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ANNUAL STOCKHOLDERS’ MEETING
GLOBE TELECOM, INC.
April 23, 2019 | Fairmont Makati
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MESSAGE FROM
THE CHAIRMAN
JAIME AUGUSTO
ZOBEL DE AYALA
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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
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*SERVICE REVENUEPHP140.2B
PHP65.1BEBITDA**
49%EBITDA MARGIN**
**Post-PFRS
* Pre-PFRS
PHP18.4B*NET INCOME
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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.
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COMMON SHARE
PHP12.1BDIVIDENDS
89%OF 2017 CORE NET INCOME
4.9%DIVIDEND YIELD
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GLOBAL
FILIPINO
SCHOOL
PROGRAMS
AVAILABLE IN
17 REGIONS
218 PUBLIC
SCHOOLS
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BORACAY
REHABILITATION
PROGRAM
IN PARTNERSHIP WITH MANILA
WATER FOUNDATION
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GCASH USERSMILLION BEST MOBILE
PAYMENT SERVICE
15
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“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
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MESSAGE FROM
THE CHAIRMAN
JAIME AUGUSTO
ZOBEL DE AYALA
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MESSAGE FROM
THE PRESIDENT
ERNEST L. CU
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$821M2018 CASH CAPEX
$1.2BPROJECTED
2019 CASH CAPEX
CAPEX TO REVENUE RATIO
33%
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OF SERVICE REVENUE
61%IS DATA-RELATED
MOBILE DATA*
P55.3 BILLION
HOME BROADBAND*
P18.5 BILLION
CORPORATE DATA*
P11.8 BILLION
*Pre-PFRS
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74.1MILLION
MOBILE SUBSCRIBERS
1.6MILLION
HOME BROADBAND
SUBSCRIBERS
MOBILE DATA TRAFFIC
956PB
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GIE OF GLOBE
THEA OF GLOBE
PLATINUMENGAGED
CUSTOMERS
1.3M917 DAY
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GCASH MERCHANTS
GSCOREFIRST TRUST SCORE
IN THE PHILIPPINES
GCREDITCREDIT LINE TIED
TO A USER’S
GCASH ACCOUNT
AND GSCORE
50,000
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TECHNOLOGY
5G
2ND QUARTER
OF 2019
LAUNCH OF
5G PILOTFOR HOME
BROADBAND
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UN SDG COMMITMENTS