Sun Jung Lee's questions to SK Telecom Co Ltd (SKM) leadership • Q4 2024
Question
Sun Jung Lee of Bank of America asked for more details on the monetization strategy for the 'A.' AI service, particularly its subscription model, and for an update on the global 'Aster' service. She also questioned the current marketing environment and future strategy following the lifting of the handset subsidy ban.
Answer
Ji Hoon Kim, Head of AI Business Strategy, confirmed a subscription model for 'A.' is being planned. Jae Shin Lee, Head of AI Growth Strategy, stated 'Aster' will launch a U.S. beta in H1 2025. An executive from the Marketing Strategy Team noted the market remains stable despite the subsidy ban change, citing higher handset costs and longer replacement cycles, and that SKT will focus on personalized value.