AIS delivered strong Q2 2026 results (13.7 billion baht net profit, 56.5 billion baht revenue) on the back of 5G expansion (19.7M users, +1.2M QoQ), 5.3M fixed broadband subscribers, and enterprise AI transformation initiatives. The telco is pivoting toward "Intelligent Infrastructure" with digital financial services (virtual bank CLICX partnership), entertainment consolidation (UEFA partnership), and 3-hour retail delivery in Bangkok. Capital expenditure of 30-35 billion baht planned for 2026 to support digital economy growth.