GLOBE TELECOM INC. Annual Stockholders’ Meeting The Ballroom 2, Fairmont Makati 16 April 2013

MESSAGE TO SHAREHOLDERS Jaime Augusto Zobel de Ayala Chairman

Sustained growth momentum buoyed by robust growth of the Philippine economy

Posted another banner year in 2012

Recorded all-time high overall service

revenues

Noteworthy gains in key market share

metrics

+2.0% Market

Share Gain in Mobile Revenues

+1.6% Market Share

Gain in Broadband Revenues

2011 2012

Mobile Telephony and Broadband sectors expanding despite intensified competitive environment

Modest Mobile Telephony Industry Revenue growth

from 2011

2011 2012

+14%

Broadband Industry Subs (Mn)

Intensified competition

Peaking mobile penetration rates

Continued preference for value-driven offers

Growth buoyed by affordable access devices (e.g., laptops, PCs, tablets) Growth also driven by more extensive internet service coverage

4.5

5.2

3%

Record operating results with expansion of mobile and broadband subscriber base

Operating Revenues

77.8

82.7

2011 2012

6%

New record highs for both annual and quarterly (4Q12) service revenues Revenue growth supported by growth of subscribers base and improvements in all key product segments

Mobile Revenues

Record-high mobile revenues Strong performance of the postpaid segment We continued to introduce first-in-the market products and services

Broadband Revenues

7.5

8.7

2011 2012

16%

Total subscriber base expanded to 1.7 million subscribers 2012 was highlighted by the launch of broadband LTE service

In Php Bn In Php Bn

63.5

67.2

2011 2012

6% In Php Bn

10,030

10,275

2011 2012

Core Net Income improved 2% year-on year; Attractive dividend yield for shareholders.

Core Net Income is net income after tax (NIAT) but excluding foreign exchange and mark-to-market gains (losses), and non-recurring items.

• Using annualized DPS of Php67 and start of year closing price of P1,130.

• Phil market average represents dividend yield of 41 listed companies, as cited in Jan 29,2013 report of Maybank ATR Kim Eng

GLO* Phil Mkt Ave 2yr PDST-F 5yr PDST-F

GLO Dividend Yield

5.8%

2.2% 2.8%

3.8%

2%

Core Net Income

in ₱ Mn

Excluding transformation-related expenses, Core NIAT up 5%

Globe announced in Nov 2011 its $790Mn network and IT transformation program – our largest infrastructure commitment to date.

Significantly improve network quality

Anticipate surge in voice and data traffic

Decrease total cost of ownership

Future-proof our network

Increase fiber optic footprint

Enhance our ability to roll-out products for the market faster

Respond more quickly to customer needs and preferences

In 2012, network modernization and IT transformation program remained on schedule.

Change-out of close to 90% of various cell sites all over the country

We are laying out an additional 12,000km of fiber optic cables nationwide

Migration into new business support systems (BSS) started in Q1 2013 (postpaid). Prepaid and fixed line broadband to follow later during the year

In Sept 2012, Globe launched its LTE broadband service in the key business districts and cities, providing subscribers with faster speeds and better overall internet experience.

We carry the promise of a superior customer service through a modernized network…

Mobile Adjacencies/Opportunities

Other sectors such as Education, Healthcare,

Utilities, Media, etc.

M-ADS

GCash (mobile money) BPI Globe BanKO (mobile banking)

Globe M-Ads (mobile advertising)

We continue our commitment to create shared value for all stakeholders…

These investments are building blocks to ensure continued growth and relevance in a world built around data (vis-à-vis traditional mobile devices)

2,000 partner outlets

nationwide

Over 261,000 retail

customers

Wholesale loan

portfolio of

Php 2.4 Bn

We continue our commitment to create shared value for all stakeholders…

Kickstart is a business incubator company that helps, supports and develops the Philippines’ technopreneur community

Current portfolio of 10 companies cover the digital media and technology, and web/mobile platform space

We provide the needed tools for technopreneurs to reach greater heights…

Startup Weekends Investment Portfolio

Good governance

Social entrepreneurship

Environment Conservation

Education

Volunteerism

We embark on programs geared towards sustainability and corporate social responsibility…

To sustain the company’s competitiveness today and in the future.

Kayo ang tunay na lakas ng Globe.

MESSAGE TO SHAREHOLDERS Ernest Cu President and CEO

MESSAGE TO SHAREHOLDERS Ernest Cu President and CEO

• New record highs for both annual and quarterly service revenues (Php21.4 Bn in 4Q12, 4% QoQ)

2012: Record service revenues despite competitive environment and ongoing transformation initiatives

Service Revenues

Php 82.7 Bn 6%

Core Net Income

Php 10.3 Bn 2%

* Based on annualized DPS

Dividends Php 67/share*

3%

• Excluding transformation-related expenses, Core NIAT 5% YoY

• Higher dividends per share reflect positive business momentum

Brand New Network

Bring dropped calls to rarity

Make text messaging instant

Access the internet at delightful speeds

Laying out additional 12,000 km. of fiber-optic cable across the country

Phase 1 involving change-out of cell sites nationwide is 90% complete

Network modernization and IT transformation integral to making differentiated customer experience a key competitive advantage

Brand New Network

2012 YoY Change

Subscribers 1.7 Mn 19%

Revenues Php22.8 Bn 24%

Mobile: Postpaid segment drives overall growth of mobile business with prepaid segment holding its ground despite intense competition

Globe Prepaid

31.4 Mn Prepaid Subscribers 10% YoY, 3% QoQ

44.3 Bn Full Year Prepaid

Revenues 2%

Mobile: Postpaid segment drives overall growth of mobile business with prepaid segment holding its ground despite intense competition

11.2 Bn 4th Quarter

Prepaid Revenues 3%

GCASH American Express Virtual Pay • International credit facility and free US

shipping address

Mobile: New services such as GCash Amex Virtual Card provide greater value add and act as a subscriber acquisition/retention tool

2011 and 2012 Broadband Service Provider of the Year

289 341

1,1221,331

FY 2011 FY 2012

Wireless

Wired

1,411

1,672

Subscribers (in ‘000)

+18%

FY 2011 FY 2012

+16%

Revenue Growth – YoY (in Php Mn)

7,496

8,721

Broadband: Robust subscriber base and service revenue growth of 18% and 16%, respectively

Best Telco in the Philippines, 8th Annual CNET Asia Readers’ Choice Awards

Philippine Telecom Service Provider of the Year, 2012 Frost and Sullivan Asia Pacific Best Practices Award

3% increase in Employee Satisfaction Index

2% increase in Employee Engagement

Globe’s performance and innovation cited internationally; also drives higher employee engagement/satisfaction

Giving back to the society that sustains us...

Globe’s corporate responsibility is a core component of its business model

I-Lead

I-Conserve

I-Access

I-Give

I-Prosper

Globe Bridgecom: Champion of Globe’s key advocacies

We put our Customers first. Our people make the

difference. We act with integrity. We care like an owner. We keep things simple.

To us, it’s be fast or be last.

This is the Globe Way

GLOBE TELECOM INC. Annual Stockholders’ Meeting The Ballroom 2, Fairmont Makati 16 April 2013