1. SK Networks Q2 Earnings: What Happened?

On August 13, 2025, SK Networks released its Q2 2025 preliminary earnings. Revenue reached ₩15.163 trillion (beating estimates by +4%), operating profit hit ₩430 billion (+39% above estimates), and net profit reached ₩253 billion (a staggering +116% above estimates), exceeding market expectations across the board.

2. Why the Surge in Earnings?

The key drivers of this improved performance are attributed to a diversified business portfolio, efficient cost management, and growth in the AI business segment. Notably, the significant improvement in operating and net profits despite a slight decrease in revenue compared to the previous quarter demonstrates the effectiveness of its profit-focused management strategy.

3. What Does This Mean for Investors?

This earnings surprise is likely to act as a positive momentum for stock prices in the short term. In the mid-to-long term, the ongoing transformation into an AI company, combined with continuous earnings improvement, is expected to contribute to an increase in corporate value. However, continuous monitoring is necessary, considering past earnings volatility.

4. Investor Action Plan

  • Short-term Investment: Pay attention to the potential stock price increase following the positive earnings announcement.
  • Mid-to-long-term Investment: Make investment decisions after confirming AI business growth and earnings sustainability.
  • Risk Management: Essential to monitor external factors such as changes in the macroeconomic environment and intensifying competition.