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4Q/FY 2025 Analysts’ Briefing 9 February 2026 | The Globe Tower + Zoom Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Consolidated Gross Service Revenues 1Q26 Cash Dividend of Php25/sh Payment Date: 03/05/26 Record Date: 02/18/26 Mynt contributed to 22% of FY25 NIBT Incremental 1 MW secured bringing contracted capacity in 4Q to 2MW at STT Fairview 1 FY 2025 Performance Globe updates: Revenues at all-time quarterly high in 4Q, buoying record full-year figures EBITDA Core Net Income in PHP Billions in PHP Billions in PHP Billions 3Q25 4Q25 FY24 FY25 3Q25 4Q25 FY24 FY25 3Q25 4Q25 FY24 FY25 Growth in data-related services was sustained through year-end, leading to record quarterly revenues EBITDA margin maintained at 53% on higher topline coupled with managed operating expenses Margin expansion, complemented by significant contributions from equity affiliates, led to rebound in Core NIAT 2 ▲ 5% ▲ 6%41.5 43.4 165.0 165.1 22.0 23.4 86.8 87.6 5.0 5.4 21.5 20.9 ▲ 1% ▲ 8% ▼ 3% Globe becomes first to bring Starlink's DTC satellite service to the Philippines and Southeast Asia ● FY25 GSR at record high; core NIAT down on soft topline growth and higher dep’n. ● All-time high quarterly GSR of Php43.4 bn, reinforcing sustained recovery over the last 3 quarters, notwithstanding the impact of weather-related disturbances in 4Q25; aside from the sequential quarterly recovery, 4Q revenues also broadly increased on a YoY basis; ● Mobile quarterly GSR at an all-time high; effective execution of growth/monetization strategy; ● GFP sees remarkable traction in its first full year, buoying the BB segment; total BB’s first YoY growth in revs since 2021; ● Corporate Data GSR at an all-time high, driven by ICT growth momentum ● Mynt contributions lower QoQ, but full-year figures reflecting sound fundamentals = ALL-TIME HIGH! ALL-TIME HIGH! Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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116.9 Total FY25 Mobile Revenues Mobile Voice Mobile Business Mobile Data Mobile SMS PHP billion 101.2 10.9 4.8 PHP billion PHP billion PHP billion = YoY ▲ 8% QoQ | ▲ 4% YoY ▼ 5% QoQ | ▼ 14% YoY ▼ 23% QoQ | ▼ 28% YoY 4Q254Q24 1Q25 2Q25 3Q25 ▲ 5% QoQ to Php 30.7bn 3 Record high mobile revenues reflecting strong execution across growth initiatives ALL-TIME HIGH! ALL-TIME HIGH! Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Mobile Business Mobile Subscribers Mobile Data Users 65.8 39.2 ▲ 4% QoQ | ▲ 8% YoY Mobile Data Traffic Mobile Data Monthly ATPU 6,614 15.1 millionmillion pb gb ▲ 6% QoQ | ▲ 4% YoY ▲ 4% QoQ | ▲ 5% YoY = QoQ | = YoY ● 5G subscribers generating significantly higher value versus non-5G subscribers ● 5G ARPU 9% higher than non-5G 5G ATPU 29%▲ 5G MOBILE TRAFFIC* 96%▲ MoM MoM * Average Daily Traffic Traffic Dec-25 vs. Dec-24 4 Sustained data habituation, reflected in steady growth in data traffic and top-ups Top-ups Feb Average daily mobile top-ups and daily wireless traffic on a strong uptrend, denoting continued data habituation Apr Jun Aug Oct Dec2025 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Total FY25 Broadband Revenues Broadband Business Fiber Broadband offsetting legacy softness, contributing 91% of total segment revenues Fixed Wireless Wired Total Home Broadband Subscribers (in Mn) 0.3 1.8 2.1 YoY Change in Subscribers ▼ 26% ▲ 40% ▲ 23% YoY Change in Revenues ▼ 32% ▲ 4% ▲ 1% 24.0PHP billion ▲ 1% YoY4Q254Q24 1Q25 2Q25 3Q25 = QoQ to Php 6.1bn Total Fiber Subscribers 43% Total Fiber Revenues 6% ▲ YoY YoY ▲ Fiber’s share of FY25 Broadband revenues 91% 5 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Broadband Business GFiber Prepaid delivers standout momentum in its first full year, driving total segment growth GFP Subscribers 820K ▲ 18% QoQ Subscribers 6 over 2.6x 2.3x 1.8x 1.5x 1.4x 1.3x 1.2x Leveraging Global Partnerships for Value Add i.e. Samsung, Grab, Disney+, XiaomiStreaming CH Exclusive Leveraging GPPlay Up SPEEDEngaging the base Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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4Q24 1Q25 Corporate Data Business Core Services ICT-Related Services 12% 23%▲ Total FY25 Corporate Data Revenues 20.7 ▲ 1% YoY PHP billion Globe continues to advance its enterprise portfolio through AI integration and investments in high-impact digital infrastructure, positioning the Company to capture emerging demand from digital transformation initiatives across both the public and private sectors YoY YoY 4Q252Q25 3Q25 ▲6% QoQ to Php 5.7bn 7 Record high revenues driven by strong growth momentum of ICT-related services ALL-TIME HIGH! ▲ Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Non-telco business Globe continues to see