Globe Telecom Inc. · PSE:GLO

Globe Telecom — Q1 2026 Earnings Presentation

28 slides from Globe Telecom's earnings presentation, May 13, 2026

  1. Slide 1: Cover Sheet

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF COVER SHEET P W 0 0 0 0 1 1 7 7 G L O B E T E L E C O M , I N C . (Company's Full Name) 2 7 / F T H E G L O B E T O W E R 3 2 N D S T R E E T C O R N E R 7 T H A V E N U E B O N I F A C I O G L O B A L C I T Y T A G U I G (Business Address:

  2. Slide 2: SEC Form 17-C Current Report

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF SECURITIES AND EXCHANGE COMMISSION SEC FORM 17-C CURRENT REPORT UNDER SECTION 17 OF THE SECURITIES REGULATIONS CODE (SRC) AND SRC RULE 17(a)-1(b)(3) THEREUNDER 1. May 13, 2026 Date of Report (Date of earliest event reported) 2. 1177 3. 000-7

  3. Slide 3: 1Q 2026 Analysts' Briefing

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q 2026 Analysts’ Briefing May 13, 2026 | Kickstart Ventures HQ + Zoom

  4. Slide 4: Resilient demand for data connectivity and higher share in equity affiliates drive growth

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q26 FINANCIAL PERFORMANCE Resilient demand for data connectivity and higher share in equity affiliates drive growth Consolidated Gross Globe Updates EBITDA Core NIAT Service Revenues 42.0 22.2 4.9 Secured landmark deal with MPower to supply

  5. Slide 5: Mobile Business: organic growth in mobile data usage

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF MOBILE BUSINESS Organic growth in mobile data usage continues to buoy total segment performance Total 1Q26 Mobile Revenues Mobile Data Mobile Voice Mobile SMS 30.0 26.8 2.4 0.7 php php php php bn bn bn bn ▲ 6% YoY | ▼ 2% QoQ ▲ 11% YoY | ▼ 1%

  6. Slide 6: Robust average daily top-ups showing sustained data habituation as 5G scales

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF MOBILE BUSINESS Robust average daily top-ups showing sustained data habituation as 5G scales Average Daily Top-ups and Traffic Promising 5G momentum 5G ATPU 5G Mobile Traffic Traffic 29% 37% Top-ups ▲ ▲ MoM MoM 2025 Feb Apr Jun Aug Oct Dec 202

  7. Slide 7: Fiber broadband sustains momentum, cementing segment turnaround

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF BROADBAND BUSINESS Fiber broadband sustains momentum, further cementing total segment turnaround Total 1Q26 Broadband Revenues 6. Fiber’s share of 1Q26 Total Fiber Total Fiber Broadband revenues Revenues Subscribers 93% 10% 37% php bn ▲ 6% Y

  8. Slide 8: GFiber Prepaid reached 1Mn milestone

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF BROADBAND BUSINESS GFiber Prepaid reached 1Mn Milestone; disciplined execution fuels momentum Subscribers ● Strategy favors profitable density over geographic sprawl, ensuring disciplined growth through GFP Subscribers targeted customer acqui

  9. Slide 9: Corporate data revenues lifted by ICT-related services

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF CORPORATE DATA BUSINESS Corporate data revenues lifted by robust demand for ICT-related services Total 1Q26 Corporate Data Revenues 5.1 Core Accounts ICT-related Services 4% 17% php bn ▼ ▲ ▲ 6% YoY | ▼ 10% QoQ YoY YoY Growth was led by Busin

  10. Slide 10: Adjacent businesses unlocking greater value for Globe

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF NON-TELCO BUSINESS Adjacent businesses unlocking greater value for Globe, driving ecosystem synergies that strengthen core telco Softer non-telco revenues Total 1Q26 primarily due to the Total 1Q26 Mynt contributed 30% Equity Share in decons

  11. Slide 11: CAPEX at Php12.7 billion, higher YoY

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF CAPITAL EXPENDITURES CAPEX at Php12.7 billion, higher YoY as Globe sees opportunities for strategic infra investments CAPEX-to-Revenue Ratio Capital Expenditures 61% 64% 44% 34% 28% 30% CAPEX (in Php Bn) 12.7 101 php bn 93 ▲ 51% YoY 71 ● Tar

  12. Slide 12: Spending allocated to data-related initiatives

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF CAPITAL EXPENDITURES Spending allocated to data-related initiatives, underscoring investment in digital capacity expansion & network quality Others, Business Support, 3% 5% Core, 1% 408 5G sites installed 43,084 FTTH lines deployed Data, 91%

