Telecom Filipino Community

CNVRG keeps growing its fiber internet customer base, lifting revenue while costs rise more slowly and borrowing expenses fall. A major undersea cable project is nearing completion, which could strengthen its network and support further growth.Read more

Converge has already built a lot of fiber and is now trying to turn that unused capacity into subscriber growth without spending as much as before. The bigger question is whether new budget plans and a push into data centers can lift profits, or whether price pressure and slower take-up leave expensive infrastructure underused.Read more

PLDT is quietly building a second act beyond traditional telecom, with its fast-growing digital bank, payment business, and data centers aiming to ride the Philippines’ shift toward a more online economy. The big question is whether this push can outpace rising competition, regulation, and heavy spending needs that could squeeze cash and flexibility.Read more

Globe Telecom could get a second growth engine as more Filipinos use GCash for everyday money needs and as demand for local data centers rises with the shift to cloud and AI. The upside depends on Globe holding its ground in a tougher telecom market, navigating new rules, and funding big network upgrades without squeezing profits.Read more

A new “open access” push could turn PLDT’s network into shared plumbing, making it harder to charge premium prices and defend customers from fast-moving rivals. See how regulation, fresh competition, and big spending plans could reshape what PLDT earns—and what could still prove the worry wrong.Read more

Globe Telecom faces a squeeze as old-school calling and texting fades while it spends heavily to keep up with faster networks, tougher rules, and new rivals. See why rising costs and rapid tech change could outweigh its push into digital services and payments—and what would need to go right to avoid that outcome.Read more

Converge is betting on new data centers and international undersea cables to boost internet capacity and open up more cloud and business services while pushing into underserved areas. The upside comes with a trade-off: heavy spending and tougher competition could squeeze cash and make it harder to keep growing subscribers.Read more

Key Takeaways Strong growth in fiber broadband, 5G, and digital offerings positions PLDT for expanding revenues, especially among younger, tech-savvy customers. Strategic focus on enterprise solutions, fintech, and cost management diversifies earnings and improves profitability through enhanced cash flow and margin expansion.Read more

Key Takeaways Growing digital financial services, subscriber bases, and digital infrastructure diversify Globe's revenue and support long-term growth as digital adoption expands in the Philippines and among overseas Filipinos. Enhanced network rollout, capital efficiency, and cost optimization boost operating margins, free cash flow, and dividend sustainability while shifting earnings to data and digital services.Read more