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    Jae-min Ahn • NH Investment & Securities

    Jae-min Ahn's questions to KT Corp (KT) leadership

    Jae-min Ahn's questions to KT Corp (KT) leadership • Q2 2024

    Question

    Jae-min Ahn of NH Investment & Securities questioned the decline in B2B services revenue, seeking more details on the streamlining of low-margin businesses. He also asked about KT's plans and timeline for participating in the government's 'Value-Up' corporate reform program.

    Answer

    CFO Min Jang clarified that the B2B revenue dip is due to a two-pronged rationalization strategy: phasing out unprofitable businesses like blockchain and digital logistics, and redesigning others like robotics and AICC to be service-centric and more profitable. Regarding the 'Value-Up' program, Jang confirmed KT is actively discussing the specifics internally and intends to meet market expectations, with details to be disclosed once finalized.

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    Jae-min Ahn's questions to SK Telecom Co Ltd (SKM) leadership

    Jae-min Ahn's questions to SK Telecom Co Ltd (SKM) leadership • Q2 2024

    Question

    Jae-min Ahn of NH Investment & Securities inquired about the drivers of SK Telecom's strong Q2 results, particularly a one-off patent profit, and asked for the second-half outlook. He also questioned the competitive landscape ahead of the new iPhone launch.

    Answer

    CFO Yang-Seob Kim attributed the strong performance to growth in 5G and pay TV, successful AI initiatives, company-wide efficiency improvements, and a one-off gain from a patent pool. For the competitive outlook, Kyung-Il Park of the Marketing Strategy team stated that while number transfers increased due to regulatory changes, the market impact was minimal. He emphasized a strategic shift from subsidy competition to focusing on differentiated services and leveraging AI for marketing efficiency.

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