Globe Telecom Inc. · PSE:GLO

Globe Telecom — Shareholder Meeting (April 2017)

18 slides from Globe Telecom's shareholder meeting presentation, Apr 18, 2017

  1. Slide 1: Annual Stockholders' Meeting

    Globe Telecom Inc. Annual Stockholders’ Meeting April 18, 2017 Fairmont Makati

  2. Slide 2: Message to Shareholders: Chairman

    MESSAGE TO SHAREHOLDERS MR. JAIME AUGUSTO ZOBEL DE AYALA CHAIRMAN

  3. Slide 3: Record-Level Double-Digit Growth Performance in 2016

    RECORD-LEVEL DOUBLE-DIGIT GROWTH PERFORMANCE IN 2016 IN DATA SERVICES ₱120B +6% ₱35B +25% GROSS MOBILE SERVICE DATA REVENUE vs. 2015 vs. 2015 EBITDA ₱50B vs. 2015 +9% HOME BROADBAND ₱14B +28% vs. 2015 ₱16B +6% ₱10B +28% CORE CORPORATE NET DATA INCOME vs. 2015 vs. 2015

  4. Slide 4: A Truly Engaged Workforce

    A TRULY ENGAGED WORKFORCE + 6 points higher than the ! Globe is the first 91% global telecommunications norm telecommunications company included in the 2016 Global High SUSTAINABLE ENGAGEMENT INDEX + 5 points higher than the Performance Companies norm global high performing norm

  5. Slide 5: 2016 Philippine Economic Performance

    2016 PHILIPPINE ECONOMIC PERFORMANCE 6.8% INCREASE IN INCREASE IN DOMESTIC DEMAND EXTERNAL DEMAND CONSUMER SPENDING EXPORT OF GOODS AND SERVICES GOVERNMENT CONSUMPTION PHILIPPINE IMPORT OF GOODS AND SERVICES GROSS FIXED CAPITAL FORMATION GDP GROWTH ! RANKING AMONG THE HIGHEST IN ASIA 6.8% 6.7% 6.0%

  6. Slide 6: Industry Growth and Competitive Dynamics

    INDUSTRY GROWTH AND COMPETITIVE DYNAMICS OUTPERFORMING THE SECTOR MOBILE INDUSTRY vs. 2015 126 120% MILLION SUBS INDUSTRY GLOBE OPERATING OPERATING REVENUE REVENUE MOBILE PENETRATION = +5% 19% MULTI-SIM INCIDENCE

  7. Slide 7: Commitment to Creating Shareholder Value

    COMMITMENT TO CREATING SHAREHOLDER VALUE +6% 77% OF 2015 CORE ₱11.7B COMMON SHARE vs. 2015 4.8% DIVIDEND NET INCOME DIVIDENDS YIELD DIGITAL THUMBPRINT PROGRAM ASTRO KEM BOLA TRAINING CAMP

  8. Slide 8: Message to Shareholders: President & CEO

    MESSAGE TO SHAREHOLDERS MR. ERNEST L. CU PRESIDENT & CEO

  9. Slide 9: Preferred Mobile Company

    PREFERRED MOBILE COMPANY OUR VISION #1 MOBILE COMPANY 51% 4Q 2016 IN THE COUNTRY OUR MISSION 33% 2Q 2010

  10. Slide 10: Financial and Operating Performance

    FINANCIAL AND OPERATING PERFORMANCE +6% +9% -4% ! Net Income ₱120B ₱50B ₱15.9B vs. 2015 vs. 2015 vs. 2015 includes expenses related to the GROSS SERVICE EBITDA NET INCOME acquisition of SMC telco assets REVENUES SHIFT FROM TRADITIONAL TO DATA-RELATED SERVICES -8% -12% ! +26% DATA-RELATED ₱34B ₱23B ₱

  11. Slide 11: Financial and Operating Performance

    FINANCIAL AND OPERATING PERFORMANCE POSTPAID TOTAL MOBILE PREPAID +1% +1% vs. 2015 +1% ₱91.9B vs. 2015 vs. 2015 ₱34.3B POSTPAID REVENUES MOBILE REVENUES ₱57.6B PREPAID REVENUES +12% +13% -4% vs. 2015 62.8M vs. 2015 2.5M 60.3M vs. 2015 POSTPAID SUBSCRIBERS MOBILE SUBSCRIBERS PREPAID SUBSCRIBERS

  12. Slide 12: Financial and Operating Performance

    FINANCIAL AND OPERATING PERFORMANCE SURGING DEMAND FOR INTERNET AND DATA CONNECTIVITY +21ppt +28% 61% ₱14.5B vs. 2015 vs. 2015 SMARTPHONE HOME BROADBAND PENETRATION REVENUES +44% +28% 361PB ₱9.9B vs. 2015 vs. 2015 WIRELESS DATA TRAFFIC CORPORATE DATA REVENUES

  13. Slide 13: Leading the Shift to the Digital Lifestyle

    LEADING THE SHIFT TO THE DIGITAL LIFESTYLE myLifestyle Plan The power of The PLAN myStarter Plan choice to subscribe based on needs and budgets GoSakto TM Easy Plan

  14. Slide 14: Connecting Every Home

    CONNECTING EVERY HOME ! 20,000 GLOBE’S 1299 HOME BROADBAND PLAN  10Mbps  100GB monthly data allocation BARANGAYS  6-month free subscription to BY 2020 NBA League Pass, NETFLIX, and HOOQ 2M HOMES NATIONWIDE 2016 2017 2018 2019 2020

  15. Slide 15: Going Full Throttle on Expansion

    GOING FULL THROTTLE ON EXPANSION 4,500 MULTIBAND RADIO BASE STATIONS COVERING 95% OF CITIES AND ! GoWiFi >6300 ACCESS MUNICIPALITIES POINTS IN THE NOW AVAILABLE IN ALL MAJOR COUNTRY  AIRPORTS  FOOD AND BEVERAGE  WATER PORTS ESTABLISHMENTS <6  MALLS  SCHOOLS MONTHS  CONVENIENCE  UNIVERSITIES 3

  16. Slide 16: Building an Admired Nation

    BUILDING AN ADMIRED NATION AVERAGE MOBILE INTERNET PEAK MOBILE SPEED CONNECTION (ASIA PACIFIC)** (ASIA PACIFIC)* 14.3 105.1 #1 #3 Mbps Mbps PHILIPPINES PHILIPPINES *Source: 4th Quarter Akamai State of Internet Report **Source: 2nd Quarter Akamai State of Internet Report (Beginning Q3 2016, peak mobi

  17. Slide 17: Sustaining Our Business

    SUSTAINING OUR BUSINESS DISASTER RESPONSE ENVIRONMENTAL  LIBRENG TAWAG, CHARGING, AND DELIGHTED FOOTPRINT INTERNET STATIONS CUSTOMERS  PAPERLESS BILLING  RELIEF OPERATIONS  5-YEAR PARTNERSHIP WITH HINEBALAN FOUNDATION  NETWORK RESTORATION ENGAGED HAPPY EMPLOYEES STAKEHOLDERS

  18. Slide 18: Le Bh) Globe

    —— On Le Bh) Globe S vy

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