Globe和PLDT报告2026年第一季度数据中心业务强劲增长

Globe Telecom和PLDT发布了2026年第一季度财务报告,重点介绍了菲律宾数据中心的扩张以及对数字服务需求的不断增长。

Globe表示,其与ST Telemedia Global Data Centres和Ayala Corporation合资成立的数据中心项目进展顺利,预计年内总容量将超过30兆瓦。该公司报告称,STT Fairview 1已完成结构建设和一级数据大厅,而STT Cavite 2一期工程已达到可服务状态,并有客户投入使用。

Globe第一季度的资本支出同比增长51%,达到127亿比索。截至2026年3月底,其移动用户总数达到约6700万,较上年同期增长8%,移动数据流量增长18%,达到1810拍字节。

PLDT旗下的数据中心部门Vitro以100兆瓦的容量处于行业领先地位,其中包括位于内湖省的50兆瓦Santa Rosa园区。该公司表示,受对安全设施需求的推动,数据中心收入同比增长10%。

Globe指出,其旗下拥有GCash的金融科技部门Mynt目前的税前净利润占比已达30%。PLDT报告称,其季度无线数据流量增长10%至1583拍字节,同时5G设备用户增长34%,达到1220万。

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