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    Soojin Kim • Unknown

    Soojin Kim's questions to SK Telecom Co Ltd (SKM) leadership

    Soojin Kim's questions to SK Telecom Co Ltd (SKM) leadership • Q1 2025

    Question

    Soojin Kim of Mirae Asset Securities inquired about the AIDC (AI Data Center) business, asking for details on future operational and expansion plans, as well as insight into the segment's profitability and EBITDA margin.

    Answer

    Lee Hyunwoo, Head of AIDC Development, detailed plans to build a hyperscale AI data center by 2027 in partnership with a global tech firm and maintain a capacity expansion pipeline through 2030. He also highlighted new models like GPU as a Service. On profitability, he explained that while a precise figure is difficult to isolate, the AIDC business's EBITDA margin is slightly higher than the consolidated EBITDA margin of SK Broadband.

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    Soojin Kim's questions to KT Corp (KT) leadership

    Soojin Kim's questions to KT Corp (KT) leadership • Q1 2024

    Question

    Soojin Kim inquired about the primary drivers for KT Cloud's significant growth, its annual outlook amid economic pressures, and the labor cost impact of hiring 1,000 new IT employees.

    Answer

    CFO Jang Min attributed KT Cloud's growth to its IDC business, particularly colocation services for global clients like AWS, Microsoft, and Google. He projected 26% revenue and 51% profit growth for 2024. He also noted the hiring would add KRW 20-30 billion in costs, but this would be offset by annual retirements, resulting in no significant net impact.

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