Slide 1: Cover Sheet
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 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: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 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. August 6, 2025 Date of Report (Date of earliest event reported) 2. 1177 3. 000
Slide 3: Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1
Slide 4: 1H 2025 Performance
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 1H 2025 Performance Sustained data usage momentum and cost optimization lead to strong quarterly recovery Consolidated Gross EBITDA Core Net Income Service Revenues in PHP Billions in PHP Billions in PHP Billions ▼ 11% ▼ 2% ▼ 2% 11.7 82.2 80
Slide 5: Mobile Business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Mobile Business Mobile data now contributing 86% of total mobile revenues, driving segment performance ▲ 2% QoQ Total 1H25 to Php 28.8bn Mobile Revenues 57.1 billion PHP 2Q24 3Q24 4Q24 1Q25 2Q25 ▼ 2% YoY Mobile Data Mobile Voice Mobile SMS 4
Slide 6: Mobile Business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Mobile Business Data monetization in full play, with improving traffic and stable top-ups Traffic Top-ups Mobile Subscribers Mobile Data Traffic 62.5 3,187 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 million • Average daily mobile top-ups rema
Slide 7: Broadband Business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Broadband Business Growing Fiber base leading to improved broadband revenues, positive sequential performance ▲ 1% QoQ Total 1H25 to Php 5.9bn Broadband Revenues 11.7 Fiber’s share of Total Fiber Total Fiber 1H25 Broadband revenues Revenues
Slide 8: Broadband Business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Broadband Business Broadband expansion fueled by GFiber Prepaid, cementing leadership in mass-market fiber Acquisitions 1.2x GFP Subscribers 1.3x 544k 1.4x 2.0x Showcased persistent growth across 3.6x ▲ 37% QoQ consecutive quarters highlight
Slide 9: Corporate Data Business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Corporate Data Business Cautious business sentiment affecting the segment, but ICT remains to be a strong pillar of growth ▼ 2% QoQ Total 1H25 Corporate to Php 4.8bn Data Revenues 9.6 Core ICT-Related Accounts Services billion PHP 2Q24 3Q24
Slide 10: Non-telco business
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Non-telco business Mynt sustaining outstanding growth trajectory and improving contribution 1H25 Mynt Equity Share Total 1H25 Non-Telco in Affiliates Revenues 3.8 1.2 Mynt contributed billion billion PHP PHP 26% of Globe’s 1H25 NIBT ▲ 13% Qo
Slide 11: Capital Expenditures
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Capital Expenditures Spending stood at Php18.9 billion in 1H25, lower by 33% YoY CAPEX-to-Revenue Ratio 31% 61% 64% 44% 34% 24% in Php Bn 101 93 1H25 Capital Expenditures 71 18.9 billion 60 PHP 56 ▼ 33% YoY 19 ● Optimized capital deployment
Slide 12: Capital Expenditures
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Capital Expenditures Funds directed predominantly to data, network investments focused on spending where it matters 937 1H25 CAPEX Breakdown Business Support, 5% new cell sites built Others, 2% Core, 2% 4,512 upgraded mobile sites 444 5G sit
Slide 13: Tower Sale and Leaseback
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Tower Sale and Leaseback A total of 6,945 towers transferred to date, raising Php89.3 billion in gross proceeds thus far On July 30, 2025, Globe announced the latest progress in its tower sale and leaseback initiatives Total Overall Proceeds
Slide 14: Network Updates
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Network Updates Globe joins AUG East submarine cable system to strengthen regional AI-driven connectivity The 8,900-kilometer AUG East cable aims to deliver additional bandwidth and strengthen network diversity and reliability along a key ro
Slide 15: #AlagangGlobe
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 #AlagangGlobe Globe expands typhoon response with Libreng Tawag and Charging Sites, readies relief operations in the wake of the successive weather disturbances 13
Slide 16: Bayanihan SIM 25 GB Pilot
