Globe Telecom, Inc.

PSE:GLO 주식 리포트

시가총액: ₱234.2b

Globe Telecom 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Carl Raymond Cruz

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간1.1yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

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).

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).

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).

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.

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.

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.

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.
User avatar

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
재임 기간

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...

리더십 팀

이름직위재임 기간보수지분
Carl Raymond Cruz
CEO, President & Director1.1yrs데이터 없음데이터 없음
Juan Carlo Puno
Chief Risk Officer1.6yrs데이터 없음0.0011%
₱ 2.7m
Rebecca Eclipse
Chief Transformation & Operations Officer and Chief Customer Experience Officer4.3yrs데이터 없음0.033%
₱ 76.6m
Raul Macatangay
Chief Information Officer4yrs데이터 없음0.0058%
₱ 13.7m
Jose Fajardo
Director of Investors Relationsno data데이터 없음데이터 없음
Vicente Froilan Castelo
General Counsel and Head of the Corporate & Legal Services Group15.1yrs데이터 없음0.0051%
₱ 11.9m
Marisalve Ciocson-Co
Senior VP of Legal & Compliance9.1yrs데이터 없음0.0092%
₱ 21.6m
Maria Yolanda Crisanto
Chief Sustainability & Corporate Communications Officer16.6yrs데이터 없음0.0053%
₱ 12.5m
Rochelle Vandenberghe
Chief Marketing Officer1.2yrs데이터 없음데이터 없음
Renato Manuel Jiao
Chief Human Resource Officerno data데이터 없음0.028%
₱ 64.5m
Robert Wiggins
Chief Technical Advisorno data데이터 없음데이터 없음
Robert Tan
Chief Technical Adviser & Consultant15.4yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: GLO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).

이사회 구성원

이름직위재임 기간보수지분
Carl Raymond Cruz
CEO, President & Director1.1yrs데이터 없음데이터 없음
Delfin Lazaro
Non-Executive Director29.3yrs데이터 없음0%
₱ 0
Natividad N. Alejo
Independent Director3.1yrs₱5.54m0.000070%
₱ 163.9k
Cezar Juan Consing
Chairman5.1yrs데이터 없음0%
₱ 0
Antonio Jose Periquet
Independent Director3.1yrs₱5.64m0.022%
₱ 52.7m
Cirilo Noel
Lead Independent Director8.1yrs₱6.58m0%
₱ 0
Ramon Jocson
Independent Director3.1yrs₱5.64m데이터 없음
Kuo Pin Ng
Non-Executive Director4.6yrs데이터 없음0%
₱ 0
Jaime Alfonso Antonio Eder de Ayala
Non-Executive Director3.5yrs₱7.78m0%
₱ 0
Mee Ling Tan
Vice Chair3.1yrs데이터 없음0%
₱ 0
3.3yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: GLO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 16:28
종가2026/05/06 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Globe Telecom, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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