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
agreements with TOT, effective since 1-Mar-18, on co- utilizing the 2100MHz spectrum. This resulted in AIS having in total 55MHz spectrum in both low- and high-band, which ensures AIS’s capability to provide
price competition due to a lower purchasing power in price-sensitive customers. The blended ARPU slightly increased 0.8% QoQ from a high season with more inbound and outbound tourists coupled with AIS
, from 3Q18 onward AIS along with other operators have rebalanced pricing structure to ease impact on ARPU. As a result, AIS’ s mobile revenue for FY18 was Bt124,601mn, softly growing 1. 3% YoY. While 4G
, decreasing -1.9% YoY. For FY22, AIS expects to grow mid-single digit of core service revenue underpinned by all business segments. We target to strengthen our 5G service to capture high-value segment. FBB aims
aims to expand coverage around outskirt area of key cities with high potential growth and leverage mobile customers to grow subscriber base. AIS Fibre focuses on superior service quality and integrated
loss and high base of 2Q21 with one-time other income. Revised guidance from rising economic concerns Due to a rising concern on inflation, consumer spending, and continued intense competition, AIS
subscriptions and more customers adopting high-speed plans. In 2H17, AIS Fibre has implemented measures to ensure quality customer acquisition such as collecting Bt650 of entry-fee, which has caused softened
- TFRS 16) was Bt28,423mn, declined -8.9%YoY while CAPEX was Bt35bn for 5G/4G network and FBB in-line with guidance. For FY21, AIS aims to strengthen leadership with 5G service to capture high- value
quarter in FY18, and resulted in total subscribers of 795,000. With improving brand awareness, AIS Fibre has been focusing on cross selling convergence offerings to existing high- valued mobile customers