ADVANC-MDA-1Q24-EN 1Q24 MD&A Advanced Info Service Plc. 1 Executive Summary Revenue base expansion from core business growth and acquisition of TTTBB 1Q24, Thai consumer confidence slightly improved
momentum in fixed broadband, further boosted by the consolidation of TTTBB’s revenue for 46 days. Excluding TTTBB, the core service revenue’s organic growth was 3.1% YoY and 2.4% QoQ. Mobile revenue improved
personalized packages to drive ARPU. The handset market improved from the previous quarter, fueled by the new iPhone launch. The fixed broadband industry sustained growth despite seasonal challenges during the
Bt30,775mn, increasing 4.3% YoY 1.4% QoQ, driven by improved consumer sentiment and increased data consumption. AIS mobile ARPU continued to benefit from package restructuring in prepaid, personalized cross
. Spending was boosted by the government’s stimulus measures and the export sector was supported by brightening global economic prospects. However, any potential Thai economic recovery over the rest of the
interest in AI technology. Additionally, sales have been boosted by various accessory products. The company continues to focus on a strategy of selling accessories alongside primary products, which helps
easing COVID-19 situation with a rebound of foreign tourists which boosted Thailand’s economic recovery. Nonetheless, domestic demand stayed soft due to the global geopolitical conflicts that created
Bt22,636mn, improved 1.0% YoY from core services revenue growth combined with cost optimization to soften the rising utility cost impact. However, EBITDA soften -1.1% QoQ due to the high seasonality effect of
system, has boosted retail sales this quarter. In the second half of 2024, our company's IT product sales have significantly recovered. This positive trend is expected to continue into the Q4/2024, even