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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Samsung SDS
Samsung SDS (018260) investor relations material
Samsung SDS Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was KRW 3.773T, up 11.2% YoY, while operating profit rose 3.7% to KRW 241B; net income declined 10.1% to KRW 181B.
Cloud and logistics growth drove results, with external cloud revenue up 92% YoY and logistics revenue up 16% YoY.
Financial highlights
Revenue was KRW 3.773T, up 1.5% QoQ and 11.2% YoY; gross profit was KRW 521B, with a 13.8% margin, down 0.9 percentage points YoY.
Operating profit was KRW 241B, up 4.0% QoQ and 3.7% YoY; operating margin was 6.4%, down 0.4 percentage points YoY.
Net income was KRW 181B, down 1.8% QoQ and 10.1% YoY; profit before tax was KRW 251B, down 9.7% YoY.
Outlook and guidance
Targeting more than 800MW of AI infrastructure capacity by 2031, including 500MW+ in DBO projects, 140MW+ CAPEX-based capacity, 80MW+ equity investment and 110MW+ secured capacity.
Selected as preferred bidder for Pacific Asset Management’s 200MW+ DBO project; pursuing additional DBO opportunities in the Seoul Capital Area.
Gumi AIDC and Korea AICC construction started in August; Dongtan AIDC is preparing early Korea AICC service and an MSIT GPU project.
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Latest events from Samsung SDS
- 2Q26 revenue up 5.9% YoY, H1 2026 up 1.0%, driven by cloud and logistics growth.018260
Q2 2026 - Operating profit fell 71% YoY on lower revenue/one-time expense; AI/cloud growth and KKR funding support expansion.018260Q1 2026
- Cloud growth offset logistics headwinds, driving higher profit and increased dividends.018260Q4 2025
- Q3 2025 revenue rose 2.0% YoY to KRW 10.39T, with cloud growth offsetting logistics weakness.018260Q3 2025
- H1 2025 revenue rose 5.8% to KRW 7T, driven by IT and cloud, with margin and net income pressure.018260Q2 2025
- Cadencia drives early procurement collaboration, cost savings, and faster product launches.018260Status Update
- Cloud and logistics fueled revenue and margin growth in Q3 2024, with ongoing digital investment.018260Q3 2024
- Cloud revenue surged 25% as operating profit rose and H1 2024 revenue dipped 1.1%.018260Q2 2024
- Cloud and logistics drove 7.5% YoY revenue growth and margin gains in Q1 2025.018260Q1 2025
Next Samsung SDS earnings date
Q4 202622 Jan, 2027
Samsung SDS
Next Samsung SDS earnings date
Q4 202622 Jan, 2027
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Frequently asked questions
Samsung SDS Co., Ltd. is a South Korean company providing IT services and solutions. The company specializes in areas such as cloud computing, artificial intelligence, big data analytics, and cybersecurity. It offers enterprise IT services, digital transformation solutions, and logistics optimization platforms for various industries, including manufacturing, retail, finance, and healthcare. The company is headquartered in Seoul, South Korea, and its shares are listed on the Korea Exchange.