Advanced Info Service Public Co., Ltd. · SET:ADVANC
Advanced Info Service Public — Investor Day (February 2022)
11 slides from Advanced Info Service Public's investor day presentation, Feb 17, 2022
Slide 1: Analyst Meeting 2022
Analyst Meeting 2022 Define the Future: COGNITIVE TELCO Somchai Lertsuttiwong, CEO
Slide 2: Driving Long Term Value Creation
DRIVING LONG TERM VALUE CREATION FBB NEW DIGITAL MOBILE ENTERPRISE BUSINESS Less but More New growth engine Reinvent as digital platform business 2
Slide 3: Digital Life Service Provider to Cognitive Telco
Commoditization of Emerging technologies our main services are changing the world ARPU Profit Changing New Slow Forcing opportunities pressure challenge business model growth reinvention From To Digital Life Cognitive Telco Service Provider 3
Slide 4: Unleash new value through Cognitive Telco
Unleash new value through Cognitive Telco Mobile FBB Enterprise Digital Services Data & Insights Network Data Customer 360 Deliver DISTINCTIVE Partners’ Data CUSTOMER EXPERIENCE Zero-touch Operations Autonomous IT Network Intelligence 4
Slide 5: Deliver Distinctive Customer Experience
Deliver Distinctive Customer Experience Autonomous Network IT Intelligence Data Insight • Automate fault resolution & • Modernize with cloud-base IT • INTERACTIVE, PERSONALIZED resource allocation i.e. self- infrastructure & REAL-TIME monitor, auto-detect, self- • Simply internal processes • Partner
Slide 6: Enhance the strength of Mobile business
Enhance the strength of Mobile business LEAD MARKET IN 5G UNIQUE CUSTOMER DRIVE DIGITAL BRAND EXPERIENCE Deliver the best network quality Personalized and proactive to Capture digital-native Drive interactive & immersive provide digital and lifestyle customers 5G experience products and services 6
Slide 7: Drive growth in Home Broadband
Drive growth in Home Broadband + + + + Personalized and proactive Offer unique video service Scale up the penetration to provide Fixed-Mobile-Content with exclusive international and local with wider coverage Convergence and points entertainment and sport ecosystem 7
Slide 8: Drive New Enterprise business
Drive New Enterprise business Capture growth in Cloud, Cyber security, Iot, ICT solutions and Data center (CCIID) Long term Target: >20% Revenue Partner for 5G vertical solution to deliver extreme automation & performance contribution Transform operational capabilities to deliver a comprehensive sui
Slide 9: Digital business: Transform Connectivity to Lifestyle Experience
Digital business: Transform Connectivity to Lifestyle Experience • VDO • Lending • Game/e-sport Digital Digital • Payment • Point Lifestyle Finance • Insurance • Education • Digital marketing Digital Other • Digital ads Media platform Leverage telco’s key assets 40mn nationwide Unique telco data on
Slide 10: Win-win growth for all stakeholders while preserving financial strength
Win-win growth for • Seek new growth opportunities beyond connectivity all stakeholders • • Address economic, social and environmental issues Aim to deliver both top line and bottom line while preserving • Expect to generate solid free cash flow financial strength • Maintain financial flexibility wi
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