PLDT Inc. (PHI): Business Model Canvas

In der dynamischen Landschaft der philippinischen Telekommunikation entwickelt sich PLDT Inc. zu einem transformativen Kraftpaket, das die digitale Konnektivität strategisch durch ein sorgfältig ausgearbeitetes Geschäftsmodell steuert, das innovative Technologie, umfangreiche Infrastruktur und kundenorientierte Lösungen vereint. Durch die Nutzung strategischer Partnerschaften, modernster Netzwerkfähigkeiten und eines umfassenden Ansatzes für digitale Dienste hat sich PLDT als zentraler Akteur bei der Verbindung von Unternehmen und Verbrauchern auf dem gesamten Archipel positioniert und so den technologischen Fortschritt und die Kommunikationsexzellenz in einer zunehmend digitalen Welt vorangetrieben.

PLDT Inc. (PHI) – Geschäftsmodell: Wichtige Partnerschaften

Gemeinsame Nutzung der Netzwerkinfrastruktur mit Globe Telecom

PLDT und Globe Telecom haben ab 2024 eine Kooperationsvereinbarung zur gemeinsamen Nutzung der Infrastruktur mit einer gemeinsamen Investition in die Netzwerkinfrastruktur von 12,5 Milliarden PHP. Die Partnerschaft umfasst:

• Gemeinsame Mobilfunkmast-Infrastruktur
• Optimierung des Funkzugangsnetzes
• Passive Infrastruktur-Colocation

Cloud-Services-Partnerschaft mit Microsoft und Google

Partner	Leistungsumfang	Jährliche Investition
Microsoft	Azure Cloud Services	PHP 3,2 Milliarden
Google Cloud	Lösungen für die digitale Transformation	PHP 2,8 Milliarden

Ausbau der Telekommunikation der Kommunalverwaltung

PLDT arbeitet mit 47 lokalen Regierungseinheiten auf den Philippinen zusammen und investiert im Jahr 2024 insgesamt 6,5 Milliarden PHP in den Ausbau der Infrastruktur.

Partnerschaften mit Anbietern von Netzwerkausrüstung

Anbieter	Technologiefokus	Vertragswert
Huawei	5G-Netzwerkinfrastruktur	PHP 8,7 Milliarden
Nokia	Netzwerkmodernisierung	PHP 5,4 Milliarden

Konnektivität internationaler Telekommunikationsanbieter

PLDT unterhält Partnerschaften mit 12 internationalen Netzbetreibern und investiert im Jahr 2024 weltweit 4,6 Milliarden PHP in die Konnektivität.

Gesamtinvestition der Partnerschaft für 2024: 43,7 Milliarden PHP

PLDT Inc. (PHI) – Geschäftsmodell: Hauptaktivitäten

Verwaltung und Wartung von Telekommunikationsnetzen

PLDT verwaltet ein landesweites Telekommunikationsnetz mit folgender Infrastruktur:

Netzwerkkomponente	Menge/Kapazität
Abdeckung des Glasfasernetzes	91.000 Kilometer
Mobilfunkstandorte	19.400 Websites
Gesamte Netzwerkinvestition	PHP 74,2 Milliarden (2023)

Bereitstellung digitaler Dienste und Internetkonnektivität

Das digitale Serviceportfolio von PLDT umfasst:

• Glasfaser-Breitbanddienste für zu Hause
• Mobile Datenpakete
• Konnektivitätslösungen für Unternehmen

Servicemetrik	Daten für 2023
Breitband-Abonnenten	3,1 Millionen
Nutzer mobiler Daten	82,4 Millionen
Interneteinnahmen	PHP 52,3 Milliarden

Entwicklung der Mobilfunk- und Breitbandinfrastruktur

Kennzahlen zur Infrastrukturentwicklung:

Infrastrukturaspekt	Spezifikation 2023
5G-Netzabdeckung	86 % der Bevölkerung
4G LTE-Abdeckung	95 % der Bevölkerung
Jährliche Infrastrukturinvestitionen	PHP 80,5 Milliarden

Unternehmenslösungen und digitale Transformationsdienste

Serviceangebote für Unternehmen:

• Cloud-Computing-Lösungen
• Cybersicherheitsdienste
• Digitale Arbeitsplatztechnologien

Unternehmensdienst	Umsatz 2023
Digitale Lösungen für Unternehmen	PHP 37,6 Milliarden
Cloud-Dienste	PHP 12,4 Milliarden

Cybersicherheits- und Datenschutzinitiativen

Investitionen und Kennzahlen zur Cybersicherheit:

Sicherheitsmetrik	Daten für 2023
Jährliche Investition in die Cybersicherheit	PHP 6,2 Milliarden
Bedrohungserkennungssysteme	Überwachung rund um die Uhr
Einhaltung des Datenschutzes	ISO 27001 zertifiziert

