Microsoft Word - SET-AIS-CP 007-2020 Acquisition of spectrum license.docx (Translation) AIS-CP 007/2020 19 February 2020 Subject: Acquisition of spectrum license To: President The Stock Exchange of
revenue recovered QoQ due to strong subscriber acquisition as well as demand driven by government stimulus package. Fixed broadband and Enterprise business continued its growth momentum driven by the
. Solid demand for home connectivity driven by pandemic AIS Fibre, fixed broadband business (FBB), continued growing strongly with subscriber growth of 29% vs overall market growth of 10-12% driven by
–0.9% QoQ. AIS Fibre (home broadband service) subscriber base continued to be driven by demand for home connectivity in the new normal with the solid subscriber growth of 34% YoY, gaining 53k net adds in
. Government enforced fully lockdown with varying degree of restriction within the 2Q causing significant economic impact. For telecom, new subscriber acquisition as well as handset sale remained weak while
and 0.5% QoQ. Marketing expenses remained at 5.5% of total revenue, same level both YoY and QoQ. Underpinned by localized promotional campaigns, the decline in prepaid subscriber has slowed down, while
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
11.5 GB/subscriber, also rose more reasonably following the discontinued unlimited data offerings. CAPEX was well under plan with 1H19 investment of Bt13,265mn tracking with the full year guidance of
Bt117,244mn following the economic environment and competition, offset by the significant increase in subscriber base with a net addition of 2.68mn. The strong net additions were driven by our strong
was 6.4bn, -2.1% YoY, and -9.5% QoQ Excluding one-time items and FX loss, normalized NPAT was 6.7bn, +0.9% and -0.7% QoQ Continuous 5G subscriber scale expansion and maintain a leading position in 5G