1 FY18 MD&A Advanced Info Service Plc. Executive Summary Maintained leadership in mobile business In FY18 competition in mobile industry remained elevated particularly on data pricing with fixed
ARPU from new subscribers, supported by cross-selling value-added services. Integration efforts focused on maintaining seamless service quality to customer experiences, while keeping efficiency and
ARPU from new subscribers, supported by cross-selling value-added services. Integration efforts focused on maintaining seamless service quality to customer experiences, while keeping efficiency and
2565 2566 2567 Opened Van Gogh Café by After You During March 2023, the Company opened the "Van Gogh Café by After You" at Van Gogh Alive Bangkok, an exhibition showcasing the work of Van Gogh artist
cream booth at various locations, such as the Van Gogh Alive Bangkok exhibition, the Sretsis Parlour booth, Silom Complex, and Seacon Square, after receiving a positive response from the Thaifex
peers. We also recorded over 1mn 5G subscribers, defining as those specifically signed up for the 5G package as they are willing to pay higher for the benefit of larger data plan; this resulted in the
the recovery in tourism-related activities. Furthermore, the competitive environment was improved led by the price restructuring in the market with a gradual reduction of unlimited data offering
% Blended 224 212 213 -4.6% 0.8% MOU (minute/sub/month) Postpaid 174 155 153 -12% -1.3% Prepaid 66 58 58 -12% —% Blended 92 82 82 -11% —% VOU (GB/data sub/month) Postpaid 27.1 31.9 33.8 25% 6.0% Prepaid 23.5
ability to grow ARPU with higher data usage. As the fixed-speed low-tier packages were seized during the quarter, the ARPU pressure is expected to gradually ease. Aggressive marketing campaigns around the
% -5.5% Blended 232 224 216 -6.9% -3.5% MOU (minute/sub/month)* Postpaid 184 174 166 -4.4% -10% Prepaid 74 66 64 -3.6% -14% Blended 124 117 114 -2.8% -8.2% VOU (GB/data sub /month) Postpaid 22.6 27.1 27.9