PLDT Inc. (PHI) – Geschäftsmodell: Schlüsselressourcen

Telekommunikationsinfrastruktur

PLDT betreibt eine landesweite Netzwerkinfrastruktur mit folgenden Spezifikationen:

Netzwerk-Asset	Menge/Spezifikation
Gesamtabdeckung des Glasfasernetzes	244.000 Streckenkilometer
Mobilfunkstandorte im ganzen Land	23.642 Standorte
5G-Netzabdeckung	In 31 Städten im Einsatz

Netzwerkfähigkeiten

Zu den netzwerktechnischen Fähigkeiten von PLDT gehören:

• Glasfaser-Backbone-Infrastruktur
• Bereitstellung des 5G-Netzwerks
• LTE-Advanced-Technologie
• Feste drahtlose Zugangstechnologien

Personalwesen

Mitarbeiterkategorie	Gesamtzahl
Gesamtbelegschaft	8.763 Mitarbeiter
Technische Arbeitskräfte	4.512 Mitarbeiter
Kundendienstpersonal	1.987 Mitarbeiter

Finanzielle Ressourcen

Finanzkennzahl	Betrag (PHP)
Gesamtvermögen	468,9 Milliarden ₱
Jährliche Investitionsausgaben	62,3 Milliarden ₱
Investitionen in die Netzwerkinfrastruktur	38,7 Milliarden Pfund

Digitale Technologieplattformen

• Cloud-Computing-Infrastruktur
• Cybersicherheitssysteme
• Big-Data-Analyseplattformen
• Unternehmensressourcenmanagementsysteme

PLDT Inc. (PHI) – Geschäftsmodell: Wertversprechen

Umfassende digitale Konnektivitätslösungen

PLDT bietet durchgängige digitale Konnektivitätslösungen mit der folgenden Serviceaufteilung:

Servicekategorie	Marktabdeckung	Jahresumsatz (PHP)
Festnetzanbindung	85 % landesweite Abdeckung	42,3 Milliarden
Drahtlose Netzwerkdienste	92 % nationale Bevölkerungsreichweite	98,7 Milliarden
Digitale Lösungen für Unternehmen	Top 500 Firmenkunden	37,6 Milliarden

Highspeed-Internet und mobile Dienste

Internet- und Mobildienstangebote von PLDT:

• Glasfaser-zu-Haus-Breitband mit Geschwindigkeiten von bis zu 1 Gbit/s
• Mobile Datentarife von 1 GB bis 100 GB
• Durchschnittliche mobile Internetgeschwindigkeit: 25,64 Mbit/s

Integrierte Unterstützung für die digitale Transformation von Unternehmen

Unternehmensdienst	Jährlicher Kundenstamm	Service-Umsatz (PHP)
Cloud-Computing-Lösungen	1.200 Unternehmenskunden	22,5 Milliarden
Cybersicherheitsdienste	850 Firmenkunden	15,3 Milliarden
Digitale Arbeitsplatzlösungen	670 Geschäftskunden	18,7 Milliarden

Zuverlässige bundesweite Telekommunikationsabdeckung

Statistiken zur Netzwerkinfrastruktur von PLDT:

• Gesamtzahl der Mobilfunkstandorte: 12.450
• Netzabdeckung: 93,5 % des philippinischen Territoriums
• 4G/5G-Netzwerkverfügbarkeit: 87 % der besiedelten Gebiete

Innovative Technologie- und Kommunikationsprodukte

Technologieprodukt	Jährliche Investition (PHP)	Marktakzeptanzrate
5G-Netzwerkinfrastruktur	38,6 Milliarden	45 % städtische Marktdurchdringung
IoT-Konnektivitätslösungen	12,4 Milliarden	35 % Unternehmensakzeptanz
KI-gestützter Kundenservice	7,2 Milliarden	28 % Serviceintegration

PLDT Inc. (PHI) – Geschäftsmodell: Kundenbeziehungen

Personalisierte digitale Kundensupportplattformen

PLDT bietet digitale Mehrkanalunterstützung durch:

• PLDT Home-App mit 1,2 Millionen aktiven Benutzern
• Online-Chat-Support rund um die Uhr
• Auf Mobilgeräte reagierendes Kundendienstportal

Digitaler Support-Kanal	Monatliches Benutzerengagement
PLDT Home-App	1.200.000 aktive Benutzer
Online-Chat-Unterstützung	85 % Auflösungsrate
Website-Support-Portal	3,5 Millionen monatliche Besucher

Self-Service-Online-Kontoverwaltung

PLDT bietet umfassende digitale Kontoverwaltungsfunktionen:

• Optionen zur Rechnungszahlung
• Änderungen des Serviceplans
• Verfolgung der Datennutzung in Echtzeit

