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

Faster internet demand in the Philippines and wider use of next‑generation mobile could help PLDT grow beyond its traditional phone business, especially as it builds more digital services and enterprise tech. But new rules, aggressive rivals, and heavy spending needs could squeeze profits and test how strong this turnaround really is.Read more

Converge keeps expanding its fiber network, but it already has lots of unused capacity—and pushing into less crowded areas could make it harder to turn that build-out into paying customers. At the same time, cheaper plans and higher spending to win and keep users may squeeze profits before new data centers and undersea links can pay off.Read more

Globe Telecom faces a squeeze as old-school calling and texting fade, while keeping its network up to date gets more expensive and competitive pressure heats up. See why this view argues those trends could drag on future profits even as the company pushes deeper into digital services like GCash.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

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