Slide 1: Annual Stockholder's Meeting
Globe Telecom, Inc. ANNUAL STOCKHOLDER’S MEETING April 17,2018 Fairmont Makati
Slide 2: Message from the Chairman
MESSAGE FROM THE CHAIRMAN MR.JAIME AUGUSTO ZOBEL DE AYALA
Slide 3: Philippine Economic Performance
PHILIPPINE ECONOMIC PERFORMANCE GDP (2002-2017) KEY DRIVERS 2017 6.7% 4 HOUSEHOLD SPENDING 2016 6.9% # GOVERNMENT SPENDING 2015 6.1% ? EXPORTS 2014 6.1% t IMPORTS es 71° _ 1% r—— OVERSEAS REMITTANCES —— 2012 i 6.7% $28.1 +7% 6 consecutive years aT @ of >6% growth billion VS. FY16 Sources: Philippine
Slide 4: Performance Highlights
PERFORMANCE HIGHLIGHTS - SERVICE REVENUE - P127.9 P53.3 P15.1 EBITDA NET INCOME — billion billion billion +6% +7% -5% vs. FY16 vs. FY16 vs. FY16 All-time high! serving 63.4 million total customers
Slide 5: Performance Highlights
PERFORMANCE HIGHLIGHTS DATA REVENUE AS A % OF TOTAL REVENUE MOBILE DATA P43.1 billion +23%yYoy HOME BROADBAND © 15.6 billion + 7 %Yoy -) CORPORATE DATA » 210.3 billion +4% yoy
Slide 6: Improvements in Telecommunications Sector
IMPROVEMENTS IN TELECOMMUNICATIONS SECTOR — ESTABLISHMENTOFA ——] [~ GLOBE CAPEX-TO-REVENUE RATIO 4 TOWER COMPANY (2002-2017) 2017 TT 33.0% 2016 30.0% 2015 23.0% 2014 27.0% i i i Ee 40.09 discussions with 2018 40.0% independent third parties 2012 I 32.0% for the establishment of a ; tower company in
Slide 7: Giving Life to First World Internet Connectivity
GIVING LIFE TO FIRST WORLD INTERNET CONNECTIVITY NATIONWIDE DEPOLYMENT OF LTE SERVICES 69% COMPLETE as of Dec - 32% 31,2017 » vis COMPLETE TE OVER as of Dec ° HY 31,2016 : 3-YEAR TARGET* . (2016-2018) e ae *LTE Rollout on 7OOMHz and 2600 MHz covering 95% of Cities and municipalities
Slide 8: Creating Shareholder Value
CREATING SHAREHOLDER VALUE DIVIDENDS TO SHAREHOLDERS 5% =12.0 +3% DIVIDEND YIELD billion VS. FY16 SUSTAINABILITY 3 GOODHEALTH AND WELL-BEING 9717 United Nations Sustainable Development Goals
Slide 9: Thank You Mr. Pacis
THANK YOU FOR THE PAST 7 YEARS, MR. PACIS
Slide 10: Ernest L. Cu
ERNEST L. CU [= z (Li a Vv) Ld [a O. Ll aL - 2 O ~ Li. Lil O < Vv) Vv) (Li) 2 MR
Slide 11: Preferred Mobile Brand
PREFERRED MOBILE BRAND 51.0~ SUBSCRIBER MARKET SHARE 53.5% REVENUE MARKET SHARE
Slide 12: N - [e) N — ~m 1S) o (a) we [e) 79) © &
N - [e) N — ~m 1S) o (a) we [e) 79) © & © (a) «x
Slide 13: Content Partnerships
-—— CONTENT PARTNERSHIPS —— NETFLIX (eqn CARTOON NETWORK HCOG p= FOX: = Lhe GIVouTube astro - CLOUD SOLUTION PARTNERSHIPS ° aWS vmware —" «&) redhat r-— DIGITIZATION OF ENTERPRISE — a Jollibee Delivery - Dial #87000 on mobile, free for Globe subscribers
Slide 14: Mynt and Ant Financial Partnership
-— MYNT AND ANT FINANCIAL PARTNERSHIP QR SCAN-TO-PAY PARTNERS — DUNKIN’ center DONUTS cebu Co DAISO JAPAN Robinsons MICHAEL KORS Department Store CALL IT SPRING ---AND MORE
Slide 15: Win the Home
WIN THE HOME -— MASSIVE MIMO TECHNOLOGY GLOBE STREAMWATCH IN HIGH-DENSITY AREAS -ROKU POWERED Deployed in 106 sites*, enhancing experience on Globe LTE network ° Globe AT HOME PREPAID HOME WIFI Level-up thes WiFi experiences in every par. of your home Sy “ *Data as of Nov 2017 PLAYITRIGHT
Slide 16: Putting People First
PUTTING PEOPLE FIRST 3,803 UNIQUE EMPLOYEE VOLUNTEERS, 53% OF GLOBE WORKFORCE 24.31 AVERAGE TRAINING HOURS
Slide 17: The Globe Purpose as our Sustainability anchor
The Globe Purpose as our Sustainability anchor
Slide 18: Circle of Happiness
Slide 19: Create. Wonderful.
CREATE. WONDERFUL. aN «Yo Globe Ney?