PLDT(PHI)

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PLDT(PHI) - 2023 Q1 - Earnings Call Transcript
2023-05-07 17:45
There's a question from Stephen Gabriel Oliveros of China Bank. Hi. I just wanted to ask what is the reason behind the lower depreciation charges in the first quarter of '23? It's basically savings from accelerated depreciation book in '22. From JoJo Gonzales from PEP. Should we expect special dividends from pending tower sales in the same proportion as the previous tower sales? Or how would the proceeds of the future tower sales be used? Thank you. Maybe not. I guess the proceeds will be obviously used for ...
PLDT(PHI) - 2022 Q4 - Annual Report
2023-03-24 18:07
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 – For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 – For the transition period from _________ to _________ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 1 ...
PLDT(PHI) - 2022 Q4 - Earnings Call Transcript
2023-03-23 14:41
PLDT, Inc. (NYSE:PHI) Q4 2022 Earnings Conference Call March 23, 2023 3:30 AM ET Company Participants Melissa Vergel de Dios - First VP, Head, IR, Head, Corporate Sustainability Office & Chief Sustainability Officer Danny Yu - SVP & PLDT Group Controller Alfredo Panlilio - President, CEO & Director Shailesh Baidwan - President, Voyager Innovations Manuel Pangilinan - Chairman Albert Mitchell Locsin - First VP/Head, Enterprise Revenue Group 2 Francis Bautista - VP Jeremiah De La Cruz - SVP & Consumer Busines ...
PLDT(PHI) - 2022 Q3 - Earnings Call Presentation
2022-11-04 18:21
Nine Months 2022 Financial and Operating Results 3 rd November 2022 Thriving amidst adversity 2 Y T D S E P T E M B E R 2 0 2 2 R E S U LT S Financial Growth ALL-TIME HIGH YTD Telco Core YTD Net Service Revenues 141.9 | --- | --- | --- | --- | --- | --- | --- | |-----------------------------|----------------------------------|-------|-------|-------|-------|-------| | | | | | | | 135.9 | | 25.4B +10% vs. YAGO's 23.1B | 141.9B +4.5% vs. YAGO's 135.9B | | | | | | | YTD EBITDA | ALL-TIME HIGH YTD EBITDA Margin ...
PLDT(PHI) - 2022 Q2 - Earnings Call Presentation
2022-08-07 17:21
| --- | --- | |------------------------------------------------------|-------| | | | | | | | | | | First Half 2022 Financial and Operating Highlights | | | 4 th August 2022 | | 1 H 2 0 2 2 R E S U LT S | --- | --- | --- | --- | --- | |-------------------------------------------------------|-------|------------|------------------|-------| | | | | | | | Financial Growth | | | | | | | | | | | | 1H Telco Core | | Telco Core | Service Revenues | YAGO | | | | 46.4 | | 47.9 | | 17.0B +12% vs. YAGO's 15.2B 1H Servi ...
PLDT(PHI) - 2022 Q2 - Earnings Call Transcript
2022-08-07 17:15
PLDT Inc. (NYSE:PHI) Q2 2022 Earnings Conference Call August 4, 2022 3:30 AM ET Company Participants Melissa de Dios - Head, IR Manuel Pangilinan - Chairman Al Panlilio - President and CEO Anabelle Chua - CFO and Chief Risk Officer Orlando Vea - Founder and CEO of Voyager Innovations Jane Basas - VP and Head of Consumer Wireless Business Francis Flores - Head of Wireless Business Conference Call Participants Hussaini Saifee - UBS Arthur - Citi Ranjan Sharma - JP Morgan Rachelleen Rodriguez - Maybank Melissa ...
PLDT(PHI) - 2022 Q1 - Earnings Call Transcript
2022-05-08 00:22
PLDT Inc. (NYSE:PHI) Q1 2022 Results Conference Call May 5, 2022 3:30 AM ET Â Company Participants Melissa Vergel de Dios - Head, IR Manny Pangilinan - Chairman Al Panlilio - President and CEO Anabelle Chua - CFO and Chief Risk Officer Shailesh Baidwan - President, Voyager Innovations and PayMaya Philippines Jane Basas - VP and Head of Consumer Wireless Business Conference Call Participants Hussaini Saifee - UBS Melissa Vergel de Dios Good afternoon, and thank you for joining us today to discuss the company ...
