management in contemplation of enhancing business efficiency to accommodate sustainable growth. PERFORMANCE OVERVIEW 2 | MANAGEMENT DISCUSSION AND ANALYSIS FOR Q1-2020 Revenue Major revenue of The Group mainly
benefit from structurally improving margins and capturing the volume opportunities. IVL has achieved notable progress on multiple strategic fronts and is increasingly well positioned to deliver sustainable
postpaid subscriber continued to grow and now accounts for 19% of total subscriber base, up from 16% in 1Q17. AIS Fibre continued its improving performance amidst competitive environment with revenue growth
. At the end of 2017, AIS Fibre subscribers recorded 521,200 subscribers with 39,700 net additions QoQ, showing an improving momentum of net addition from 35,600 in 3Q17. ARPU slightly dropped to Bt635
support sales growth as well as business expansion of oversea subsidiaries. In terms of proportion to total revenues, operating and administrative expenses represented 43% of total revenues, improving from
driven by improving domestic economic conditions, bouyant exports and the tourism sector. The market expects private consumption to have expanded, with higher spending on durable goods – particularly
4.00%. The main reason is to the improving budget cost control which mention above. Additional, increasing of employee’s expenses & compensations. And finance cost from short-term loan for projects
Bt20,000-25,000mn, to continue enhancing the quality of 4G network, which continues to grow and is serving 66% of total customer base. Fixed broadband business grew healthily AIS Fibre reported a sequential
was also benefited from the increase in 5G subscribers which still gives a 10-15% uplift in ARPU. AIS continues to prioritize customer experience by enhancing network and service quality and adopting
% YoY and 0.4% QoQ with 322k net subscribers added while 4G penetration continued to rise to 63% . Nonetheless, with our focus on brand and network investment, we continued to see improving perception