Q2 2025 PLDT Inc Earnings Call Transcript

Aug 12, 2025 / 07:30 AM GMT

Release Date Price: €19.3 (-1.03%)

Transcript

Key Points

Positve

PLDT Inc (PHI) reported a 3% increase in EBITDA to 55.5 billion, maintaining a steady margin of 52%.
Fiber revenues grew by 7% year on year, now comprising 97% of total home revenues, driven by strong subscriber momentum.
Maya, PLDT's fintech arm, achieved its first profitable semester with a core income of 406 million, marking a significant turnaround.
The company launched Vitro Santa Rosa, the Philippines' first AI-ready hyperscale data center, enhancing its digital infrastructure.
PLDT Inc (PHI) continues to innovate with new digital initiatives, including the launch of the Philippines' first app-based mobile service targeting Gen Z.

Negative

Enterprise revenues declined by 1% due to headwinds from legacy businesses and delays in public sector deal closures.
Individual revenues fell by 1%, impacted by weaker legacy offerings and competitive pressures.
Higher depreciation and financing costs led to a slight decrease in telco core income.
The company faces regulatory uncertainties with the potential passage of the Conectadam Pen bill, which could impact operations.
Interest rates remain high, affecting refinancing activities for maturing debt, despite efforts to negotiate better terms.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TEL.PS - PLDT Inc
Q2 2025 PLDT Inc Earnings Call
Aug 12, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hey, good afternoon, everyone, and thank you for joining us today. I'm Jinga Nogales, head of investor relations here at PLDP, and it's my pleasure to welcome you to our first half financial and operating results briefing. Joining us today to share insights into PLDP's performance and strategic direction are PLDP Chief Operating Officer Mr. Butch Mee, PLD Financial officer, Mr. Danny Yu, TLDP corporate secret. Marilyn Victorino Aquino, PLDD chief legal counsel attorney Joan De Venesia Paul, PLDD head of Consumer home, Mr. John Palanca, PLDD head of Enterprise Blums Pineda, PLDT President V. Boy Heino, and PLDT treasurer Leo Posadas. Later, during the call, we will also be joined by Smart communications Chief Operating Officer, Mr. Boy Marquerez.

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