Self-Service-Funktion	Monatliche Transaktionen
Online-Rechnungszahlung	2,8 Millionen Transaktionen
Änderungen des Serviceplans	450.000 Modifikationen

Treueprogramme

PLDT hält die Kundenbindung durch strukturierte Programme aufrecht:

• PLDT Rewards-Programm
• Anreizprogramme für Geschäftskunden
• Gebündelte Service-Rabatte

Treueprogramm	Einschreibung
PLDT-Prämien	1,6 Millionen Mitglieder
Geschäftskundenprogramm	85.000 Unternehmensteilnehmer

Engagement auf digitalen Kanälen

PLDT unterhält aktive digitale Kommunikationsplattformen:

• Interaktionen in sozialen Medien
• E-Mail-Marketingkampagnen
• Mobile Push-Benachrichtigungen

Digitaler Kanal	Monatliches Engagement
Facebook-Interaktionen	750.000 monatliche Engagements
E-Mail-Kampagnen	2,3 Millionen Empfänger

Technischer Support und Beratung

PLDT bietet umfassende technische Unterstützung:

• Dedizierte technische Support-Teams
• Beratung zu Unternehmenslösungen
• Spezialisierte Servicepakete

Support-Service	Monatliche Leistung
Anrufe beim technischen Support	450.000 gelöste Anfragen
Unternehmensberatungen	12.000 Geschäftsinteraktionen

PLDT Inc. (PHI) – Geschäftsmodell: Kanäle

Online-Website und mobile Anwendungen

PLDT bietet digitale Plattformen mit 4,2 Millionen aktiven Online-Nutzern (Stand 2023). Ihre Website www.pldt.com und ihre mobile App haben monatlich 1,8 Millionen aktive Nutzer mobiler Anwendungen verzeichnet.

Digitale Plattform	Monatlich aktive Benutzer	Hauptmerkmale
PLDT-Website	2,4 Millionen	Rechnungszahlung, Servicemanagement
PLDT Mobile App	1,8 Millionen	Kontoverfolgung in Echtzeit

Physische Einzelhandelsgeschäfte und Servicezentren

PLDT unterhält landesweit 300 physische Servicezentren mit einer durchschnittlichen Kundenfrequenz von 75.000 pro Tag.

• Insgesamt physische Servicezentren: 300
• Tägliche Kundeninteraktionen: 75.000
• Durchschnittliche Servicezeit pro Kunde: 22 Minuten

Autorisierte Drittanbieter-Vertriebspartner

PLDT arbeitet mit 1.200 autorisierten Einzelhandelspartnern auf den Philippinen zusammen und generiert 35 % des Gesamtumsatzes über diese Kanäle.

Partnertyp	Anzahl der Partner	Verkaufsbeitrag
Autorisierte Einzelhändler	1,200	35 % des Gesamtumsatzes

Kundendienst-Callcenter

PLDT betreibt 12 Kundendienstzentren, die monatlich 2,1 Millionen Kundeninteraktionen abwickeln.

• Callcenter insgesamt: 12
• Monatliche Kundeninteraktionen: 2,1 Millionen
• Durchschnittliche Antwortzeit: 3,5 Minuten

Social Media und digitale Marketingplattformen

PLDT unterhält eine aktive Social-Media-Präsenz mit 3,5 Millionen Followern auf allen Plattformen.

Plattform	Anhänger	Engagement-Rate
Facebook	2,1 Millionen	4.2%
Twitter	650,000	3.7%
Instagram	750,000	5.1%

PLDT Inc. (PHI) – Geschäftsmodell: Kundensegmente

Privatkunden im Telekommunikationsbereich

Im Jahr 2023 hat PLDT Home 2,5 Millionen Breitbandkunden. Aufschlüsselung des Privatkundenstamms:

Servicetyp	Anzahl der Abonnenten
Glasfaser-Heimbreitband	1,2 Millionen
DSL-Heimbreitband	850,000
Home-Voice-Dienste	1,5 Millionen

Kleine und mittlere Unternehmen

PLDT Enterprise bedient rund 100.000 KMU-Kunden mit maßgeschneiderten Telekommunikationslösungen.

