Gary Smith

I mean, our technology, we really didn't focus on the submarine cables because it wasn't that much capacity being required. We've now got number one share in submarine cable connectivity around the world because they value very high speed capacity.

I mean, our technology, we really didn't focus on the submarine cables because it wasn't that much capacity being required. We've now got number one share in submarine cable connectivity around the world because they value very high speed capacity.

I mean, our technology, we really didn't focus on the submarine cables because it wasn't that much capacity being required. We've now got number one share in submarine cable connectivity around the world because they value very high speed capacity.

And so, you know, the cloud players have gone from being, you know, very small percentage of our business to now both directly and indirectly over 50% of our business is now basically cloud and hyperscalers. So it's a very significant shift in the business. And that's really accelerated in the last five years.

And so, you know, the cloud players have gone from being, you know, very small percentage of our business to now both directly and indirectly over 50% of our business is now basically cloud and hyperscalers. So it's a very significant shift in the business. And that's really accelerated in the last five years.

And so, you know, the cloud players have gone from being, you know, very small percentage of our business to now both directly and indirectly over 50% of our business is now basically cloud and hyperscalers. So it's a very significant shift in the business. And that's really accelerated in the last five years.

It's been easier for us in some ways because we've always been a leading technology company. So, you know, it's really about who appreciates that technology and collaborates. So, you know, this shift to, you know, the submarine markets and to the cloud players generally, you know, has been a good fit for Sienna because we move very quickly. We're at cutting edge technology.

It's been easier for us in some ways because we've always been a leading technology company. So, you know, it's really about who appreciates that technology and collaborates. So, you know, this shift to, you know, the submarine markets and to the cloud players generally, you know, has been a good fit for Sienna because we move very quickly. We're at cutting edge technology.

It's been easier for us in some ways because we've always been a leading technology company. So, you know, it's really about who appreciates that technology and collaborates. So, you know, this shift to, you know, the submarine markets and to the cloud players generally, you know, has been a good fit for Sienna because we move very quickly. We're at cutting edge technology.

You know, the latest technology we have is actually on three nanometer chips. We were the first company in the world to have a three nanometer chip actually be used in the telecom space. And we're actually now working on our second. You know, we've got that out. It's carrying traffic around the world. And we're now working on our second version of that.

You know, the latest technology we have is actually on three nanometer chips. We were the first company in the world to have a three nanometer chip actually be used in the telecom space. And we're actually now working on our second. You know, we've got that out. It's carrying traffic around the world. And we're now working on our second version of that.

You know, the latest technology we have is actually on three nanometer chips. We were the first company in the world to have a three nanometer chip actually be used in the telecom space. And we're actually now working on our second. You know, we've got that out. It's carrying traffic around the world. And we're now working on our second version of that.

We've always been at the leading edge of technology, so it really is a natural fit with these Cloud players. We're organized very simply. We have a large service provider team around the world. And then we have a dedicated team for the hyperscalers and cloud and an engineering team that works with them on the co-development and stuff of that kind of technology.

We've always been at the leading edge of technology, so it really is a natural fit with these Cloud players. We're organized very simply. We have a large service provider team around the world. And then we have a dedicated team for the hyperscalers and cloud and an engineering team that works with them on the co-development and stuff of that kind of technology.

We've always been at the leading edge of technology, so it really is a natural fit with these Cloud players. We're organized very simply. We have a large service provider team around the world. And then we have a dedicated team for the hyperscalers and cloud and an engineering team that works with them on the co-development and stuff of that kind of technology.

So actually, I'm a great believer in simplicity of organizational design. So we have a very simple organizational structure that's evolved to address that. And that's how we're able to scale as quickly as we have.

So actually, I'm a great believer in simplicity of organizational design. So we have a very simple organizational structure that's evolved to address that. And that's how we're able to scale as quickly as we have.

So actually, I'm a great believer in simplicity of organizational design. So we have a very simple organizational structure that's evolved to address that. And that's how we're able to scale as quickly as we have.

It's interesting. There's a lot of commonality about what they want. So if you think about it from an engineering point of view and the latest wave logic technology that we've just developed, we actually take that same technology and we deploy it in slightly different variants to them, actually to both markets. So, you know, we get better scale of development over that.

It's interesting. There's a lot of commonality about what they want. So if you think about it from an engineering point of view and the latest wave logic technology that we've just developed, we actually take that same technology and we deploy it in slightly different variants to them, actually to both markets. So, you know, we get better scale of development over that.