Globe Telecom

Globe Telecom reports record service revenue for H1 2026 of 85.4 billion PHP (+6%) and EBITDA of 44.9 billion PHP (+6%) with an EBITDA margin of 52.6%. Reported net profit fell 11% to 11 billion PHP, mainly due to lower earnings from the Mynt stake and higher non-operating charges. Growth was driven by mobile data, broadband and enterprise data (+15% to 11 billion PHP); capital expenditures totaled 26.3 billion PHP, largely for data-related initiatives. The board approved a quarterly cash dividend of 25 PHP per share and affirmed the outlook for 2026, focusing on monetization, network and platform expansion and disciplined capital allocation. » Más en de.investing.com

Globe Telecom reported the fastest sequential revenue growth in 13 quarters in Q3 2025, but revenue of PHP 44.41 billion fell short of analyst expectations and earnings per share missed by 22.77%, putting the stock under pressure. Consolidated gross service revenues and EBITDA each rose 3% year-on-year, while core earnings for the nine months declined 15% to PHP 15.5 billion. Globe announced a quarterly cash dividend of PHP 25 and highlighted drivers such as mobile data growth, fiber broadband and fintech arm GCash, which contributes 25% to pre-tax profit. The company sharply reduced CAPEX, reaffirmed its full-year guidance (revenue growth in the low- to mid-single digits, EBITDA margin around 50%) and expects positive free cash flow by year-end. » Más en de.investing.com

Globe Telecom reported Q3 2025 earnings per share of 33.81 PHP on revenue of 44.41 billion PHP, missing expectations (EPS 43.78 PHP; revenue 45.16 billion PHP). The stock fell and closed 1.17% lower at 1,620 PHP. The company recorded revenue growth of 3% versus the prior quarter, an EBITDA margin of 52.8%, and data revenues that account for 88% of quarterly revenue. Globe plans to continue investing in 5G network expansion and digital services such as GCash and expects service revenue growth in the low- to mid-single-digit range with an EBITDA margin of around 50%. » Más en de.investing.com