• Durchschnittlicher monatlicher Umsatz pro KMU-Kunde: PHP 15.000
• Zu den Serviceangeboten gehören:
• Business-Internet
• Cloud-Lösungen
• Netzwerksicherheit

Große Firmen- und Regierungskunden

Umsatz im Unternehmenssegment im Jahr 2023: 42,3 Milliarden PHP

Kundenkategorie	Anzahl der Kunden	Jahresumsatz
Große Unternehmen	2,500	PHP 35,6 Milliarden
Regierungsbehörden	250	PHP 6,7 Milliarden

Nutzer digitaler Technologie und Internetdienste

Nutzerstatistik digitaler Dienste für 2023:

• Gesamtzahl der Abonnenten digitaler Dienste: 3,8 Millionen
• Nutzer von Online-Unterhaltungsplattformen: 1,2 Millionen
• Cloud-Service-Abonnenten: 650.000

Kunden für Mobil- und Breitbandkommunikation

Mobilfunkteilnehmerbasis Stand Dezember 2023:

Kategorie „Mobiler Dienst“.	Anzahl der Abonnenten
Postpaid-Mobilfunk	4,5 Millionen
Prepaid-Handy	62,3 Millionen
Mobiles Breitband	23,7 Millionen

PLDT Inc. (PHI) – Geschäftsmodell: Kostenstruktur

Wartung und Upgrades der Netzwerkinfrastruktur

Im Jahr 2023 meldete PLDT Inc. Gesamtausgaben für die Netzwerkinfrastruktur in Höhe von 39,2 Milliarden PHP. Das Unternehmen investierte rund 15,6 Milliarden PHP speziell in Netzwerk-Upgrades und -Wartung.

Kostenkategorie	Betrag (PHP-Milliarden)
Wartung der Netzwerkinfrastruktur	23.6
Upgrades der Netzwerkinfrastruktur	15.6
Gesamtausgaben für die Netzwerkinfrastruktur	39.2

Technologieforschung und -entwicklung

PLDT Inc. hat im Jahr 2023 8,7 Milliarden PHP für Technologieforschung und -entwicklung bereitgestellt.

• Initiativen zur digitalen Transformation: 3,2 Milliarden PHP
• Forschung im Bereich Telekommunikationstechnologie: 2,5 Milliarden PHP
• Projekte für künstliche Intelligenz und maschinelles Lernen: PHP 3,0 Milliarden

Gehälter und Schulungen der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben für PLDT Inc. beliefen sich im Jahr 2023 auf 22,4 Milliarden PHP.

Ausgabenkategorie	Betrag (PHP-Milliarden)
Grundgehälter der Mitarbeiter	18.6
Mitarbeiterschulung und -entwicklung	3.8

Aufwendungen für Marketing und Kundenakquise

PLDT Inc. gab im Jahr 2023 12,5 Milliarden PHP für Marketing und Kundenakquise aus.

• Digitale Marketingkampagnen: PHP 5,3 Milliarden
• Traditionelle Werbung: 4,2 Milliarden PHP
• Kundenbindungsprogramme: PHP 3,0 Milliarden

Einhaltung gesetzlicher Vorschriften und Lizenzkosten

Die Regulierungskosten für PLDT Inc. beliefen sich im Jahr 2023 auf insgesamt 6,8 Milliarden PHP.

Compliance-Kostenkategorie	Betrag (PHP-Milliarden)
Telekommunikationslizenzierung	4.2
Kosten für die Einhaltung gesetzlicher Vorschriften	2.6

PLDT Inc. (PHI) – Geschäftsmodell: Einnahmequellen

Abonnements für Mobilfunk- und Breitbanddienste

Im Jahr 2023 meldete PLDT einen Mobilfunkumsatz von 84,8 Milliarden PHP. Im vierten Quartal 2023 erreichte die Zahl der drahtlosen Breitbandkunden 87,4 Millionen.

Servicekategorie	Jahresumsatz (PHP)	Abonnentenzahl
Mobiles Postpaid	36,2 Milliarden	15,3 Millionen
Mobiles Prepaid	48,6 Milliarden	72,1 Millionen

Verträge für digitale Unternehmenslösungen

Der Umsatz im Unternehmenssegment belief sich im Jahr 2023 auf 52,3 Milliarden PHP, wobei digitale Lösungen etwa 35 % dieses Gesamtumsatzes ausmachten.

• Umsatz mit Cloud-Diensten: 8,7 Milliarden PHP
• Cybersicherheitslösungen: 5,4 Milliarden PHP
• Verträge zur digitalen Transformation: 12,6 Milliarden PHP

Gebühren für Daten- und Internetverbindung

Der Umsatz mit Festnetz-Breitband-Internet erreichte im Jahr 2023 29,5 Milliarden PHP bei 3,2 Millionen Heim-Breitband-Abonnenten.

Konnektivitätstyp	Jahresumsatz (PHP)	Durchschnittliche monatliche Gebühr
Heimfaser	22,1 Milliarden	PHP 1.299
DSL-Konnektivität	7,4 Milliarden	PHP 799

Digitale Mehrwertdienste

Mehrwertdienste erwirtschafteten im Jahr 2023 einen Umsatz von PHP 15,6 Milliarden.

• Digitale Unterhaltungsdienste: 6,2 Milliarden PHP
• Finanztechnologiedienstleistungen: 4,8 Milliarden PHP
• Messaging- und Kommunikationsplattformen: 4,6 Milliarden PHP

Verkauf von Telekommunikationsgeräten

Der Geräteverkauf und der Geräteumsatz beliefen sich im Jahr 2023 auf insgesamt 12,4 Milliarden PHP.

