GTMEYGlobe Telecom, Inc.
The schedule
- Thu15Oct
Expected closure or definitive agreement regarding the sale and leaseback of additional telecommunications towers to third-party operators.
- Fri12Feb
Third-quarter earnings update, focusing on free cash flow generation following asset sales and seasonal enterprise revenue trends.
- Mon15Feb
Full-year financial results for 2026 and the declaration of the annual or semi-annual dividend payout.
- Mon10May
First-quarter 2027 earnings covering early performance against the fiscal 2027 roadmap.
- Fri14May
Past
- Wed30Sep
Management update on the restructuring of maturing debt obligations and forward guidance on interest expenses in a higher-for-longer macro environment.
- Fri14Aug
Actual outcome: Bear
Globe Telecom reported Q2 2026 EPS of 36.73, exactly meeting consensus estimates. Despite the in-line headline earnings, the stock failed to gain traction and remained below the $24.00 bear floor, as the results lacked the necessary upside surprises in mobile ARPU, broadband subscriber trends, or GCash platform growth to shift investor sentiment.
Second-quarter earnings release covering mobile ARPU, broadband subscriber trends, and updates on the GCash platform's growth.
- Wed1Jul
Actual outcome: Bear · $23.12 at outcome
The Philippine regulatory update introduced strict new compliance mandates and unfavorable spectrum allocation policies, intensifying rate pressures on local telecom operators. These stringent rules raised concerns over increased operational costs and compressed profit margins, driving the stock well below the bear floor.
An update on local telecom regulations and spectrum allocation policies, addressing potential rate pressures and compliance mandates.
- Fri15May
Actual outcome: Mixed · $23.12 at outcome
Globe Telecom reported Q1 2026 EPS of 35.87, exactly matching consensus estimates. The stock remained completely flat at $23.12 through the outcome date, as the in-line results and lack of major surprises regarding its 5G and fiber capex spending provided no new directional catalysts for investors.
Q1 2026 results and updated FY 2026 guidance will show whether Globe Telecom, Inc. can sustain mid‑single‑digit revenue growth and recent margin improvement while funding heavy 5G and fiber capex, with the stock at $23.12 trading on a discounted P/E versus global telecom peers.
