Advanced Info Service : Management Discussion and Analysis FY2025 (management discussion and analysis yearly 2025)

About this update from Advanced Info Service Public Co., Ltd.

‌FY25 Management Discussion & Analysis Advanced Info Service Public Company Limited (ADVANC:TB) To lead a sustainable Thai digital society through ecosystems and partnerships 1 Further information is available in the investor materials on AIS IR website ‌Executive Summary Core business resilience underpinned by strong connectivity and ecosystem-led value creation In FY25, the Thai economy experienced a modest recovery amid global uncertainties and trade tensions, alongside domestic factors that continued to weigh on consumer sentiment. Nevertheless, demand for connectivity remained resilient, supported by the accelerating adoption of digital behaviors. Against this backdrop, AIS delivered solid growth in core service revenue of Bt173,316mn, up 6.7% YoY, exceeded guidance, driven by sustained demand for high-quality connectivity across mobile, broadband, and enterprise. Growth was further supported by value-added digital lifestyle services enabled by a strong ecosystem of strategic partners. Mobile business sustaining growth momentum amid rising data consumption and 5G upselling Mobile service revenue continued to grow, reaching Bt130,926mn, up 5.8% YoY, driven by higher data consumption from increased usage of social media and video streaming. This trend supported AIS's upselling strategy toward higher data-allowance packages, including ongoing customer adoption of 5G, in line with evolving usage behaviors. In addition, the offering of value-added services, particularly entertainment services, including flagship content such as the English Premier League, contributed to revenue growth while reinforcing AIS's brand proposition through perceived superior quality and differentiation. AIS continued to prioritize 5G network development, enhancing both coverage and network performance, with population coverage exceeding 95% nationwide. In parallel, the Company is further strengthening network security, monitoring, and customer screening measures in response to heightened risks of network misuse, in line with regulatory requirements. These initiatives underscore AIS's commitment to service integrity, customer trust, regulatory compliance, and Enterprise robust growth supported by demand for integrated connectivity and digital solutions Enterprise service revenue (non-mobile revenue) amounted to Bt7,828mn, up 11% YoY, supported by rising digital adoption acro...

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