As ASEAN moves toward a more integrated digital economy, Philippine businesses will have more opportunities to reach customers, partners and markets across the region. Globe sees an opportunity to help local enterprises expand beyond the domestic market, while also supporting regional and global companies looking to establish and grow their presence in the Philippines.
The ASEAN Digital Economy Framework Agreement (DEFA) is expected to support greater cross-border digital activity through areas such as digital trade, cross-border data flows, electronic payments, personal data protection, cybersecurity and emerging technologies. Negotiations on the region-wide agreement concluded in May 2026.
“A more connected ASEAN opens a bigger market for Philippine businesses. Globe can help them get there by providing the connectivity and digital capabilities they need to grow, while also helping companies from across the region establish and expand their presence in the Philippines,” said Carl Cruz, Globe President and CEO.
For Globe, this creates a two-way opportunity. Philippine enterprises will need reliable connectivity, digital infrastructure and technology partners as they expand across the region, while companies entering the Philippines will need the same capabilities to establish and scale their operations here.
Supporting Businesses Across Markets
Globe is strengthening its enterprise capabilities across connectivity, cloud, cybersecurity, data and artificial intelligence to support businesses as their requirements become more complex. Its partnerships with regional operators, global technology companies and startups also give enterprises access to capabilities and expertise beyond the Philippine market.
Globe continues to invest in the infrastructure behind these services. The company spent ₱26.3 billion in capital expenditures in the first half of 2026, with approximately 91% directed toward data-related initiatives to expand network capacity and improve service quality.
Demand from enterprises is also growing. Corporate Data revenues reached a record ₱11.0 billion in the first half of 2026, up 15% year-on-year, as businesses continued to invest in connectivity, ICT and digital solutions.
Building for an AI-Powered Economy
AI is becoming a bigger part of Globe’s transformation. The company is focusing on hyper-personalization, customer experience, intelligent networks, and new products and services, with more than 260 AI use cases already being applied and developed across the organization.
Globe is also preparing its network for growing AI demand, moving toward more intelligent and automated infrastructure that can support next-generation broadband, cloud, enterprise and AI-powered services. This includes modernizing its transport network, expanding fiber infrastructure and strengthening resiliency as more traffic is driven by AI applications, cloud platforms and connected devices.
These capabilities can also help businesses put AI and other emerging technologies to practical use, whether to improve operations, serve customers better or develop new services. Globe’s role is to provide the connectivity, infrastructure and partnerships that can help Philippine enterprises capture these opportunities and extend them beyond the local market.
As more data, services and transactions move across borders, security and trust will remain critical. By bringing together connectivity, enterprise solutions and AI-ready infrastructure, Globe aims to help Philippine businesses compete in an increasingly connected ASEAN while supporting the country’s growing role in the regional digital economy.
Public Company Information:
PSE: GLO
