20230508-ADVANC-MDA-1Q23-EN Classification: Internal 1Q23 MD&A Advanced Info Service Plc. 1 Executive Summary Growing core businesses amid the cautious recovery of the Thai economy 1Q23 illustrated a
started its positive contribution to NPAT. Continued growth in digital services AIS digital services continued to scale in size focusing on growing user base both in consumer segment and enterprise
rate of tariff for importing products from China. However, the global economy still has continuously growing up. While Thai’s economic has trend to growing lower than expectation, Not only exporting
among particular segments including teens and tourists. Fixed broadband saw healthy growth focusing on FMC AIS Fibre has achieved robust results with revenue growing 27% YoY and 6. 3% QoQ while net
discontinued while overall data price gradually uplifted. As a result, AIS’s mobile revenue had a strong improvement, growing 5.3% YoY and 4.3% QoQ driven by ARPU increase. The average data usage, currently at
political crisis in many country including War trade crisis between USA and China however the global economy still has continuously growing up. While Thai’s economic has trend to growing lower than
. Mobile revenue improved 2.6% YoY, mainly from postpaid segment. Average data usage increased to 4GB/sub/month, supported by growing 4G handset adoption (35%) and popularity of video streaming. The fixed
-month period ending 30 September 2017, and (ii) revenue from 3rd party products for distribution increased by THB 144 million due to the growing number of 3rd party products for distribution i.e. up from
digital services and platforms to both consumers and enterprise. Continue growing core revenue with controlled marketing expenses In 1Q18, AIS reported service revenue of Bt34,565mn, +6.5% YoY and +2.5% QoQ
Q4’19. The new production facility in Myanmar will start production in Q1’20, providing additional flexibility to respond to market demand and allowing OSP to fully capture manufacturing margins. Osotspa