Slide 1: Cover Sheet
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 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:
Slide 2: SEC Form 17-C Current Report
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 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. May 13, 2025 Date of Report (Date of earliest event reported) 2. 1177 3. 000-7
Slide 3: 1Q 2025 Analysts' Briefing
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q 2025 Analysts’ Briefing 13 May 2025 | The Globe Tower + Zoom
Slide 4: 1Q 2025 Performance
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q 2025 Performance Quarterly figures underscore Globe’s effective cost management and improving operational efficiency Consolidated Gross EBITDA Core Net Income Service Revenues 39.9 bn 20.8 bn 4.5 bn PHP PHP PHP ▼ 3% QoQ | ▼ 3% YoY ▼ 5% Qo
Slide 5: Mobile Business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Mobile Business Soft start to the year but mobile data remains firm, reinforcing Globe’s leadership in connectivity Total 1Q25 Mobile Revenues 28.3 billion PHP 1Q24 2Q24 3Q24 4Q24 1Q25 ▼ 2% QoQ | ▼ 3% YoY Mobile Data Mobile Voice Mobile SMS
Slide 6: Mobile Business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Mobile Business Growing mobile subscriber base, increasing data users indicative of sound fundamentals Traffic Top-ups Mobile Subscribers Mobile Data Traffic 61.6 1,537 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 million • Average daily mobile
Slide 7: Broadband Business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Broadband Business Fixed Wireless normalization continues deceleration, but total broadband base is growing Total 1Q25 Broadband Revenues 5.81 Total Fiber Total Fiber Revenues Subscribers = billion 5% PHP 1Q24 2Q24 3Q24 4Q24 1Q25 ▼ 1% QoQ |
Slide 8: Broadband Business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Broadband Business Broadband growth anchored on GFiber Prepaid and complemented by recent 5G FWA launch Acquisitions 1.3x 1.4x 2.0x GFP Subscribers 400k 3.6x ▲ 53% QoQ Densifying 5G network in high-demand areas 7
Slide 9: Corporate Data Business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Corporate Data Business ICT-related services are the pillars of Globe’s enterprise business Total 1Q25 Corporate Data Revenues 4.9 Core ICT-Related Accounts Services billion PHP 1Q24 2Q24 3Q24 4Q24 1Q25 ▼ 1% QoQ | ▼ 2% YoY ▼ 15% ▲ 20% YoY Yo
Slide 10: Non-telco business
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Non-telco business Mynt sustaining outstanding growth trajectory and improving contribution Globe transforms its IT arm, Yondu, taking it to greater heights 1Q25 Mynt Equity Share Total 1Q25 Non-Telco in Affiliates Revenues 1.8 567 million b
Slide 11: Capital Expenditures
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Capital Expenditures Spending stood at Php8.5 billion in 1Q25, lower by 38% YoY CAPEX-to-Revenue Ratio 31% 61% 64% 44% 34% 21% in Php Bn 101 93 1Q25 Capital Expenditures 8.5 71 60 billion 56 PHP ▼ 38% YoY 8 Optimized capital deployment aidin
Slide 12: Capital Expenditures
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Capital Expenditures Funds directed predominantly to data, focused on spending where it matters 1Q25 CAPEX Breakdown Core, 1% Others, 2% 487 new cell sites built 235 5G sites installed 3,940 upgraded mobile sites 11
Slide 13: Most Consistent Network
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Most Consistent Network Globe has been Recognized for Network Consistency, AI Enablement at MWC Received Ookla®’s Speedtest Verified™ Secured the Excellent All-Optical Network claim for the Most Consistent Network in for AI Enablement award
Slide 14: ESG Update
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F ESG Update Sustainability is embedded in the operations of Globe OUR SUSTAINABILITY AMBITION 1Q 2025 SUSTAINABILITY HIGHLIGHTS ENVIRONMENT NET ZERO - Participated in the GSMA Intelligence (GSMAi) Green Network ● Reach net-zero greenhouse gas
Slide 15: 2024 Globe Integrated Report