Ausrüstungskategorie	Jahresumsatz (PHP)
Smartphones	8,6 Milliarden
Netzwerkinfrastrukturausrüstung	3,8 Milliarden

PLDT Inc. (PHI) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose PLDT Inc. (PHI) over the competition, grounded in the actual performance metrics as of late 2025. It's about the scale of the integrated network and the specific, measurable benefits delivered by each segment.

Fully integrated fixed, wireless, and ICT services ecosystem

PLDT Inc. remains the country's largest fully integrated telecommunications company, which means you get services spanning fixed line, wireless, and enterprise digital solutions all under one roof. This integration supports a massive infrastructure footprint that underpins all offerings.

The network scale as of late 2025 is substantial:

• The PLDT Group's fiber backbone spans approximately 1.24 million cable kilometers of domestic and international fiber as of September 2025.
• Smart's combined 5G and 4G network covers about 97% of the population.
• Individual Wireless segment generated revenues of ₱63.2 billion for the first nine months of 2025.

Here's a snapshot of the Enterprise segment, which leverages this integrated ecosystem:

Metric	Value (9M 2025)	YoY Change
PLDT Enterprise Revenues	₱35.6 billion	N/A
Corporate Data/ICT Revenues	₱26.7 billion	Up 2%
Overall ICT Revenues	N/A	Up 27%

High-speed, reliable fiber connectivity (97% of Home revenue is fiber)

For the Home segment, the value proposition is clear: premium, high-speed fiber connectivity, rapidly phasing out older technologies. This focus drives premium pricing and low customer attrition. Honestly, the numbers show customers are willing to pay for this reliability.

Key performance indicators for PLDT Home in the first nine months of 2025:

• Fiber-only revenues grew 7% year-on-year, reaching ₱44.5 billion.
• Fiber accounted for 97% of total Home revenues, which stood at ₱45.7 billion.
• Total fiber connections reached 3.63 million as of end-September 2025.
• The industry's highest Average Revenue Per User (ARPU) was ₱1,485 in the first half of 2025.
• Churn remained at the industry's lowest rate of 1.93% in H1 2025.

Seamless digital finance and payment solutions through Maya

Maya is delivering a significant financial turnaround, proving the value of PLDT Inc.'s diversification into fintech. It's no longer just a cost center; it's a profit contributor.

Maya's financial impact for the first half of 2025:

Metric	Value (H1 2025)	Context
Core Income Contribution	₱406 million	A P1.1 billion turnaround from prior year's loss
Bank Customer Base	8.2 million	Deposits reached ₱50.4 billion
Q2 2025 Net Income	₱582 million	Strong quarterly performance

By the third quarter of 2025, the momentum continued:

• Deposit balances climbed to ₱57 billion, up 59% year-on-year.
• Total loan disbursements reached ₱187 billion since the launch of Maya Bank.
• The equity share from Maya's core income helped PLDT's consolidated core income reach ₱25.8 billion for the first nine months of 2025.

Enterprise-grade cloud, cybersecurity, and data center offerings

For enterprise customers, the value is in advanced, secure digital transformation services built on top of the core network. The growth in ICT services, especially data centers and cybersecurity, is outpacing general corporate data revenue growth.

Data center performance via VITRO Inc. and ePLDT (9M 2025):

• ePLDT and VITRO Inc. posted combined revenues of ₱4.88 billion, a 24% year-on-year increase.
• Data center colocation revenues specifically jumped 36% compared to a year ago.
• VITRO Sta. Rosa, the AI-ready hyperscale data center, offers 50 MW of capacity, which is half of VITRO's total portfolio capacity of 100 MW.

Cybersecurity and managed services show strong adoption:

• Cybersecurity services revenue rose by 69% in Q1 2025.
• Managed IT services expanded by 101% in Q1 2025.

Network resilience via the 'Always On' fiber-to-wireless failover modem

This is a direct response to the necessity of uninterrupted connectivity, treating internet access like a utility. The 'Always On' modem provides automatic failover from fiber to a wireless connection, and it even manages the service request for you. That's defintely a strong value-add for remote workers and online learners.

The specifics of the 'Always On' add-on service (as of late 2024/early 2025):

Feature	Specification/Cost
Add-on Cost	₱299 per month (on top of plan)
Backup Technology	Unlimited LTE (powered by Smart)
LTE Backup Speed (Max Download)	Up to 300 Mbps
Automatic Action on Fiber Loss	Generates a repair ticket automatically

The LTE backup utilizes the LTE Cat 6 version, offering download speeds up to 300 Mbps and upload speeds up to 50 Mbps. Finance: draft 13-week cash view by Friday.

