globe telecom, inc. · dividend yield share price appreciation tsr 4.3%* 4.8% 9.1% *based on share...
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Globe Telecom, Inc.Annual Stockholders’ Meeting
7 April 2015Fairmont Makati
Globe registered another banner year, with record highs driven by network modernization and strategic partnerships
Broad-based Revenue Growth
Network Modernization and
Transformation
Partnerships and
Innovation
MOBILE BROADBANDFIXED LINE
DATACONSOLIDATED
7% 22%17% 9%
3,215.0 3,737.0
6,201.0
2012 2013 2014
Philippine GDP Growth
18.8 20.1 21.4 22.8 24.3
2010 2011 2012 2013 2014
OFW
Remittances
(In USD Bn)
2014 Philippine Economic Performance
Third straight year of GDP growth
in excess of 6%
Foreign Direct Investments
(in USD Mn)
Record level of remittances and
foreign direct investments
4.2%
1.1%
7.6%
3.9%
6.8%7.2%
6.1%
2008 2009 2010 2011 2012 2013 2014
+66%
2013 2014Industry Mobile Revenues (in Php Bn)
158
171
179 182
2011 2012 2013 2014
255
265
Industry Growth and Competitive Dynamics
Industry Revenues (in Php Bn)
Consumer behavior favoring digital services
Network traffic is shifting from voice and SMS to
data
+3.7%
Globe Smartphone
Penetration for 2014 ~30%
Mobile Penetration for 2014113%
2014 Dividends
Globe’s continued commitment to shareholder value
Dividend yield Share price
appreciation
TSR
4.3%*
4.8% 9.1%
*Based on share price of P1,730 last 12/29/14
12%
P10B
Represents approximately 86%
of 2013 Core NIAT
In line with dividend payout policy of
75-90% of prior year’s Core NIAT
2014 YTD Total Shareholder Return
12%
GEN 3 Concept
Stores in
SM NORTH
EDSA and
LIMKETKAI
MALL IN CDO
myLIFESTYLE Plansthat suit every subscriber’s
needs
SPORTSENTERTAINMENT SOCIAL NETWORKING
Globe is committed to continue to innovate products and services through partnerships and increasing customer experience
Globe is committed to continue to innovate products and services through partnerships and increasing customer experience
Text2teach has reached over 1,100 public
elementary schools around the country, and
helping more than 315,000 students and
3,800 teachers
Commitment to Creating Shared Value for All Stakeholders
Continuing to Build and Create Value the Globe Way
• Higher by 9% over P90.5B in 2013 • Up 8% YoY from P36.5B in 2013
• Up 170% YoY from P5B in 2013 • Up 12% from P67/share in 2013
Service Revenues EBITDA
Net Income Cash Dividends
P 99.0 B
P 13.4 B
P 39.3 B
P75/share
2014 Financial Highlights: New records and all-time highs across key metrics
Modernizing and integrating business support solutions to further develop the network
Network 100%-equipped with and
technology
ENTERTAINMENT
Evolving the digital world by product innovations and partnerships
SOCIAL NETWORKING
SPORTS
Unlimited access to Hollywood and
local content anytime, anywhere
Asia’s first OTT video service at
affordable prices
Evolving the digital world by product innovations and partnerships
Revolutionizing retail experience of customers by introducing Gen3 stores that provide superior interactive services
Mobile: Record revenues driven by both traditional and mobile data services
Mobile Data Revenues
+23%
P14.3B
Mobile Voice Revenues
+7%
P34.7B
Mobile SMS Revenues
+1%
P29.1B
Mobile Service Revenues
+7%
P78.1B
Mobile Subscribers
+14%
44.0M
Mobile Gross Additions
+22%
37.8M
Broadband and Fixed Line Data: Robust revenue momentum remains intact
P12.7B
Broadband
Revenues
2.8MP5.5B
+22%0.4M
Broadband Subscribers
2.4MWired Wireless
Fixed Line Data
Revenues
+17%
+37%
Index
Satisfaction
Employee
Insert heading
• The Asset - Platunum Award for Excellence in
Management and Corporate Governance
• Asia’s Best Employer Awards 2014
• International Association of Business
Communicators (IABC) Gold Quill Awards
• Excellence Award for Employee
Engagement: Raising Employee
Satisfaction through Better Engagement
• South East Asia Property Awards 2014
• Best Commercial Development in the
Philippines for The Globe Tower
• 2014 International Business Awards
• Gold Stevie in Company of the Year –
Telecommunications
• 8th Stevie Awards for Sales and Customer
Service
• Gold Award for Best Use of Technology in
Customer Service - Telecommunications
The Globe Way
Highly-engaged and motivated organization behind record results
Workforce6,182Awards
87%+4ppt
Against
National
Norms
+8ppt
Against
Global
Telco Norms
+4ppt
Against
Global
High-Performing
Norms
PROJECT 1 PHONE PROJECT NOAH’S ARK
Insert headingHighly-engaged and motivated organization behind record results
Highly-engaged and motivated organization behind record results