Revised FY18 Guidance Service revenue (excluding IC & equipment rental) growth +3.9% YoY +3.5-4.5% YoY SIM and device sales growth +5.0% YoY Decline SIM and device sales margin -3.2% Near zero EBITDA margin
1 1Q19 MD&A Advanced Info Service Plc. Executive Summary Mobile growth remained soft from ongoing price competition Overall mobile market in 1Q19 reflected industry's effort in gradually
Summary Revenue In 2Q18, AIS had total revenue of Bt42,228mn, increasing 8.1% YoY and 3.2% QoQ mainly from growth in service revenue offset by softened SIM and device sales. Service revenue in 2Q18 was
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
17,347 18,454 18,905 9.0% 2.4% Reported EBITDA margin (%) 44.6% 44.8% 46.2% Guidance tracking 1Q18 FY18 Guidance Service revenue (excluding IC & equipment rental) growth +5.7% YoY +7-8% YoY SIM and device
revenue growth of 26% YoY, outpacing the industry growth. This was driven by healthy net subscriber addition of 60,400 in the quarter despite aggressive price competition; and marked a total subscriber of
1 3Q19 MD&A Advanced Info Service Plc. Executive Summary Mobile revenue driven by postpaid price adjustment In 3Q19, the postpaid segment continued its growth as we continued to adjust postpaid price
, 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
year while demand for mobile data nearly doubled YoY to 6.7GB/data sub/month from video streaming and increased 4G handset penetration (46%). To compete for quality subscribers who bring growth in data