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
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
mobile market remained elevated with continued low-price unlimited data plans, especially in the prepaid segment i.e. 150-200 Baht for 4-15mbps unlimited data. There is also 5G offerings at a lower price
-border gateway for other e-wallets. Revenue continued pressured by unlimited plans Mobile revenue in 3Q18 remained softened from the customer’s subscription of fixed-speed unlimited plans, resulting in
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
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
purchasing power. However, from Sep-21 onward, restrictions were gradually lifted, resulting in some improvement in consumer spending. Meanwhile, competition in mobile industry remained elevated as operators
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
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
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