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