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EarningsQ2 2026 Earnings Report
AVIFY Q2 2026 EPS Results
Actual EPS$0.14
Consensus EPS$0.14
Beat/MissMissed by -<$0.01
One Year Ago EPS$0.11
AVIFY Q2 2026 Revenue Results
Actual Revenue$1.73B
Expected Revenue$1.70B
Beat/MissBeat by +$31.03M
YoY Revenue Growth+2.49%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeBefore Open
Conference CallThursday, August 6, 2026
AVIFY Upcoming Earnings
Advanced Info Service PCL's next earnings date is estimated for November 6, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
AVIFY Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operational performance in the first half — strong mobile data growth, rapid 5G adoption, improving ARPU, product sales momentum, solid balance sheet metrics (net debt/EBITDA ~2x, avg interest ~2.6%) and results that exceeded guidance. However, management stressed caution: conservative H2 guidance, anticipated near-term EBITDA pressure from IT modernization and integration, fixed broadband softness, potential initial losses and credit risk from the new virtual bank, and hardware supply/price volatility. Overall the tone is one of cautious optimism: strong fundamentals and growth drivers offset by clear short-term execution and macro risks.Company Guidance
Strong Mobile Demand and 5G Adoption
Mobile business driven by 16% year-on-year growth in data usage and 5G subscribers reaching 19.7 million (a 41% YoY increase), supported by continued 5G adoption and digital content offerings.
Improving ARPU and Subscriber Quality
Prepaid ARPU improved ~5% quarter-on-quarter due to higher consumption; management highlighted focus on higher-quality customers and value-enhancing offerings that improved ARPU trends across mobile and fixed broadband segments.
Revenue Growth and Profitability Above Guidance
Company delivered solid revenue growth and prudent cost management; results exceeded guidance across key financial metrics in the first half. Management expects results to come nearer the upper end of guidance.
Healthy Margins and Capital Efficiency
Management reported improved operating performance with ROIC at 19% and an improving EBITDA margin (management noted improvements though exact EBITDA margin percent not restated).
Strong Balance Sheet and Low Financing Cost
Net debt-to-EBITDA around 2x and average interest cost approximately 2.6%, providing continued financial flexibility.
Product Sales Momentum and New Launches
Product sales grew ~5.9% in the first half, with expected further stimulation from upcoming Samsung and Apple product launches and omnichannel sales activities.
New Services and Strategic Investments
Launched virtual bank 'Click' in July with deposit and lending services (alternative-data-powered underwriting and AIS Points integration); launched aggressive sports/content bundle 'PLAY' (THB 199/month for AIS customers) to expand addressable market. Data center JV rollout progressing with 3 sites (one operational, two coming next year).
Enterprise Recovery Quarter-on-Quarter
Enterprise revenue recovered Q-on-Q, led by improving demand for cloud solutions and delayed corporate buying showing early signs of pickup.
AVIFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed