Globe Telecom, Inc.

Informe acción PSE:GLO

Capitalización de mercado: ₱259.2b

Globe Telecom Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Carl Raymond Cruz

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO1.1yrs
Participación del CEOn/a
Permanencia media de la dirección4.3yrs
Promedio de permanencia en la Junta Directiva3.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 11

GLO: Future IoT Partnership Will Support Bullish Long Term Outlook

Analysts have adjusted their price target for Globe Telecom from ₱2,720 to ₱2,630, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News A board meeting is scheduled for April 21, 2026, with the agenda to elect Mr. Cezar P.
Actualización de narrativa Apr 25

GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability

Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.
Actualización de narrativa Apr 09

GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives

Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.
Actualización de narrativa Mar 26

GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms

Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.
Actualización de narrativa Mar 12

GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives

Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).
Actualización de narrativa Feb 24

GLO: Future Returns Will Rely On Dividends And Satellite Connectivity

Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).
Actualización de narrativa Feb 10

GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation

Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).
Actualización de narrativa Jan 25

GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation

Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.
Actualización de narrativa Jan 10

GLO: Dividends And New ICT Venture Will Shape Future Return Profile

Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.
Actualización de narrativa Dec 13

GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile

Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
Actualización de narrativa Aug 28

Digital Transformation And Network Expansion Will Create Future Opportunity

The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
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Nueva narrativa Dec 09

STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins

Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.

CEO

Carl Raymond Cruz (54 yo)

1.1yrs
Permanencia

Mr. Carl Raymond R. Cruz serves as CEO, President & Director at Globe Telecom, Inc. since April 22, 2025. He had been the Deputy Chief Executive Officer of Globe Telecom, Inc. since January 01, 2025. He se...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Carl Raymond Cruz
CEO, President & Director1.1yrssin datossin datos
Juan Carlo Puno
Chief Risk Officer1.6yrssin datos0.0011%
₱ 3.0m
Rebecca Eclipse
Chief Transformation & Operations Officer and Chief Customer Experience Officer4.3yrssin datos0.033%
₱ 84.8m
Raul Macatangay
Chief Information Officer4yrssin datos0.0058%
₱ 15.1m
Jose Fajardo
Director of Investors Relationsno datasin datossin datos
Vicente Froilan Castelo
General Counsel and Head of the Corporate & Legal Services Group15.1yrssin datos0.0051%
₱ 13.2m
Marisalve Ciocson-Co
Senior VP of Legal & Compliance9.1yrssin datos0.0092%
₱ 23.9m
Maria Yolanda Crisanto
Chief Sustainability & Corporate Communications Officer16.6yrssin datos0.0053%
₱ 13.9m
Rochelle Vandenberghe
Chief Marketing Officer1.2yrssin datossin datos
Renato Manuel Jiao
Chief Human Resource Officerno datasin datos0.028%
₱ 71.4m
Robert Wiggins
Chief Technical Advisorno datasin datossin datos
Robert Tan
Chief Technical Adviser & Consultant15.4yrssin datossin datos
4.3yrs
Permanencia media
58yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GLO se considera experimentado (4.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Carl Raymond Cruz
CEO, President & Director1.1yrssin datossin datos
Delfin Lazaro
Non-Executive Director29.3yrssin datos0%
₱ 0
Natividad N. Alejo
Independent Director3.1yrs₱5.54m0.000070%
₱ 181.4k
Cezar Juan Consing
Chairman5.1yrssin datos0%
₱ 0
Antonio Jose Periquet
Independent Director3.1yrs₱5.64m0.022%
₱ 58.3m
Cirilo Noel
Lead Independent Director8.1yrs₱6.58m0%
₱ 0
Ramon Jocson
Independent Director3.1yrs₱5.64msin datos
Kuo Pin Ng
Non-Executive Director4.6yrssin datos0%
₱ 0
Jaime Alfonso Antonio Eder de Ayala
Non-Executive Director3.5yrs₱7.78m0%
₱ 0
Mee Ling Tan
Vice Chair3.1yrssin datos0%
₱ 0
3.3yrs
Permanencia media
64.5yo
Promedio de edad

Junta con experiencia: La junta directiva de GLO se considera experimentada (3.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 00:55
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Globe Telecom, Inc. está cubierta por 25 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Sukriti BansalBofA Global Research
Daphne SzeCGS International
Ralph Christian BodolloCGS International