(5.5% of revenue from 10.5% in 2016). Network OPEX was flat QoQ but increased 99% YoY mainly from 4G expansion and addition of TOT partnership payment. EBITDA margin improved to 44.6% from 36.4% in 4Q16
Cloud and acquisition of CSL in Feb-18. Following the tower agreement with TOT and discontinue of 2G equipment rent as well as network expansion in both mobile and broadband, cost of service was
license is expected to commence around 4Q20. 3. In 3Q19, AIS entered into two settlements with TOT on tower dispute and equipment rental. Effectively, net cost of tower rental was reduced by Bt100mn per
revenue”, grew 5.4%YoY from the demand for EDS and Cloud. Network OPEX excluding cost of TOT partnership was +9.4% increase YoY, as the base rental and utilities increased from 4G/5G network expansion
network and service. This resulted in overall network OPEX ( excluding cost of TOT partnership) to stay flat YoY or remained at 8% of core service revenue. The focus on effective spending amidst intense
, inclusive of CSL’s revenue and equipment rental from partnership with TOT (see significant event). Excluding IC and equipment rental, service revenue would have been +5.7% YoY and +1.6% QoQ, against the FY18
, flat YoY and QoQ despite new spectrum acquisition and 5G/4G network expansion due to some fully depreciated 3G network equipment. Network OPEX & TOT partnership cost was Bt5,055mn increasing 19%YoY and
. Network OPEX & TOT partnership cost (net of revenue) was Bt18,642mn decreasing -2.3%YoY from saving on base rental from TOT partnership since Sep- 19 offset by increasing expense from 4G/5G expansion
partners will drive DGI’s expansion into growing gaming business in Asia. 3 1Q20 MD&A Advanced Info Service Plc. Market and Competitive Environment In 1Q20, the mobile market continued to face pricing