. It was still challenging for telecom sector particularly in the mobile business due to weak consumer spending and revenue loss from traveler sector due to international travel restriction. Fixed
summary The COVID-19 pandemic has affected AIS mobile subscribers, particularly from the contraction in traveler segment. Prepaid segment saw a decline of 1.7 million or -5%YoY mainly from loss in tourist
tourist SIM, while prepaid ARPU declined -3.9%QoQ to Bt156 following low price unlimited data plan as well as the effect of the NBTC’s campaigns causing lower top-up. Overall, blended ARPU declined to Bt239
million or 83.9% compared to the same period last year, primarily due to world-wide travel restriction especially by the commercial plane since the end of March up to now resulting no international traveler
and robust growth in fixed broadband. Mobile revenue was Bt29,351mn, decreasing -3.2%YoY as price competition coupled with revenue loss from traveler segment but increasing 1.2%QoQ from improved new
tourists faded, revenue from internal roaming and prepaid tourist SIM which normally contributes around 2-2.5% of service revenue declined by 43% YoY. Prepaid subscribers also declined by 891k due to the
consumption remained subdued amid concerns about the ongoing Omicron outbreak and rising inflation. The demand from the traveler segment also remained soft albeit slight increase in tourist arrivals. These have
revised CAPEX guidance to approx. 30bn focusing on optimization to manage network quality. Market and Competitive Environment Overall demand in 2Q22 recovered through an increase in foreign tourist arrivals
of 1.8 percent. Tourist arrivals from South Asia had the highest growth at 20.7 percent, followed by Southeast Asia and Africa at 5.7 percent and 1.4 percent respectively. In contrast, tourist arrivals