discontinuing fixed-speed unlimited plans, which have been limiting data monetization. As majority of fixed- speed unlimited subscriptions came in 2H18 with one-year validity, an uplift in blended ARPU remained
latter half of March, rising mobile data usage and demand for home broadband are offset with the discount and unlimited data plan offerings. In April and May, the NBTC’s mandates for free data and voice
mobile market remained elevated with continued low-price unlimited data plans, especially in the prepaid segment i.e. 150-200 Baht for 4-15mbps unlimited data. There is also 5G offerings at a lower price
-emerged and further strained tension on economy. Competition around data pricing with unlimited plan remained high and barred monetizing rise in data demand as well as stabilizing ARPU. However, mobile
speed unlimited price plan while handset subsidies were more locally- focused compared to last year. With accumulation of fixed- speed unlimited subscribers, revenue and ARPU have been pressured. However
long-term In the quarter, AIS has settled two disputes with TOT on towers and 2G equipment. Effectively, AIS will be renting towers from TOT for a period of 10 years and ended the rent on 2G equipment
all android handsets, to exhibit leadership in 4G. Handset subsidies remained stable and more targeted; however, the competition in fixed- speed unlimited plans has challenged an ability to increase
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