Al. Thank you,
line Al what earlier quarter again of recap So terms top let me first overall just showed in had our results.
year-on-year in came the first a PHP PHP billion led at record higher the billion. X% high So at Enterprise XX% of XX.X and XX.X increase Home That’s over revenues and last Home with service year-on-year. or year. growth quarter a
Home, when it’s an year-on-year XX% of the within billion, fiber-only which increase to billion. year-on-year. XX.X is XX.X International, did In Home X% at impressive that’s Enterprise fiber XX% revenues our total about fact, for year-on-year business, look the you growth revenues. that is also PHP largest PHP down Rounding X.X be revenue full-time also high. remains Individual billion, a PHP contributor hit about at to up our also
please. Next chart,
year, first billion the quarter increase to the quarters, you revenue has over we XX.X didn’t have versus see up X.X quarter point We have from billion PHP been was And PHP PHP show dip registered X to fourth from starting Just revenues. last now year. our the this that quarter way happened, that the first last for also building versus in the the of what XXXX, usually first of fourth. like quarter XX.X billion
in So all of billion the XX.X told, increase the X% all-time PHP quarter. resulted for high an
chart, Next please.
business, Home show the also frame. just time growth over our for same So trajectory the to
subscribers X.X base in year. that PHP quarter see billion from now PHP last you’ll million we’re and at in adds another the of XX.X billion, X.X of added first first the of fiber a the now net XXXX, So over quarter having XXX,XXX year quarter of
ports out adding full fiber XXX,XXX We and target fiber X.X year also continue to ports. million to build quarter, is network, our additional the during build our
circa seeing potential total of continues to fiber XX% We’re about be growth a for the for believe penetration good has and for country broadband. X,XXX as fiber fiber ARPUs only home the that we customers, market in there of the
of be take-up the for this demand quite this So to strong. seems and
Next chart, please.
from impact of Individuals, we mobile usage. a the rising as account strong in the particular this do headwinds of well as of Nonetheless, pandemic inflationary pressures. For data the more patronage segment competition business see
XX.X have users. data million We
XX% see for offers out could You like gigabytes our traffic increasing. expect and of we month usage of to increase TikTok, we data free year-on-year. a mobile Arena, push an as X.X to adding average about data And be GIGA
please. chart, Next
billion XX.X service broadband increasing adoption PHP of center and as course, data performance of cloud or X% racks solid in the back office. particularly year-on-year business Enterprise, returns For growth, of corporate to connections,
share are in the strong the coming return activity is the also to traditional of and center reopening also from that economy colocation we So the of good given data or the with business hyperscaler quite a country. demand
International business is smaller now please. of chart, they the But lack Next overall got soft, back given our that, roaming were. travel relatively and for a where of will International having to said part remain business. levels the the
Next chart.
the the the So XX% versus at increase and for it data clearly contributing year to last so drives in X% period. quarter capped you total at the with look an growth revenues data overall, when and from now broadband nondata, first
the approaching XX% fast mark. So
Next chart.
and broadband data now have are revenues So And account as performance home pie, data mobile, chart. the also, of across X% and the the ICT as total SMS on within corporate we then can X% here this see down outlined -- revenue broadband, strong total, ILD do only for of you revenue.
it broadband us. has become business clearly, data a for So
Next chart, please.
voice. of balance of XXX,XXX million fiber where total across the in side. total X wireless quarter. customers is now makes fixed We broadband with of fixed wireless mobile, during customers, we And have have we which X.X another across are added up terms XXX,XXX. million X.X broadband million subscribers, -- the fixed and have fixed the broadband fixed In of growth and million, million XX.X X.X the out Strongest
first chart. as base, Next I the indicated earlier, quarter. during The sub or indicated Al we broadband XXX,XXX added
take-up, than and that the saw XXX,XXX that, but the by still in for that of up quarter of of monthly typical is a the year, the terms the ahead year. growth XXXX, connections higher of during more over our we first numbers slowdown third explained Odette gross hampered the we impact although of Typhoon in balance in slightly take after Christmas. terms quarters new robust quarter what installs the quarter. as last same of during been But So for has was and in are combined partly migrations pushing as fourth not it But the this
basis, the to P&L year-on-year. a On XX% in growth chart. so increase EBITDA Next led service of revenues an
also So all-time had high we EBITDA.
subsidies Our cash income and X% the X% for back was X.X also billion down X.X core is year. in prior EBIT well the and of during registered at provisions PHP period. up provisions XX%, year-on-year level of managed, PHP billion OpEx, telco versus that lower is is then the need up
Next chart.
