PLDT: Post-Recovery Correction May Take A Long Distance, But Opportunities Are There
PLDT, Inc. remains a dominant force in the Philippine telco sector, leveraging robust fundamentals and a resilient customer base. PHI's Q1 2026 revenues rose 2.8% YoY to PHP 54.91B, with a stable 52% EBITDA margin despite inflation and currency headwinds. Strategic investments in data centers (VITRO) and digital banking (Maya) position PHI for long-term growth amid tightening competition.
PLDT: Look Beyond Flattish Earnings
PLDT remains a "Buy" despite uninspiring FY25 results. PHI's wireless business has exhibited positive momentum, with the segment's 4Q25 revenues up 5% QoQ. Deleveraging is underway with a PHP 10 billion debt reduction target supported by CapEx management and asset monetization.
PLDT Inc. (PHI) Q4 2025 Earnings Call Transcript
PLDT Inc. (PHI) Q4 2025 Earnings Call Transcript
PLDT Inc. (PHI) Q3 2025 Earnings Call Transcript
PLDT Inc. ( PHI ) Q3 2025 Earnings Call November 11, 2025 2:30 AM EST Company Participants Marseille Nograles - Vice President & Investor Relations Head Danny Yu - Senior VP, CFO & Chief Risk Management Officer Aayush Jhunjhunwala Marjorie C. Garrovillo Lloyd Dennis R.
PLDT Inc. (PHI) Q2 2025 Earnings Call Transcript
PLDT Inc. (NYSE:PHI ) Q2 2025 Earnings Conference Call August 12, 2025 3:30 AM ET Company Participants Aayush Jhunjhunwala - Corporate Participant Anastacio R. Martirez - Corporate Participant Anastacio Roy Martirez - Chief Operating Officer Danny Y.
PLDT Inc. (PHI) Q1 2025 Earnings Call Transcript
PLDT Inc. (NYSE:PHI ) Q1 2025 Results Conference Call May 15, 2025 3:30 AM ET Company Participants Jinggay Nograles - Head of Investor Relations Danny Yu - Chief Financial Officer & Chief Risk Officer Patricio Pineda III - Senior Vice President Alfredo Panlilio - Member of Board of Director Boy Martirez - Smart Communications Chief Operating Officer Joachim Horn - Former Chief Technology & Information Advisor Menardo Jimenez - Executive VP & COO Butch Jimenez - Chief Operating Officer Conference Call Participants Arthur Pineda - Citi John Te - UBS Jinggay Nograles Good afternoon, everyone. Thank you for joining us today.
Are Investors Undervaluing PLDT (PHI) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PHI vs. TLSNY: Which Stock Is the Better Value Option?
Investors interested in Wireless Non-US stocks are likely familiar with PLDT (PHI) and TeliaSonera AB (TLSNY). But which of these two stocks is more attractive to value investors?
Is PLDT (PHI) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PLDT: A New Hope After Its Deep Plunge
PLDT, Inc. continues to show solid revenue growth and robust Q4 2024 performance, aligning with my DCF projections. Maya's rapid subscriber growth and profitability, coupled with favorable economic conditions, position it as a key growth driver for PLDT in FY25. PLDT's extensive data center investments and strong liquidity ensure it remains competitive and capable of sustaining expansion and capital requirements.
Is PLDT (PHI) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Should Value Investors Buy PLDT (PHI) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