PLDT(PHI) - 2022 Q1 - Earnings Call Presentation
2022-05-06 03:28
| --- | --- | |-------------------------------------------------------|-------| | | | | | | | | | | | | | | | | | | | First Quarter 2022 Financial and Operating Highlights | | | 5 th May 2022 | | Q1 2022 PERFORMANCE HIGHLIGHTS 2 TELCO CORE INCOME vs YAGO's 7.5B; +0.7B, +9% 8.2B NET SERVICE REVENUES* 46.4B vs YAGO's 44.8B; +1.5B, +3% ALL - TIME HIGH 13.6B vs YAGO's 10.9B; +2.7B, +25% 20.4B vs YAGO's 22.1B; -1.7B, -8% 11.6B vs YAGO's 10.8B; +0.8B, +7% 0.8B vs YAGO's 1.0B; -0.2B, -21% EXPENSES (ex-MRP) ADJUSTE ...
PLDT(PHI) - 2021 Q4 - Annual Report
2022-04-06 20:06
| UNITED STATES | | | --- | --- | | SECURITIES AND EXCHANGE COMMISSION | | | Washington, DC 20549 | | | FORM 20-F | | | ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | OR | | | ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 – For the fiscal year ended December 31, 2021 | | | OR | | | ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 – For the transition period from ______ ...
PLDT Inc. (PHI) CEO Will Downie on FY2021 Results - Earnings Call Transcript
2022-03-04 07:56
Summary of PLDT Inc. Q4 2021 Earnings Conference Call Company Overview - **Company**: PLDT Inc. (NYSE:PHI) - **Date of Call**: March 3, 2022 - **Key Participants**: - Alfredo Panlilio - President and CEO - Anabelle Chua - CFO and Chief Risk Management Officer - Shailesh Baidwan - President, Voyager Innovations, Inc. - Other members of the management team Financial Performance Highlights - **Record Revenues**: PLDT achieved PHP182.1 billion in revenues for 2021, a growth of 6% from 2020, with an increase of PHP10.6 billion [3][4] - **EBITDA**: Reached an all-time high of PHP96.2 billion, an 8% growth year-on-year, with EBITDA margins at 52% [3][25] - **Core Net Income**: Ended at PHP30.2 billion, exceeding guidance of PHP30 billion, representing an 8% growth [4][26] - **Segment Performance**: - **Home Business**: Grew by 24% to PHP47.8 billion, with fiber revenues increasing by 82% [4][17] - **Individual Segment**: Flat at PHP86.2 billion despite challenges [4][17] - **Enterprise Segment**: Grew by 3% to PHP48.0 billion [4][17] Subscriber Growth and Market Dynamics - **Fiber Subscribers**: Added 1.13 million new fiber subscribers, totaling 3 million, a 27% increase [5][20] - **5G Subscribers**: Reached 1 million, with plans to push further adoption [5][20] - **Market Penetration**: Overall broadband penetration in the Philippines is still low at around 20%, indicating strong future demand [20] Strategic Initiatives and Future Outlook - **Sustainability Goals**: Aiming for a 40% reduction in Scope 1 and Scope 2 emissions by 2030 [6] - **Installation Targets**: Aiming for 4,000 installations per day in the Home business [9] - **2022 Revenue Growth**: Expected mid-single-digit growth overall, with broadband anticipated to see double-digit growth [41] - **CapEx Guidance**: Reduced to PHP76 billion to PHP80 billion for 2022, down from PHP89 billion in 2021 [41] Impact of Typhoon Odette - Estimated impact of PHP1 billion due to revenue loss and repair costs from Typhoon Odette [27] Dividend and Financial Health - **Dividends**: Final cash dividend of PHP42 per share, totaling PHP84 for the year, up from PHP17 the previous year [29] - **Debt Management**: Ended 2021 with a net debt of USD 4.5 billion, aiming to reduce the net debt to EBITDA ratio closer to 2x [30] Voyager Innovations and Digital Banking - **Maya Bank Launch**: Targeting to launch Maya Bank by the end of March 2022, expanding financial services [36][39] - **User Base**: Expanded to 44 million registered users, with a focus on providing a full suite of financial services [35][36] Key Risks and Challenges - **Competition**: Monitoring competition from new entrants and existing players, with a focus on maintaining customer value [55] - **ARPU Pressure**: Anticipating some pressure on Average Revenue Per User (ARPU) due to market competition [56] Conclusion - PLDT Inc. demonstrated strong financial performance in 2021, with significant growth in key segments and a focus on sustainability and digital transformation. The company is well-positioned for future growth, particularly in broadband and enterprise services, while navigating challenges from competition and external factors like natural disasters.