riding on returned tourism activities. The device sales has also benefited from government tax stimulus early in the quarter. Consumers continued seeking packages that catered to their expanding digital
business growth, while decreasing -0.5% QoQ from higher SG&A. EBITDA margin improved to 54% from continual focus in profitable revenue, cost management, and improved device margin. AIS reported a net profit
enhanced device margin. AIS reported a net profit of Bt8,788mn, increasing 7.9% YoY reflecting strong operating performance, while increasing 2.5% QoQ from higher foreign exchange rate gain. 3Q24 MD&A
momentum in enterprise business, partially offset by reduced device sales revenue. Excluding TTTBB impact, total revenue increased 0.7% from lower device sales. Core service revenue (excluding IC and NT
resulted in reallocation between sales and service revenue as well as marketing expenses while device subsidy is capitalized as contract assets and amortized against the service revenue over the customer
recognized as ‘right-of-use’ and ‘ lease liability’ at the present value of lease payment over the remaining lease term. The leases including tower lease agreement, site rental, office & shop building rental
99 -12% -5.5% VOU (GB/data sub/month) Postpaid 17.0 21.6 22.6 33% 4.8% Prepaid 13.8 16.5 16.3 18% -0.8% Blended 14.7 18.0 18.2 24% 0.8% Device Penetration 4G-handset penetration 75% 77% 79% - - Fixed
for users. Given an early stage of 5G technology, there are currently 16 models of 5G device with starting price over Bt10,000. Hence, adoption rate is expected to be limited this year. We continued to
% Blended 17.0 18.2 19.7 16% 8.2% Device Penetration 4G-handset penetration 75% 79% 80% - - Fixed Broadband Business FBB subscribers 1,202,600 1,431,900 1,535,900 28% 7.3% FBB net addition 112,200 95,000