20221103-ADVANC-MDA-3Q22-EN Classification: Internal 3Q22 MD&A Advanced Info Service Plc. 1 Executive Summary 3Q22 Thai economy continued a slow recovery from rising inflation. Consumer purchasing
-openings. However, towards the middle of the year, the rising inflation and continuous increase in energy costs limited private consumption and signaled a global economic slowdown, raising spending concerns
outbreak Driven by rising home connectivity demand during pandemic, AIS Fibre added 95k and reached 1.43mn subscribers with 17%YoY growth which drove 17%YoY revenue growth. Despite eased price competition
our customers and generate higher income from both the content as well as subscription in mobile and broadband. Revised down full year guidance following the rising economic risk We revised down the
Bt22,636mn, improved 1.0% YoY from core services revenue growth combined with cost optimization to soften the rising utility cost impact. However, EBITDA soften -1.1% QoQ due to the high seasonality effect of
-year guidance, underpinned by improved 4G network and larger AIS Fibre coverage. QoQ, revenue slightly dropped by 0.8%. The handset campaigns were more selective, resulting in lower marketing expense
. Handset campaigns were more selective with limited discounts, resulting in marketing expenses subsiding from 10.5% to 6.3% to total revenue. Network OPEX rose 36% YoY mainly from fully recognized payment
base and capturing rising demand in home connectivity. Enterprise non mobile focuses on support need for digital transformation with telecom infrastructure and services in cloud, cyber security and ICT
the rising order for the Company’s energy drink from overseas market up until now and more product variety requirement, the Company decided to invest in capacity expansion for both bottling and canning