Globe Telecom Inc. · PSE:GLO
Globe Telecom — Q3 2025 Earnings Presentation
29 slides from Globe Telecom's earnings presentation, Nov 11, 2025
Slide 1: Cover Sheet
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 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:
Slide 2: SEC Form 17-C Current Report
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 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. November 11, 2025 Date of Report (Date of earliest event reported) 2. 1177 3.
Slide 3: 3Q/9M 2025 Analysts' Briefing
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 3Q/9M 2025 Analysts’ Briefing 11 November 2025 | The Globe Tower + Zoom
Slide 4: 9M 2025 Performance
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 9M 2025 Performance Revenue uptrend continues, fastest sequential growth in 13 quarters Consolidated Gross EBITDA Core Net Income Service Revenues in PHP Billions in PHP Billions in PHP Billions ▼ 2% ▼ 1% ▼ 12% 124.0 64.9 64.2 17.6 121.7 15.
Slide 5: Mobile Business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Mobile Business Mobile data remains the key driver behind sequential revenue improvement ▲ 1% QoQ Total 9M25 to Php 29.1bn Mobile Revenues 86.2 billion PHP 3Q24 4Q24 1Q25 2Q25 3Q25 ▼ 2% YoY ALL-TIME HIGH! Mobile Data Mobile Voice Mobile SMS
Slide 6: Mobile Business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Mobile Business Improving data traffic shows effectiveness of data habituation strategy Traffic Top-ups Mobile Subscribers Mobile Data Traffic 63.1 4,846 Jan Feb Mar Apr May Jun Jul Aug Sep million • Average daily mobile top-ups remain stabl
Slide 7: Broadband Business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Broadband Business Fiber Broadband leading the charge, contributing 91% of total segment revenues ▲ 4% QoQ Total 9M25 to Php 6.1bn Broadband Revenues 17.8 Fiber’s share of Total Fiber Total Fiber 9M25 Broadband revenues Revenues Subscribers
Slide 8: Broadband Business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Broadband Business Globe deepens leadership in mass-market fiber Acquisitions 1.1x 1.1x 1.3x GFP Subscribers 1.4x 700K 2.0x 3.6x ▲ 28% QoQ 6
Slide 9: Corporate Data Business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Corporate Data Business Sequential turnaround highlights growth momentum and ICT tailwinds ▲13% QoQ Total 9M25 Corporate to Php 5.4bn Data Revenues 15.0 Core ICT-Related Services Services billion PHP 3Q24 4Q24 1Q25 2Q25 3Q25 ▼ 3% YoY ▲ 11% Q
Slide 10: Non-telco business
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Non-telco business Mynt continues growth trajectory, fundamentals remain unchanged Total 9M25 Non-Telco Others Total 9M25 Equity Share Revenues in Affiliates 1.7 5.3 0.4 5.7 billion billion billion billion PHP PHP PHP PHP Non-telco revenues
Slide 11: Capital Expenditures
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Capital Expenditures Optimized spending further strengthening Globe’s healthy free cash flow position CAPEX-to-Revenue Ratio 31% 61% 64% 44% 34% 26% CAPEX (in Php Bn) Free Cash Flow 9M25 Capital Expenditures 101 31.4 billion 93 PHP 71 ▼ 23%
Slide 12: Capital Expenditures
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Capital Expenditures Data continues to account for majority of CAPEX, focused on spending where it matters 1,375 9M25 CAPEX Breakdown Business Support, 6% new cell sites built Others, 2% Core, 3% 8,699 upgraded mobile sites 877 5G sites inst
Slide 13: #AlagangGlobe
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 #AlagangGlobe Responding to the challenges posed by weather disturbances and earthquakes, Globe stands with affected communities by establishing Libreng Tawag and Charging (LTLC) Sites and delivering critical aid. 29 +9,000 families received
Slide 14: ESG Updates
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 ESG Updates Sustainability is embedded in the operations of Globe OUR SUSTAINABILITY AMBITION 3Q 2025 SUSTAINABILITY HIGHLIGHTS ENVIRONMENT 1st for Globe 4th year 3,000 low-energy utilization facilities to be transitioned to RE through NET Z
Slide 15: ESG Updates
