Executive Strategy Brief
Globe Telecom (GLO.PS) — Financial Dashboard
Latest Quarter: Q3 2025
Stock Period: 3-Year (PSE)
Lens: Network Domain · 5G · Broadband · AI/Software
Generated: April 16, 2026 17:48
Sources: Globe Telecom IR · SEC EDGAR · Yahoo Finance
Key Performance Indicators — Q3 2025 vs Q3 2024
Quarterly snapshot · PHP values · YoY delta
Data Note: Q3 2025 = 9-month 2025 results. FY2025 annual figures partially estimated
(Globe reports semi-annually). Q4 2024 vs Q3 2024 used for YoY comparison. All values in Philippine
Peso (₱). USD equivalents use ~57.5 PHP/USD (April 2026 rate).
Service Revenue
₱42.4B
▲ 3.7% vs prior year Q
EBITDA
₱22.9B
▲ 2.2% vs prior year Q
EBITDA Margin
54.00%
▼ 1.5% vs prior year Q
Mobile Subs
65.8M
▲ 8.0% vs prior year
5G Coverage
87.00%
▲ 2.4% vs prior year Q
GCash Eq. Earn.
₱6.1B
▲ 60.5% vs prior year Q
Revenue Analysis
Service Revenue & EBITDA trend (₱B)
Quarterly Service Revenue and EBITDA (₱B). Q2–Q3 2025 = 9M 2025 partial data. EBITDA margin on right axis.
Annual financials FY2023–FY2025. FY2025 EBITDA partially estimated. CapEx declined in FY2025 post peak investment cycle.
Revenue segment mix FY2024 vs FY2025. Mobile Data growing as share; Voice/SMS declining structurally. Home Broadband expanding.
Network Domain & 5G Leadership
Subscriber growth · 5G adoption · Broadband expansion
Subscriber base growth. Total mobile subs 65.8M (FY2025); 5G subs accelerating to 12.5M; Home broadband steady expansion via FTTH.
GCash & Digital Ecosystem
Strategic fintech stake — fastest-growing earnings driver
Globe holds ~12% equity in Mynt (GCash parent). FY2025 equity earnings of ₱6.1B (+61% YoY) represent a growing non-telecom profit stream.
Strategic Initiatives
Network · Digital · Enterprise · Sustainability
- FY2025 equity earnings: ₱6.1B (+61% YoY)
- GCash: #1 e-wallet in Philippines, 94M+ registered users
- Mynt fintech: expanding lending, insurance, investments
- Growing to be a major earnings driver beyond telecom
- 12.5M 5G subscribers (9M 2025 data)
- 5G SA (Standalone) core deployed in key cities
- 5G mmWave trials for enterprise/venue use cases
- Globe Business: 5G private network deployments
- 3.4M home broadband subscribers (FY2025 est.)
- GoFiber rollout targeting underserved areas
- FTTH now covers majority of new installs
- Broadband ARPU uplift driving revenue mix shift
- AI-powered network optimization reducing opex
- Conversational AI for customer care (Globe One app)
- Predictive maintenance reducing network downtime
- Enterprise AI solutions via Globe Business
- ICT services: cloud, cybersecurity, data center
- Partnership with Google Cloud, AWS
- Philippine offshore BPO sector key enterprise target
- 5G private networks for manufacturing & logistics
- RE100 commitment — 100% renewable energy target
- E-waste program: 1,000+ tonnes collected
- Digital inclusion: free connectivity for schools
- MSCI ESG Rating: BBB (improving trajectory)
Stock Performance
GLO.PS vs PLDT (TEL.PS) — Philippine Stock Exchange · 3-Year Normalized
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Stock chart unavailable (PSE data): No stock data retrieved
GLO.PS trades on the Philippine Stock Exchange (PSE).
Normalized to 100 at start of period. Globe (GLO.PS) vs PLDT (TEL.PS). Data via Yahoo Finance / PSE. Weekly intervals.
FY2025 Guidance & Targets
Management guidance as of Q3 2025 earnings
FY2025 Service Revenue
₱178B+
Driven by data monetization & enterprise growth
FY2025 EBITDA
~₱87B
Margin ~52–53%; efficiency program offsetting rising costs
FY2025 CapEx
~₱46B
Down from ₱56B in FY2024; network capex normalization
5G Subscribers
12–15M
FY2025 target; monetization through premium plans
GCash Equity Earnings
₱6B+
Structural earnings driver; Mynt IPO potential medium-term
Home Broadband
3.5M+
FTTH expansion; GoFiber targeting 1M new passes/year