Globe Telecom Inc. · PSE:GLO

Globe Telecom — FY2025 Earnings Presentation

28 slides from Globe Telecom's earnings presentation, Feb 9, 2026

  1. Slide 1: Cover Sheet

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 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: E6F43062-78BB-4D64-B7B5-DA136C428348 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. February 9, 2026 Date of Report (Date of earliest event reported) 2. 1177 3. 0

  3. Slide 3: 4Q/FY 2025 Analysts' Briefing

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 4Q/FY 2025 Analysts’ Briefing 9 February 2026 | The Globe Tower + Zoom

  4. Slide 4: FY 2025 Performance

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 FY 2025 Performance Revenues at all-time quarterly high in 4Q, buoying record full-year figures Consolidated Gross EBITDA Core Net Income Service Revenues in PHP Billions in PHP Billions in PHP Billions ▲ 1% ▼ 3% = 165.0 165.1 86.8 87.6 21.5

  5. Slide 5: Mobile Business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Mobile Business Record high mobile revenues reflecting strong execution across growth initiatives ALL-TIM E ▲ 5% QoQ HIGH! Total FY25 to Php 30.7bn Mobile Revenues 116.9 billion PHP 4Q24 1Q25 2Q25 3Q25 4Q25 = YoY ALL-TIME HIGH! Mobile Data M

  6. Slide 6: Mobile Business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Mobile Business Sustained data habituation, reflected in steady growth in data traffic and top-ups Traffic Top-ups Mobile Subscribers Mobile Data Traffic 65.8 6,614 2025 Feb Apr Jun Aug Oct Dec million pb Average daily mobile top-ups and dai

  7. Slide 7: Broadband Business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Broadband Business Fiber Broadband offsetting legacy softness, contributing 91% of total segment revenues = QoQ Total FY25 to Php 6.1bn Broadband Revenues 24.0 Fiber’s share of Total Fiber Total Fiber FY25 Broadband revenues Revenues Subscri

  8. Slide 8: Broadband Business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Broadband Business GFiber Prepaid delivers standout momentum in its first full year, driving total segment growth Subscribers 1.2x 1.3x 1.4x GFP Subscribers over 1.5x 820K 1.8x 2.3x 2.6x ▲ 18% QoQ Leveraging Global Partnerships for Value Add

  9. Slide 9: Corporate Data Business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Corporate Data Business Record high revenues driven by strong growth momentum of ICT-related services ALL-TIM E HIGH! ▲6% QoQ Total FY25 Corporate to Php 5.7bn Data Revenues 20.7 Core ICT-Related Services Services billion PHP 4Q24 1Q25 2Q25

  10. Slide 10: Non-telco business

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Non-telco business Globe continues to see growth from its adjacent businesses Total FY25 Non-Telco Others Total FY25 Equity Share Revenues in Affiliates 2.3 6.1 0.7 6.8 billion billion billion billion PHP PHP PHP PHP Non-telco revenues drive

  11. Slide 11: Capital Expenditures

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Capital Expenditures Optimized spending further strengthening Globe’s healthy free cash flow position CAPEX-to-Revenue Ratio 31% 61% 64% 44% 34% 28% CAPEX (in Php Bn) Free Cash Flow FY25 Capital Expenditures 101 46.2 billion 93 PHP 71 ▼ 18%

  12. Slide 12: Capital Expenditures

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Capital Expenditures Spending allocated strategically to critical infrastructure and return-generating investments FY25 CAPEX Breakdown Business Support, Others, 6% 2% 1,549 Core, 2% 5G sites installed 115,082 FTTH lines deployed Data, 90% 1

  13. Slide 13: Network Updates

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Network Updates Globe is recognized by Ookla as the Most Consistent Mobile and Broadband Network This recognition places Globe among the top selected Mobile and Fixed Operators in Southeast Asia to achieve national-level consistency awards a

