COVER SHEET

(Business Address: No. Street City / Town / Province)

ALBERTO M. DE LARRAZABAL 797-4889

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SECURITIES AND EXCHANGE COMMISSION

SEC FORM 17-C

CURRENT REPORT UNDER SECTION 17OF THE SECURITIES REGULATIONS CODE (SRC)

AND SRC RULE 17(a)-1(b)(3) THEREUNDER

1. 8 November 2013

2.

4.

5.

7.

Registrant's telephone number, including area code

9 5/F, Globe Telecom Plaza (Pioneer Highlands), Pioneer corner Madison Sts.,Mandajuyong CityFormer name or former address, if changed since last report

10. Securities registered pursuant to Sections 4 and 8 of the SRC

Title of Each Class Number of Shares of Common StockOutstanding and Amount of Debt Outstanding

(as of September 30, 2013)COMMON SHARES 132,568,084

IPIA!rP!^n!![l..M.!i!!.!?ns.. t:Pes. ?]! .?..-.?..2..0.

Indicate the item numbers reported herein : P.!?.3.8.6... . .*.?..?*!-??^@^

Re: 3Q 2013 Analysts' Briefing Presentation Materials

Pursuant to the requirements of the Securities Regulations Code, the registrant has duly

caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

^^ istrapPl^JZ ,

Date : 8 November 2013 ALBERTOM: DE\ RRAZABAL'"@@ @CFilef Financial Officer

DateofReport(Dateofearliesteventreported)

1177 3.SECIdentificationNumber

GLOBETELECOM,INC.ExactNameofregistrantasspecifiedinitscharter

PHILIPPINES 6Province,countryorotherjurisdictionofincorporation

000-768-480-000BIRTaxIdentificationNumber

(SECUseOnly)IndustryClassificationCode

27/F,TheGlobeTower,32ndStreetcorner7thAvenue, 1634BonifacioGlobalCity,TaguigAddressofprincipaloffice

(02)797-2000

Postalcode

1

Globe Telecom, Inc.

FINANCIAL AND OPERATING RESULTS For the first nine months ending 30 September 2013

2

Gross Service Revenues (In Php Mn)

Core Net Income (In Php Mn)

EBITDA (In Php Mn)

9m 2013 Results: Revenue growth momentum sustained in 9M13, up 10% YoY; EBITDA and core net income posted 4% and 9% YoY improvements respectively

+9%

+10% +4%

9M 2013 Revenues (in Php Mn) YoY Change

Mobile 54,073

Broadband 7,777

Fixed Line Data 3,449

Fixed Line Voice 1,958

Consolidated 67,257

8%

22%

12%

10%

-4%

61,324

67,257

9M 2012 9M 2013

27,158 28,293

9M 2012 9M 2013

8,767

9,526

9M 2012 9M 2013

2

3

Postpaid Mobile Revenues (In Php Mn)

Mobile Revenues (In Php Mn)

Mobile: Sustained growth in service revenues led by growth in postpaid, which grew 20% YoY in revenues and 19% YoY in subscribers. Total mobile sub base now at 36.5 million, 14% higher than last year

16,684

33,174

49,858

19,988

34,085

54,073

Postpaid Prepaid Total Mobile

9M 2012 9M 2013

20%

3%

8% CAGR +16%

12,918 13,623 16,684

19,988

9M 2010 9M 2011 9M 2012 9M 2013

4

Share of Mobile Browsing and Other Data Revenues* to Total Mobile Revenues

Mobile Postpaid: Continued investments in postpaid subscribers through subsidy and re-contracting costs to seed sustained revenue growth

Mobile Browsing and Other Data: Growth in mobile browsing remain robust, improving contribution to total mobile revenues

* Includes mobile browsing, VAS, GCash and other mobile content

15%

11%

5%

Mobile International Voice: ILD voice revenues are declining due to competitive pressure from over-the-top alternatives

