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PLDT, Inc. (PHI)
NYSE:PHI
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.75Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operational and strategic picture: modest revenue growth, resilient and improving EBITDA, strong execution in Home (fiber), Enterprise/ICT momentum, and a meaningful milestone with Maya reaching profitability and rapid deposit growth. Management also highlighted disciplined CapEx, sustained free cash flow and a clear deleveraging path (CapEx guidance mid-PHP 50 billion and plans to use asset monetization/REIT proceeds to pay down debt). Key weaknesses included higher financing costs and depreciation that pressured telco core and reported income, some operational disruption from natural calamities impacting Q4 Home activity, early-stage take-up at the new hyperscale data center, and provisioning/credit-risk considerations as Maya scales lending and credit-card products. On balance, the positives (diversified growth, profitability recovery at Maya, cost control, positive free cash flow and supportive balance-sheet actions) outweigh the lowlights, though continued execution on deleveraging, data-center monetization and credit quality will be important to monitor.Company Guidance
Modest Top-Line Growth and Stable EBITDA
Gross service revenues reached PHP 212.2 billion, up 2% YoY (PHP 3.8 billion). Consolidated/net service revenues were PHP 196.2 billion (up 1% YoY or PHP 1.5 billion). EBITDA (excl. MRP) rose 3% YoY to PHP 111.2 billion with margin steady at 52%.
Home (Fiber) Achieved Record Revenues and Strong Subscriber Growth
Home revenues hit an all-time high of PHP 61.0 billion, up 3% YoY; fiber revenues grew 6% to PHP 59.4 billion. Fiber net adds were 392,000 in 2025 (up 98% YoY), bringing total fiber subs to 3.76 million. ARPU stable at PHP 1,447 and churn manageable at 1.82%.
Enterprise and ICT Momentum
Enterprise recorded a record PHP 48.4 billion in revenues. ICT grew 25% YoY, driven by managed IT services (+211%) and data center colocation (+15%). Q4 Enterprise revenues rose 5% QoQ, supported by contract wins and improved delivery.
Digital/Fintech Turnaround — Maya Profitability and Scale
Maya delivered PHP 1.7 billion net income for 2025 (first full-year profitability vs PHP 2.5 billion loss in 2024). Deposit balances grew ~72% YoY to ~PHP 68 billion; total loans disbursed since 2022 reached PHP 256 billion. Gross NPL ratio at 6.1% as portfolio matures.
VITRO Data Center & Pilipinas AI Progress
VITRO colocation demand up 36% with rack deployments +19%. VITRO Santa Rosa (launched Apr 2025) hosts NVIDIA GPU servers and live AI workloads; positions PLDT to service enterprise, hyperscalers and public sector AI/cloud needs.
Improved CapEx Discipline and Positive Free Cash Flow
Full-year CapEx was PHP 60.3 billion (down from PHP 78.2 billion prior year). CapEx intensity improved to 28% from 38%. Company sustained positive free cash flow through end-2025 and set 2026 CapEx guidance in the mid-PHP 50 billion range (PHP 53–57 billion).
Cost Control and Operating Efficiency
Cash operating expenses/subsidies/provisions declined to PHP 84.9 billion (down 1% YoY). Biggest savings included compensation & benefits (-6%) and selling & promotions (-9%), supporting a 1.2 billion reduction in operating costs that helped EBITDA growth.
Robust Capital & Dividend Positioning
PLDT declared total dividends of PHP 94 per share for 2025 with a final dividend of PHP 46 per share. 12-month trailing dividend yield stood at ~8%, and the company remains investment grade with stable outlooks from S&P and Moody's.
PHI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $24.33 | $24.00 | -1.36% |
Nov 11, 2025 | $19.26 | $20.27 | +5.24% |
Aug 12, 2025 | $22.30 | $22.32 | +0.09% |
May 15, 2025 | $22.67 | $22.87 | +0.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does PLDT, Inc. (PHI) report earnings?
PLDT, Inc. (PHI) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is PLDT, Inc. (PHI) earnings time?
PLDT, Inc. (PHI) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PHI EPS forecast?
Currently, no data Available