)
Samsung SDS (018260) investor relations material
Samsung SDS Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for 1Q26 was KRW 3.35T, down 3.9% year-over-year, with operating profit at KRW 78B, a 71% YoY decline due to a one-time severance expense.
IT Services revenue remained flat YoY, while Logistics revenue declined due to lower freight rates and volumes.
Strategic focus on AI full-stack business, global expansion, and inorganic growth, including a KRW 1.2T convertible bond issuance with KKR.
Financial highlights
Operating margin dropped to 2.3% from 7.7% YoY, but excluding one-time items, margin was 5.7%.
Net income was KRW 92B, down 57.8% YoY.
Gross profit margin fell to 11.8% from 15.6% YoY.
EBITDA margin was 7.3%, with ROE at 3.7% for the quarter.
Outlook and guidance
2Q operating margin expected to recover to the 6% range.
Cloud revenue targets double-digit growth in 2Q, driven by AX expansion and government-wide AI SaaS rollout.
IT Services operating margin projected to recover to the high-11% range in 2Q.
- Cloud growth offset logistics headwinds, driving higher profit and increased dividends.018260
Q4 202522 Jan 2026 - Cadencia drives early procurement collaboration, cost savings, and faster product launches.018260
Status Update11 Nov 2025 - Net income up 8.2% year-over-year as cloud growth offsets logistics weakness.018260
Q3 202530 Oct 2025 - Cloud and IT Services drove revenue growth, but net income and margins declined sequentially.018260
Q2 202524 Jul 2025 - Cloud and logistics growth drove double-digit revenue and profit gains in Q3 2024.018260
Q3 202413 Jun 2025 - Cloud revenue soared 25% year-over-year, driving overall profit growth in 2Q24.018260
Q2 202413 Jun 2025 - Cloud and logistics drove profit and margin gains, with revenue up 7.5% YoY.018260
Q1 20256 Jun 2025 - Strong year-over-year growth in revenue and net income, led by logistics and cloud.018260
Q4 20245 Jun 2025
Next Samsung SDS earnings date
Next Samsung SDS earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)