1 2Q19 MD&A Advanced Info Service Plc. Executive Summary Competition in mobile saw an improvement In 2Q19 the price competition in mobile industry had improved with fixed speed unlimited data pricing
-border gateway for other e-wallets. Revenue continued pressured by unlimited plans Mobile revenue in 3Q18 remained softened from the customer’s subscription of fixed-speed unlimited plans, resulting in
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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
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
around unlimited data plan. AIS had seen weaken mobile revenue due to consumer spending optimization and loss of revenue from traveler segment led to -6.5%YoY decline in mobile service revenue for FY2020
the new phase of pandemic emerged in 2Q21 affecting consumer spending, mobile operators moved downward on the low-end offering of unlimited data plan. Example of these plans are Bt150 for 4mbps and
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Bt167mn/month.) Market and Competitive Environment In 3Q19, the competition in the postpaid segment remained fairly stable. There continued to be no new offering on fixed- speed unlimited data in the