Mobile Postpaid Revenues vs. Re-contracting & Subsidy Costs (In Php Bn)

16.7

4.1

20.0

5.8

Postpaid MobileRevenues

Recontracting &Subsidy

9M 2012 9M 2013

P3.3Bn P1.7Bn

YoY decline in inbound voice revenues (In Php Mn)

9M10 9M11 9M12 9M13

7%

3

Broadband and Fixed Line: Broadband revenues and subscriber base grew by 22% and 15% YoY, respectively. Fixed line data continued to rise, with revenues up 12% YoY

6,349

7,777

9M 2012 9M 2013

Broadband Revenues (In Php Mn)

+22%

1,307,512 1,496,995

328,067384,092

9M 2012 9M 2013Wireless Wired

Broadband Subscribers +15%

+14%

+17%

3,075

3,449

9M 2012 9M 2013

Fixed Line Data Revenues (In Php Mn)

+12%

Continuously Creating A Differentiated Customer Experience

6

NEW SMARTPHONE

OFFERS

FREE FACEBOOK ACCESS

MOBILE DATA

SERVICES RECOGNITIONS

SUPERIOR

INTERCONNECTIVITY

4

Network Modernization and IT Transformation Updates

7

As migration of postpaid mobile subscribers into the new business support system was completed in 1Q13, stabilization management efforts being undertaken, which have resulted in marked improvements in system performance, albeit with minor disruptions

Succeeding phases of migration covering prepaid and broadband subscribers to be undertaken in 2014, as learnings from first phase integrated into the migration plans

With the first phase of network modernization completed since 1Q13, Globe has been building more sites, boosting capacity and enhancing network performance

Laid out more than 9,000 km. of fiber optic cables, complementing Globe’s existing transport infrastructure as the company continues to expand its optical and all IP Transport network nationwide

More than 80% of the network already on 4G HSPA+ providing faster mobile browsing experience for customers, complemented with pilot deployment of LTE in key CBDs

Globe continues to enhance its service quality with the continuing drive for coverage expansion and network performance optimization.

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• In September 2013, the Pasig Regional Trial Court (RTC), which has jurisdiction over the corporate rehabilitation of Bayan, confirmed the motion to amend the rehabilitation plan of Bayan in order to avoid the recurrence of default and ensure its continued viability

• The approved rehabilitation plan seeks to significantly reduce the debt burden of Bayan through a conversion of up to 69% of the debt into equity

• Applicable to all creditors of Bayan, the conversion aims to reduce the outstanding debt of Bayan to around $131 million in two separate tranches of conversion and would result to ownership of up to 55% of Bayan

• The first tranche of conversion was completed in October, following the issuance of Bayan of common shares amounting to 39% equity stake in the company to Globe and its other creditors

• In anticipation of the second tranche of conversion, Globe and Bayan filed last October 11, 2013 a Joint Application for Regulatory Approval with the National Telecommunications Commission for the change in the controlling interest in Bayantel. This will allow Globe and the other creditors to further convert debt into equity.

5

Globe Telecom, Inc.

FINANCIAL PERFORMANCE For the first nine months ending 30 September 2013

Consolidated Financial Highlights

In Php Mn 9M13 9M12 Y/Y Change 3Q13 2Q13

Q/Q Change

Service Revenues 67,257 61,324 10% 22,725 23,164 -2%

OPEX & Subsidy 38,964 34,166 14% 13,372 13,000 3%

EBITDA 28,293 27,158 4% 9,353 10,164 -8%

EBITDA Margin 42% 44% 41% 44%

Depreciation 21,871 16,242 35% 5,800 8,664 -33%

Affected by Network Mod’n 8,333 2,979 180% 1,215 4,056 -70%

Others 13,538 13,263 2% 4,585 4,608 -

EBIT 6,422 10,916 -41% 3,553 1,500 137%

Non-Operating Charges (1,556) (1,270) 22% (477) (576) -17%

NIAT 3,529 6,800 -48% 2,119 754 181%

Core NIAT 9,526 8,764 9% 3,100 3,340 -7%

*Core NIAT excludes forex, mark-to-market gains and losses, and non-recurring items

6

9M13 EBITDA and Core Net Income: Robust top line growth offsets higher operating expenses to bring EBITDA up 4% YoY. Core net income up 9% YoY.

