Globe Telecom restores services while analysts rate Globe Telecom stock Strong Buy

Published on 10/14/2026 at 06:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Globe restored service after a subsea cable disruption on October 14, 2026. Globe Telecom stock yields 6.60 percent. Earnings are due November 5, 2026.

Service restoration and earnings dates

Globe Telecom restored connectivity after a subsea cable disruption on October 14, 2026.
Service revenue reached PHP 85.4 billion in the first half of 2026.
Globe Telecom is scheduled to report earnings on November 5, 2026.

Globe Telecom, PHY272571498, Illustration mit AI erstellt.

Globe Telecom restored internet services after a subsea cable disruption affecting international connectivity on October 14, 2026, according to Ground News. On October 11, 2026, StockAnalysis listed an eight-analyst consensus rating of Strong Buy for Globe Telecom and an average target of PHP 2,228.75, according to StockAnalysis.

What changed for customers?

Globe, PLDT and Converge rerouted traffic through redundant systems and alternative submarine cables after a fiber break between the Philippines and Singapore. The disruption reduced international bandwidth and caused slower browsing, buffering and intermittent access for some mobile, broadband and corporate customers.

Ground News reported that Globe expected service to normalize shortly, while physical repairs to the damaged cable could take several weeks. That distinction matters operationally because service restoration came from reactivated and alternative network capacity, while the underlying cable work remains a separate engineering task.

Three dated company developments

On August 13, 2026, Globe reported first-half service revenue of PHP 85.4 billion, up 6.00 percent year over year, with an EBITDA margin of 52.60 percent, per Investing.com. On October 4, 2026, the company said one Philippine cable landing station had reactivated the system and restored international connections, according to Back End News. On October 14, 2026, the latest update put the restoration at the center of the network story.

What does the earnings data show?

The first-half service-revenue increase of 6.00 percent was paired with a 52.60 percent EBITDA margin, above the full-year target of 50.00 percent cited by Investing.com. Net income for the period was PHP 11.0 billion, down 11.00 percent year over year because of lower gains from the Mynt stake dilution and higher non-operating charges, the same report said.

Dates and valuation signals

Globe Telecom's next earnings date is November 5, 2026, according to Investing.com. The next ex-dividend date is November 17, 2026, with a stated annual payout of PHP 100.00 per share, according to Snowball Analytics.

Globe Telecom closed at PHP 1,519.00 on the PSE on October 13, 2026. StockAnalysis placed the average analyst target at PHP 2,228.75, or 46.73 percent above that reference price, giving the upcoming earnings report a clear valuation benchmark.

Network repairs span several weeks

For investors, the immediate operating question is whether restored service remains stable while the damaged infrastructure is repaired. Globe's use of alternative routes shows network redundancy in action, but the several-week repair timetable keeps execution central to the next company update.