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
competition, AIS mobile service revenue was Bt130,062mn, grew 4.2% YoY based on subscriber growth of 2% and ARPU growth of 2%. Overall, price competition improved from FY18 when unlimited data plans were
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
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