Globe Telecom Inc. · PSE:GLO

Globe Telecom — H1 2022 Earnings Presentation

31 slides from Globe Telecom's earnings presentation, Aug 11, 2022

  1. Slide 1: Cover Sheet

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 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: B92A62B6-60A0-4845-B719-ED6DE723FB84 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 11, 2022 Date of Report (Date of earliest event reported) 2. 1177 3. 00

  3. Slide 3: Letter to SEC and PSE on presentation materials

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 11 August 2022 SECURITIES AND EXCHANGE COMMISSION G/F Secretariat Building, PICC Complex, Pasay City Attention: Mr. Vicente Graciano Felizmenio, Jr. Director, Markets and Securities Regulation Department Atty. Rachel Esther J. Gumtang-Remala

  4. Slide 4: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

  5. Slide 5: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 2

  6. Slide 6: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 ▲ ▲ ▲ ▲ ▲ ▲ ▲ ▲ 3

  7. Slide 7: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 • • • • • • • • • • • 4

  8. Slide 8: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 ▲ ▼ ▼ ▲ ▲ ▲ ▼ ▲ ▲ ▲ ▲ ▲ ▼ ▲ 5

  9. Slide 9: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 ▼ ▲ ▼ ▼ ▼ ▲ ▼ ▼ • ▲ • ▲ 6

  10. Slide 10: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 7

  11. Slide 11: ICT Revenues grew 86% YoY

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 ▲ ▲ ▲ ▲ ▲ ▲ ▲ ▲ ICT Revenues grew 86% YoY 8

  12. Slide 12: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 9

  13. Slide 13: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 10

  14. Slide 14: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 11

  15. Slide 15: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 12

  16. Slide 16: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 13

  17. Slide 17: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 14

  18. Slide 18: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 15

  19. Slide 19: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 • • • 16

  20. Slide 20: With new partnerships launched every 2 weeks

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 With new partnerships launched every 2 weeks 17 17

  21. Slide 21: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 18

  22. Slide 22: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 • • • • • • • • • • • 19

  23. Slide 23: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 • • • 20

  24. Slide 24: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 • • • 21

  25. Slide 25: Disclaimer

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 NOT FOR PUBLICATION OR DISTRIBUTION IN THE UNITED STATES, CANADA, JAPAN OR AUSTRALIA. • • • • Disclaimer: This document is not an offer of securities for sale in the United States or elsewhere. The securities of the Company are not being reg

  26. Slide 26: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

  27. Slide 27: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 24

  28. Slide 28: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 ▲ ▼ ▼ ▲ ▼ ▼ ▼ ▲ ▲ ▲ ▲ ▼ ▲ ▲ ▲ ▲ 25

  29. Slide 29: Net debt and cash balance

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 *Net debt is calculated using unrestricted cash, which excludes ECPay’s pre-funding deposit. Total cash balance is Php16.1bn and Php24.2bn for 1H22 and FY21 respectively. 26

  30. Slide 30: FY22 represents peak capex

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84 FY22 represents peak capex; USD guidance figure maintained but Php figure may increase due to forex 27

  31. Slide 31: DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

    DocuSign Envelope ID: B92A62B6-60A0-4845-B719-ED6DE723FB84

Globe Telecom — H1 2022 Earnings Presentation on 6ix