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Page 1: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

ANNUAL STOCKHOLDERS’ MEETING

GLOBE TELECOM, INC.

April 23, 2019 | Fairmont Makati

Page 2: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

MESSAGE FROM

THE CHAIRMAN

JAIME AUGUSTO

ZOBEL DE AYALA

Page 3: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

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

Page 4: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

*SERVICE REVENUEPHP140.2B

PHP65.1BEBITDA**

49%EBITDA MARGIN**

**Post-PFRS

* Pre-PFRS

PHP18.4B*NET INCOME

Page 5: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

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.

Page 6: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

COMMON SHARE

PHP12.1BDIVIDENDS

89%OF 2017 CORE NET INCOME

4.9%DIVIDEND YIELD

Page 7: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

GLOBAL

FILIPINO

SCHOOL

PROGRAMS

AVAILABLE IN

17 REGIONS

218 PUBLIC

SCHOOLS

Page 8: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

BORACAY

REHABILITATION

PROGRAM

IN PARTNERSHIP WITH MANILA

WATER FOUNDATION

Page 9: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

GCASH USERSMILLION BEST MOBILE

PAYMENT SERVICE

15

Page 10: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

“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

Page 11: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

MESSAGE FROM

THE CHAIRMAN

JAIME AUGUSTO

ZOBEL DE AYALA

Page 12: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

MESSAGE FROM

THE PRESIDENT

ERNEST L. CU

Page 13: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

$821M2018 CASH CAPEX

$1.2BPROJECTED

2019 CASH CAPEX

CAPEX TO REVENUE RATIO

33%

Page 14: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

OF SERVICE REVENUE

61%IS DATA-RELATED

MOBILE DATA*

P55.3 BILLION

HOME BROADBAND*

P18.5 BILLION

CORPORATE DATA*

P11.8 BILLION

*Pre-PFRS

Page 15: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

74.1MILLION

MOBILE SUBSCRIBERS

1.6MILLION

HOME BROADBAND

SUBSCRIBERS

MOBILE DATA TRAFFIC

956PB

Page 16: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

GIE OF GLOBE

THEA OF GLOBE

PLATINUMENGAGED

CUSTOMERS

1.3M917 DAY

Page 17: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

GCASH MERCHANTS

GSCOREFIRST TRUST SCORE

IN THE PHILIPPINES

GCREDITCREDIT LINE TIED

TO A USER’S

GCASH ACCOUNT

AND GSCORE

50,000

Page 18: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

TECHNOLOGY

5G

2ND QUARTER

OF 2019

LAUNCH OF

5G PILOTFOR HOME

BROADBAND

Page 19: GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING · GTOWERS, INC. FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves

UN SDG COMMITMENTS