Slide 1: Annual Stockholders' Meeting
Globe Telecom Inc. Annual Stockholders’ Meeting Ballroom 2, Fairmont Makati 8 April 2014
Slide 2: Message to Shareholders: Jaime Augusto Zobel de Ayala, Chairman
Message to Shareholders Mr. Jaime Augusto Zobel de Ayala Chairman
Slide 3: Another banner year with record-high revenues
Globe registered another banner year, with record-high revenues, driven in part by robust subscriber expansion 90.5 38.5 2.0 Billion Million Million Consolidated Mobile Broadband Service Revs Subscribers Customers
Slide 4: Direct beneficiary of robust Philippine economic environment in 2013
Globe is a direct beneficiary of the robust Philippine economic environment in 2013 2013 GDP Growth OFW Remittances Selected Asian Countries In USD Billions 7.7% 7.2% 7.2% 5.5% 5.7% 5.0% 5.1% 2.6% 0.6% Philippine GDP Growth • Record level of remittances in 2013 • Sustainable growth momentum due to g
Slide 5: Infrastructure investments enable growth of many industries
Investments in Globe’s infrastructure play a central role in enabling the growth of many industries … through our infrastructure Enabling various industries … investments… … which help seed economy and employment.
Slide 6: Competes through product innovation and differentiated customer service
Globe competes through product innovation and differentiated level of customer service 2.0 Million Postpaid Subscribers Globe Concept Stores @Talk2Globe accounts.globe. facebook.com/ Dial *143# Globe Hotline com.ph GlobePH
Slide 7: Product innovation led to robust revenue and core net income growth
Globe’s product innovation and differentiation has led to robust improvements in revenues and core net income 2013 Financial Highlights Service Revenues Core Net Income 9% 13% Php 90.5B Php 11.6B Broad-based Revenue Growth +20% +13% +8% +9% Mobile Broadband Fixed Line Consolidated Fixed Line Data Da
Slide 8: Modernized network in preparation for growing data demand
Globe invested in a modernized network in preparation for the growing demand for data and internet connectivity Data continues to be Initiative to modernize into key source of growth data-ready network on track LTE sites in key CBDs and tourist • Mobile browsing revenues up over spots 40% year-on-ye
Slide 9: Evolved from traditional telephony to expanded services in adjacent spaces
Globe has evolved from simply offering traditional telephony to provide expanded services, even in adjacent spaces
Slide 10: Expanded services in adjacent spaces: BPI Globe BanKO
Globe has evolved from simply offering traditional telephony to provide expanded services, even in adjacent spaces BPI Globe BanKO • Has extended over Php900 million in wholesale loans to reach 60,000 micro- entrepreneurs • Nearly 2,000 partner outlets servicing 460,000 retail customers
Slide 11: Strong performance reflected in growth in shareholder value
Globe’s strong performance reflective in significant growth in shareholder value 2013 Total Shareholder Return GLO Dividend Yield 55.4% 4.6% 49.2% 4.3% 3.3% 2.0% 6.2% GLO* Yield of 2yr PDST-F 5yr PDST-F Listed Phil Corporates * On an annualized basis and using GLO closing price as of December 31, 20
Slide 12: Commitment to shared value and corporate social responsibility
Globe’s commitment to shared value and corporate social responsibility Globe Bridging Communities (Bridgecom) ILead IConserve IProsper IAccess IGive
Slide 13: Sustaining momentum in a highly competitive market
Globe: Sustaining momentum, overcoming the challenges of a highly competitive market, and capitalizing on the opportunities of a changing telecommunications landscape
Slide 14: Annual Stockholders' Meeting
Globe Telecom Inc. Annual Stockholders’ Meeting Ballroom 2, Fairmont Makati 8 April 2014
Slide 15: Message to Shareholders: Ernest L. Cu, President and CEO
Message to Shareholders Mr. Ernest L. Cu President and CEO
Slide 16: 2013 consolidated and mobile revenues reached record highs
Globe’s 2013 consolidated and mobile revenues reached record highs, despite complexity of ongoing transformation initiatives and sustained competitive intensity Cons. Service Revenues Mobile Revenues Globe Postpaid/TM Revenues In Php Millions In Php Millions In Php Millions +9% 90,500 +8% +18% 72,76
Slide 17: Revenue momentum drives EBITDA and core net income improvements
With sustained revenues momentum from mobile, broadband and fixed line, EBITDA and core net income show solid improvements Broadband Revenues Broadband Subscribers Fixed Line Data Revenues In Php Millions In Thousands In Php Millions +20% +13% 4,691 10,440 2,032 8,721 +22% 378 4,167 1,654 1,672 341
Slide 18: Performance driven by product innovation and customer experience
Globe’s strong performance driven by continuous commitment to product innovation and differentiated customer experience GoSAKTO
Slide 19: Network Modernization and IT Transformation Programs
Globe’s Network Modernization and IT Transformation Programs Network Modernization First phase of network modernization is fully complete. Globe is now embarking on building more sites, boosting capacity and enhancing network performance. Fiberization of target sites over 76% completed and 3G co
Slide 20: Challenges from over-the-top players
Globe recognizes the challenges from over-the-top players that can provide alternatives to traditional telephony … .
Slide 21: Embracing OTT challenge through partnerships
… and Globe has embraced the challenge through partnerships with these OTT applications, like Viber and Facebook
Slide 22: Pushed into adjacent spaces to complement telephony
Globe likewise pushed forth into adjacent spaces to complement its traditional telephony services Partnership with Plug and Play Tech Center
Slide 23: Biggest strength lies in engaged employees
Globe’s biggest strength lies in its engaged employees Employee Satisfaction Index 73.48%
Slide 24: Employee engagement amidst natural calamities
Employee engagement and malasakit on full display amidst challenges brought by natural calamities
Slide 25: Operationalizing sustainability into regular operations
Operationalizing sustainability into regular operations
Slide 26: Committed to remain relevant through innovation
Globe is committed to remain relevant through innovation and create a wonderful world for our subscribers 2013 2010
Slide 27: Annual Stockholders' Meeting
Globe Telecom Inc. Annual Stockholders’ Meeting Ballroom 2, Fairmont Makati 8 April 2014