had a higher impact from the decline in domestic purchasing power leading to lower prepaid usage despite an increase in tourism-related income. Competition remained intense with the market continued
sharp drop in tourist SIM while postpaid acquisition and handset subsidy slowed down from temporary shop closure, resulted in slower net add. With intense competition in prepaid and reintroduction of
broadband remained intense in 3Q20 due to continued low price packages starting from Bt299 for 100Mbps, which is lower than industry ARPU, in response to the macro low-spending environment. Speed and device
to put pressure on consumers’ mobile spending. Unlike 1Q21, there were no government stimulus campaigns aimed at boosting consumer spending in this quarter. Mobile competition remained aggressive due
. However, intense price competition resulted in 11%YoY drop in ARPU. AIS Fibre revenue in FY20 grew 22%YoY and accounted for 5.3% of AIS core service revenue. Enterprise business grew with digitalization
remained intense both on pricing and aggressive customer acquisition. Operators continued to offer steep half-price discounts to prevent churn of customers, as well as to attract new customers. In addition
in 2H18. Expanded fixed broadband and strengthened digital services AIS Fibre continued to grow healthily, despite intense competition, with revenue reaching Bt4,436mn, a 42% increase YoY. The growth
migration trend and lack of tourist segment. Fixed broadband revenue was Bt1,919mn, increasing 17%YoY and 3.6% QoQ driven by solid subscriber growth offset by lower ARPU from aggressive price offering in
, exceeding our target of 1.6mn subscribers by the end of this year. However, intense competition resulted in ARPU to dropped -5.9% YoY and - 0.5% QoQ. Mobile Business 3Q20 2Q21 3Q21 %YoY %QoQ Subscribers