Reported Earnings • May 26
Third quarter 2025 earnings released: EPS: ₱0.011 (vs ₱0.003 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.011 (up from ₱0.003 in 3Q 2024). Net income: ₱18.9m (up 298% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance. New Risk • May 21
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 21% per year over the past 5 years. Minor Risks Revenue is less than US$5m (₱138m revenue, or US$2.2m). Market cap is less than US$100m (₱1.21b market cap, or US$19.7m). Board Change • May 09
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director William Torres was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annonce • Apr 28
NOW Corporation, Annual General Meeting, Jun 04, 2026 NOW Corporation, Annual General Meeting, Jun 04, 2026, at 10:00 W. Australia Standard Time. Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: ₱0.011 (vs ₱0.003 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.011 (up from ₱0.003 in 3Q 2024). Net income: ₱18.9m (up 309% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 15
Second quarter 2025 earnings released: ₱0.003 loss per share (vs ₱0.003 profit in 2Q 2024) Second quarter 2025 results: ₱0.003 loss per share (down from ₱0.003 profit in 2Q 2024). Net loss: ₱5.74m (down 191% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. New Risk • Aug 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10.0% average weekly change). Revenue is less than US$5m (₱165m revenue, or US$2.9m). Market cap is less than US$100m (₱894.3m market cap, or US$15.7m). New Risk • May 17
New major risk - Revenue and earnings growth Earnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Revenue is less than US$5m (₱165m revenue, or US$2.9m). Market cap is less than US$100m (₱722.7m market cap, or US$13.0m). Reported Earnings • May 05
Full year 2024 earnings released: ₱0.002 loss per share (vs ₱0.01 profit in FY 2023) Full year 2024 results: ₱0.002 loss per share (down from ₱0.01 profit in FY 2023). Net loss: ₱3.67m (down 120% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings. Annonce • Feb 26
NOW Corporation, Annual General Meeting, Jun 05, 2025 NOW Corporation, Annual General Meeting, Jun 05, 2025, at 10:00 W. Australia Standard Time. New Risk • Jan 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (₱207m revenue, or US$3.6m). Market cap is less than US$100m (₱1.28b market cap, or US$22.1m). Reported Earnings • Nov 20
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: ₱50.1m (down 2.7% from 3Q 2023). Net income: ₱4.62m (down 49% from 3Q 2023). Profit margin: 9.2% (down from 17% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 20
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: ₱53.4m (up 14% from 2Q 2023). Net income: ₱6.28m (up 44% from 2Q 2023). Profit margin: 12% (up from 9.3% in 2Q 2023). New Risk • May 27
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 1,542% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Revenue is less than US$5m (₱202m revenue, or US$3.5m). Market cap is less than US$100m (₱1.73b market cap, or US$29.8m). Reported Earnings • May 03
Full year 2023 earnings released: EPS: ₱0.01 (vs ₱0.005 in FY 2022) Full year 2023 results: EPS: ₱0.01 (up from ₱0.005 in FY 2022). Revenue: ₱191.8m (down 5.3% from FY 2022). Net income: ₱18.9m (up 103% from FY 2022). Profit margin: 9.8% (up from 4.6% in FY 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Annonce • Feb 21
NOW Corporation, Annual General Meeting, Jun 06, 2024 NOW Corporation, Annual General Meeting, Jun 06, 2024, at 10:00 Singapore Standard Time. Annonce • Jan 31
NOW Corporation Ordinary Shares to Be Deleted from OTC Equity NOW Corporation Ordinary Shares will be deleted from OTC Equity effective January 30, 2024, due to Inactive Security. Reported Earnings • Nov 21
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: ₱51.5m (up 8.8% from 3Q 2022). Net income: ₱8.97m (up 48% from 3Q 2022). Profit margin: 17% (up from 13% in 3Q 2022). The increase in margin was driven by higher revenue. New Risk • Oct 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Revenue is less than US$5m (₱195m revenue, or US$3.4m). Market cap is less than US$100m (₱2.10b market cap, or US$37.0m). Board Change • Sep 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director William Torres was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • May 03
Full year 2022 earnings released: EPS: ₱0.005 (vs ₱0.005 in FY 2021) Full year 2022 results: EPS: ₱0.005 (in line with FY 2021). Revenue: ₱202.5m (up 3.1% from FY 2021). Net income: ₱9.28m (up 13% from FY 2021). Profit margin: 4.6% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 20
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: ₱47.4m (flat on 3Q 2021). Net income: ₱6.34m (down 9.1% from 3Q 2021). Profit margin: 13% (down from 15% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director William Torres was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Sep 17
