Globe Telecom, Inc. Annual Stockholders’ Meeting 7 April 2015 Fairmont Makati
Globe registered another banner year, with record highs driven by network modernization and strategic partnerships Network Modernization and Transformation Broad-based Revenue Growth 22% Partnerships and 17% 9% 7% Innovation FIXED LINE MOBILE CONSOLIDATED BROADBAND DATA
2014 Philippine Economic Performance 7.6% 6.8% 24.3 7.2% 22.8 21.4 20.1 OFW 6.1% 18.8 Remittances 4.2% 3.9% (In USD Bn) Philippine GDP Growth 2010 2011 2012 2013 2014 1.1% Foreign Direct Investments 2008 2009 2010 2011 2012 2013 2014 T hird straight year of GDP growth 6,201.0 (in USD Mn) +66% 3,737.0 in excess of 6% 3,215.0 R ecord level of remittances and foreign direct investments 2012 2013 2014
Industry Growth and Competitive Dynamics Industry Revenues (in Php Bn) 265 Consumer behavior favoring digital services +3.7% Network traffic is shifting from voice and SMS to 255 data 2013 2014 Industry Mobile Revenues (in Php Bn) 182 179 113% Mobile Penetration for 2014 171 158 Penetration for 2014 ~30% Globe Smartphone 2011 2012 2013 2014
Globe’s continued commitment to shareholder value 2014 YTD Total Shareholder Return P10B 2014 Dividends 4.8% 9.1% 12% 4.3%* R epresents approximately 86% of 2013 Core NIAT 12% Dividend yield Share price TSR I n line with dividend payout policy of appreciation 75- 90% of prior year’s Core NIAT *Based on share price of P1,730 last 12/29/14
Globe is committed to continue to innovate products and services through partnerships and increasing customer experience ENTERTAINMENT SPORTS SOCIAL NETWORKING GEN 3 Concept Stores in myLIFESTYLE Plans SM NORTH that suit every subscriber’s EDSA and needs LIMKETKAI MALL IN CDO
Globe is committed to continue to innovate products and services through partnerships and increasing customer experience
Commitment to Creating Shared Value for All Stakeholders Text2teach has reached over 1,100 publ public elementar tary sc school ols around the country, and helping more than 315,000 000 st stude udents ts and 3,800 800 teachers
Continuing to Build and Create Value the Globe Way
2014 Financial Highlights: New records and all-time highs across key metrics Service Revenues EBITDA P 99 99.0 .0 B P 39. P 3 9.3 B 3 B • Up 8% YoY from P36.5B in 2013 • Higher by 9% over P90.5B in 2013 Net Income Cash Dividends P 13 13.4 B P75/ P75/ share share • Up 170% YoY from P5B in 2013 • Up 12% from P67/share in 2013
Modernizing and integrating business support solutions to further develop the network Network 100%-equipped with and technology
Evolving the digital world by product innovations and partnerships ENTERTAINMENT SOCIAL NETWORKING SPORTS
Evolving the digital world by product innovations and partnerships U nlimited access to Hollywood and local content anytime, anywhere A sia’s first OTT video service at affordable prices
Revolutionizing retail experience of customers by introducing Gen3 stores that provide superior interactive services
Mobile: Record revenues driven by both traditional and mobile data services Mobile Data Revenues Mobile Voice Revenues Mobile SMS Revenues P14.3B P34.7B P29.1B +23% +7% +1% Mobile Service Revenues Mobile Subscribers Mobile Gross Additions P78.1B 44.0M 37.8M +7% +14% +22%
Broadband and Fixed Line Data: Robust revenue momentum remains intact Fixed Line Data Broadband Broadband Subscribers Revenues Revenues 2.8M P12.7B P5.5B +37% 0.4M 2.4M +22% +17% Wireless Wired
Highly-engaged and motivated organization behind record results Insert heading Awards The Glo lobe Way 6,182 Workforce • The The Ass sset - Platunum Platunum Award ard fo for Excel cellence ence in in Manage ageme ment nt and Corp rporat ate Gove vernance nance • Asia’s Best Employer er Awar wards ds 2014 14 • Int nternati rnation onal al Assoc ssociatio ation of of Busi Bu siness ness Communi municat ators (IABC) C) Gold ld Quill ill Awar wards ds • Excellence Award for Employee Employee Engagement: Raising Employee Satisfaction through Better Engagement Satisfaction 87% • South th East Asia Pro roperty ty Awar wards ds 2014 14 • Best Commercial Development in the Philippines for The Globe Tower Index • 2014 14 International ernational Business ness Awa wards rds • Gold Stevie in Company of the Year – Telecommunications +4ppt +8ppt +4ppt • 8th th Stevi vie Awards rds fo for Sal Sales es and and Cus Customer mer Against Against Against Service Global Global National • Gold Award for Best Use of Technology in High-Performing Telco Norms Customer Service - Telecommunications Norms Norms
Highly-engaged and motivated organization behind record results Insert heading PROJECT 1 PHONE PROJECT NOAH’S ARK
Highly-engaged and motivated organization behind record results
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