据菲律宾《商业世界》2月26日报道，菲金融科技公司Maya计划2026年下半年在美国和菲律宾双重上 市。公司董事长潘基里南表示，此举旨在筹集新资金并允许现有投资者退出，同时PLDT和First Pacific 将维持39.6%的持股比例。双重上市既能吸引国际资本，也能让本地投资者参与。Maya现有股东包括 KKR、腾讯控股和国际金融公司等。分析师认为，双重上市有助于提升股价发现和簿记建档效率。 ...

PLDT (NYSE:PHI) Q4 2025 Earnings call February 26, 2026 02:30 AM ET Company ParticipantsBlums Pineda - SVP and Enterprise and International Group HeadDanny Yu - Senior VP, CFO, and Chief Risk Management OfficerJeremiah de la Cruz - Senior Vice President, Head of Consumer Business - HomeJinggay Nograles - Head of Investor RelationsJoan De Venecia-Fabul - First VP and Chief Legal CounselLloyd Dennis R. Manaloto - Co-Officer-in-ChargeManuel V. Pangilinan - Chairman and CEOMarjorie C. Garchitorena - Co-Officer- ...

PLDT (NYSE:PHI) Q4 2025 Earnings call February 26, 2026 02:30 AM ET Speaker4Good afternoon, everyone, and thank you for joining us today. I'm Jinggay Nograles, Head of Investor Relations here at PLDT, and it's my pleasure to welcome you to our full year financial and operating results briefing. Joining us today to share insights into PLDT's performance and strategic direction, we have PLDT's CFO, Mr. Danny Yu; PLDT's Chief Operating Officer, Mr. Manny Jimenez; our Chief Legal Counsel, Attorney Joan De Venec ...

Presentations Page (IR website) FY2025 Analysts Briefing 1 Financial Highlights Stable expansion reflected in record service revenues and EBITDA; Maya gains supported core uptick | | FY25 | FY24 | Change | % Change | | --- | --- | --- | --- | --- | | Service Revenues [net of interconnection costs] | 196.2bn | 194.7bn | +1.5bn | +1% | | Cash Opex, Subsidies, Provisions (ex-MRP) | 84.9bn | 86.1bn | -1.2bn | -1% | | EBITDA (ex-MRP) | 111.2bn 52% margin | 108.5bn 52% margin | +2.7bn | +3% | | Depreciation & Amo ...

Core Viewpoint - Philippine digital bank Maya is evaluating a potential IPO in the U.S. with a fundraising target of up to $1 billion [1] Group 1: Company Overview - Maya holds a digital banking license from the Bangko Sentral ng Pilipinas (BSP) and offers savings, consumer loans, payment, and merchant services [1] - The company provides in-app cryptocurrency trading features under a regulated Virtual Asset Service Provider (VASP) framework [1] Group 2: Business Performance - The revenue and transaction volume from Maya's cryptocurrency business have not been disclosed [1] - Users have reported issues with certain token trading buttons becoming "grayed out/unavailable" during periods of market volatility [1]

Philippines' Digital Bank Maya Looks to US Market for Up to $1B IPOhttps://t.co/cy55Oz5oKw ...

Group 1 - Maya, a fintech company in the Philippines, is considering a US IPO that could raise between $500 million and $1 billion, with advisers currently working on the potential listing [1] - Maya's digital bank has 5.4 million customers and provided 68 billion pesos (approximately $1.2 billion) in loans in 2024, according to data from PLDT, a major investor [2] - Maya Bank, the digital banking arm of Voyager Innovations, is regulated by the Bangko Sentral ng Pilipinas and offers a variety of digital banking services through its platforms [3] Group 2 - GCash, another fintech company in the Philippines, has postponed its planned IPO on the Manila exchange until at least the second half of 2026, highlighting challenges in the local market [4] - The Philippines' securities regulator is looking to ease free-float requirements for IPOs to attract more large companies to list locally, indicating a shift in the regulatory environment [4]

Group 1 - The core viewpoint is that the Philippine fintech company Maya is considering an IPO in the United States, aiming to raise between $500 million to $1 billion [1]

Philippine financial-technology firm Maya is considering a US IPO that may raise up to $1 billion, joining the ranks of Southeast Asian firms seeking to list their shares on overseas exchanges https://t.co/uyFSIcIzTM ...

Financial Data and Key Metrics Changes - Service revenues net of interconnection reached $145.9 billion, up 1% year on year, driven by steady demand across fiber, data, and ICT [4][6] - Cash operating expenses, subsidies, and provisions decreased by 2%, reflecting the company's focus on spending control [4][16] - EBITDA rose 3% to $82.8 billion with margins steady at 52% amidst higher revenues and lower operating expenses [4][17] - Telco core income was $5.3 billion, down 5% mainly due to higher depreciation and financing costs from network and IT investments [5][18] - Core income remained stable at $25.8 billion, supported by Maya's sustained profitability [5][19] Business Line Data and Key Metrics Changes - Fiber revenues grew 7%, reflecting solid demand for reliable connectivity [6][10] - Mobile data and fixed wireless revenues were up 1%, with fixed wireless showing strong momentum with an 18% year-on-year increase [6][15] - Corporate Data and ICT revenues grew 2%, with ICT services alone growing 27% year on year [7][13] - Home revenues grew 4% year on year, driven mainly by continued fiber demand [10][12] Market Data and Key Metrics Changes - The enterprise segment returned to growth in the third quarter, with corporate data and ICT up 5% year on year [9][13] - Government and public sector projects began to ramp up after election-related delays, contributing to the growth in enterprise revenues [7][13] - The number of 5G devices increased by 39% year on year, driving higher data usage and improved customer experience [15] Company Strategy and Development Direction - The company continues to invest in new cell sites, LTE and 5G upgrades, home fiber ports, data center development, and submarine cables to strengthen network quality and support growth [20] - PLDT launched Filipinas AI, the country's first sovereign AI platform, to enable enterprises to build and deploy AI models locally [14][89] - The company is focused on asset monetization programs, including a potential REIT listing for its data center [71] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining positive free cash flow into 2026, supported by lower CapEx and asset monetization [22][70] - The government is expected to continue investing in digital connectivity, which is seen as a priority for future growth [46] - Management highlighted the importance of maintaining profitability amidst a competitive environment, with a focus on disciplined growth [17][18] Other Important Information - Maya's net income for the third quarter was $532 million, with significant growth in deposits and loans [24][25] - The company recorded a $1.1 billion in proceeds from tower sales and completed a $20.5 billion final dividend payment for 2024 [22] Q&A Session Summary Question: What were the main drivers for the drop in Maya's net income for the period? - The drop was attributed to the removal of gaming links and the launch of new credit products, which will have some provision impact in the near term [33][34] Question: How do you see the KPA and IRRs impacting profitability and investment profile? - The law aims for cheaper internet and wider coverage, but lacks obligations for new entrants to build infrastructure, raising concerns about its effectiveness [36][54] Question: What is driving the difference in performance in the mobile segment? - Smart Wireless Group achieved flattish growth year to date, with improved ARPU due to targeted customer acquisition strategies [39][40] Question: Are you seeing sustained uptick in government projects into the fourth quarter? - Continued demand from government agencies is expected, with investments in digital connectivity prioritized [42][46] Question: What is the status of the asset monetization programs? - The company is in talks for a 49% stake sale in its data center and exploring a REIT listing [71][92]