GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · PDF file GTOWERS, INC. FEB 2018...

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Transcript of GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · PDF file GTOWERS, INC. FEB 2018...

  • 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 REVENUE PHP140.2B

    PHP65.1B EBITDA**

    49% EBITDA MARGIN**

    **Post-PFRS

    * Pre-PFRS

    PHP18.4B *NET INCOME

  • GTOWERS,

    INC.

    FEB 2018 Globe in talks with 3rd parties

    for creation of independent

    tower company

    JULY 2018 Globe BOD approves creation

    of a separate tower company

    AUG 2018 Globe receives SEC approval

    for the incorporation of

    GTowers Inc.

  • COMMON SHARE

    PHP12.1B DIVIDENDS

    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 USERS MILLION 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 Tan Grab CEO and Co-Founder

    GLOBE 2018

    INTEGRATED

    REPORT

  • MESSAGE FROM

    THE CHAIRMAN

    JAIME AUGUSTO

    ZOBEL DE AYALA

  • MESSAGE FROM

    THE PRESIDENT

    ERNEST L. CU

  • $821M 2018 CASH CAPEX

    $1.2B PROJECTED

    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

  • 74.1 MILLION

    MOBILE SUBSCRIBERS

    1.6 MILLION

    HOME BROADBAND

    SUBSCRIBERS

    MOBILE DATA TRAFFIC

    956PB

  • GIE OF GLOBE

    THEA OF GLOBE

    PLATINUM ENGAGED

    CUSTOMERS

    1.3M 917 DAY

  • GCASH MERCHANTS

    GSCORE FIRST TRUST SCORE

    IN THE PHILIPPINES

    GCREDIT CREDIT LINE TIED

    TO A USER’S

    GCASH ACCOUNT

    AND GSCORE

    50,000

  • TECHNOLOGY

    5G

    2ND QUARTER

    OF 2019

    LAUNCH OF

    5G PILOT FOR HOME

    BROADBAND

  • UN SDG COMMITMENTS