Globe Telecom Inc. · PSE:GLO
Globe Telecom — Shareholder Meeting (April 2019)
19 slides from Globe Telecom's shareholder meeting presentation, Apr 23, 2019
Slide 1: Annual Stockholders' Meeting
GLOBE TELECOM, INC. ANNUAL STOCKHOLDERS’ MEETING April 23, 2019 | Fairmont Makati
Slide 2: Message from the Chairman
MESSAGE FROM THE CHAIRMAN JAIME AUGUSTO ZOBEL DE AYALA
Slide 3: Philippine GDP Growth 2012-2018
6.2% PHILIPPINE GDP GROWTH (%) 2012 -2018 2018 6.2 2017 6.7 PHILIPPINE 2016 6.9 2015 6.1 6.1 GDP GROWTH 2014 2013 7.1 2012 6.7 *Source: PSA
Slide 4: Service Revenue, EBITDA and Net Income
PHP 140.2B PHP65.1B *SERVICE REVENUE EBITDA** PHP 18.4B 49% *NET INCOME * Pre-PFRS EBITDA MARGIN** **Post-PFRS
Slide 5: GTowers, Inc.
FEB 2018 Globe in talks with 3rd parties for creation of independent tower company JULY 2018 Globe BOD approves creation of a separate tower company AUG 2018 Globe receives SEC approval for the incorporation of GTOWERS, GTowers Inc. INC.
Slide 6: Common Share Dividends
89% OF 2017 CORE NET INCOME 12.1B PHP 4.9% COMMON SHARE DIVIDEND YIELD DIVIDENDS
Slide 7: Global Filipino School Program
GLOBAL FILIPINO SCHOOL PROGRAMS AVAILABLE IN 17 REGIONS 218 PUBLIC SCHOOLS
Slide 8: Boracay Rehabilitation Program
BORACAY REHABILITATION PROGRAM IN PARTNERSHIP WITH MANILA WATER FOUNDATION
Slide 9: Million GCash Users
15 MILLION BEST MOBILE PAYMENT SERVICE GCASH USERS
Slide 10: Grab CEO quote on Southeast Asia problems
“We need to think about what are the biggest problems in Southeast Asia, and how to solve these problems quickly and effectively.” -Anthony Tan Grab CEO and Co-Founder GLOBE 2018 INTEGRATED REPORT
Slide 11: Message from the Chairman
MESSAGE FROM THE CHAIRMAN JAIME AUGUSTO ZOBEL DE AYALA
Slide 12: Message from the President
MESSAGE FROM THE PRESIDENT ERNEST L. CU
Slide 13: Cash Capex and Capex to Revenue Ratio
$821M 2018 CASH CAPEX $1.2B PROJECTED 2019 CASH CAPEX 33% CAPEX TO REVENUE RATIO
Slide 14: Data-Related Service Revenue
61% MOBILE DATA* P55.3 BILLION OF SERVICE REVENUE IS DATA-RELATED HOME BROADBAND* P18.5 BILLION CORPORATE DATA* P11.8 BILLION *Pre-PFRS
Slide 15: Mobile and Home Broadband Subscribers
74.1 MILLION MOBILE SUBSCRIBERS 1.6 MILLION HOME BROADBAND SUBSCRIBERS 956PB MOBILE DATA TRAFFIC
Slide 16: Engaged Customers
GIE OF GLOBE 1.3M ENGAGED THEA OF GLOBE PLATINUM CUSTOMERS 917 DAY
Slide 17: GScore, GCredit and GCash Merchants
GSCORE FIRST TRUST SCORE IN THE PHILIPPINES 50,000 GCASH MERCHANTS GCREDIT CREDIT LINE TIED TO A USER’S GCASH ACCOUNT AND GSCORE
Slide 18: 5G Pilot
2ND QUARTER OF 2019 LAUNCH OF 5G 5G PILOT FOR HOME BROADBAND TECHNOLOGY
Slide 19: UN SDG Commitments
UN SDG COMMITMENTS GOOD HEALTH AND WELL-BEING 1 CLIMATE 1 4 LIFE 15 LIFE 1 PARTNERSHIPS ACTION BELOW WATER ON LAND FOR THE GOALS