Just telco revenues, billion for is report to EBITDA financing EBITDA. recap, core. telco a have. income costs in in highest and that as we coupled provisions, said, drove since X.X And the decrease Al quarter allowed the depreciation was the that higher increase to able XXXX PHP then lower increase core higher the And to lower with offset XX% and the us subsidies, in
of bit Odette. a impact the chart. of Next showing Kind
from numbers in XX.X not of in PHP the we have would the of from XX.X extra EBITDA the for million terms the itself of in had XX% month just another billion PHP quarters, So though, quarter repairs kind Odette. normalizing repeat subsequent expenses cost EBITDA you been billion But first with charge that, XXX have by the of Odette-related of happen. PHP or show in million Odette April actually XXX that that probably and Odette, not higher repairs should although our PHP other does
and been wireless front, affected the the fixed On have for restored year. both area in services customer
We also about X.X impact fourth pretax of items added billion summary typhoon. post-tax. we effect show booked PHP from super and The in quarter, you the in quarter of here total a the that negative PHP X.XX the a up first billion have
Next chart, please.
record quarters show to again XX% high consecutive and way for numbers to of all-time the the developed. compared EBITDA growth to PHP a the XX% last leading X year. just billion So margin EBITDA have XX.X EBITDA
telco PHP year. last billion quarter billion to X.X first the the Next, compared in quarter core for first X.X income the PHP of the
Next, please.
Just the X.X than full billion higher PHP or year. billion in of the X.X It terms of billion PHP PHP prior was X.X statutory income.
the we the that have highlight So telco number. reported of to just the some differences and between income
incurring be our the First to off on losses. performance. be Voyager in burn, Voyager would the share, continues share cash so a
big have here. that. there one-off But other we So items are
And the X.X that the prescription income in one first shares preferred first The be that quite offsetting is of billion MRP here then PHP X.X of billion our we had will liability. quarter. cost redemption from our PHP about the
of chart. some explain major items to the just in So these next
we So and for in Smart. the PLDT terms retirement of people in early MRP, do offer
signed So this about X,XXX there were that up for program. availments
retiring your earlier get they for a than age. So premium retirement
PHP with the PHP So But X.X about the as billion charge be we cost. eventually X.X billion. reduction the premium extra there that of benefit part in corporate associated an incur people is will these
recovered. in then the So that premium years’ is cost X time,
the shares is reversed. we had want Now highlight redemption preferred to the other we that that item liability
of any billion. have cover fund the company. fund have back we in unclaimed still shares redemption the up you X.X to shares to in been had the PHP may had your time a of of payment. amount have in PLDT preferred previously subscribe PLDT XXXX, We shares. XX We trust in subscriber liability as if a the some then reverted certain where January billion you trust to fixed hence, all recall, for of of X.X to the the up that And PHP preferred stopped do redemption Board ago. prescribes. of part XXXX the sign approved line, set plan, that the We investment outstanding have practice dividends You years the upfront
So of us that liability. onetime the to benefit of prescription from there a is the termination
XX have this. years So served all period for
So of as the numbers, one-off of income did part income, pay PHP part reported on also considered X.X our billion core telco and that not this tax we we gain. the but
Next chart.
debt X debt, gross X.XXx. pre-tax. a to X USD EBITDA ratio cash sheet Average of quickly net of the billion balance net life representing years. billion X% Just balance, side, of cost X.X about interest on Average of about our of USD
prospect from debts Now there is some XXXX a maturing and even XXXX. in of prepaying
from You in transaction closing closing second we half the would see proceeds tower do second year. in the our the sale first that subsequent quarter and the to then hope of
after So that able debts us Xx are monetize would our allow below towers. our we to reduce to
chart. Next CapEx.
Our CapEx customers connected, fiber for the for XX.X the in allow superior of PHP of install XX.X billion our we direct that that our over network PHP about first billion, behind quarter was network support competition. requirements X.X PHP the really to billion to put new remain was was
last XX.X PHP of it should for terms the positive subsequent XX expect But billion quarters, and at about expectations. do EBITDA differential now guidance billion as also we ramp CapEx high in XXXX. have quarter quite and in our billion in the PHP we’re net in up in increase XX as looking So with CapEx Not X, our to we year. our EBITDA, PHP in our a
please. chart, Next
So I wholesome signed think looking did transaction, we’re of at first next we last April milestone detail explain May. at we the deal tower quite when hopefully, ‘XX. the What sale is end in we closing, -- previously the this really --
sold. are of a roughly towers which little should X,XXX We first to cover the the in over that earnest achieve closing, X,XXX we working have
done transaction. quarters of ones, the should first subsequent able of in tranches third closing, year. fourth the the with So the then the to book be gains the we be from and that proportionate And share will
please. chart, Next
in quarters. will added million XX% with close we fiber XX% probably base about for counts, to are next for XG. just passed And the XG million. if million cable then XXX,XXX highlights we with station adding course XX,XXX. and aiming footprint indicated, of of The the a And it X% XXX,XXX inclusive so million, about Then of be and country. as population has ports a to we X,XXX of least X.X our the that quarter. you presence And ports coverage X.XX at now increased X.X total with few So XG. XX% for includes as is the kilometers March, through of of actual XX.X the we to end covered combine first XG network. That in terms homes the of activated,
chart, please. Next
XG. for highlights some So
to network latched We ones are XG acting representing about seeing to our of of for about our speeds and build active of XG continue clearly continues X.XX ahead competition. a devices XG, billion as on Traffic we devices. X% our -- grow that
I that, SB, with So comments few for about business. think hand Shailesh first to we’ll over the a PayMaya