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Bayanihan SIM Globe, DICT Bring Digital Inclusion to Life in Bulacan GIDA 25 GB Monthly open-access 500 data to beneficiaries for Target beneficiaries 12 months Pilot Doña Remedios Trinidad, Bulacan Globe and DICT launched the Bayanihan SIM
Slide 17: Konektadong Pinoy Act
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Konektadong Pinoy Act Globe supports the spirit of the bill in providing fast, affordable, and reliable internet and believes the government can improve this to plug loopholes for the benefit of all Filipinos Globe echoes the PCTO’s position
Slide 18: ESG Update
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 ESG Update Sustainability is embedded in the operations of Globe ENVIRONMENT SOCIAL GOVERNANCE DATA PRIVACY AND CYBERSECURITY NET ZERO - Blocked 484M spam and scam messages - Launched ecoSIMs for prepaid and TM for 1H customers - Blocked 254
Slide 19: 2Q 2025 Highlights
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 2Q 2025 Highlights Building Momentum: Key Achievements in 2Q 2025 Construction Practical Insights: STT Fairview 1 The STT GDC global series ✓ Power and Cooling now available in Customer Data Halls with Dual that dives into the realities of C
Slide 20: STT Fairview Updates
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 2Q 2025 Highlights STT Fairview Updates 18
Slide 21: GCash powers Filipinos' everyday moments
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 MYNT UPDATES GCash powers Filipinos’ everyday moments A true partner of Everyday Filipinos… NEW WAYS TO PAY | MRT-3 Now, anyone can 8 in 10 experience a first Filipinos have used GCash world commute! …both in the Philippines and around the w
Slide 22: Continuing to scale access to financial services
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 MYNT UPDATES Continuing to scale access to financial services Fair Lending for All Enabling Filipinos to Build Wealth Affordable Insurance Loans Disbursed LTD GSave Users LTD GStocks Users LTD Policies Sold LTD ▲85% ▲33% ▲101% ▲124% Php 287B
Slide 23: Innovating easy experience for investing in gov't bonds
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 MYNT UPDATES Innovating easy experience for investing in gov’t bonds STEP 1 GBonds Go to the GCash App and tap on GInvest STEP 2 In GInvest, tap on GBonds to proceed to registration STEP 3 Verify information to complete your registration 21
Slide 24: Driving transformation and impact in the country
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 MYNT UPDATES Driving transformation and impact in the country Championing AI innovation in fintech Driving financial access and literacy Extending help to who need it most iGnite July 8, 2025 Pasay City ID Pilot GBayanihan Expansion Gathered
Slide 25: Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1
Slide 26: 1H25 Financial Performance
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 1H25 Financial Performance Core NIAT at Php 10Bn in 1H25, with 2Q recovery partially offsetting the soft start to the year 1H 2025 1H 2024 YoY % 2Q 2025 1Q 2025 QoQ % Gross Service Revenues 80,188 82,226 ▼ 2% 40,335 39,853 ▲ 1% OPEX and Subs
Slide 27: 1H25 Financial Performance: EBITDA margin
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 1H25 Financial Performance EBITDA margin continues to exceed full-year guidance YoY in Php Mn QoQ in Php Mn 25
Slide 28: 1H25 Financial Performance: Balance sheet
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 1H25 Financial Performance Balance sheet remains strong; gearing ratios are robust and well within bank covenants 1H 2025 FY 2024 Cash (in Php Bn) 19.3 21.4 Gross Debt (in Php Bn) 247.9 249.5 Gross Debt to EBITDA 2.65x 2.66x (Max of 3.5:1) N
Slide 29: Quarterly Dividends
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 Quarterly Dividends Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 3Q25 Cash Dividends PHP 25.0 / sh PAYMENT DATE: 09/04/2025 RECORD DATE: 08/19/2025 27
Slide 30: 2025 Consolidated Outlook
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1 2025 Consolidated Outlook Reinforcing full-year guidance—prioritizing strategic expansion and efficient spending Revenues Cash CAPEX Low- to mid-single Below USD 1.0 billion digit % growth EBITDA Margin Free Cash Flow ~50% Positive by 2025 G
Slide 31: Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1
Docusign Envelope ID: 1FE1352A-BAD0-4A11-9F61-66BBBBD00BD1