PLDT Inc. (PHI): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage dynamique des télécommunications philippines, PLDT Inc. apparaît comme une puissance transformatrice, naviguant stratégiquement à la connectivité numérique à travers un modèle commercial méticuleusement conçu qui mélange une technologie innovante, une infrastructure vaste et des solutions centrées sur le client. En tirant parti des partenariats stratégiques, des capacités de réseau de pointe et une approche globale des services numériques, PLDT s'est positionné comme un acteur pivot dans la connexion des entreprises et des consommateurs à travers l'archipel, stimulant les progrès technologiques et l'excellence de la communication dans un monde de plus en plus numérique.

PLDT Inc. (PHI) - Modèle d'entreprise: partenariats clés

Partage d'infrastructure réseau avec les télécommunications du globe

PLDT et Globe Telecom ont un accord de partage d'infrastructures collaboratifs à partir de 2024, avec un investissement conjoint sur l'infrastructure du réseau de 12,5 milliards de php. Le partenariat couvre:

• Infrastructure de tour cellulaire partagée
• Optimisation du réseau d'accès radio
• Co-localisation des infrastructures passives

Cloud Services Partnership avec Microsoft et Google

Partenaire	Portée du service	Investissement annuel
Microsoft	Services cloud Azure	PHP 3,2 milliards
Google Cloud	Solutions de transformation numérique	PHP 2,8 milliards

Expansion des télécommunications locales

Le PLDT collabore avec 47 unités locales aux Philippines, avec un investissement total d'expansion des infrastructures de 6,5 milliards de php en 2024.

Partenariats des fournisseurs d'équipement réseau

Fournisseur	Focus technologique	Valeur du contrat
Huawei	Infrastructure réseau 5G	PHP 8,7 milliards
Nokia	Modernisation du réseau	PHP 5,4 milliards

Connectivité des opérateurs internationaux des télécommunications

PLDT maintient des partenariats avec 12 transporteurs internationaux, avec un investissement mondial de connectivité de 4,6 milliards de PHP en 2024.

Investissement total de partenariat pour 2024: 43,7 milliards de php

PLDT Inc. (PHI) - Modèle d'entreprise: activités clés

Télécommunications Gestion et maintenance du réseau

PLDT gère un réseau national de télécommunications avec l'infrastructure suivante:

Composant réseau	Quantité / capacité
Couverture du réseau fibre optique	91 000 kilomètres
Sites cellulaires	19 400 sites
Investissement total du réseau	PHP 74,2 milliards (2023)

Services numériques et fourniture de connectivité Internet

Le portefeuille de services numériques de PLDT comprend:

• Services à haut débit à fibres à domicile
• Packages de données mobiles
• Solutions de connectivité d'entreprise

Métrique de service	2023 données
Abonnés à large bande	3,1 millions
Utilisateurs de données mobiles	82,4 millions
Revenus Internet	PHP 52,3 milliards

Développement d'infrastructures mobiles et haut débit

Mesures de développement des infrastructures:

Aspect de l'infrastructure	Spécification 2023
Couverture réseau 5G	86% de la population
Couverture 4G LTE	95% de la population
Infrastructure annuelle CAPEX	Php 80,5 milliards

Solutions d'entreprise et services de transformation numérique

Offres de services d'entreprise:

• Solutions de cloud computing
• Services de cybersécurité
• Technologies de travail numérique

Service d'entreprise	Revenus de 2023
Solutions numériques d'entreprise	PHP 37,6 milliards
Services cloud	Php 12,4 milliards

Initiatives de cybersécurité et de protection des données

Investissement et métriques de la cybersécurité:

Métrique de sécurité	2023 données
Investissement annuel de cybersécurité	PHP 6,2 milliards
Systèmes de détection des menaces	Surveillance 24/7
Conformité à la protection des données	Certifié ISO 27001

PLDT Inc. (PHI) - Modèle d'entreprise: Ressources clés

Infrastructure de télécommunications

PLDT exploite une infrastructure de réseau à l'échelle nationale avec les spécifications suivantes:

