ANNUAL STOCKHOLDERS MEETING April 23, 2019 | Fairmont Makati - - PowerPoint PPT Presentation

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Jan 08, 2023 326 likes •529 views

GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS MEETING April 23, 2019 | Fairmont Makati MESSAGE FROM THE CHAIRMAN JAIME AUGUSTO ZOBEL DE AYALA 6.2% PHILIPPINE INE GDP GROWTH (%) 2012 -2018 6.2 2018 6.7 2017 PHILIPPINE 6.9 2016 6.1

SLIDE 1

ANNUAL STOCKHOLDERS’ MEETING

GLOBE TELECOM, INC.

April 23, 2019 | Fairmont Makati

SLIDE 2

MESSAGE FROM THE CHAIRMAN

JAIME AUGUSTO ZOBEL DE AYALA

SLIDE 3

GD GDP GRO P GROWTH TH

6.2%

6.7 7.1 6.1 6.1 6.9 6.7 6.2

2012 2013 2014 2015 2016 2017 2018

PHILIPPINE INE GDP GROWTH (%)

2012 -2018 *Source: PSA

PHILIPPINE

SLIDE 4

*SERVICE REVENUE

PHP140.2B

PHP65.1B

EB EBIT ITDA** **

49%

EBITDA A MARG RGIN** IN**

**Post st-PF PFRS RS

* Pre-PFRS

PHP18.4B

*NET INCOME

SLIDE 5

GTOWERS, INC.

FEB 2018

Globe in talks with 3rd parties for creation of independent tower company

JULY 2018

Globe BOD approves creation

f a separate tower company

AUG 2018

Globe receives SEC approval for the incorporation of GT

wers Inc.

SLIDE 6

COMMON SHARE PHP12.1B

DIVIDENDS

89%

OF 2017 CORE NET INCOME OME

4.9%

DIVI VIDEND END YIELD LD

SLIDE 7

GLOBAL FILIPINO SCHOOL PROGRAMS

AVAIL ILABLE BLE IN 17 7 REGIONS GIONS 218 8 PU PUBLIC BLIC SCHOOLS CHOOLS

SLIDE 8

BORACAY REHABILITATION PROGRAM

IN PARTNER NERSHIP SHIP WITH MANILA A WATER ER FOUND NDATI TION ON

SLIDE 9

GCASH USERS

MILLION

BEST ST MOBILE E PAYMEN MENT T SERVICE RVICE

15

SLIDE 10

“We need to think about what are the biggest problems lems in So Southeas east Asia, a, and how to solve ve these problems quickly and effectively.”

Antho

thony ny T an

Grab CEO and Co-Founder GLOBE BE 2018 8 INT NTEG EGRA RATED TED REPOR PORT

SLIDE 11

MESSAGE FROM THE CHAIRMAN

JAIME AUGUSTO ZOBEL DE AYALA

SLIDE 12

MESSAGE FROM THE PRESIDENT

ERNEST L. CU

SLIDE 13

$821M

2018 18 CASH SH CAPEX PEX

$1.2B

PRO ROJECT ECTED ED 2019 CASH H CAPE PEX

CAPEX TO REVENUE RATIO

33%

SLIDE 14

OF SERVICE REVENUE

61%

IS DATA-RELATED

MOBILE DATA*

P55.3 BILLION

HOME BROADBAND*

P18.5 BILLION

CORPORATE DATA*

P11.8 BILLION

*Pre-PFRS FRS

SLIDE 15

74.1

MILLION

MOBILE SUBSCRIBERS

1.6

MILLION

HOME BROADBAND SUBSCRIBERS

MOBILE DATA TRAFFIC

956PB

SLIDE 16

GIE OF GLOBE THEA OF GLOBE PLATINUM

ENGAGED CUSTOMERS

1.3M

917 7 DAY

SLIDE 17

GCASH MERCHANTS

GSCORE

FIRST TRUST SCORE IN THE PHILIPPINES

GCREDIT

CREDIT LINE TIED TO A USER’S GCASH ACCOUNT AND GSCORE

50,000

SLIDE 18

TECHNOLOGY

5G

2ND QUARTER OF 2019

LAUNCH OF

5G PILOT

FOR HOME BROADBAND

SLIDE 19

UN SDG COMMITMENTS