  13. Slide 13: Sustainability is embedded in the operations of Globe

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF ESG UPDATES Sustainability is embedded in the operations of Globe ENVIRONMENT SOCIAL GOVERNANCE AMBITION AMBITION 2025 NET ZERO ONLINE SAFETY Globe Integrated Report published Reach net-zero greenhouse gas emissions Block spam and scam messa

  14. Slide 14: STT GDC Philippines: Innovation and AI-Readiness

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure STT Fairview 1 ✓ Facade and all Level 1 Data Halls completed ✓ Ongoing commissioning of Level 2 Data Halls ✓ Ongoing design of Level 3 Data Halls STT C

  15. Slide 15: STT GDC Philippines: Renewable energy as competitive moat

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure Renewable energy as a competitive moat to de-risk the future Commitment to Sustainability — Mar. 9 • Philippines ● Secured a landmark 40.5MW renewable

  16. Slide 16: STT GDC Philippines: Powering the AI Future

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure STT GDC PH well-positioned to enable the global AI demands Powering the AI Future — Mar. 16 • San Jose California ● Participated in this year’s NVIDIA

  17. Slide 17: STT GDC Philippines: KKR's Acquisition of STT GDC

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure Investors show high confidence in the industry’s growth opportunity KKR’s Acquisition of STT GDC — Feb. 4 ● KKR and Singtel announced earlier this year

  18. Slide 18: Mynt Updates: Delivering meaningful impact in moments that matter

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF MYNT UPDATES Delivering meaningful impact in moments that matter #1 Finance App in Sama-sama, Kaya Natin the Philippines [1] Being there for Filipinos when they need us most Overseas Filipinos PUV Drivers Waiving inbound and Strengthening co

  19. Slide 19: Continuing to scale access with financial services

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF MYNT UPDATES Continuing to scale access with financial services NEW! Pera Coach Fair Lending for All Affordable Insurance Loans Disbursed LTD Policies Sold LTD ▲60% ▲274% Php 406B YoY 192.4M YoY Unique Borrowers GInsure Users (AAU) ▲28% ▲49%

  20. Slide 20: Enabling progress across sectors and communities

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF MYNT UPDATES Enabling progress across sectors and communities Strengthened Gov’t Partnerships Trailblazing Innovations GCash Eco Run . YEAR 2 Pasig City Pasay City Caloocan City MSSD-BARMM Ready, Set, Grow! 12K Digitalizing PubSec Disburseme

  21. Slide 21: Financial Highlights

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF Financial Highlights

  22. Slide 22: Healthy revenue growth led to 8% YoY increase in Core NIAT

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q26 FINANCIAL PERFORMANCE Healthy revenue growth led to 8% YoY increase in Core NIAT; sequential softness partially offset by lower non-op charges 1Q 2026 1Q 2025 YoY % 1Q 2026 4Q 2025 QoQ % Gross Service Revenues 41,965 39,853 ▲ 5% 41,965

  23. Slide 23: Higher network costs and interconnect charges partially offset by lower provisions

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q26 FINANCIAL PERFORMANCE Higher network costs and interconnect charges partially offset by lower provisions in 1Q; margin at healthy levels YoY ▲ 7% YoY in Php Millions QoQ ▼ 5% QoQ in Php Millions

  24. Slide 24: Ample liquidity and comfortable gearing levels

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q26 FINANCIAL PERFORMANCE Ample liquidity and comfortable gearing levels; ratios remain well within bank covenants 1Q 2026 FY 2025 Cash (in Php Bn) 42.4 25.0 Gross Debt (in Php Bn) 251.2 256.3 Gross Debt to EBITDA 2.61x 2.63x (Max of 3.5:1)

  25. Slide 25: Globe raises Php25.0 billion from non-voting preferred shares offer

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF 1Q26 FINANCIAL PERFORMANCE Globe raises Php25.0 billion from oversubscribed non-voting preferred shares offer; now listed on the PSE Offer was 2.4x oversubscribed over the Php15.0 billion base size • Reflects overwhelming support from the inv

  26. Slide 26: Quarterly Dividends

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF QUARTERLY DIVIDENDS Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 2Q26 Quarterly 25.0 Dividends php /sh Record date: 05/25/26 Payment date: 06/10/26

  27. Slide 27: FY 2026 Consolidated Outlook

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF FY 2026 CONSOLIDATED OUTLOOK Entering 2026 in a strong financial position; Globe has taken a war-like footing to weather headwinds EBITDA Revenues Margin CAPEX Low- to mid-single digit % growth ~50% Below USD 1.0 billion Other Considerations

  28. Slide 28: Thank you!

    Docusign Envelope ID: CBE0048D-F278-8047-822E-9761B20044DF Thank you!

Globe Telecom — Q1 2026 Earnings Presentation on 6ix