The New Growth Engine Saran Phaloprakarn Senior Vice President Fixed Broadband Business Management
Fixed broadband Industry Fixed Broadband 2016 6.77 M Active Subs No. Sub & FBB Internet penetration in Thailand Among 21.3M households 46% 44% 45.0% 41% 10 39% 40.0% 35% 35.0% 8 32% 30% 28% 30.0% 25% 6 25.0% 22% 10.47 9.90 20.0% 9.25 8.53 4 7.69 15.0% 6.77 6.23 5.69 5.07 10.0% 4.46 2 5.0% 0 0.0% 2012 2013 2014 2015 2016F 2017F 2018F 2019F 2020F 2021F Sub.(Million) internet penatration 32% of FBB Internet penetration in 2016 Source: NBTC 2012 – 2015 Actual, Pyramid Research 2016-2021 forecast
Broadband Technology in Thailand Growth of fibre will be accelerated by the migration of customers from DOCSIS and ADSL technology Source: Pyramid Research 2016
Market demand The Market demand gears toward new digital content and services which require higher speed 6Mbps Full HD / 1 Client 40Mbps UHD / 1 Client
AIS Fibre Network Coverage To Achieve Network Coverage 6.5 M Homepass by year end 3Q2016 Cover 4.28 M homepass in 28 provinces FTTH : 3.8 M homepass FTTB : 0.48 M homepass 15,500 Villages and 2,300 Building 32.5 % network utilization 2017 Expand homepass to cover the demand in 60 provinces Data as of oct 2016
AIS Fibre Subscribers 4.4 % Market Share 300k 105k Next step Q4 195k 80k 115k 41k 1 st launch in Apr-15 74k 30k 44k 26k 18k 12k 14k 12k 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 Net Add Subs Total Subs
Satisfaction towards Usage Experience Overall satisfaction towards usage experience in Q3 maintains previous quarter at 80% Top 2 Box 76% 76% 80% 80% 83% 83% 80% 80% Extremely satisfied Very satisfied Neutral Not very satisfied Dissatisfied Q4-15 Q1-16 Q2-16 Q3-16 Source: AIS Fibre Satisfaction, Telephone interview (New & Existing users = 300/quarter), ACORN
Net Promoter Score In Q3, 2016, overall likelihood for AIS Fibre users to recommend AIS Fibre to others maintains at NPS +26%. NPS +14% +25% +24% +26% Main reasons to recommend Promoter (9-10) ● Fast Speed ● Connection stability ● Signal quality Passive (7-8) Detractor (1-6) Q4-15 Q1-16 Q2-16 Q3-16 Source: AIS Fibre Satisfaction, Telephone interview (New & Existing users = 600/quarter), ACORN
AIS Fibre Goal & Strategies One of the major player in FBB within 5 years 3% 2021 3Q2016
Channel Distribution strategy Strengthen Utilize Mobile Dealers Channels Cross sell to Currently 6 M 66 AIS Postpaid Authorized Subscribers Dealers
Product & Pricing strategy Drive Mass Increase ARPU with Migration high speed package Match entry price of ADSL Segment base offering PowerHome PowerPro Enjoy superfast internet speed Feel the exclusivity of channels via 100% optical fibre. Seamless and superiorservice with Connectivity. No Hiccups superfast internet speed via 100% optical fibre. Share of low rates and smoothly evenwith many user
TV Video Content 1) Basic ic & Popul pular r Conte ntent nts 100+ Free TV Channels VOD: Movies, Series, Cartoon 2) Exclusiv usive & Trendy ndy Conte ntent nts 3) OTT T Servic ices Take me out Thailand & Kik Duu Live Concert & Thai Series _ GMM Bravo - Extended version
Coverage & Rollout Strategy Existing cables, Existing cell sites New cables, Coverage in small town can May not be feasible be added on demand after to offer FTTx pre-sale activity in small towns High capacity OLT In central office Low capacity OLT in existing cell sites Conventional Fixed Broadband Operator AIS Fibre, taking advantage from existing cell sites
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