Globe Telecom Inc. · PSE:GLO

Globe Telecom — Q1 2017 Earnings Presentation

7 slides from Globe Telecom's earnings presentation, May 10, 2017

  1. Slide 1: 1Q 2017 Media Briefing

    1Q 2017 Media Briefing 10 May 2017 | The Globe Tower BGC

  2. Slide 2: 1Q17 Performance Highlights: Record revenues and EBITDA offset by higher depreciation and interest

    1Q17 Performance Highlights: Record revenues and EBITDA offset by higher depreciation and interest, and share of charges from SMC deal Service Revenues YoY • Momentum continues, driven by data-related services which now generate 53% of total service revenues 31.1 +4% • Beginning 2017, revenues from

  3. Slide 3: Revenue growth remains broad-based as market continues shift towards data

    Revenue growth remains broad-based as market continues shift towards data Mobile 1 Home Corporate Fixed Line Total Broadband 1 Data Voice Δ1Q16 +3% +9% +7% -2% +4% 1 Beginning 2017, revenues from premium content services (where Globe is acting as principal to the contract) will be reported gross of

  4. Slide 4: Data-related businesses now account for 53% of total service revenues

    Data-related businesses now account for 53% of total service revenues Mobile Data1 Home Broadband1 Corporate Data In Php Billions In Php Billions In Php Billions 10.0 3.8 2.5 +8% +9% +7% Total Data Revenues as a Percentage of Mobile Data Users as a % of Total Service Revenues1 Mobile Subscribers 1Q1

  5. Slide 5: Deployment of new LTE sites and Home Broadband service continue to face headwinds from permitting

    Deployment of new LTE sites and Home Broadband service in Metro Manila and key cities nationwide continue to face headwinds from permitting issues LTE 700 and LTE 2600 Sites • For 1Q17, Globe has deployed a total of 445 new LTE sites for increased capacity and coverage. • With build preparations und

  6. Slide 6: New products, partnerships and events that enrich the Filipino digital lifestyle

    New products, partnerships and events that enrich the Filipino digital lifestyle. Globe Digital Ventures and Globe and Singtel launch Trustwave Palau and Micronesia Ayala Sureseats.com Partnership Managed Security Services interconnect with Globe for SEA- US Cable System Globe and Disney’s Disney Pr

  7. Slide 7: CREATE. WONDERFUL.

    CREATE. WONDERFUL. &¥? Globe

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