PLDT Inc. (PHI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de las telecomunicaciones filipinas, PLDT Inc. surge como una potencia transformadora, navegando estratégicamente la conectividad digital a través de un modelo de negocio meticulosamente elaborado que combina tecnología innovadora, infraestructura expansiva y soluciones centradas en el cliente. Al aprovechar las asociaciones estratégicas, las capacidades de red de vanguardia y un enfoque integral de los servicios digitales, PLDT se ha posicionado como un jugador fundamental en la conexión de empresas y consumidores en todo el archipiélago, impulsando el avance tecnológico y la excelencia en la comunicación en un mundo cada vez más digital.

PLDT Inc. (PHI) - Modelo de negocio: asociaciones clave

Infraestructura de red compartido con Globe Telecom

PLDT y Globe Telecom tienen un acuerdo de intercambio de infraestructura colaborativa a partir de 2024, con una inversión de infraestructura de red conjunta de Php 12.5 mil millones. La asociación cubre:

• Infraestructura de torre de células compartidas
• Optimización de la red de acceso a radio
• Ubicación co-ubicación de infraestructura pasiva

Asociación de servicios en la nube con Microsoft y Google

Pareja	Alcance del servicio	Inversión anual
Microsoft	Servicios en la nube de Azure	Php 3.2 mil millones
Google Cloud	Soluciones de transformación digital	Php 2.8 mil millones

Expansión de telecomunicaciones del gobierno local

PLDT colabora con 47 unidades de gobierno local en Filipinas, con una inversión de expansión de infraestructura total de PHP 6.5 mil millones en 2024.

Asociaciones de proveedores de equipos de red

Proveedor	Enfoque tecnológico	Valor de contrato
Huawei	Infraestructura de red 5G	Php 8.7 mil millones
Nokia	Modernización de red	Php 5.4 mil millones

Conectividad del operador de telecomunicaciones internacional

PLDT mantiene asociaciones con 12 operadores internacionales, con una inversión de conectividad global de Php 4.6 mil millones en 2024.

Inversión de asociación total para 2024: PHP 43.7 mil millones

PLDT Inc. (PHI) - Modelo de negocio: actividades clave

Gestión y mantenimiento de la red de telecomunicaciones

PLDT administra una red de telecomunicaciones a nivel nacional con la siguiente infraestructura:

Componente de red	Cantidad/capacidad
Cobertura de red de fibra óptica	91,000 kilómetros
Sitios celulares	19,400 sitios
Inversión de red total	Php 74.2 mil millones (2023)

Servicios digitales y provisión de conectividad a Internet

La cartera de servicios digitales de PLDT incluye:

• Servicios de banda ancha de fibra casera
• Paquetes de datos móviles
• Soluciones de conectividad empresarial

Métrico de servicio	2023 datos
Suscriptores de banda ancha	3.1 millones
Usuarios de datos móviles	82.4 millones
Ingresos por Internet	Php 52.3 mil millones

Desarrollo de infraestructura móvil y de banda ancha

Métricas de desarrollo de infraestructura:

Aspecto de infraestructura	Especificación 2023
Cobertura de red 5G	86% de la población
Cobertura 4G LTE	95% de la población
Capex de infraestructura anual	Php 80.5 mil millones

Soluciones empresariales y servicios de transformación digital

Ofertas de servicio empresarial:

• Soluciones de computación en la nube
• Servicios de ciberseguridad
• Tecnologías digitales en el lugar de trabajo

Servicio empresarial	2023 ingresos
Soluciones digitales empresariales	Php 37.6 mil millones
Servicios en la nube	Php 12.4 mil millones

Iniciativas de ciberseguridad y protección de datos

Inversión y métricas de ciberseguridad:

Métrica de seguridad	2023 datos
Inversión anual de ciberseguridad	Php 6.2 mil millones
Sistemas de detección de amenazas	Monitoreo 24/7
Cumplimiento de la protección de datos	ISO 27001 certificado

PLDT Inc. (PHI) - Modelo de negocio: recursos clave

Infraestructura de telecomunicaciones

PLDT opera una infraestructura de red a nivel nacional con las siguientes especificaciones:

