GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with...
Transcript of 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