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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
prepaid and ARPU dilution from fixed-speed unlimited plans, while fixed broadband revenue continued to grow by 48% YoY due to subscriber addition of 155,500 or 30% from end-17. SIM and device margin
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
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
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
consumer spending, industry continued to offer value- for- money mobile data to attract customers. Mobile ARPU continued to be pressured by unlimited data plan; albeit some initiated effort to raise price
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
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
-emerged and further strained tension on economy. Competition around data pricing with unlimited plan remained high and barred monetizing rise in data demand as well as stabilizing ARPU. However, mobile