20230807-ADVANC-MDA-2Q23-EN Classification: Internal 2Q23 MD&A Advanced Info Service Plc. 1 Executive Summary Core businesses growth from profitability focus amid economic uncertainties In 2Q23 Thai
subsidiaries had a total revenue of THB 757.67 million, increasing THB 168.88 million, or 28.00%, from the same nine-month period in 2016. The increase in revenue is mainly due to the recovery in the Hard Disk
, driven mainly by exports sector, private consumption, government spending and investment. In the fourth quarter, Thai economic growth is expected to be driven by government initiatives such as Low-income
. 3Q21 Financial summary In 3Q21, AIS recorded a total revenue of Bt42,377mn, increasing 1.6% YoY underpinned by robust growth in FBB and enterprise businesses, but decreasing -0.9% QoQ from a decrease on
% and 13% YoY, respectively. • Fixed broadband revenue was Bt8,436mn, increasing 21%YoY due to strong subscriber growth from working and studying from home combined with effective churn management despite
, continued growth of bad debt recovery by 33% y-y as well as a strong growth from overseas businesses. As of November 30, 2018, the Company has active billings of 3.16 million transaction per month and 2.14
) while the total flights increased by 1.2%(y-o-y) to 307,184 flights. While the passengers who traveling through BKK and DMK have a total of 106. 7million, increasing by 2. 5% (y-o-y). The passenger growth
strategic partnership for Enterprise and VDO content In 2Q21, we formed two important partnerships. (1) Microsoft strategic partnership is part of our growth strategy in cloud service by bringing in global
of Thailand and NESDB, overall Thai economy in 2017 expanded by 3.9%, higher than 3.3% growth in 2016. This was mainly from acceleration of private consumption, export sector, and private investment in
, the Company recorded bad debts and doubtful accounts of 1,593 million baht, increasing by 27% y-y and 14% q-q. The increase of bad debt and doubtful accounts was mainly from continued growth of total