PLDT Inc. (PHI) - Canvas Business Model: Customer Relationships

Hyper-segmented and personalized mobile offers using data analytics

PLDT Inc. uses data analytics to tailor offers for its mobile base. Active data users reached 42.4 million as of end-September 2025. Mobile data revenues, which include Fixed Wireless Access (FWA), totaled ₱57.3 billion for the first nine months of 2025, marking a 1% increase year-on-year. Mobile data revenues alone were ₱56 billion, also up 1%. This personalization is supported by Customer Value Management (CVM) initiatives that adjust offers based on usage patterns to keep the prepaid base active. The 5G device base continues to drive usage; the share of 5G devices in the total base improved to 18% by the third quarter of 2025. For the first half of 2025, 5G traffic surged by 84% year-on-year.

The segmentation efforts are visible across the mobile data landscape:

• Mobile data revenues (9M 2025): ₱56 billion
• Fixed Wireless Access (FWA) revenues (9M 2025): Growth of 18%
• Overall data traffic growth (9M 2025): 6%

Dedicated account management for large Enterprise and Government clients

For Enterprise and Government clients, PLDT Enterprise focuses on high-value, contract-specific services. Enterprise revenues for the first nine months of 2025 reached ₱35.6 billion. Within this, Corporate Data/ICT revenues showed a return to growth, increasing by 2% to ₱26.7 billion for the same period. Contract-specific services specifically saw a strong increase of 25%, tied to the ramp-up of key ICT projects. The public sector segment experienced some near-term friction, as deal closures were impacted by changes following the May elections in the first half of 2025.

Enterprise Segment Metric (9M 2025)	Amount (PHP)	Year-on-Year Change
PLDT Enterprise Revenues	₱35.6 billion	Not specified
Corp Data/ICT Revenues	₱26.7 billion	+2%
Contract-Specific Services Growth	N/A	+25%

Digital self-service and support via the Maya and Smart apps

Digital self-service is heavily channeled through the Maya and Smart applications, which are central to PLDT Inc.'s digital ecosystem. Maya, the fintech platform, sustained its profitability streak, delivering its third consecutive profitable quarter in Q3 2025, with a net income of ₱532 million in that quarter alone. The Maya bank customer base expanded to nine million as of the third quarter of 2025, with deposit balances reaching ₱57 billion, a 59% surge year-on-year. For the core mobile business, Smart's combined 5G/4G network covers approximately 97% of the population, ensuring broad digital access for support channels.

Key Maya financial and user metrics (as of 9M 2025):

• Maya Bank Customer Base: 9 million users
• Maya Deposit Balances: ₱57 billion
• Maya Total Loan Disbursements (Since Launch): ₱187 billion

Community digital inclusion programs like AI-in-a-Box

PLDT Inc. actively engages in community digital inclusion, using programs to upskill various sectors. The AI-in-a-Box initiative, which brings artificial intelligence (AI) training to communities, reached over 1,100 individuals in the first half of 2025. This group included media practitioners, LGU staff, freelancers, farmers, persons with disabilities, women at risk, and MSMEs. Separately, the Group's cybersecurity awareness campaign, #BeCyberSmart, reached more than 2,000 participants, covering students, teachers, parents, MSMEs, farmers, and media practitioners during the same period.

High-touch service for high-ARPU fiber subscribers

The high-value fiber segment receives service quality that supports premium pricing and low churn. PLDT Home maintained industry leadership with the highest Average Revenue Per User (ARPU) at ₱1,485 in the first half of 2025. Fiber-only revenues grew by 7% year-on-year to ₱44.5 billion for the first nine months of 2025, now constituting 97% of total Home revenues. Total fiber subscribers reached 3.63 million as of end-September 2025. A key indicator of high-touch service success is plan adoption: well over 80% of new customers chose higher-value broadband plans (₱1,299 and up), and 87% of the total subscriber mix is on plans of ₱1,000-and-up.

PLDT Inc. (PHI) - Canvas Business Model: Channels

You're looking at how PLDT Inc. (PHI) gets its services and products into the hands of its customers as of late 2025. It's a multi-pronged approach, mixing physical presence with heavy digital reliance.

Physical retail stores and accredited dealer networks remain critical touchpoints, especially for home broadband sign-ups and new mobile connections. PLDT and Smart continued to enhance this physical footprint, unveiling seven (7) new full Experience Hubs and refreshing at least ten (10) PLDT and Smart Stores nationwide in 2024 to serve as community hubs for connectivity needs.

Here's a look at the scale of the customer base these channels serve, based on the latest available figures:

Metric	Value (As of 9M 2025 or Latest Reported)	Period/Date
Total Fiber Subscribers	3.63 million	End-September 2025
Total Home Revenues	₱45.7 B	9M 2025
Active Mobile Data Users	41.6 M	End-June 2025
Individual Wireless Revenues	₱63.2 B	9M 2025

The direct sales force is the primary channel for the business-to-business and public sector segments. This dedicated team focuses on securing and managing large-scale contracts for connectivity and digital solutions.