growth from its adjacent businesses Total FY25 Non-Telco Revenues 2.3PHP billion 8 Others Total FY25 Equity Share in Affiliates 6.8PHP billion6.1PHP billion 0.7PHP billion Mynt contributed 22% of Globe’s FY25 NIBT, with affiliates’ total contribution at 24% Non-telco revenues driven by strong contributions from Yondu ● Mynt contribution at 22% from prior year’s 12% Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Capital Expenditures Optimized spending further strengthening Globe’s healthy free cash flow position CAPEX (in Php Bn) CAPEX-to-Revenue Ratio 31% 61% 64% 44% 34% FY25 Capital Expenditures 46.2 ▼ 18% YoY PHP billion 60 46 93 101 71 56 Continued prioritization of high-return builds and more efficient capital deployment, without compromising service reliability or customer experience 28% 2025 9 Free Cash Flow Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Capital Expenditures Spending allocated strategically to critical infrastructure and return-generating investments FY25 CAPEX Breakdown 10 Business Support, 6% Others, 2% Data, 90% Core, 2% 5G sites installed 1,549 FTTH lines deployed 115,082 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Network Updates Globe is recognized by Ookla as the Most Consistent Mobile and Broadband Network 9 This recognition places Globe among the top selected Mobile and Fixed Operators in Southeast Asia to achieve national-level consistency awards across both fixed broadband and mobile networks Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Network Updates Globe becomes first to bring Starlink's DTC satellite service to the Philippines and Southeast Asia 9 Globe x Starlink partnership ushers in a new era for connectivity and digital inclusion, bringing data and SMS to underserved areas through DTC satellite technology, the first in Southeast Asia Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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ESG Updates Sustainability is embedded in the operations of Globe OUR SUSTAINABILITY AMBITION 4Q 2025 SUSTAINABILITY HIGHLIGHTS ● Launched the transition of nearly 500 Field Sales Service Vehicles to Hybrid EV Fleet through partnership with AC Mobility, to be completed by 2028 ● 1,500+ internal and external participants attended Globe’s Energize 2025 Summit advancing energy efficiency, conservation, and transitioning to renewables while balancing operational resilience ● ~1,000 students, teachers, staff in Cagayan, Western Mindanao, Manila, and Taguig reached for the Digital Thumbprint Program ● Over 1,000 participants attended the Globe Developers Conference which showcased Globe innovations ● 6,200+ relief packs provided to communities affected by Cebu and Davao earthquakes and Typhoon Uwan ● GlobeOne App now features direct link to Kaagapay Donations Portal ENVIRONMENT NET ZERO Reach net-zero greenhouse gas emissions across the value chain by 2050 as approved by the Science Based Target initiative (SBTi) GOVERNANCE SOCIAL ONLINE SAFETY Block spam and scam messages, and URLs and domains containing Child Sexual Abuse or Exploitation Materials (CSAEM) COMMUNITY ENGAGEMENT Empowering Communities Towards Sustainable Development DIGITAL SKILLS Promote digital skills to enable the digital-first Filipino Adopted digital platform for ESG Data Management and Sustainability Reporting ● Joined forces with the Inter-Agency Council Against Trafficking (IACAT) and local stakeholders in Zamboanga City to strengthen the fight against Online Sexual Abuse or Exploitation of Children (OSAEC) and Child Sexual Abuse or Exploitation Material (CSAEM) Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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ESG Updates Globe’s sustained commitment to ESG earns global and local recognition 14 Broadband Digital Inclusion Excellence Award World Broadband Association Broadband Excellence Awards 2025 Globe Chief Sustainability Officer Decade of Leadership hailed with dual champion awards 2025 Private Sector Sustainability Champion Award by the Philippine Securities and Exchange Commission 2025 Distinguished Thomasian Alumni Awardee by the University of Santo Tomas Alumni Association Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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15 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure STT Fairview 1 ✓ Facade and all Level 1 Data Halls completed ✓ Ongoing commissioning of Level 2 Data Halls ✓ Phase 2 Design Pre-work ongoing STT Cavite 2 ✓ Phase 1 Operational with planned customer deployments within the year Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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16 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure DCPH International Launch — Jan. 17 • Honolulu, Hawaii Six major data center operators; STT GDC Philippines, VITRO, YCO, Digital Halo, AFlow, & Digital Edge, whose key objectives include advancing infrastructure development and innovation; working closely with power, telecommunications, and government agencies AI Synergy Lab @ W.Media — Dec. 5 • Singapore Won the SEA award for Innovation in Data Center Cooling, marking a milestone for sustainable, high-density AI infrastructure in the Philippines. Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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In 2025, GCash introduced Filipinos to a new world of possibilities MYNT UPDATES [1] By Monthly Active Users (as of December 2025). Source: Sensor Tower [2] 200% IPO Feature Finance App in the Philippines [1] 1# Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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MYNT UPDATES Advancing financial inclusion through scale & innovation GLoan ProtectNEW! Get FREE loan and health insurance for every GLoan of at least PHP 500[1] x Powered by Policies Sold LTD 132.6M ▲198% YoY GInsure Users (AAU) 20.6M ▲45% YoY Affordable Insurance GSave Users LTD 16.2M ▲29% YoY GFunds Users LTD 8.8M ▲19% YoY GStocks Users LTD 1.7M ▲65% YoY GCrypto Users LTD 4.8M ▲110% YoY Enabling Filipinos to Build Wealth Loans Disbursed LTD Php 362B ▲65% YoY Fair Lending for All Unique Borrowers 10.5M ▲35% YoY [1] Available to eligible borrowers with approved and disbursed GLoan from January 16 to March 31, 2026 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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MYNT UPDATES Continuously forging partnerships to enable progress Helping disburse stipend to over 20,000 QC Scholars Providing fast & secure gov’t disbursements In partnership with the Quezon City LGU Conveniently pay bus fares with GCash Scan-to-Pay In partnership with the DOTr Enabling QR payments in EDSA Busway Raising ₱64 million in 2025 to help Filipinos get back up Making ‘bayanihan’ always-on for Filipinos In partnership with 38+ accredited NGOs Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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FY 2024FY 2025YoY % 2Q 20253Q 20254Q 2025QoQ % Gross Service Revenues165,016 165,078 = 40,335 41,488 43,401 ▲ 5% OPEX and Subsidy (78,203) (77,453) ▼ 1% (18,957) (19,443) (19,962) ▲ 3% EBITDA 86,814 87,624 ▲ 1% 21,378 22,046 23,439 ▲ 6% EBITDA Margin 52.6% 53.1% 53.0% 53.1% 54.0% Depreciation (50,473) (53,871) ▲ 7% (12,989) (13,552) (13,889) ▲ 2% Network & Non-network Builds(41,511) (42,224) ▲ 2% (10,125) (10,556) (10,781) ▲ 2% Capitalized Leases (8,962) (11,647) ▲ 30% (2,864) (2,996) (3,108) ▲ 4% EBIT 36,341 33,753 ▼ 7% 8,389 8,494 9,550 ▲ 12% Non-Op Income (Charges) (6,010) (5,526) ▼ 8% (1,916) (2,064) (2,482) ▲ 20% Provision for Tax (6,045) (4,965) ▼ 18% (1,011) (1,175) (1,496) ▲ 27% Net Income 24,286 23,262 ▼ 4% 5,462 5,254 5,571 ▲ 6% Core Net Income 21,498 20,888 ▼ 3% 5,895 5,022 5,435 ▲ 8% Normalized Net Income21,674 20,800 ▼ 4% 5,462 5,194 5,571 ▲7% Core net income at Php20.9 billion for the full-year, with 4Q posting a strong rebound FY25 Financial Performance 21 2Q vs. 3Q Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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FY25 Financial Performance Cost optimization allows for expanding EBITDA margins in Php Mn YoY in Php Mn QoQ 22 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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FY25 Financial Performance Robust financial position ensures sufficient liquidity and comfortable gearing levels FY 2025 FY 2024 Cash (in Php Bn) 25.0 21.4 Gross Debt (in Php Bn) 256.3 249.5 Gross Debt to EBITDA (Max of 3.5:1) 2.63x 2.66x Net Debt to EBITDA 2.38x 2.43x Debt Service Coverage Ratio (Min of 1.3x) 3.20x 3.42x 23 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Quarterly Dividends Reiterating commitment to sustainable and competitive returns, delivering value to shareholders 1Q26 Cash Dividends 25.0PHP / sh PAYMENT DATE:03/05/2026 RECORD DATE: 02/18/2026 24 Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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2026 Consolidated Outlook Well-positioned for continued momentum, building on a strong 2025 foundation Underpinning Globe’s outlook is our commitment to strengthening free cash flow, enabling the Company to fund strategic investments while preserving a strong balance sheet 25 Free Cash Flow Sustainability Revenues EBITDA Margin CAPEX Low- to mid-single digit % growth ~50% Below USD 1.0 billion Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348
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Docusign Envelope ID: E6F43062-78BB-4D64-B7B5-DA136C428348