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
1 3Q18 MD&A Advanced Info Service Plc. Executive Summary Acquired 1800MHz license and expanded strategic distribution and services In Aug-18, AIS has secured additional 2x5MHz of 1800MHz license
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
latter half of March, rising mobile data usage and demand for home broadband are offset with the discount and unlimited data plan offerings. In April and May, the NBTC’s mandates for free data and voice
/month in 4Q18 to 11.4 GB in this quarter following the barring of fixed-speed unlimited subscriptions. During this quarter, AIS Fibre acquired 64,500 net customers, compared to an average of 52,300 a
-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
competition, AIS mobile service revenue was Bt130,062mn, grew 4.2% YoY based on subscriber growth of 2% and ARPU growth of 2%. Overall, price competition improved from FY18 when unlimited data plans were
around unlimited data plan. AIS had seen weaken mobile revenue due to consumer spending optimization and loss of revenue from traveler segment led to -6.5%YoY decline in mobile service revenue for FY2020
mobile market remained elevated with continued low-price unlimited data plans, especially in the prepaid segment i.e. 150-200 Baht for 4-15mbps unlimited data. There is also 5G offerings at a lower price