PLDT Inc. (PHI): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico das telecomunicações das Filipinas, a PLDT Inc. surge como uma potência transformadora, navegando estrategicamente conectividade digital por meio de um modelo de negócios meticulosamente criado que combina tecnologia inovadora, infraestrutura expansiva e soluções centradas no cliente. Ao alavancar parcerias estratégicas, recursos de rede de ponta e uma abordagem abrangente dos serviços digitais, o PLDT se posicionou como um participante fundamental na conexão de empresas e consumidores em todo o arquipélago, impulsionando o avanço tecnológico e a excelência em comunicação em um mundo cada vez mais digital.

PLDT Inc. (PHI) - Modelo de negócios: Parcerias -chave

Compartilhamento de infraestrutura de rede com a Globe Telecom

A PLDT e a Globe Telecom possuem um contrato de compartilhamento de infraestrutura colaborativo a partir de 2024, com um investimento em infraestrutura de rede conjunta de 12,5 bilhões de php. A parceria abrange:

• Infraestrutura da torre de celular compartilhada
• Otimização de rede de acesso a rádio
• Co-localização de infraestrutura passiva

Cloud Services Partnership com a Microsoft e Google

Parceiro	Escopo de serviço	Investimento anual
Microsoft	Serviços em nuvem do Azure	Php 3,2 bilhões
Google Cloud	Soluções de transformação digital	Php 2,8 bilhões

Expansão de telecomunicações do governo local

O PLDT colabora com 47 unidades do governo local em todas as Filipinas, com um investimento total em expansão de infraestrutura de PHP 6,5 bilhões em 2024.

Parcerias de fornecedores de equipamentos de rede

Fornecedor	Foco em tecnologia	Valor do contrato
Huawei	5G Infraestrutura de rede	Php 8,7 bilhões
Nokia	Modernização da rede	Php 5,4 bilhões

Conectividade da transportadora de telecomunicações internacionais

O PLDT mantém parcerias com 12 operadoras internacionais, com um investimento global de conectividade de PHP 4,6 bilhões em 2024.

Investimento total de parceria para 2024: Php 43,7 bilhões

PLDT Inc. (PHI) - Modelo de negócios: Atividades -chave

Gerenciamento e manutenção de rede de telecomunicações

O PLDT gerencia uma rede de telecomunicações nacionais com a seguinte infraestrutura:

Componente de rede	Quantidade/capacidade
Cobertura de rede de fibra óptica	91.000 quilômetros
Sites celulares	19.400 sites
Investimento total de rede	Php 74,2 bilhões (2023)

Serviços digitais e fornecimento de conectividade à Internet

O portfólio de serviços digitais da PLDT inclui:

• Serviços de banda larga de fibra doméstica
• Pacotes de dados móveis
• Soluções de conectividade corporativa

Métrica de serviço	2023 dados
Assinantes de banda larga	3,1 milhões
Usuários de dados móveis	82,4 milhões
Receita da Internet	Php 52,3 bilhões

Desenvolvimento de infraestrutura móvel e de banda larga

Métricas de desenvolvimento de infraestrutura:

Aspecto de infraestrutura	2023 Especificação
5G Cobertura de rede	86% da população
Cobertura 4G LTE	95% da população
Capex anual de infraestrutura	Php 80,5 bilhões

Soluções corporativas e serviços de transformação digital

Ofertas de serviço corporativo:

• Soluções de computação em nuvem
• Serviços de segurança cibernética
• Tecnologias digitais de local de trabalho

Serviço corporativo	2023 Receita
Enterprise Digital Solutions	Php 37,6 bilhões
Serviços em nuvem	Php 12,4 bilhões

Iniciativas de segurança cibernética e proteção de dados

Investimento e métricas de segurança cibernética:

Métrica de segurança	2023 dados
Investimento anual de segurança cibernética	Php 6,2 bilhões
Sistemas de detecção de ameaças	Monitoramento 24/7
Conformidade com proteção de dados	Certificado ISO 27001

PLDT Inc. (PHI) - Modelo de negócios: Recursos -chave

Infraestrutura de telecomunicações

O PLDT opera uma infraestrutura de rede nacional com as seguintes especificações:

Ativo de rede	Quantidade/especificação
Cobertura de rede total de fibras	244.000 quilômetros de rota
Sites celulares em todo o país	23.642 sites
5G Cobertura de rede	Operacional em 31 cidades

Recursos de rede

Os recursos tecnológicos de rede da PLDT incluem:

• Infraestrutura de espinha dorsal de fibra óptica
• Implantação de rede 5G
• Tecnologia avançada da LTE
• Tecnologias de acesso sem fio fixas

Recursos Humanos

Categoria de funcionários	Número total
Força de trabalho total	8.763 funcionários
Força de trabalho técnica	4.512 funcionários
Pessoal de atendimento ao cliente	1.987 funcionários

Recursos financeiros

Métrica financeira	Quantidade (php)
Total de ativos	₱ 468,9 bilhões
Gastos anuais de capital	62,3 bilhões
Investimento de infraestrutura de rede	₱ 38,7 bilhões

Plataformas de tecnologia digital

• Infraestrutura de computação em nuvem
• Sistemas de segurança cibernética
• Plataformas de análise de big data
• Sistemas de gerenciamento de recursos corporativos

PLDT Inc. (PHI) - Modelo de Negócios: Proposições de Valor

Soluções abrangentes de conectividade digital

O PLDT oferece soluções de conectividade digital de ponta a ponta com a seguinte quebra de serviço:

Categoria de serviço	Cobertura de mercado	Receita anual (PHP)
Conectividade de linha fixa	85% de cobertura nacional	42,3 bilhões
Serviços de rede sem fio	92% de alcance da população nacional	98,7 bilhões
Enterprise Digital Solutions	500 principais clientes corporativos	37,6 bilhões

Serviços de Internet e móveis de alta velocidade

Ofertas de Internet e serviços móveis da PLDT:

• Banda larga de fibra para casa com velocidades de até 1 Gbps
• Planos de dados móveis que variam de 1 GB a 100 GB
• Velocidade média da Internet móvel: 25,64 Mbps

Suporte de transformação digital corporativa integrada

Serviço corporativo	Base de clientes anual	Receita de serviço (PHP)
Soluções de computação em nuvem	1.200 clientes corporativos	22,5 bilhões
Serviços de segurança cibernética	850 clientes corporativos	15,3 bilhões
Soluções de local de trabalho digital	670 clientes comerciais	18,7 bilhões

Cobertura de telecomunicações confiáveis ​​em todo o país

Estatísticas de infraestrutura de rede da PLDT:

• Sites celulares totais: 12.450
• Cobertura da rede: 93,5% do território das Filipinas
• Disponibilidade de rede 4G/5G: 87% das áreas povoadas

Produtos inovadores de tecnologia e comunicação

Produto de tecnologia	Investimento anual (PHP)	Taxa de adoção de mercado
5G Infraestrutura de rede	38,6 bilhões	45% de penetração no mercado urbano
Soluções de conectividade da IoT	12,4 bilhões	35% de adoção corporativa
Atendimento ao cliente movido a IA	7,2 bilhões	28% de integração de serviço

PLDT Inc. (PHI) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas personalizadas de suporte ao cliente digital

O PLDT fornece suporte digital multicanal por meio de:

• Aplicativo PLDT Home com 1,2 milhão de usuários ativos
• Suporte de bate -papo online 24/7
• Portal de atendimento ao cliente responsivo a dispositivos móveis

Canal de suporte digital	Engajamento mensal do usuário
App Pldt Home	1.200.000 usuários ativos
Suporte de bate -papo online	Taxa de resolução de 85%
Portal de suporte ao site	3,5 milhões de visitantes mensais

Gerenciamento de contas online de autoatendimento

O PLDT oferece recursos abrangentes de gerenciamento de contas digitais:

• Opções de pagamento da conta
• Modificações do plano de serviço
• Rastreamento de uso de dados em tempo real

Recurso de autoatendimento	Transações mensais
Pagamento da conta on -line	2,8 milhões de transações
Alterações do plano de serviço	450.000 modificações