11

8,764

5,933 4,798

5,629 1,223

4,033

9,526

9M12 Core NetIncome

Higher ServiceRevenues

Higher Opex &Subsidy

Higer Dep'n &Amort'n

Net Change in Non-Operating Items &

Income Tax Provision

Due to Acc Dep andForex / MTM Gains

& Losses

9M13 Core NetIncome

+9%

YoY

YoY Change in Core Net Income (in Php Mn After-tax)

27,158

5,933 506 648 1,646 745 1,253 28,293

9M12 Inc. in ServiceRevenues

Inc. inInterconnect

Charges

Inc. in Staff Costs Inc. in Marketing& Subsidy

Inc. in NetworkCosts

Inc. in Others 9M13

YoY Change in EBITDA (in Php Mn) +4%

YoY

17,552 18,007 20,124

22,700

2010 2011 2012 9M13

CAPEX Cashflow (In PhP Mn)

Gearing ratios higher but remain comfortably within covenant limits with additional borrowings raised for transformation initiatives

12

52%20%

12%

15%

9M13 CAPEX Breakdown *

Transformation-related

Data-related

Traditional Services

Others (includingone-time CAPEX)

* Based on consolidated CAPEX additions

50,371 48,679 61,779

69,920

2010 2011 2012 9M13

Gross Debt (In PhP Mn)

1.08 1.01 1.33

1.74

2010 2011 2012 9M13

1.51 1.39

1.78 1.93

2010 2011 2012 9M13

Gross D/E Ratio

Gross Debt/EBITDA Ratio

Covenant = 2 : 1

Covenant = 3 : 1

7

Q & A

Appendix

8

Appendix 1:

Historical Consolidated Gross / Net Service Revenues and EBITDA Margin

2012 2013

(in Million Pesos) 1Q 2Q 3Q 4Q 1Q 2Q 3Q

CONSOLIDATED GROSS SERVICE REVENUES

Mobile 16,571 16,710 16,577 17,331 17,124 18,717 18,232

Data 8,635 8,554 8,599 8,955 9,454 10,449 10,180

Voice 7,936 8,156 7,978 8,376 7,670 8,268 8,052

Fixed Line & Broadband 3,675 3,811 3,980 4,087 4,244 4,447 4,493

Broadband 2,017 2,089 2,243 2,372 2,486 2,659 2,632

Fixed Line Data 997 1,020 1,058 1,092 1,111 1,148 1,190

Fixed Line Voice 661 702 679 623 647 640 671

Total 20,246 20,521 20,557 21,418 21,368 23,164 22,725

EBITDA 8,671 9,008 9,477 7,855 8,776 10,164 9,353

EBITDA Margin 43% 44% 46% 37% 41% 44% 41%

2012 2013

(in Million Pesos) 1Q 2Q 3Q 4Q 1Q 2Q 3Q

Net Service Revenues 18,227 18,311 18,316 19,029 19,172 20,683 20,425

Interconnection Settlement Costs 2,019 2,210 2,241 2,389 2,196 2,481 2,300

Appendix 2:

Net Income and Core Net Income

(in Million Pesos) 9M13 9M12 % Change 3Q13 2Q13 % Change

Reported Net Income After Tax 3,529 6,800 -48% 2,119 754 181%

Deferred Tax on Unexercised Stock Options (102) - - (102) - -

Add (deduct) forex loss (gain) 266 (147) -280% 51 121 -58%

Other Adjustments - accelerated depreciation 5833 2,111 176% 1031 2,465 -59%

Core Net Income 9,526 8,764 9% 3,100 3,340 -7%

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