-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
flat service revenue both qoq and yoy. Our mobile business still contracted (-1.5% yoy, -0.9% qoq) but at much lower pace while the home broadband business hit a new high of demand to work from home (+21
experience. Our all-out effort drove 5G adoption to achieve 5G subscribers in Sep-22 at 5.5mn or 12% of total subscribers, a high growth of 41% QoQ. The ARPU uplift of 5G subscribers stayed about 10-15%. FBB
-out effort drove 5G adoption to achieve 5G subscribers in Sep-22 at 5.5mn or 12% of total subscribers, a high growth of 41% QoQ. The ARPU uplift of 5G subscribers stayed about 10- 15%. FBB and
economy and price competition Mobile revenue was Bt28,847mn, decreasing -1.7% YoY and -2.5% QoQ impacted by low spending amidst Omicron’s spread and relatively high base of 1Q21 from government stimulus
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
Plants (CUP 1-3) and IRPC Clean Power (IRPC-CP) declined. Additionally, there was a decrease in revenue from Availability Payment (AP) of Sriracha Power Plant due to a lower Weight factor during the rainy
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
closed from nationwide restriction. SIM & Device margin was marginally negative at -0.5%, down from +2.7% in 2Q21 due to decline in high margin devices sale. Cost & Expense Cost of service in 3Q21 was