SKM), nexqual.com/SKM" · informational, not investment advice.

**Price:** USD 31.12 (-2.20% on the day) · last close of Oct 29, 2026; US market after hours, not a live price. Prev close 31.82 · day 31.08–31.7 · 52w 19.66–47.18 · market cap $11.9B · NYQ

## Key facts
- Analysts: Buy (mean 2.00 on a 1–5 scale) (2 analysts), mean target USD 35 (range 30–40).
- Total return with dividends: 1Y +54.3% vs S&P 500 +14.4%; 5Y +37.6% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD —, revenue estimate $4.47T.

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 2 analysts; mean target USD 35 (low 30, high 40).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-16 | JP Morgan | Upgrade | Neutral → Overweight |  |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-30) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +54.3% | +37.6% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +54.5% | +6.6% |
| Volatility (annualized) | 49.8% | 27.8% |
| Max drawdown | -35.6% (Jun 2026→Jul 2026) | -33.9% (Nov 2021→Oct 2022) |

## Peers (Telecom Services)
TIGO (Millicom International Cellular) USD 79.9 +0.30% · TU (Telus Corporation) USD 8.67 +1.40% · CHTR (Charter Communications, Inc.) USD 109 +3.43% · RCI (Rogers Communication, Inc.) USD 31.47 +0.54% · VIV (Telefonica Brasil S.A.) USD 11.44 +0.18% · BCE (BCE, Inc.) USD 20.06 +0.20%

## More
Full page: https://nexqual.com/SKM · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in SKM's own 20-F filed 2026-04-29 (https://www.sec.gov/Archives/edgar/data/1015650/000119312526188763/d78252d20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Apple (AAPL) | "In addition, we purchase a substantial majority of our wireless devices from Samsung Electronics and Apple." |
| Supplier | Samsung Electronics | "In addition, we purchase a substantial majority of our wireless devices from Samsung Electronics and Apple." |
| Customer | SK Broadband | "Through SK Broadband, we offer business communications and related infrastructure services to our business customers, including corporations and government entities." |
| Customer | KT | "We do not charge our customers for incoming calls, although we do receive interconnection charges from KT and other companies for calls from the fixed-line network terminating on our networks and interconnection revenues…" |
| Customer | SK O&S | "SK O&S Co., Ltd. operates our switching stations and related transmission and power facilities and offers quality customer service primarily to our business customers." |
| Customer | PS&Marketing | "We also derive revenue from sales of wireless devices by PS&Marketing." |
| Partner | Alphabet (Google) (GOOGL) | "From streaming services such as YouTube Premium, Netflix and Wavve to shopping, cloud storage services such as Google One, and various partner restaurants and delivery services, customers can subscribe to a broad selecti…" |
| Partner | Lambda | "In August 2024, we entered into a strategic partnership with Lambda, Inc. to deploy its AI cloud platform in SK Broadband's Gasan data center, and launched our GPUaaS in January 2025." |
| Partner | Amazon (AMZN) | "In June 2025, we announced the partnership with Amazon Web Services, Inc. to build an AI data center in Ulsan, Korea, with operations expected to begin in 2027." |
| Partner | OpenAI | "In October 2025, we signed a letter of intent and a memorandum of understanding with OpenAI, an AI research organization based in San Francisco, California, to collaborate on the construction of an AI data center in the …" |
| Competitor | Netflix (NFLX) | "Furthermore, our IPTV and cable TV services are facing an increasing level of competition from global operators of online video streaming platforms, such as YouTube, Netflix, Disney Plus and Apple TV, leading domestic vi…" |
| Competitor | Walt Disney (DIS) | "Furthermore, our IPTV and cable TV services are facing an increasing level of competition from global operators of online video streaming platforms, such as YouTube, Netflix, Disney Plus and Apple TV, leading domestic vi…" |

Other companies that name SKM in their own reports (relationship from SKM's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| related | Penguin Solutions, Inc. (PENG) | 10-K 2026-10-20 | "On May 26, 2025, we entered into an agreement with SKT, a related party, under which we anticipate providing solutions to support SKT's future AI data center infrastructure initiatives." |
| partner | Nano-X Imaging Ltd. (NNOX) | 20-F 2026-04-30 | "2020, we entered into a collaboration agreement with SK Telecom Co., Ltd. ("SK Telecom"), pursuant to which we and SK Telecom" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | — | — | — | $4.47T | — |
| Next quarter (ends 2026-12-31) | — | — | — | $4.46T | — |
| Current fiscal year (ends 2026-12-31) | — | — | — | $17.69T | — |
| Next fiscal year (ends 2027-12-31) | — | — | — | $18.08T | — |

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-29 | 6-K | Current report (foreign issuer) · period ended Oct 29, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526436876/0001193125-26-436876-index.htm |
| 2026-10-28 | 6-K | Current report (foreign issuer) · period ended Oct 28, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526435000/0001193125-26-435000-index.htm |
| 2026-10-14 | 6-K | Current report (foreign issuer) · period ended Oct 14, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526420931/0001193125-26-420931-index.htm |
| 2026-09-16 | 6-K | Current report (foreign issuer) · period ended Sep 16, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526392477/0001193125-26-392477-index.htm |
| 2026-09-02 | 6-K | Current report (foreign issuer) · period ended Sep 2, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526379284/0001193125-26-379284-index.htm |
| 2026-08-27 | 6-K | Current report (foreign issuer) · period ended Aug 27, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526369455/0001193125-26-369455-index.htm |
| 2026-08-27 | 6-K | Current report (foreign issuer) · period ended Aug 27, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526369453/0001193125-26-369453-index.htm |
| 2026-08-27 | 6-K | Current report (foreign issuer) · period ended Aug 27, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526369444/0001193125-26-369444-index.htm |
| 2026-08-13 | Schedule 13G/A | Wellington Management Group LLP, Wellington Group Holdings LLP: 1.5% of shares, passive 5%+ holder (amended) | https://www.sec.gov/Archives/edgar/data/1015650/000090221926000273/0000902219-26-000273-index.htm |
| 2026-08-07 | 6-K | Current report (foreign issuer) · period ended Aug 7, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526339139/0001193125-26-339139-index.htm |
| 2026-08-05 | 6-K | Current report (foreign issuer) · period ended Aug 5, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526333727/0001193125-26-333727-index.htm |
| 2026-07-29 | 6-K | Current report (foreign issuer) · period ended Jul 29, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526322146/0001193125-26-322146-index.htm |
| 2026-07-28 | Schedule 13D/A | Reported a 10.3% stake in Penguin Solutions, Inc. | https://www.sec.gov/Archives/edgar/data/1015650/000119312526318891/0001193125-26-318891-index.htm |
| 2026-07-24 | 6-K/A | Current report (foreign issuer) · period ended Jul 24, 2026 | https://www.sec.gov/Archives/edgar/data/1015650/000119312526314986/0001193125-26-314986-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.