Business

GLOBE ANNOUNCES FOURTH QUARTER & FULL YEAR 2025 FINANCIAL AND OPERATING RESULTS

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Globe posted a record ₱165.1 billion in consolidated gross service revenues for full-year 2025,continuing its growth trajectory and beating record levels achieved in 2024. Despite persistent inflation and the compounded impact of severe natural calamities during the year, Globe hit superior topline performance. While these events disrupted connectivity and consumer activity in several regions, particularly during the fourth quarter, demand for data and digital services remained robust. Consolidated gross service revenues for the fourth quarter reached a record ₱43.4 billion, up 5% quarter-on-quarter, supported by increased traffic and mobile data usage, resilient broadband demand, and excellent operational execution. This performance highlights Globe’s agility and resilience in sustaining growth momentum amid a highly competitive environment.

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Globe’s burgeoning digital ecosystem served as a key revenue driver in 2025, with data-related services encompassing mobile data, home broadband, and enterprise connectivity, accounting for 88% of total consolidated service revenues, up from 86% in 2024. This highlights the success of the Company’s core and digital services in powering everyday connectivity.

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Globe’s mobile business delivered another record year in 2025, posting an all-time high of ₱116.9 billion in service revenues, slightly higher than ₱116.7 billion in 2024, despite a challenging macroeconomic backdrop. Mobile ended the year on a strong note, with fourth quarter service revenues rising 5% sequentially to ₱30.7 billion, driven by customer preference and sustained data usage in both prepaid and postpaid. This improvement was anchored on deeper data habituation, accelerating 5G adoption, and hyper-personalized offers that reinforced customer loyalty and engagement. Globe’s sustained investments in network reliability and capacity expansion supported these gains, ensuring consistent service quality and an enhanced user experience nationwide. By end-2025, Globe’s total mobile subscriber base rose to 65.8 million, up a solid 8% from 60.9 million in 2024, attesting to the brand’s enduring market position and ability to attract new customers.

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Within the mobile segment, mobile data revenues climbed to a new record of ₱101.2 billion in 2025, up 4% from ₱97.4 billion the previous year. This was fueled by superior data monetization and continued 5G expansion, supported by rising engagement in digital content, streaming, and cashless platforms. Total mobile data traffic came in at 6,614 petabytes by the end of 2025, up 4% versus the prior year, confirming Globe’s ability to capture greater value from each gigabyte consumed. Mobile top-up activity held steady throughout the year, indicating consistent reload behavior across Globe’s prepaid brands. A seasonal uplift in the fourth quarter reinforced overall stability in the mobile business.

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By end-2025, Globe’s mobile data user base expanded to 39.2 million, up 5% year-on-year from 37.4 million, reflecting sustained adoption and usage despite a softer macroeconomic backdrop. Mobile data now accounts for 87% of total mobile service revenues, up from 83% in 2024, as customers increasingly prioritize data-centric experiences. This performance underscores the ongoing shift toward digital and app-based communication, even as traditional voice and SMS services continue their gradual decline.

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In 2025, Globe At Home broadband business delivered a solid performance, generating ₱24.0 billion in revenues, up 1% from ₱23.8 billion in 2024, as sustained fiber adoption offset the decline in legacy fixed wireless services. While fourth-quarter revenues were flat quarter-on-quarter at ₱6.1 billion, the segment maintained a stable trajectory, supported by an uptick in fiber base and improving customer engagement.