AIS Mobile Market Strategy 2018
Mobile: net addition gradually improved along with
rising data consumption
Subscribers (mn)
postpaid prepaid
ARPU (Bt/sub/month)
33.5
593
33.0
590
32.7
32.4
32.3
7.0
7.2
7.4
7.6
7.8
Net addition ('000)
330
235
227
206
163
AIS
postpaid prepaid blended
251
182
182
254
581
578
574
256
257
183
184
258
183
66666
VOU (GB/data sub/month)
9.2
10.9
8.9
6.7
-161
4.7 7.5
8.3
5.9
6.2 6.7
7.0 7.6
8.2.
-294
-233
4.1
5.4
-504
-523
2Q17
3Q17
4Q17
1Q18
2Q18
Mobile subscribers was at 40.1mn, increasing 45k.
•
Postpaid subscribers grew 206k QoQ from attractive
offerings and migration from prepaid.
Prepaid subscribers decreased 161k QoQ,
continuing to slow down, supported by localized
marketing campaign.
•
2Q17
3Q17
4Q17
1Q18
2Q18
Blended ARPU improved Bt1 QoQ, reaching Bt258
from larger postpaid mix.
Blended VOU increased to 8.9GB from increasing
4G adoption (54%) and popularity of video
streaming.
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