20220808-advanc-mdna-2q2022-en 2Q22 MD&A Advanced Info Service Plc. 1 Executive Summary Fading Covid-19 concerns drove 2Q22 economic recovery and AIS performance 2Q22 showed a continuous recovery in
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
more exclusive digital contents were added to AIS video platforms. QoQ, the cost decreased 4.5% from lower prepaid commission following lower prepaid revenue. SG&A expenses were Bt6,599mn, decreasing 9.1
enterprise This quarter, AIS announced a joint venture with SCB, a listed leading bank, for digital lending business with an investment of Bt300mn in the ‘AISCB’ JV. The JV is expected to start service in 1Q22
challenging in 1Q19. In strategic areas, aggressive price plans and handset campaigns were launched, especially in prepaid, in which AIS was competitive to preserve scale. As a result, mobile revenue grew 1.1
1 2Q18 MD&A Advanced Info Service Plc. Executive Summary AIS continued to deliver revenue growth in all segments. In 2Q18, core service revenue, which excluded IC and equipment rental, was Bt33,464mn
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
1 3Q18 MD&A Advanced Info Service Plc. Executive Summary Acquired 1800MHz license and expanded strategic distribution and services In Aug-18, AIS has secured additional 2x5MHz of 1800MHz license
fee). For financing activities, AIS paid a dividend of Bt10,943mn, a net repayment of Bt4,391mn, and lease liability of Bt5,860mn. As a result, net cash decreased by Bt1,445mn resulting in Bt16,970mn
, AIS’ core service revenue dropped -3.2%YoY, while EBITDA (pre-TFRS16) still maintained growth of 1.8% with 45.5% EBITDA margin and NPAT decreased -7.1%. For FY20, our core service revenue and EBITDA