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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
SKM Cloud, Data & AI Software ADR

SK Telecom ADR

Telco AI + Anthropic exposure

Detail page

SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.

Price $34.26
1D change -3.95%
Market cap $13.15B
Sector Communication Services

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric SKM
Price $34.26
1D Change -3.95%
Market Cap $13.15B
Enterprise Value —
Trailing P/E 54.4
Forward P/E 12.7
PEG Ratio 0.70x
Price / Sales 0.0
EV / Revenue —
Revenue Growth 0.5%
Earnings Growth —
Gross Margin 70.4%
Operating Margin 13.0%
Net Margin 4.4%
ROE —
Free Cash Flow —
FCF Margin —
Debt / Equity —
Current Ratio —
Dividend Yield 3.89%
Next Earnings Oct 29, 2026
Quarterly Revenue $4.39T
Revenue QoQ +1.5%
Quarterly Net Income $322.39B
Net Income QoQ +186.4%

SKM thesis lens

Telco AI + Anthropic exposure

Why it could benefit

  • SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.
  • If the Anthropic stake is more valuable than the market assumes, SKM could have hidden-asset upside.
  • Management also wants to monetize AI in telecom and data-center services.

Moat / edge

  • Scale in a key domestic telecom market.
  • Recurring cash generation from the core connectivity business.
  • Strategic partnerships can matter more when local distribution is valuable.

What to watch

  • Any clearer disclosure around Anthropic stake value or ownership.
  • AI data-center growth and AI-service monetization.
  • Stability of the core telecom business.

Key risks

  • Anthropic value may be smaller than speculative narratives suggest.
  • Core telecom performance can dominate the stock if execution slips.