Actif de réseau	Quantité / spécification
Couverture totale du réseau de fibres	244 000 kilomètres de route
Sites cellulaires à l'échelle nationale	23 642 sites
Couverture réseau 5G	Opérationnel dans 31 villes

Capacités de réseau

Les capacités technologiques du réseau de PLDT comprennent:

• Infrastructure de colonne vertébrale en fibre optique
• Déploiement du réseau 5G
• Technologie LTE-Advanced
• Technologies d'accès sans fil fixe

Ressources humaines

Catégorie des employés	Nombre total
Total de main-d'œuvre	8 763 employés
Main-d'œuvre technique	4 512 employés
Personnel du service à la clientèle	1 987 employés

Ressources financières

Métrique financière	Montant (PHP)
Actif total	₱ 468,9 milliards
Dépenses en capital annuelles	₱ 62,3 milliards
Investissement en infrastructure de réseau	₱ 38,7 milliards

Plateformes technologiques numériques

• Infrastructure de cloud computing
• Systèmes de cybersécurité
• Plateformes d'analyse des mégadonnées
• Systèmes de gestion des ressources d'entreprise

PLDT Inc. (PHI) - Modèle d'entreprise: propositions de valeur

Solutions complètes de connectivité numérique

PLDT propose des solutions de connectivité numérique de bout en bout avec la panne de service suivante:

Catégorie de service	Couverture du marché	Revenus annuels (PHP)
Connectivité fixe	Couverture à l'échelle nationale de 85%	42,3 milliards
Services de réseau sans fil	TECH DE POPULATION NATIONALE DE 92%	98,7 milliards
Solutions numériques d'entreprise	500 meilleurs clients d'entreprise	37,6 milliards

Internet à grande vitesse et services mobiles

Offres de services Internet et mobiles de PLDT:

• Haut débit de fibre à domicile avec des vitesses allant jusqu'à 1 Gbit / G
• Des plans de données mobiles allant de 1 Go à 100 Go
• Vitesse Internet mobile moyenne: 25,64 Mbps

Prise en charge intégrée de transformation numérique d'entreprise

Service d'entreprise	Clientèle annuelle	Revenus de service (PHP)
Solutions de cloud computing	1 200 clients d'entreprise	22,5 milliards
Services de cybersécurité	850 clients d'entreprise	15,3 milliards
Solutions de travail numérique	670 clients commerciaux	18,7 milliards

Couverture fiable des télécommunications à l'échelle nationale

Statistiques sur l'infrastructure du réseau de PLDT:

• Sites cellulaires totaux: 12 450
• Couverture du réseau: 93,5% du territoire philippin
• Disponibilité du réseau 4G / 5G: 87% des zones peuplées

Technologie et produits de communication innovants

Produit technologique	Investissement annuel (PHP)	Taux d'adoption du marché
Infrastructure réseau 5G	38,6 milliards	45% de pénétration du marché urbain
Solutions de connectivité IoT	12,4 milliards	35% d'adoption d'entreprise
Services à la clientèle alimentés par l'IA	7,2 milliards	28% d'intégration de service

PLDT Inc. (PHI) - Modèle d'entreprise: relations avec les clients

Plates-formes de support client numérique personnalisées

PLDT fournit un support numérique multicanal à travers:

• Application PLDT Home avec 1,2 million d'utilisateurs actifs
• Assistance de chat en ligne 24/7
• Portail de service client adapté aux mobiles

Canal de support numérique	Engagement mensuel des utilisateurs
Application Home PLDT	1 200 000 utilisateurs actifs
Assistance de chat en ligne	Taux de résolution de 85%
Portail de support du site Web	3,5 millions de visiteurs mensuels

Gestion de compte en ligne en libre-service

PLDT propose des fonctionnalités complètes de gestion des comptes numériques:

• Options de paiement des factures
• Modifications du plan de service
• Suivi d'utilisation des données en temps réel

Fonction en libre-service	Transactions mensuelles
Paiement de facture en ligne	2,8 millions de transactions
Modifications du plan de service	450 000 modifications

Programmes de fidélité

PLDT maintient la fidélité des clients grâce à des programmes structurés:

• Programme de récompenses PLDT
• Schémas d'incitation des clients d'entreprise
• Remises de service groupées

Programme de fidélité	Inscription
Récompenses PLDT	1,6 million de membres
Programme client commercial	85 000 participants d'entreprise

Engagement des canaux numériques

PLDT maintient des plateformes de communication numérique actives:

• Interactions des médias sociaux
• Envoyer des campagnes de marketing par e-mail
• Notifications push mobiles

Canal numérique	Engagement mensuel
Interactions Facebook	750 000 engagements mensuels
Campagnes par e-mail	2,3 millions de destinataires

Soutien technique et consultation

PLDT fournit une assistance technique complète:

• Équipes de support technique dédiées
• Consultations de solutions d'entreprise
• Packages de services spécialisés

Service d'assistance	Performance mensuelle
Appels de support technique	450 000 requêtes résolues
Consultations en entreprise	12 000 interactions commerciales

PLDT Inc. (PHI) - Modèle d'entreprise: canaux

Site Web en ligne et applications mobiles

PLDT propose des plateformes numériques avec 4,2 millions d'utilisateurs en ligne actifs à partir de 2023. Leur site Web www.pldt.com et l'application mobile ont enregistré 1,8 million d'utilisateurs d'applications mobiles actifs mensuels.

Plate-forme numérique	Utilisateurs actifs mensuels	Caractéristiques clés
Site Web PLDT	2,4 millions	Paiement de facture, gestion des services
Application mobile PLDT	1,8 million	Suivi du compte en temps réel

Magasins de détail physiques et centres de service

PLDT maintient 300 centres de services physiques à l'échelle nationale avec une fréquentation moyenne de 75 000 par jour.

• Centres de services physiques totaux: 300
• Interactions quotidiennes du client: 75 000
• Temps de service moyen par client: 22 minutes

Partenaires de vente tiers autorisés

PLDT collabore avec 1 200 partenaires de vente au détail autorisés aux Philippines, générant 35% des ventes totales via ces canaux.

Type de partenaire	Nombre de partenaires	Contribution des ventes
Détaillants autorisés	1,200	35% du total des ventes

Centres d'appels de service client

PLDT exploite 12 centres de service à la clientèle qui gèrent 2,1 millions d'interactions client chaque mois.

• Centres d'appels totaux: 12
• Interactions mensuelles du client: 2,1 millions
• Temps de réponse moyen: 3,5 minutes

Plateformes de réseaux sociaux et de marketing numérique

PLDT maintient une présence active sur les réseaux sociaux avec 3,5 millions de followers sur toutes les plateformes.

Plate-forme	Abonnés	Taux d'engagement
Facebook	2,1 millions	4.2%
Gazouillement	650,000	3.7%
Instagram	750,000	5.1%

PLDT Inc. (PHI) - Modèle d'entreprise: segments de clientèle

Consommateurs de télécommunications résidentielles

En 2023, PLDT Home compte 2,5 millions d'abonnés à large bande. Répartition résidentielle de la clientèle:

Type de service	Nombre d'abonnés
Broadband de maison de fibre	1,2 million
Broadband DSL Home	850,000
Services vocaux à domicile	1,5 million

Petites et moyennes entreprises

PLDT Enterprise dessert environ 100 000 clients PME avec des solutions de télécommunications sur mesure.

• Revenus mensuels moyens par Client PME: 15 000 Php
• Les offres de services comprennent:
• Internet d'entreprise
• Solutions cloud
• Sécurité du réseau

GRANDES clients d'entreprise et gouvernementaux

Revenus de segments d'entreprise en 2023: PHP 42,3 milliards

Catégorie client	Nombre de clients	Revenus annuels
Grandes entreprises	2,500	PHP 35,6 milliards
Agences gouvernementales	250	PHP 6,7 milliards

Utilisateurs de technologie numérique et de services Internet

Statistiques des utilisateurs de services numériques pour 2023:

• Abonnés au service numérique total: 3,8 millions
• Utilisateurs de plate-forme de divertissement en ligne: 1,2 million
• Abonders du service cloud: 650 000