  14. Slide 14: Network Updates

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Network Updates Globe becomes first to bring Starlink's DTC satellite service to the Philippines and Southeast Asia Globe x Starlink partnership ushers in a new era for connectivity and digital inclusion, bringing data and SMS to underserved

  15. Slide 15: ESG Updates

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 ESG Updates Sustainability is embedded in the operations of Globe OUR SUSTAINABILITY AMBITION 4Q 2025 SUSTAINABILITY HIGHLIGHTS ENVIRONMENT NET ZERO ● Launched the transition of nearly 500 Field Sales Service Vehicles to Hybrid EV Fleet thro

  16. Slide 16: ESG Updates

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 ESG Updates Globe’s sustained commitment to ESG earns global and local recognition Broadband Digital Inclusion Excellence Award World Broadband Association Broadband Excellence Awards 2025 Globe Chief Sustainability Officer Decade of Leaders

  17. Slide 17: STT GDC Philippines

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 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 ✓ Phase 2 Design Pre-work ongoing STT Cavite

  18. Slide 18: STT GDC Philippines

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure AI Synergy Lab @ W.Media — Dec. 5 • Singapore Won the SEA award for Innovation in Data Center Cooling, marking a milestone for sustainable, high-densit

  19. Slide 19: In 2025, GCash introduced Filipinos to a new world of possibilities

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 MYNT UPDATES In 2025, GCash introduced Filipinos to a new world of possibilities #1 Finance App in the Philippines [1] IPO Feature 200% [1] By Monthly Active Users (as of December 2025). Source: Sensor Tower

  20. Slide 20: Advancing financial inclusion through scale & innovation

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 MYNT UPDATES Advancing financial inclusion through scale & innovation NEW! GLoan Protect Fair Lending for All Affordable Insurance Loans Disbursed LTD Policies Sold LTD ▲65% ▲198% Php 362B YoY 132.6M YoY Unique Borrowers GInsure Users (AAU)

  21. Slide 21: Continuously forging partnerships to enable progress

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 MYNT UPDATES Continuously forging partnerships to enable progress Enabling QR payments Providing fast & secure Making ‘bayanihan’ in EDSA Busway gov’t disbursements always-on for Filipinos Conveniently pay bus fares Helping disburse stipend

  22. Slide 22: Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348

  23. Slide 23: FY25 Financial Performance

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 FY25 Financial Performance Core net income at Php20.9 billion for the full-year, with 4Q posting a strong rebound FY 2024 FY 2025 YoY % 2Q 2025 3Q 2025 4Q 2025 QoQ % 2Q vs. 3Q Gross Service Revenues 165,016 165,078 = 40,335 41,488 43,401 ▲ 5

  24. Slide 24: FY25 Financial Performance

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 FY25 Financial Performance Cost optimization allows for expanding EBITDA margins YoY in Php Mn QoQ in Php Mn 22

  25. Slide 25: FY25 Financial Performance

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 FY25 Financial Performance Robust financial position ensures sufficient liquidity and comfortable gearing levels FY 2025 FY 2024 Cash (in Php Bn) 25.0 21.4 Gross Debt (in Php Bn) 256.3 249.5 Gross Debt to EBITDA 2.63x 2.66x (Max of 3.5:1) Ne

  26. Slide 26: Quarterly Dividends

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 Quarterly Dividends Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 1Q26 Cash Dividends PHP 25.0 / sh PAYMENT DATE: 03/05/2026 RECORD DATE: 02/18/2026 24

  27. Slide 27: 2026 Consolidated Outlook

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348 2026 Consolidated Outlook Well-positioned for continued momentum, building on a strong 2025 foundation Revenues EBITDA Margin CAPEX Below Low- to mid-single digit % growth ~50% USD 1.0 billion Free Cash Flow Sustainability Underpinning Globe

  28. Slide 28: Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348

    Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348

Globe Telecom — FY2025 Earnings Presentation on 6ix