NOW Corporation Announces Resignation of Melissas T. Dimayuga as Treasurer and Chief of Corporate Finance and Investor Relations NOW Corporation announced that Melissas T. Dimayuga tendered her resignation as Treasurer and Chief of Corporate Finance and Investor Relations of the company effective 17 September 2022. Recent Insider Transactions • Aug 20
Independent Director recently bought ₱113k worth of stock On the 15th of August, Colin Christie bought around 100k shares on-market at roughly ₱1.13 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Aug 19
Second quarter 2022 earnings released: EPS: ₱0.002 (vs ₱0.001 in 2Q 2021) Second quarter 2022 results: EPS: ₱0.002 (up from ₱0.001 in 2Q 2021). Revenue: ₱50.4m (down 1.5% from 2Q 2021). Net income: ₱2.95m (up 13% from 2Q 2021). Profit margin: 5.8% (up from 5.1% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director William Torres was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 17
Third quarter 2021 earnings released The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₱47.5m (flat on 3Q 2020). Net income: ₱6.97m (up 58% from 3Q 2020). Profit margin: 15% (up from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 24
Second quarter 2021 earnings released The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₱51.2m (up 25% from 2Q 2020). Net income: ₱2.61m (down 41% from 2Q 2020). Profit margin: 5.1% (down from 11% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings. Annonce • Jul 04
NOW Corporation Plans to Raise Its Stake in Now Telecom NOW Corporation (PSE:NOW) expects to generate higher cash inflows with a plan to raise its stake in telco affiliate Now Telecom Co. Inc. “The company’s increase in equity stake in Now Telecom will have an impact on the business operations of the company due to the increased share in the growth prospects of Now Telecom,” the publicly-listed firm said. Now intends to increase its equity in Now Telecom from 19% to 24.23%. “The additional stake in Now Telecom will generate higher cash inflows from revenues and augment the company’s market position in the TMT (telecommunications, media, and technology) space given Now Telecom’s extension of legislative franchise and provisional authority to operate as a cellular mobile telecommunications company,” the company said. Now will subscribe to one million primary common shares of Now Telecom using the company’s existing advances amounting to PHP 130.5 million and additional cash deposits for future subscription of PHP 469.5 million for a total subscription consideration of PHP 600 million. Now said the company’s subscription of one million common shares in Now Telecom would support the corporate restructuring activities and future prospects of the telco license holder. NOW Telecom will increase its authorized capital stock and issue shares subscribed by the Now to accommodate the subscription. The parties have yet to execute a subscription agreement to date, but the completion of the transaction between the parties expected by September, according to Now. Executive Departure • Jun 29
Treasurer & CFO Diana Luna has left the company On the 18th of June, Diana Luna's tenure as Treasurer & CFO ended after 1.8 years in the role. We don't have any record of a personal shareholding under Diana's name. A total of 4 executives have left over the last 12 months. Is New 90 Day High Low • Feb 23
New 90-day low: ₱3.08 The company is down 29% from its price of ₱4.32 on 25 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 5.0% over the same period. Executive Departure • Feb 17
Director has left the company On the 10th of February, Winnita Ysog's tenure as Director ended after 4.4 years in the role. As of December 2020, Winnita personally held only 1.00 share (₱4.0 worth at the time). A total of 3 executives have left over the last 12 months. Executive Departure • Feb 17
Director has left the company On the 10th of February, Ramon Guillermo Tuazon's tenure as Director ended after 6.7 years in the role. As of December 2020, Ramon Guillermo personally held only 1.00 share (₱4.0 worth at the time). A total of 3 executives have left over the last 12 months. Is New 90 Day High Low • Jan 26
New 90-day low: ₱3.19 The company is down 33% from its price of ₱4.75 on 29 October 2020. The Filipino market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 7.0% over the same period. Is New 90 Day High Low • Jan 06
New 90-day low: ₱3.92 The company is down 18% from its price of ₱4.77 on 09 October 2020. The Filipino market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. Reported Earnings • Nov 17
Third quarter 2020 earnings released: EPS ₱0.003 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₱47.6m (down 16% from 3Q 2019). Net income: ₱4.41m (up 24% from 3Q 2019). Profit margin: 9.3% (up from 6.3% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Oct 15
New 90-day high: ₱5.21 The company is up 153% from its price of ₱2.06 on 17 July 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 17% over the same period. Is New 90 Day High Low • Sep 21
New 90-day high: ₱3.58 The company is up 59% from its price of ₱2.25 on 23 June 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 18% over the same period.