Telecom Thai Community

Key Takeaways Accelerated network modernization, automation, and advanced AI are boosting margins, sustainability, and positioning True as a higher-margin, digital-first operator. Strong digital economy demand and strategic expansion into B2B tech with global partnerships are driving outsized revenue and rapid market share gains.

Key Takeaways Structural revenue challenges arise from digital disruption, demographic shifts, and intensified competition, limiting growth and pressuring legacy and high-margin business lines. High leverage, integration risks from the DTAC merger, and rising regulatory demands constrain profitability, create uncertainty, and threaten future earnings stability.

Key Takeaways AIS's focus on AI-driven data consumption and IT integration is expected to boost revenue through increased ARPU and enhanced operational efficiency. Strong financial health, improved sales margins, and exceeding synergy goals with Triple T Broadband support earnings growth and profitability.

Key Takeaways Network consolidation and modernization are expected to enhance customer experience, optimize coverage, and improve revenue and net margins. Expansion in 5G and beyond connectivity solutions could create new revenue streams and support long-term earnings growth.