Globe Telecom Inc. · PSE:GLO
Globe Telecom — Shareholder Meeting (April 2015)
23 slides from Globe Telecom's shareholder meeting presentation, Apr 7, 2015
Slide 1: Globe Telecom, Inc. Annual Stockholders' Meeting
Globe Telecom, Inc. Annual Stockholders’ Meeting 7 April 2015 Fairmont Makati
Slide 2: Message to Shareholders - Mr. Jaime Augusto Zobel de Ayala, Chairman
Slide 3: Another banner year with record highs driven by network modernization and partnerships
Globe registered another banner year, with record highs driven by network modernization and strategic partnerships Network Modernization and Transformation Broad-based Revenue Growth 7% 17% 22% 9% Partnerships and Innovation MOBILE FIXED LINE BROADBAND CONSOLIDATED DATA
Slide 4: 2014 Philippine Economic Performance
2014 Philippine Economic Performance 7.6% 6.8% 7.2% 22.8 24.3 20.1 21.4 6.1% 18.8 OFW 4.2% Remittances 3.9% (In USD Bn) 1.1% Philippine GDP Growth 2010 2011 2012 2013 2014 2008 2009 2010 2011 2012 2013 2014 Foreign Direct Investments Third straight year of GDP growth (in USD Mn) 6,201.0 +66% 3,737.0
Slide 5: Industry Growth and Competitive Dynamics
Industry Growth and Competitive Dynamics Industry Revenues (in Php Bn) 265 Consumer behavior favoring digital services +3.7% 255 Network traffic is shifting from voice and SMS to data 2013 2014 Industry Mobile Revenues (in Php Bn) 182 179 113% Mobile Penetration for 2014 171 158 Globe Smartphone Pen
Slide 6: Globe's continued commitment to shareholder value
Globe’s continued commitment to shareholder value 2014 YTD Total Shareholder Return 2014 Dividends P10B 4.8% 9.1% 12% 4.3%* Represents approximately 86% of 2013 Core NIAT 12% In line with dividend payout policy of Dividend yield Share price appreciation TSR 75-90% of prior year’s Core NIAT *Based on
Slide 7: Innovating products and services through partnerships and customer experience
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
Slide 8: Innovating products and services through partnerships and customer experience
Globe is committed to continue to innovate products and services through partnerships and increasing customer experience
Slide 9: Commitment to Creating Shared Value for All Stakeholders
Commitment to Creating Shared Value for All Stakeholders Text2teach has reached over 1,100 public elementary schools around the country, and helping more than 315,000 students and 3,800 teachers
Slide 10: Continuing to Build and Create Value the Globe Way
Continuing to Build and Create Value the Globe Way
Slide 11: pF ae
pF ae a 7 April.2025 BP Fairmont;-Makati
Slide 12: Message to Shareholders - Mr. Ernest L. Cu, President and CEO
Slide 13: 2014 Financial Highlights: New records and all-time highs
2014 Financial Highlights: New records and all-time highs across key metrics Service Revenues EBITDA P 99.0 B P 39.3 B • Higher by 9% over P90.5B in 2013 • Up 8% YoY from P36.5B in 2013 Net Income Cash Dividends P 13.4 B P75/share • Up 170% YoY from P5B in 2013 • Up 12% from P67/share in 2013
Slide 14: Modernizing and integrating business support solutions to further develop the network
Modernizing and integrating business support solutions to further develop the network Network 100%-equipped with and technology
Slide 15: Evolving the digital world by product innovations and partnerships
Evolving the digital world by product innovations and partnerships ENTERTAINMENT SOCIAL NETWORKING SPORTS
Slide 16: Evolving the digital world by product innovations and partnerships
Evolving the digital world by product innovations and partnerships Unlimited access to Hollywood and local content anytime, anywhere Asia’s first OTT video service at affordable prices
Slide 17: Revolutionizing retail experience by introducing Gen3 stores
Revolutionizing retail experience of customers by introducing Gen3 stores that provide superior interactive services
Slide 18: Mobile: Record revenues driven by traditional and mobile data 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%
Slide 19: Broadband and Fixed Line Data: Robust revenue momentum
Broadband and Fixed Line Data: Robust revenue momentum remains intact Broadband Broadband Subscribers Fixed Line Data Revenues Revenues P12.7B 2.8M +37% P5.5B 0.4M 2.4M +22% Wired Wireless +17%
Slide 20: Highly-engaged and motivated organization behind record results
Highly-engaged and motivated organization behind record results Insert heading The Globe Way Awards 6,182 Workforce • The Asset - Platunum Award for Excellence in Management and Corporate Governance • Asia’s Best Employer Awards 2014 • International Association of Business Communicators (IABC) Gold
Slide 21: Highly-engaged and motivated organization behind record results
Highly-engaged and motivated organization behind record results Insert heading PROJECT 1 PHONE PROJECT NOAH’S ARK
Slide 22: Highly-engaged and motivated organization behind record results
Highly-engaged and motivated organization behind record results
Slide 23: Globe Telecom Inc. Annual Stockholders' Meeting April 2015
Q) e, ] Globe Telecom Inc. Annual Stockholders’ Meeting 7 April 2015 Fairmont, Makati