Competitive Environment In 4Q17, the mobile competitive landscape was stable in terms of both handset campaigns and pricing. Postpaid segment continued to be a key focus with handset campaigns to gain new
all android handsets, to exhibit leadership in 4G. Handset subsidies remained stable and more targeted; however, the competition in fixed- speed unlimited plans has challenged an ability to increase
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
Environment Mobile market continued to grow following customer behavior using more mobile data while 4G penetration expanding. Handset subsidies stay as a key attraction for operators to acquire and retain
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
consumption rising to 11.5 GB/month. Postpaid segment continued to grow robustly underpinned by customer demand to convert from prepaid to postpaid and attractive handset campaigns. As a result, postpaid
2019, AIS adopted Thai Financial Reporting Standards (TFRS) 15 regarding revenue from contracts with customers. The standard affects accounting of handset campaigns with price plan contract. This
market has remained competitive since end-2017. Overall, operators more carefully spent on marketing activities. Postpaid segment continued to be the main focus where handset subsidies and network quality
last year’s sale of iPhone12 which came in late. Sale margin remained stable at +0.9% due to strong demand in high margin handset. Cost & Expense For FY21, cost of service was Bt85,238mn, increasing 4.5
center and ICT solution following digitalization trend. 5G mobile subscriber continued to grow strongly supported by new 5G handset launch while 5G package uplifted ARPU by 10-15% 5G mobile subscriber