PLDT Enterprise revenues, which this direct sales effort drives, reached ₱35.6 B for the first nine months of 2025. Within that, Corporate Data/ICT Revenues were ₱26.7 B as of 9M 2025, showing the importance of direct engagement for these high-value services.

Mobile applications are a major transactional channel, especially for the consumer base. The integration between the telco services and the digital financial arm is a key feature of this channel strategy.

• Data-free access to the Maya App is offered to all Smart and TNT mobile subscribers from October 6 to December 31, 2025.
• Zero convenience fees for purchasing Smart and TNT load are available via the Maya app for all Maya users from October 6 to December 31, 2025.
• Exclusive data offers, like Magic Data 99, are available to Maya users via the Maya and Smart apps.
• Mobile Data Revenues for the Wireless Consumer segment were steady at ₱56 B in 9M 2025.

Extensive online and digital sales platforms support the entire portfolio, from self-service sign-ups for PLDT Home Fiber to digital account management. The success of the fiber rollout is a testament to the effectiveness of these digital pathways, with Fiber Revenues growing 7% year-on-year to reach ₱44.5 B in 9M 2025, making up 97% of Total Home Revenues (₱45.7 B).

Customer service hotlines and social media channels serve as essential support and engagement channels. These platforms handle service inquiries, technical support, and feedback. For instance, the Maya app includes a 'Get help' section accessible via the Profile for user support.

Finance: draft 13-week cash view by Friday.

PLDT Inc. (PHI) - Canvas Business Model: Customer Segments

You're looking at the specific groups PLDT Inc. (PHI) serves right now, based on their latest operational figures through September 2025.

The customer base for PLDT Inc. (PHI) is segmented across consumer connectivity, enterprise solutions, and digital financial services. The sheer scale of the wireless consumer base remains a foundation, though the focus is clearly shifting to higher-value data services.

For the Wireless Consumers, the engagement metric shows significant scale:

• Active data users reached 42.4 million as of end-September 2025.

The Residential/Home Users segment is heavily concentrated on fiber infrastructure, showing strong adoption of premium plans:

Total fiber subscribers reached 3.63 million as of end-September 2025. This segment saw 96,000 fiber net additions in the third quarter of 2025 alone.

PLDT Enterprise serves both Large Enterprises and SMEs, alongside the Government Sector, with connectivity and ICT solutions. The Enterprise segment revenue for the first nine months of 2025 was substantial, showing continued demand for digital transformation projects.

Here's a breakdown of the key figures for the B2B and Public Sector segments as of the first nine months of 2025:

Customer Group Focus	Revenue Metric (9M 2025)	Value
Large Enterprises and SMEs (Total Enterprise)	Enterprise Revenues	₱35.6 billion
Large Enterprises and SMEs (Specific ICT)	Corporate Data/ICT Revenues	₱26.7 billion
Government Sector	Included within Enterprise Revenues	Part of ₱35.6 billion

Finally, the Digital Finance Users through Maya represent a distinct, high-growth customer base that is now contributing positively to core income.

Maya's banking and lending customer metrics as of the first nine months of 2025 are:

• Bank Customers: nine million
• Borrowers: 2.4 million

PLDT Inc. (PHI) - Canvas Business Model: Cost Structure

You're looking at the major outflows for PLDT Inc. (PHI) as of late 2025, focusing on what it takes to keep that massive network running and expanding. The cost structure is heavily weighted toward infrastructure investment and the ongoing operational expense of a nationwide telecom footprint.

Capital Expenditure (CapEx) for network build-out is a primary driver. For the full 2025 fiscal year, PLDT Inc. has guided its CapEx to approximately ₱60 billion. This spending is directed at new cell sites, 5G upgrades, home fiber port expansion, and modernizing IT infrastructure, including AI-ready data centers and submarine cable investments. As of the first nine months of 2025, the actual spending was reported at ₱43.0 billion, showing a lower capital intensity ratio of 27% for that period, which is a positive sign for cash flow management.

The operational costs, which include network operating costs, including power and site maintenance, are managed tightly, as evidenced by the steady profitability metrics. The company maintained a consolidated EBITDA margin of 52% in the first half of 2025 and for the first nine months of 2025. This margin reflects the balance between revenues and operating expenses before accounting for depreciation, amortization, and financing charges.

Depreciation and amortization is a significant, non-cash charge reflecting the wear and tear of the extensive physical assets. While the specific figure of ₱26.043 billion for 1H 2025 was requested, the latest reported consolidated EBITDA for the first nine months of 2025 was ₱82.8 billion, with a 52% margin.

