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
growth. Mobile revenue was Bt30,862mn, decreasing 0.2% YoY and 1.1% QoQ, underpinned by the fixed-speed unlimited plans which limits the ARPU growth. Postpaid segment continued to grow strongly following
revenue of Bt33,293mn, improving 2.9% YoY and 1.6% QoQ, driven by strong growth in fixed broadband and non- mobile enterprise business together with a recovery of mobile business. Mobile business improved
mobile data usage saw strong growth in VoU, +24% YoY to 18.2GB per subscriber per month driven by pandemic situation, weak consumer spending and price competition around unlimited plans continued to
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
consumer spending, industry continued to offer value- for- money mobile data to attract customers. Mobile ARPU continued to be pressured by unlimited data plan; albeit some initiated effort to raise price
increase 5.2% YoY, against the FY19 guidance of mid- single- digit growth. Mobile service revenue rose 4. 3% YoY following the discontinuation of fixed- speed unlimited subscriptions in postpaid partially
increase 5.2% YoY, against the FY19 guidance of mid- single- digit growth. Mobile service revenue rose 4. 3% YoY following the discontinuation of fixed- speed unlimited subscriptions in postpaid partially
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
uplift on unlimited data plan. Fixed broadband revenue was Bt1,785mn, increasing +21%YoY and +6.1%QoQ due to strong subscriber growth offsetting by lower ARPU due to low price offering in the market to