□ Cloud and logistics businesses grew in tandem, driving an 11.2% YOY increase in revenue
- Revenue from the cloud business grew 18% YOY, driving growth in the IT service business
- Higher air and ocean freight volumes resulted in a 16% YOY increase in logistics revenue
□ Expanded AI Transformation (AX) business based on Multi-Dimensional AI Full-Stack and helped strengthen cybersecurity collaboration
- Selected as a preferred bidder for a large-scale DBO project and began construction of the National AI Computing Center
- Won an AI and data platform project for the financial sector, helping to expand the AX business in the industry
- Expanded adoption of Brity Works across government ministries and broadened the AI service lineup with Brity Works Cowork
- Became the first Korean company to join Google’s Fairwind Program after being selected as a pilot partner for OpenAI’s Daybreak Partner Program, strengthening its security partnerships
□ Secured new growth drivers through physical AI partnerships and an acquisition in the air logistics sector
- Built partnerships with global physical AI companies and is pursuing robotics pilot testing
- Acquired a 100% stake in Woojung Air Consolidation Inc., an air cargo consolidation specialist, to enhance air logistics competitiveness
Samsung SDS unveiled its preliminary financial results for the third quarter of 2026, posting a revenue of KRW 3.7725 trillion and an operating profit of KRW 241 billion. Compared to the same period last year, the company's revenue and operating profit rose by 11.2% and 3.7%, respectively. Growth in the external cloud business and air and ocean logistics business drove revenue growth.
□ Cloud Drove Growth in the IT Service Business; Quarterly Logistics Revenue Surpassed KRW 2 Trillion
Revenue from the IT service sector was KRW 1.681 trillion, up 5.3% from the same period last year. Within the IT service sector, revenue from the cloud business grew 18% YOY to KRW 796.1 billion, driven by the expansion of the AI Transformation (AX) business.
Within the cloud business, the Cloud Service Provider (CSP) business posted a 15% YOY rise in revenue. This was driven by rising demand for the Samsung Cloud Platform (SCP) and an increase in GPU as a Service (GPUaaS) supplied to the public and software sectors. Revenue from the Managed Service Provider (MSP) business grew 25% YOY, driven by the expansion of AX projects in the financial sector and Enterprise Resource Planning (ERP) projects in the shipbuilding industry, as well as the adoption of global AI services.
The logistics business recorded KRW 2.0915 trillion in revenue, up 16% YOY. This was driven by higher air and ocean freight volumes and rates.
□ Multi-Dimensional AI Full-Stack Strategy Delivered Results Across AI Infrastructure, Services, and Platforms
Samsung SDS is expanding its AX business based on its ‘Multi-Dimensional AI Full-Stack’ strategy, which the company unveiled at its enterprise AX conference -- REAL Summit 2026.
Within the AI infrastructure sector, Samsung SDS was selected as a preferred bidder for a large-scale Design-Build-Operate (DBO) project with a capacity of over 200 MW, led by Pacific Asset Management Co., Ltd. Through this project, Samsung SDS plans to build a track record in DBO projects and continue expanding its data center businesses, including colocation, to improve profitability.
In August, Samsung SDS began construction of the National AI Computing Center, which supports the South Korean government's goal of becoming one of the world's top three AI powerhouses. The center is scheduled for completion in 2028.
Within the AX and AI service sector, Samsung SDS won an ‘AI and Data Platform Implementation Project’ in the financial sector. In addition, the company was selected as a preferred bidder to implement AI platforms for an insurance company as well as a financial holding company, thus expanding its AX business in the financial sector.
Within the AI platform and solution sector, Samsung SDS's AI collaboration solution Brity Works has rapidly been adopted by major government ministries, with a recent contract awarded by the Korean National Police Agency. The solution now has a cumulative total of 330,000 users in the public sector.
Samsung SDS further strengthened its AI service lineup with the launch of Brity Works Cowork. This AI assistant plans tasks on its own based on work instructions, searches and analyzes internal business materials, and creates documents.
In the security sector, Samsung SDS is strengthening its cybersecurity partnerships with global AI companies. Samsung SDS became the first Korean company to be selected as a pilot partner for OpenAI's ‘Daybreak Partner Program’ and is the first in Korea to join Google's ‘Fairwind Program.’
□ Formed Global Physical AI Partnerships and Acquired an Air Cargo Specialist for Future Growth
Samsung SDS continues to explore new businesses and expand strategic investments for future growth.
The company has formed Team REX (Robotics EXcellence), a robotics partnership with global physical AI companies, including Rainbow Robotics and Walden Robotics, to advance its physical AI business.
In August, Samsung SDS worked with global physical AI companies, such as Walden Robotics and RoboForce, to validate industrial robotics use cases jointly identified with Samsung affiliates to confirm their applicability.
Samsung SDS is currently conducting pilot testing at Samsung affiliate sites and plans to expand the scope of applications along with the number of participating affiliates based on the results.
In addition, Samsung SDS acquired a 100% stake in Woojung Air Consolidation Inc., an air cargo consolidation specialist, to strengthen its air logistics capabilities. Samsung SDS plans to expand its air freight business, with a focus on cargo originating from Incheon and cargo originating from across Asia and routed through Incheon.
Meanwhile, Samsung SDS plans to hold a groundbreaking ceremony in early November for an AI data center in Gumi, Gyeongsangbuk-do, which will have an initial power capacity of 60 MW.
