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
acquisition strategy and ongoing efforts to maintain market share and raise awareness of 5G. Expanded leadership in 5G 2021 was the year that AIS focused on expanding its 5G network. By the end of 2021, our 5G
subscribers. However, the scale of overall subsidized campaigns has been controlled. Pricing environment has been stable and slightly improved on the high-end segment after a raise in minimum ARPU of unlimited
mobile market. On the cost side, there’s less marketing spending QoQ and lower tower & equipment rental from settling disputes with TOT. As a result, reported EBITDA was Bt21,135mn increasing 19% YoY and
Protection for Subscribers upon the Expiration of Concession Agreements or the Agreement to Operate B.E. 2013. and (2) the Arbitral Tribunal ordering TRUE to pay TOT Public Company Limited (“TOT”) penalty for
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
, 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
%YoY and -1.3%QoQ continued impact from COVID-19 pandemic and market competition. Core service revenue (excluding IC and TOT partnership) was Bt32,130mn, decreasing -6.8YoY and flat QoQ from the decline
enterprise market in the medium term. Cost management has resulted in profitability improvement. Excluding payment to TOT, cash cost of service and SG&A continued to be stabilized, -4.8% YoY and +2.2% QoQ, due