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 ESG Updates Globe demonstrates unwavering commitment to the highest standards of corporate governance Five Golden Arrows Institute of Corporate Directors (ICD) Fourth consecutive year The distinction affirms Globe’s consistent performance in
Slide 16: Konektadong Pinoy Act
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Konektadong Pinoy Act Despite its constitutional infirmities, Globe sees potential pockets of opportunities Infrastructure monetization Streamlined capacity rollout Improved nationwide coverage Wholesale leasing opportunities will allow Coor
Slide 17: STT GDC Philippines
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 STT GDC Philippines Building for the Future: Capacity Delivery Meets Market Engagement STT Fairview 1 STT Cavite 2 Groundbreaking May 2023 Today, November 2025 Level 1 Data Hall now operational ✓ Both power feeders are with tenant; final tes
Slide 18: STT GDC Philippines
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 STT GDC Philippines Building for the Future: Capacity Delivery Meets Market Engagement 81% Led industry advocacy with DCPH on Data Sovereignty, Sustainability, Power, and Talent at the Asian Carriers Hosted an exclusive Data Center tour for
Slide 19: Mynt Updates
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 MYNT UPDATES Leading the way for inclusion and innovation in PH finance 8 in 10 *Currently available for Android devices only Filipinos have used GCash 90% are from 78% from outside of SEC C2DE Metro Manila 55% 53% 150M+ Merchants around the
Slide 20: Scaling financial access with game-changing solutions
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 MYNT UPDATES Scaling financial access with game-changing solutions Fair Lending for All Enabling Filipinos to Build Wealth Affordable Insurance Loans Disbursed LTD GSave Users LTD GStocks Users LTD Policies Sold LTD ▲73% ▲30% ▲76% ▲126% Php
Slide 21: Driving impact through digital empowerment
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 MYNT UPDATES Driving impact through digital empowerment Parent-Led GCash Pera GJobs Hired PocketPay Virtual US Account Registration Outlet Plus App on the Spot Jumpstart and guide Empowering small Get instantly hired in Turn your phone into
Slide 22: Pioneering financial innovations for inclusive growth
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 MYNT UPDATES Pioneering financial innovations for inclusive growth GStocks PH launches NEW IPO subscription feature Mastercard ASEAN Inclusive Growth Summit Become a part-owner of a Fuse highlighted the power Philippine company with of alter
Slide 23: Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432
Slide 24: 9M25 Financial Performance
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 9M25 Financial Performance Revenues post fastest sequential growth in 13 quarters, cementing this year’s momentum 9M 2024 9M 2025 YoY % 1Q 2025 2Q 2025 3Q 2025 QoQ % 2Q vs. 3Q Gross Service Revenues 124,009 121,676 ▼ 2% 39,853 40,335 41,488
Slide 25: 9M25 Financial Performance
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 9M25 Financial Performance EBITDA margin continues to exceed full-year guidance YoY in Php Mn QoQ in Php Mn 23
Slide 26: 9M25 Financial Performance
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 9M25 Financial Performance Maintaining a robust financial position, with sufficient liquidity and comfortable gearing levels 9M 2025 FY 2024 Cash (in Php Bn) 27.7 21.4 Gross Debt (in Php Bn) 253.5 249.5 Gross Debt to EBITDA 2.69x 2.66x (Max
Slide 27: Quarterly Dividends
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 Quarterly Dividends Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 4Q25 Cash Dividends PHP 25.0 / sh PAYMENT DATE: 12/05/2025 RECORD DATE: 11/20/2025 25
Slide 28: 2025 Consolidated Outlook
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432 2025 Consolidated Outlook Reiterating full-year guidance, as Globe continues to improve its financial position Revenues Cash CAPEX Low- to mid-single Below USD 1.0 billion digit % growth EBITDA Margin Free Cash Flow ~50% Positive by 2025 Glo
Slide 29: Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432
Docusign Envelope ID: E6F2DCD3-9208-46D7-8DDC-1F482DEF9432