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Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Samsung SDS
Samsung SDS (018260) investor relations material
Samsung SDS Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Jul, 2026
Executive summary
Revenue reached KRW 3.72T in 2Q26, up 5.9% YoY, driven by cloud growth and new logistics orders.
Operating profit was KRW 232B, up 0.7% YoY, with an OPM of 6.2%.
Net income rose to KRW 184B, up 4.6% YoY.
Cloud and logistics segments showed strong external business expansion.
Financial highlights
Gross profit was KRW 529B, margin at 14.2%, up 2.4%p QoQ but down 0.7%p YoY.
IT Services revenue was KRW 1.76T (+5% YoY), operating profit KRW 203B, OPM 11.5%.
Cloud revenue reached KRW 779B (+17% YoY), with external revenue up 75% YoY.
Logistics revenue was KRW 1.96T (+6.6% YoY), operating profit KRW 29B, OPM 1.5%.
EBITDA for 2Q26 was KRW 403B, margin 10.8%.
Outlook and guidance
High utilization of new B300 AI infrastructure expected to peak in 2H26.
Continued expansion in AI agent business and public sector AI platform rollouts.
Logistics AI agent domestic rollout planned for 2H26, global expansion in 2027.
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Samsung SDS
- Cloud revenue surged 25% as operating profit rose and H1 2024 revenue dipped 1.1%.018260
Q2 202424 Jun 2026 - Cloud and logistics fueled revenue and margin growth in Q3 2024, with ongoing digital investment.018260Q3 202424 Jun 2026
- Cloud and logistics drove 7.5% YoY revenue growth and margin gains in Q1 2025.018260Q1 202524 Jun 2026
- H1 2025 revenue rose 5.8% to KRW 7T, driven by IT and cloud, with margin and net income pressure.018260Q2 202524 Jun 2026
- Q3 2025 revenue rose 2.0% YoY to KRW 10.39T, with cloud growth offsetting logistics weakness.018260Q3 202524 Jun 2026
- Operating profit fell 71% YoY on lower revenue/one-time expense; AI/cloud growth and KKR funding support expansion.018260Q1 202622 Jun 2026
- Cloud growth offset logistics headwinds, driving higher profit and increased dividends.018260Q4 202522 Jan 2026
- Cadencia drives early procurement collaboration, cost savings, and faster product launches.018260Status Update11 Nov 2025
- Strong year-over-year growth in revenue and net income, led by logistics and cloud.018260Q4 20245 Jun 2025
Next Samsung SDS earnings date
Q3 202629 Oct, 2026
Samsung SDS
Next Samsung SDS earnings date
Q3 202629 Oct, 2026
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