Activo de red	Cantidad/especificación
Cobertura de red total de fibra	244,000 kilómetros de ruta
Sitios celulares en todo el país	23,642 sitios
Cobertura de red 5G	Operativo en 31 ciudades

Capacidades de red

Las capacidades tecnológicas de red de PLDT incluyen:

• Infraestructura de fibra óptica
• Implementación de red 5G
• Tecnología LTE avanzada
• Tecnologías fijas de acceso inalámbrico

Recursos humanos

Categoría de empleado	Número total
Fuerza de trabajo total	8.763 empleados
Fuerza laboral técnica	4.512 empleados
Personal de servicio al cliente	1.987 empleados

Recursos financieros

Métrica financiera	Cantidad (PHP)
Activos totales	₱ 468.9 mil millones
Gastos de capital anuales	₱ 62.3 mil millones
Inversión de infraestructura de red	₱ 38.7 mil millones

Plataformas de tecnología digital

• Infraestructura de computación en la nube
• Sistemas de ciberseguridad
• Plataformas de análisis de big data
• Sistemas de gestión de recursos empresariales

PLDT Inc. (PHI) - Modelo de negocio: propuestas de valor

Soluciones integrales de conectividad digital

PLDT ofrece soluciones de conectividad digital de extremo a extremo con el siguiente desglose del servicio:

Categoría de servicio	Cobertura del mercado	Ingresos anuales (PHP)
Conectividad de línea fija	85% de cobertura a nivel nacional	42.3 mil millones
Servicios de red inalámbricos	92% de alcance de la población nacional	98.7 mil millones
Soluciones digitales empresariales	Top 500 clientes corporativos	37.6 mil millones

Servicios de Internet y móviles de alta velocidad

Ofertas de servicios de Internet y servicios móviles de PLDT:

• Banda ancha de fibra a casa con velocidades de hasta 1 Gbps
• Planes de datos móviles que van desde 1 GB a 100 GB
• Velocidad promedio de Internet móvil: 25.64 Mbps

Soporte integrado de transformación digital empresarial

Servicio empresarial	Base de clientes anual	Ingresos de servicio (PHP)
Soluciones de computación en la nube	1.200 clientes empresariales	22.5 mil millones
Servicios de ciberseguridad	850 clientes corporativos	15.3 mil millones
Soluciones digitales en el lugar de trabajo	670 clientes comerciales	18.7 mil millones

Cobertura de telecomunicaciones confiable a nivel nacional

Estadísticas de infraestructura de red de PLDT:

• Sitios celulares totales: 12,450
• Cobertura de red: 93.5% del territorio filipino
• Disponibilidad de red 4G/5G: 87% de las áreas pobladas

Productos innovadores de tecnología y comunicación

Producto tecnológico	Inversión anual (PHP)	Tasa de adopción del mercado
Infraestructura de red 5G	38.6 mil millones	45% de penetración del mercado urbano
Soluciones de conectividad IoT	12.4 mil millones	35% de adopción empresarial
Servicios al cliente con IA	7.2 mil millones	Integración de servicio del 28%

PLDT Inc. (PHI) - Modelo de negocio: relaciones con los clientes

Plataformas de atención al cliente digital personalizadas

PLDT proporciona soporte digital multicanal a través de:

• Aplicación de inicio PLDT con 1.2 millones de usuarios activos
• Soporte de chat en línea 24/7
• Portal de servicio al cliente que responde a dispositivos móviles

Canal de soporte digital	Participación mensual del usuario
Aplicación de inicio PLDT	1,200,000 usuarios activos
Soporte de chat en línea	Tasa de resolución del 85%
Portal de soporte del sitio web	3.5 millones de visitantes mensuales

Gestión de cuentas en línea de autoservicio

PLDT ofrece características completas de gestión de cuentas digitales:

• Opciones de pago de facturas
• Modificaciones del plan de servicio
• Seguimiento de uso de datos en tiempo real

Característica de autoservicio	Transacciones mensuales
Pago de facturas en línea	2.8 millones de transacciones
Cambios del plan de servicio	450,000 modificaciones

Programas de fidelización

PLDT mantiene la lealtad del cliente a través de programas estructurados:

• Programa de recompensas PLDT
• Esquemas de incentivos para clientes comerciales
• Descuentos de servicio agrupados

