Will Telcos See an Earnings Rebound in 2026 and Sustain Dividends?

Can Philippine Telco Stocks Rebound in 2026?

Despite being known for steady dividends, telco companies continued to post lackluster earnings, weighed down by flat mobile revenues, slow broadband growth, intense competition, and rising financing costs. This raises an important question for investors: Can telcos deliver an earnings rebound in 2026 and sustain their dividend payouts?

In this Market Talks episode, we’re joined by COL Financial Telco Analyst, Paolo Manansala, to discuss:

Why Globe and PLDT’s profits declined, and why Converge’s growth remained muted
What’s behind stagnant mobile revenues and slowing broadband growth
Whether DITO remains a competitive threat heading into 2026
The impact of rising financing costs and whether debt levels may start to ease
What drove Converge’s GAEX spike and if it’s a cause for concern
The outlook for GCash and Maya after the delinking of gambling sites
How the Konektadong Pinoy Act could affect telco profitability
Key catalysts for a potential rebound in 2026
Which telco is best positioned for recovery, and which faces the biggest challenges
Top telco picks for investors


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Disclaimer: The views and opinions expressed by April Lee-Tan and the guests are their own and do not necessarily reflect those of any organization. This content is for informational purposes only and should not be considered as investment advice. Always do your own research or consult a licensed financial advisor before making any investment decisions.


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