Globe Telecom Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Carl Raymond Cruz
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | 1.2yrs |
| CEO ownership | n/a |
| Management average tenure | 4.4yrs |
| Board average tenure | 3.4yrs |
Recent management updates
Recent updates
Narrative Update • Jun 06
GLO: Future Returns Will Reflect Leadership Transition And Steadier Long Run Profitability
Analysts have maintained their fair value estimate for Globe Telecom at ₱1,650.00 per share. They have updated their assumptions to incorporate a higher discount rate, more conservative expectations for revenue growth and profit margins, and a higher future P/E multiple.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.
New Narrative • 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 (55 yo)
1.2yrs
Tenure
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 1.2yrs | no data | no data | |
| Chief Risk Officer | 1.7yrs | no data | 0.0022% ₱ 5.6m | |
| Chief Transformation & Operations Officer and Chief Customer Experience Officer | 4.4yrs | no data | 0.036% ₱ 94.8m | |
| Chief Information Officer | 4.1yrs | no data | 0.0074% ₱ 19.2m | |
| Director of Investors Relations | no data | no data | no data | |
| General Counsel and Head of the Corporate & Legal Services Group | 15.2yrs | no data | 0.0069% ₱ 17.9m | |
| Senior VP of Legal & Compliance | 9.2yrs | no data | 0.010% ₱ 26.7m | |
| Chief Sustainability & Corporate Communications Officer | 16.7yrs | no data | 0.0074% ₱ 19.2m | |
| Chief Marketing Officer | 1.3yrs | no data | no data | |
| Chief Human Resource Officer | no data | no data | 0.033% ₱ 85.8m | |
| Chief Technical Advisor | no data | no data | no data | |
| Chief Technical Adviser & Consultant | 15.5yrs | no data | no data |
4.4yrs
Average Tenure
59yo
Average Age
Experienced Management: GLO's management team is considered experienced (4.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 1.2yrs | no data | no data | |
| Non-Executive Director | 29.4yrs | no data | 0% ₱ 0 | |
| Independent Director | 3.2yrs | ₱5.54m | 0.000070% ₱ 182.0k | |
| Chairman | 5.2yrs | no data | 0% ₱ 0 | |
| Independent Director | 3.2yrs | ₱5.64m | 0.022% ₱ 58.5m | |
| Lead Independent Director | 8.2yrs | ₱6.58m | 0% ₱ 0 | |
| Independent Director | 3.2yrs | ₱5.64m | no data | |
| Non-Executive Director | 4.7yrs | no data | 0% ₱ 0 | |
| Non-Executive Director | 3.6yrs | ₱7.78m | 0% ₱ 0 | |
| Vice Chair | 3.2yrs | no data | 0% ₱ 0 |
3.4yrs
Average Tenure
65.5yo
Average Age
Experienced Board: GLO's board of directors are considered experienced (3.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/21 12:41 |
| End of Day Share Price | 2026/06/19 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Globe Telecom, Inc. is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Sukriti Bansal | BofA Global Research |
| Daphne Sze | CGS International |
| Ralph Christian Bodollo | CGS International |