2024 Globe Integrated Report Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Key Sections: <IR> 6 Capitals (Financial, Manufactured, Intellectual, Human, Social & Relationship Capital, Natural Capital) + Corporate Governance + Board Profiles + Risk Management + Audited Financial Statement
Slide 16: STT GDC Philippines is on track to deliver new data centers by 2025
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F STT GDC Philippines is on track to deliver 2 new data centers by 2025 22MW IT Capacity today, 75% Overall Utilization 33 MW within the year 2025, 52MW by 2026 89% 81% >3,200 racks 75% rack utilization* Makati Cavite 1 80% 73% Davao Quezon Ci
Slide 17: 1Q 2025 Highlights
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q 2025 Highlights Strengthening Growth Through Early Access, AI Readiness, and Talent Development Construction STT Fairview site energized STT Fairview ● Customer Early Access achieved last 30 Apr First customer secured ahead of full launch
Slide 18: STT Fairview is on track to open in Q2 2025
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F STT Fairview 1 is on track to open in Q2 2025
Slide 19: STT Cavite is on track to open in Q3 2025
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F STT Cavite 2 is on track to open in Q3 2025 2023 Render Nov 2023
Slide 20: AI Synergy Lab - Liquid Cooling
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F AI Synergy Lab - Liquid Cooling The AI Synergy Lab positions STT GDC Philippines as the first and ONLY data center in the Philippines running actual AI workflows in a direct-to-chip liquid cooling setup. While other data centers claim to be
Slide 21: GCash remains as the #1 Cashless Ecosystem in the PH
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F MYNT UPDATES GCash remains as the #1 Cashless Ecosystem in the PH Sustaining ubiquity Pioneering innovative cashless payment experiences 8 in 10 Filipinos have used GCash 6M Merchants and Social Sellers SoundPay Watch Pay Tap N’ Pay Small Sc
Slide 22: Trailblazing with innovative financial services
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F MYNT UPDATES Trailblazing with innovative financial services Lending Wealth Management Insurance Loans Disbursed LTD GSave Users LTD GStocks Users LTD Policies Sold LTD ▲87% ▲30% ▲142% ▲123% Php 253B YoY 13.2M YoY 1.2M YoY 51.4M YoY Unique B
Slide 23: Driving key advocacies and true impact
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F MYNT UPDATES Driving key advocacies and true impact GCash Eco Run MARCH 26 GJobs Livestream MAY 1 Public Sector Partnerships Tagbilaran CITYzens ID APRIL 26 Enabling Tagbilaran City’s digitalization with the launch of its Citizens ID Card po
Slide 24: Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F
Slide 25: 1Q25 Financial Performance
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q25 Financial Performance Strong mobile data cushioning topline, cost optimization continues to manifest 1Q 2025 1Q 2024 YoY % 1Q 2025 4Q 2024 QoQ % Gross Service Revenues 39,853 41,149 ▼ 3% 39,853 41,007 ▼ 3% OPEX and Subsidy (19,091) (19,
Slide 26: 1Q25 Financial Performance
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q25 Financial Performance EBITDA margin exceeds full-year guidance YoY in Php Mn QoQ in Php Mn 14
Slide 27: 1Q25 Financial Performance
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 1Q25 Financial Performance Balance sheet remains strong; gearing ratios are improving and well within bank covenants 1Q 2025 FY 2024 Cash (in Php Bn) 18.7 21.4 Gross Debt (in Php Bn) 242.0 249.5 Gross Debt to EBITDA 2.54x 2.66x (Max of 3.5:1
Slide 28: Quarterly Dividends
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F Quarterly Dividends Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 2Q25 Cash Dividends 25.0 PHP / sh PAYMENT DATE: 06/05/2025 RECORD DATE: 05/26/2025 16
Slide 29: 2025 Consolidated Outlook
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F 2025 Consolidated Outlook Revisiting guidance—prioritizing strategic expansion and efficient spending Revenues Cash CAPEX Low- to mid-single < USD 1.0 billion digit % growth EBITDA Margin Free Cash Flow ~50% Positive by 2025 Evolving industr
Slide 30: Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F
Docusign Envelope ID: 653D592F-ACEA-436B-A642-E49785E3117F