Clients de communication mobile et haut débit

Base d'abonnés mobiles en décembre 2023:

Catégorie de services mobiles	Nombre d'abonnés
Mobile postpayé	4,5 millions
Mobile prépayé	62,3 millions
Haut débit mobile	23,7 millions

PLDT Inc. (PHI) - Modèle d'entreprise: Structure des coûts

Maintenance et mises à niveau des infrastructures réseau

En 2023, PLDT Inc. a déclaré des frais d'infrastructure de réseau total de 39,2 milliards de php. La société a investi environ 15,6 milliards de php spécifiquement dans les mises à niveau et la maintenance des réseaux.

Catégorie de coûts	Montant (milliards de php)
Maintenance d'infrastructure réseau	23.6
Mises à niveau des infrastructures réseau	15.6
Total des dépenses d'infrastructure réseau	39.2

Recherche et développement technologiques

PLDT Inc. a alloué 8,7 milliards de php à la recherche et au développement technologiques en 2023.

• Initiatives de transformation numérique: 3,2 milliards de php
• Recherche technologique des télécommunications: 2,5 milliards de php
• Projets d'intelligence artificielle et d'apprentissage automatique: PHP 3,0 milliards

Salaires et formation des employés

Les dépenses totales liées aux employés pour PLDT Inc. en 2023 ont atteint 22,4 milliards de php.

Catégorie de dépenses	Montant (milliards de php)
Salaires de base des employés	18.6
Formation et développement des employés	3.8

Frais de marketing et d'acquisition des clients

PLDT Inc. a dépensé 12,5 milliards de php en marketing et acquisition de clients en 2023.

• Campagnes de marketing numérique: 5,3 milliards de php
• Publicité traditionnelle: 4,2 milliards de php
• Programmes de rétention de la clientèle: 3,0 milliards de php

Coûts de conformité réglementaire et de licence

Les dépenses réglementaires pour PLDT Inc. ont totalisé 6,8 milliards de php en 2023.

Catégorie de coût de conformité	Montant (milliards de php)
Licence de télécommunications	4.2
Frais de conformité réglementaire	2.6

PLDT Inc. (PHI) - Modèle d'entreprise: Strots de revenus

Abonnements de services mobiles et haut débit

En 2023, PLDT a rapporté des revenus de services mobiles de 84,8 milliards de php. Les abonnés à large bande sans fil ont atteint 87,4 millions au quatrième trimestre 2023.

Catégorie de service	Revenus annuels (PHP)	Nombre d'abonné
Postpaid mobile	36,2 milliards	15,3 millions
Mobile prépayé	48,6 milliards	72,1 millions

Contrats de solution numérique d'entreprise

Les revenus du segment des entreprises en 2023 étaient de 52,3 milliards de php, les solutions numériques contribuant environ 35% de ce total.

• Revenus de services cloud: 8,7 milliards de php
• Solutions de cybersécurité: 5,4 milliards de php
• Contrats de transformation numérique: 12,6 milliards de php

Frais de connectivité de données et Internet

Les revenus Internet à large bande fixe ont atteint 29,5 milliards de php en 2023, avec 3,2 millions d'abonnés à haut débit à domicile.

Type de connectivité	Revenus annuels (PHP)	Frais mensuels moyens
Fibre domestique	22,1 milliards	Php 1,299
Connectivité DSL	7,4 milliards	PHP 799

Services numériques à valeur ajoutée

Les services à valeur ajoutée ont généré 15,6 milliards de dollars de revenus au cours de 2023.

• Services de divertissement numérique: 6,2 milliards de php
• Services de technologie financière: 4,8 milliards de php
• Plate-forme de messagerie et de communication: 4,6 milliards de php

Ventes d'équipements de télécommunications

Les ventes d'équipements et les revenus des appareils ont totalisé 12,4 milliards de php en 2023.

Catégorie d'équipement	Ventes annuelles (PHP)
Smartphones	8,6 milliards
Équipement d'infrastructure réseau	3,8 milliards

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.