globe telecom, inc. annual stockholders’ meeting · gtowers, inc. feb 2018 globe in talks with...

ANNUAL STOCKHOLDERS’ MEETING

GLOBE TELECOM, INC.

April 23, 2019 | Fairmont Makati

MESSAGE FROM

THE CHAIRMAN

JAIME AUGUSTO

ZOBEL DE AYALA

GDP GROWTH

6.2%

6.7

7.1

6.1

6.1

6.9

6.7

6.2

2012

2013

2014

2015

2016

2017

2018

PHILIPPINE GDP GROWTH (%)2012 -2018

*Source: PSA

PHILIPPINE

*SERVICE REVENUEPHP140.2B

PHP65.1BEBITDA**

49%EBITDA MARGIN**

**Post-PFRS

* Pre-PFRS

PHP18.4B*NET INCOME

GTOWERS,

INC.

FEB 2018Globe in talks with 3rd parties

for creation of independent

tower company

JULY 2018Globe BOD approves creation

of a separate tower company

AUG 2018Globe receives SEC approval

for the incorporation of

GTowers Inc.

COMMON SHARE

PHP12.1BDIVIDENDS

89%OF 2017 CORE NET INCOME

4.9%DIVIDEND YIELD

GLOBAL

FILIPINO

SCHOOL

PROGRAMS

AVAILABLE IN

17 REGIONS

218 PUBLIC

SCHOOLS

BORACAY

REHABILITATION

PROGRAM

IN PARTNERSHIP WITH MANILA

WATER FOUNDATION

GCASH USERSMILLION BEST MOBILE

PAYMENT SERVICE

15

“We need to think about what are the biggest

problems in Southeast Asia, and how to solve

these problems quickly and effectively.”

-Anthony TanGrab CEO and Co-Founder

GLOBE 2018

INTEGRATED

REPORT

MESSAGE FROM

THE CHAIRMAN

JAIME AUGUSTO

ZOBEL DE AYALA

MESSAGE FROM

THE PRESIDENT

ERNEST L. CU

$821M2018 CASH CAPEX

$1.2BPROJECTED

2019 CASH CAPEX

CAPEX TO REVENUE RATIO

33%

OF SERVICE REVENUE

61%IS DATA-RELATED

MOBILE DATA*

P55.3 BILLION

HOME BROADBAND*

P18.5 BILLION

CORPORATE DATA*

P11.8 BILLION

*Pre-PFRS

74.1MILLION

MOBILE SUBSCRIBERS

1.6MILLION

HOME BROADBAND

SUBSCRIBERS

MOBILE DATA TRAFFIC

956PB

GIE OF GLOBE

THEA OF GLOBE

PLATINUMENGAGED

CUSTOMERS

1.3M917 DAY

GCASH MERCHANTS

GSCOREFIRST TRUST SCORE

IN THE PHILIPPINES

GCREDITCREDIT LINE TIED

TO A USER’S

GCASH ACCOUNT

AND GSCORE

50,000

TECHNOLOGY

5G

2ND QUARTER

OF 2019

LAUNCH OF

5G PILOTFOR HOME

BROADBAND

UN SDG COMMITMENTS