Programa de fidelización	Inscripción
PLDT recompensas	1.6 millones de miembros
Programa de clientes comerciales	85,000 participantes empresariales

Compromiso del canal digital

PLDT mantiene plataformas activas de comunicación digital:

• Interacciones en las redes sociales
• Campañas de marketing por correo electrónico
• Notificaciones de push móviles

Canal digital	Compromiso mensual
Interacciones de Facebook	750,000 compromisos mensuales
Campañas de correo electrónico	2.3 millones de destinatarios

Soporte técnico y consulta

PLDT proporciona asistencia técnica integral:

• Equipos de soporte técnico dedicados
• Consultas de soluciones empresariales
• Paquetes de servicio especializados

Servicio de apoyo	Rendimiento mensual
Llamadas de soporte técnico	450,000 consultas resueltas
Consultas empresariales	12,000 interacciones comerciales

PLDT Inc. (PHI) - Modelo de negocio: canales

Sitio web en línea y aplicaciones móviles

PLDT ofrece plataformas digitales con 4.2 millones de usuarios en línea activos a partir de 2023. Su sitio web www.pldt.com y la aplicación móvil han registrado 1.8 millones de usuarios mensuales de aplicaciones móviles activas.

Plataforma digital	Usuarios activos mensuales	Características clave
Sitio web de PLDT	2.4 millones	Pago de facturas, gestión de servicios
Aplicación móvil PLDT	1.8 millones	Seguimiento de cuenta en tiempo real

Tiendas minoristas físicas y centros de servicio

PLDT mantiene 300 centros de servicio físico en todo el país con una pisada promedio de clientes de 75,000 diarios.

• Centros de servicio físico total: 300
• Interacciones diarias del cliente: 75,000
• Tiempo de servicio promedio por cliente: 22 minutos

Socios de ventas de terceros autorizados

PLDT colabora con 1.200 socios minoristas autorizados en Filipinas, generando el 35% de las ventas totales a través de estos canales.

Tipo de socio	Número de socios	Contribución de ventas
Minoristas autorizados	1,200	35% de las ventas totales

Centros de llamadas de servicio al cliente

PLDT opera 12 centros de servicio al cliente que manejan 2.1 millones de interacciones con el cliente mensualmente.

• Centros de llamadas totales: 12
• Interacciones mensuales del cliente: 2.1 millones
• Tiempo de respuesta promedio: 3.5 minutos

Medias sociales y plataformas de marketing digital

PLDT mantiene la presencia activa de las redes sociales con 3.5 millones de seguidores en las plataformas.

Plataforma	Seguidores	Tasa de compromiso
Facebook	2.1 millones	4.2%
Gorjeo	650,000	3.7%
Instagram	750,000	5.1%

PLDT Inc. (PHI) - Modelo de negocio: segmentos de clientes

Consumidores de telecomunicaciones residenciales

A partir de 2023, PLDT Home tiene 2.5 millones de suscriptores de banda ancha. Desglose de la base de clientes residenciales:

Tipo de servicio	Número de suscriptores
Fibra de banda ancha casera	1.2 millones
Banda ancha del hogar DSL	850,000
Servicios de voz en casa	1.5 millones

Empresas pequeñas y medianas empresas

PLDT Enterprise atiende a aproximadamente 100,000 clientes de PYME con soluciones de telecomunicaciones personalizadas.

• Ingresos mensuales promedio por cliente de PYME: PHP 15,000
• Las ofertas de servicios incluyen:
• Internet de negocios
• Soluciones en la nube
• Seguridad de la red

Grandes clientes corporativos y gubernamentales

Ingresos de segmento empresarial en 2023: PHP 42.3 mil millones

Categoría de cliente	Número de clientes	Ingresos anuales
Grandes corporaciones	2,500	Php 35.6 mil millones
Agencias gubernamentales	250	Php 6.7 mil millones

Tecnología digital y usuarios de servicios de Internet

Estadísticas de usuario del servicio digital para 2023:

• Suscriptores de servicio digital total: 3.8 millones
• Usuarios de la plataforma de entretenimiento en línea: 1.2 millones
• Suscriptores de servicio en la nube: 650,000

Clientes de comunicación móvil y de banda ancha

Base de suscriptores móviles a partir de diciembre de 2023:

Categoría de servicio móvil	Número de suscriptores
Móvil pospago	4.5 millones
Móvil prepago	62.3 millones
Banda ancha móvil	23.7 millones

PLDT Inc. (PHI) - Modelo de negocio: Estructura de costos

Mantenimiento y actualizaciones de la infraestructura de red

En 2023, PLDT Inc. reportó gastos totales de infraestructura de red de Php 39.2 mil millones. La compañía invirtió aproximadamente PHP 15.6 mil millones específicamente en actualizaciones y mantenimiento de la red.