Programas de fidelidade

O PLDT mantém a lealdade do cliente por meio de programas estruturados:

• Programa de recompensas do PLDT
• Esquemas de incentivo ao cliente de negócios
• Descontos de serviço em pacote

Programa de fidelidade	Inscrição
PLDT recompensas	1,6 milhão de membros
Programa de clientes de negócios	85.000 participantes da empresa

Engajamento do canal digital

O PLDT mantém plataformas de comunicação digital ativa:

• Interações de mídia social
• Campanhas de marketing por email
• Notificações por push móveis

Canal digital	Engajamento mensal
Interações do Facebook	750.000 compromissos mensais
Campanhas de e -mail	2,3 milhões de destinatários

Suporte técnico e consulta

O PLDT fornece assistência técnica abrangente:

• Equipes de suporte técnico dedicadas
• Consultas da solução corporativa
• Pacotes de serviço especializados

Serviço de suporte	Desempenho mensal
Chamadas de suporte técnico	450.000 consultas resolvidas
Consultas da empresa	12.000 interações comerciais

PLDT Inc. (PHI) - Modelo de Negócios: Canais

Site online e aplicativos móveis

O PLDT oferece plataformas digitais com 4,2 milhões de usuários on -line ativos a partir de 2023. O site deles www.pldt.com e o aplicativo móvel gravaram 1,8 milhão de usuários de aplicativos móveis ativos mensais.

Plataforma digital	Usuários ativos mensais	Principais recursos
Site do PLDT	2,4 milhões	Pagamento da conta, gerenciamento de serviços
App Pldt Mobile	1,8 milhão	Rastreamento de contas em tempo real

Lojas de varejo físicas e centros de serviço

O PLDT mantém 300 centros de serviços físicos em todo o país, com um número médio de 75.000 do cliente diariamente.

• Centros de serviço físico total: 300
• Interações diárias do cliente: 75.000
• Tempo médio de serviço por cliente: 22 minutos

Parceiros de vendas autorizados de terceiros

O PLDT colabora com 1.200 parceiros de varejo autorizados nas Filipinas, gerando 35% do total de vendas por meio desses canais.

Tipo de parceiro	Número de parceiros	Contribuição de vendas
Varejistas autorizados	1,200	35% do total de vendas

Centros de atendimento ao cliente

O PLDT opera 12 centros de atendimento ao cliente lidando com 2,1 milhões de interações com os clientes mensalmente.

• Total de call centers: 12
• Interações mensais do cliente: 2,1 milhões
• Tempo médio de resposta: 3,5 minutos

Mídias sociais e plataformas de marketing digital

O PLDT mantém a presença ativa das mídias sociais com 3,5 milhões de seguidores entre plataformas.

Plataforma	Seguidores	Taxa de engajamento
Facebook	2,1 milhões	4.2%
Twitter	650,000	3.7%
Instagram	750,000	5.1%

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

Consumidores de telecomunicações residenciais

A partir de 2023, a PLDT Home possui 2,5 milhões de assinantes de banda larga. Base residencial de base de clientes:

Tipo de serviço	Número de assinantes
Fibra Home Broadband	1,2 milhão
DSL Home Broadband	850,000
Serviços de voz doméstica	1,5 milhão

Pequenas e médias empresas

A PLDT Enterprise atende a aproximadamente 100.000 clientes de PME com soluções de telecomunicações personalizadas.

• Receita mensal média por PME Cliente: Php 15.000
• As ofertas de serviço incluem:
• Internet comercial
• Soluções em nuvem
• Segurança de rede

Grandes clientes corporativos e governamentais

Receita do segmento corporativo em 2023: Php 42,3 bilhões

Categoria de cliente	Número de clientes	Receita anual
Grandes corporações	2,500	Php 35,6 bilhões
Agências governamentais	250	Php 6,7 bilhões

Usuários de tecnologia digital e serviços de internet

Estatísticas do usuário do serviço digital para 2023:

• Assinantes totais de serviço digital: 3,8 milhões
• Usuários de plataforma de entretenimento online: 1,2 milhão
• Assinantes de serviço em nuvem: 650.000

Clientes de comunicação móvel e de banda larga

Base de assinante móvel em dezembro de 2023:

Categoria de serviço móvel	Número de assinantes
Mobile pós -pago	4,5 milhões
Celular pré -pago	62,3 milhões
Banda larga móvel	23,7 milhões

PLDT Inc. (PHI) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede e atualizações

Em 2023, a PLDT Inc. relatou despesas totais de infraestrutura de rede de Php 39,2 bilhões. A empresa investiu aproximadamente Php 15,6 bilhões especificamente em atualizações e manutenção de rede.

