Jeon Seok Kim's questions to KT Corp (KT) leadership • Q2 2025
Question
Jeon Seok Kim of KB Securities inquired about KT's future AI business direction, asking for specific areas of focus, and sought the company's perspective on the mobile number portability (MNP) market following the repeal of the handset subsidy act.
Answer
KT's management outlined a three-pronged AI strategy: 1) leveraging partnerships with global tech firms like Microsoft and Palantir for new services, 2) pursuing a multi-model approach with its proprietary LLM (Medium 2.0), partner models, and open-source options, and 3) integrating AI to enhance core network and media services. Regarding the MNP market, management stated that while the next iPhone launch could temporarily increase competition, they do not expect a sustained period of overheating due to high 5G penetration, longer handset replacement cycles, and the industry's focus on investing in new AI/IT businesses.