Categoría de costos	Cantidad (PHP mil millones)
Mantenimiento de infraestructura de red	23.6
Actualizaciones de infraestructura de red	15.6
Gastos totales de infraestructura de red	39.2

Investigación y desarrollo de tecnología

PLDT Inc. asignó PHP 8.7 mil millones para la investigación y el desarrollo de la tecnología en 2023.

• Iniciativas de transformación digital: PHP 3.2 mil millones
• Investigación de tecnología de telecomunicaciones: Php 2.5 mil millones
• Proyectos de inteligencia artificial y aprendizaje automático: PHP 3.0 mil millones

Salarios y capacitación de los empleados

Los gastos totales relacionados con los empleados para PLDT Inc. en 2023 alcanzaron Php 22.4 mil millones.

Categoría de gastos	Cantidad (PHP mil millones)
Salarios base de empleados	18.6
Capacitación y desarrollo de empleados	3.8

Gastos de marketing y adquisición de clientes

PLDT Inc. gastó PHP 12.5 mil millones en marketing y adquisición de clientes en 2023.

• Campañas de marketing digital: PHP 5.3 mil millones
• Publicidad tradicional: PHP 4.2 mil millones
• Programas de retención de clientes: PHP 3.0 mil millones

Costos de cumplimiento y licencia regulatoria

Los gastos regulatorios para PLDT Inc. totalizaron Php 6.8 mil millones en 2023.

Categoría de costos de cumplimiento	Cantidad (PHP mil millones)
Licencia de telecomunicaciones	4.2
Gastos de cumplimiento regulatorio	2.6

PLDT Inc. (PHI) - Modelo de negocio: flujos de ingresos

Suscripciones de servicios móviles y de banda ancha

En 2023, PLDT reportó ingresos por servicios móviles de PHP 84.8 mil millones. Los suscriptores de banda ancha inalámbrica alcanzaron 87.4 millones a partir del cuarto trimestre de 2023.

Categoría de servicio	Ingresos anuales (PHP)	Recuento de suscriptores
Postpago móvil	36.2 mil millones	15.3 millones
Móvil prepago	48.6 mil millones	72.1 millones

Contratos de soluciones digitales empresariales

Los ingresos por segmento empresarial en 2023 fueron PHP 52.3 mil millones, con soluciones digitales que contribuyeron aproximadamente al 35% de este total.

• Ingresos de servicios en la nube: PHP 8.7 mil millones
• Soluciones de ciberseguridad: Php 5.4 mil millones
• Contratos de transformación digital: PHP 12.6 mil millones

Cargos de conectividad a Internet y datos

Los ingresos fijos de Internet de banda ancha alcanzaron 29.5 mil millones de personas en 2023, con 3,2 millones de suscriptores de banda ancha en el hogar.

Tipo de conectividad	Ingresos anuales (PHP)	Cargo promedio mensual
Fibra casera	22.1 mil millones	PHP 1.299
Conectividad DSL	7.4 mil millones	PHP 799

Servicios digitales de valor agregado

Los servicios de valor agregado generaron PHP 15.6 mil millones en ingresos durante 2023.

• Servicios de entretenimiento digital: PHP 6.2 mil millones
• Servicios de tecnología financiera: PHP 4.8 mil millones
• Plataformas de mensajería y comunicación: PHP 4.6 mil millones

Ventas de equipos de telecomunicaciones

Las ventas de equipos e ingresos por dispositivos totalizaron PHP 12.4 mil millones en 2023.

Categoría de equipo	Ventas anuales (PHP)
Teléfonos inteligentes	8.600 millones
Equipo de infraestructura de red	3.800 millones

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.