Categoria de custo	Valor (php bilhão)
Manutenção de infraestrutura de rede	23.6
Atualizações de infraestrutura de rede	15.6
Despesas totais de infraestrutura de rede	39.2

Pesquisa e desenvolvimento de tecnologia

A PLDT Inc. alocou PHP 8,7 bilhões para pesquisa e desenvolvimento de tecnologia em 2023.

• Iniciativas de transformação digital: Php 3,2 bilhões
• Pesquisa de tecnologia de telecomunicações: Php 2,5 bilhões
• Projetos de inteligência artificial e aprendizado de máquina: Php 3,0 bilhões

Salários e treinamento de funcionários

As despesas totais relacionadas aos funcionários da PLDT Inc. em 2023 atingiram 22,4 bilhões de Php.

Categoria de despesa	Valor (php bilhão)
Salários da base dos funcionários	18.6
Treinamento e desenvolvimento de funcionários	3.8

Despesas de marketing e aquisição de clientes

A PLDT Inc. gastou 12,5 bilhões de Php em marketing e aquisição de clientes em 2023.

• Campanhas de marketing digital: Php 5,3 bilhões
• Publicidade tradicional: Php 4,2 bilhões
• Programas de retenção de clientes: PHP 3,0 bilhões

Custos regulatórios de conformidade e licenciamento

As despesas regulatórias da PLDT Inc. totalizaram Php 6,8 bilhões em 2023.

Categoria de custo de conformidade	Valor (php bilhão)
Licenciamento de telecomunicações	4.2
Despesas de conformidade regulatória	2.6

PLDT Inc. (PHI) - Modelo de negócios: fluxos de receita

Assinaturas de serviços móveis e de banda larga

Em 2023, a PLDT relatou receitas de serviço móvel de 84,8 bilhões de Php. Os assinantes de banda larga sem fio atingiram 87,4 milhões a partir do quarto trimestre de 2023.

Categoria de serviço	Receita anual (PHP)	Contagem de assinantes
Mobile pós -pago	36,2 bilhões	15,3 milhões
Celular pré -pago	48,6 bilhões	72,1 milhões

Contratos de solução digital corporativa

A receita do segmento corporativo em 2023 foi de 52,3 bilhões de Php, com soluções digitais contribuindo com aproximadamente 35% desse total.

• Receita de serviços em nuvem: Php 8,7 bilhões
• Soluções de segurança cibernética: Php 5,4 bilhões
• Contratos de transformação digital: Php 12,6 bilhões

Cobras de conectividade de dados e Internet

A receita fixa da Internet de banda larga atingiu 29,5 bilhões de Php em 2023, com 3,2 milhões de assinantes de banda larga em casa.

Tipo de conectividade	Receita anual (PHP)	Cobrança mensal média
Fibra em casa	22,1 bilhões	Php 1.299
Conectividade DSL	7,4 bilhões	Php 799

Serviços digitais de valor agregado

Os serviços de valor agregado geraram Php 15,6 bilhões em receita durante 2023.

• Serviços de entretenimento digital: Php 6,2 bilhões
• Serviços de Tecnologia Financeira: Php 4,8 bilhões
• Mensagens e plataformas de comunicação: Php 4,6 bilhões

Vendas de equipamentos de telecomunicações

As receitas de vendas e dispositivos de equipamentos totalizaram 12,4 bilhões de Php em 2023.

Categoria de equipamento	Vendas anuais (PHP)
Smartphones	8,6 bilhões
Equipamento de infraestrutura de rede	3,8 bilhões

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.