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
% YoY, in line with our guidance, driven by higher mobile data usage and increasing fixed broadband subscribers. Mobile revenue was Bt124,601mn increasing 1.3% YoY due to higher data consumption
customer acquisition rose to 64,500 in the quarter, resulting in total subscribers of 795,000. Despite elevated price competition in operator- switching segment, the Power4Maxx, a fixed- mobile- content
% YoY, in line with the guidance. The main driver for strong growth came from an increased subscriber in both postpaid segment and fixed broadband. Mobile revenue reported Bt130,062mn, increasing 4.2
growing 4.1% YoY and 1% QoQ following growth in mobile postpaid segment, fixed broadband, and full-quarter consolidation of CSL. AIS kept on building brand awareness of the NEXT G network, now available in
of 1mn homes by end-19. Underpinned by the focus on the fixed-mobile convergence (FMC), AIS aims to acquire high-value customers leveraging upon mobile subscriber base. The revenue growth was 32% YoY
-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
AIS PLAY video platform, AIS has started to implement a fixed-mobile-content (FMC) convergence strategy to acquire/retain quality customer segments in order to increase revenue per household in the long
dropped -0.5% QoQ, driven by growth in fixed broadband and non-mobile enterprise business with a growth of the mobile post-paid segment. Mobile 5G customers grew significantly with more affordable devices