1 2Q19 MD&A Advanced Info Service Plc. Executive Summary Competition in mobile saw an improvement In 2Q19 the price competition in mobile industry had improved with fixed speed unlimited data pricing
1 3Q20 MD&A Advanced Info Service Plc. Executive Summary Continued economic impact on mobile business despite improved pandemic situation in Thailand With well-managed pandemic situation, domestic
discontinuing fixed-speed unlimited plans, which have been limiting data monetization. As majority of fixed- speed unlimited subscriptions came in 2H18 with one-year validity, an uplift in blended ARPU remained
-emerged and further strained tension on economy. Competition around data pricing with unlimited plan remained high and barred monetizing rise in data demand as well as stabilizing ARPU. However, mobile
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
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Bt167mn/month.) Market and Competitive Environment In 3Q19, the competition in the postpaid segment remained fairly stable. There continued to be no new offering on fixed- speed unlimited data in the
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
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