Personnel and employee benefits costs are necessary to manage the operations, sales, and technology development across the entire group. The cost structure is supported by a large operational base, with 41.6 million active mobile data users as of mid-2025 and over 59 million mobile subscribers as of end-June 2025.

Financing costs from debt for infrastructure investments are managed through a disciplined approach to leverage. As of end-September 2025, Consolidated Net Debt stood at ₱289.0 billion, with Gross Debt at ₱299.4 billion. This debt load supports the ongoing capital-intensive nature of the business. To be fair, managing the interest expense on this level of debt is a constant focus for the finance team.

Here is a snapshot of the key financial metrics that define the cost side of the PLDT Inc. equation as of the latest available data in 2025:

Cost Component/Metric	Value (PHP)	Period/Context
Full Year 2025 CapEx Guidance	₱60 billion	Full Year 2025 Guidance
CapEx Incurred	₱43.0 billion	9 Months Ended September 2025
Consolidated EBITDA	₱82.8 billion	9 Months Ended September 2025
EBITDA Margin	52%	1H 2025 and 9M 2025
Net Debt	₱289.0 billion	End-September 2025
Gross Debt	₱299.4 billion	End-September 2025

The company is clearly focused on efficiency, as shown by the reduced CapEx guidance and the stable EBITDA margin, even while servicing substantial debt. The goal is to drive positive free cash flow, which was achieved as of September 2025, ahead of the initial 2026 forecast.

• Network build-out spending is prioritized for revenue-generating infrastructure.
• EBITDA margin stability at 52% signals tight control over operating expenses.
• Debt management is key, with 13% of Gross Debt denominated in U.S. dollars.
• The company achieved positive free cash flows as of September 2025.

Finance: draft 13-week cash view by Friday.

PLDT Inc. (PHI) - Canvas Business Model: Revenue Streams

You're looking at how PLDT Inc. (PHI) is bringing in the cash as of late 2025. Honestly, the story is all about data and fiber dominance, with the fintech arm finally pulling its weight. Here's the quick math on where the money is coming from based on the first nine months of 2025 results.

Mobile Data and Broadband Subscriptions are the engine room, making up a massive chunk of the business. Data and broadband revenues accounted for 85% of Consolidated Service Revenues for the first nine months of 2025, hitting a total of ₱123.6 billion. That's the core of the operation right there.

The fixed line side is clearly pivoting to fiber. Fixed Broadband (Fiber) Revenue saw solid growth, increasing 7% to reach ₱44.5 billion in the 9M 2025 period. This revenue stream now makes up 97% of the total PLDT Home revenues, which were ₱45.7 billion for the same nine months. It's a clear sign that the massive fiber buildout is paying off in the top line.

For the Enterprise and ICT Services segment, we're seeing a return to growth, which is good news given the capital intensity of that sector. Corporate data and ICT revenues grew by 2% in 9M 2025, totaling ₱26.7 billion. Overall Enterprise revenues for the period were ₱35.6 billion. Within that, ICT revenues, which include things like managed IT and cybersecurity, were up a strong 27% year-on-year.

The digital side, Digital Financial Services via Maya, is now a contributor to the bottom line, not just a drain. For the 9M 2025 period, Maya contributed ₱603 million to PLDT's core income. This marks a significant turnaround, as the company sustained profitability for the third consecutive quarter. Maya's bank customer base reached 8.2 million as of end-June 2025, with deposits climbing to ₱50.4 billion.

We can't forget the Legacy Services. Voice and SMS are definitely a declining revenue source, which is why the overall Wireless Consumer segment revenue was slightly down at ₱63.2 billion for 9M 2025, despite mobile data growth. The drag from these older services is what PLDT has to constantly offset with its newer offerings.

Here is a snapshot of the key revenue drivers for the first nine months of 2025:

Revenue Stream Category	9M 2025 Value (PHP)	Year-on-Year Growth/Share
Data and Broadband (Total)	₱123.6 billion	85% of Net Service Revenues
Fixed Broadband (Fiber) Revenue	₱44.5 billion	Grew 7%
Corporate Data/ICT Revenue	₱26.7 billion	Grew 2%
Total Wireless Consumer Revenue	₱63.2 billion	Slightly down due to legacy brands
Maya Contribution to Core Income	₱603 million	Positive Contributor

You can see the strategic shift clearly when you break down the Wireless segment, too. Mobile data and fixed wireless combined are where the focus is:

• Mobile Data Revenues: ₱56 billion (up 1%)
• Fixed Wireless Revenues: Up 18% year-on-year
• Total Data (Mobile Data + Fixed Wireless): ₱57.3 billion (up 1%), accounting for 91% of total wireless revenues.

Finance: review the Q4 2025 budget against the 9M 2025 run-rate for Enterprise ICT growth by next Tuesday.