Gary Smith

Because you're looking at basically you amplify, you put amplifiers on the fiber to do that. And these amplification sites, they want super low power because they're constrained around power and space.

Because you're looking at basically you amplify, you put amplifiers on the fiber to do that. And these amplification sites, they want super low power because they're constrained around power and space.

Exactly. They don't want to spend it on the communications part of that, or they want to spend as little as possible on that. They want it optimized. And so we're able to do that for them. So both in terms of the footprint of the technology, I mean, we can now get down on a single plug, what used to be a rack of cards.

Exactly. They don't want to spend it on the communications part of that, or they want to spend as little as possible on that. They want it optimized. And so we're able to do that for them. So both in terms of the footprint of the technology, I mean, we can now get down on a single plug, what used to be a rack of cards.

Exactly. They don't want to spend it on the communications part of that, or they want to spend as little as possible on that. They want it optimized. And so we're able to do that for them. So both in terms of the footprint of the technology, I mean, we can now get down on a single plug, what used to be a rack of cards.

you know, quite literally a rack of, you know, a six foot high, you know, wide rack, we can now get on a single plug, that same capacity. And that's what we've evolved over the last two decades with. And so, you know, we're well-placed with these guys to continue to drive down the usage of power on the network, not just in the data center.

you know, quite literally a rack of, you know, a six foot high, you know, wide rack, we can now get on a single plug, that same capacity. And that's what we've evolved over the last two decades with. And so, you know, we're well-placed with these guys to continue to drive down the usage of power on the network, not just in the data center.

you know, quite literally a rack of, you know, a six foot high, you know, wide rack, we can now get on a single plug, that same capacity. And that's what we've evolved over the last two decades with. And so, you know, we're well-placed with these guys to continue to drive down the usage of power on the network, not just in the data center.

We're close to about 10,000 people worldwide. We're very distributed. You know, this year's consensus revenues is about 4.4 billion, something like that. And we're profitable and we have a strong balance sheet. We very much invest directly into this technology.

We're close to about 10,000 people worldwide. We're very distributed. You know, this year's consensus revenues is about 4.4 billion, something like that. And we're profitable and we have a strong balance sheet. We very much invest directly into this technology.

We're close to about 10,000 people worldwide. We're very distributed. You know, this year's consensus revenues is about 4.4 billion, something like that. And we're profitable and we have a strong balance sheet. We very much invest directly into this technology.

And, you know, because we've been such a focused player at it, you know, we felt that eventually that would be appreciated, this high-speed connectivity technology. And it's really coming into its own now because, you know, you have to make these investments for the long term. Some of our technologies take, you know, five years plus to evolve.

And, you know, because we've been such a focused player at it, you know, we felt that eventually that would be appreciated, this high-speed connectivity technology. And it's really coming into its own now because, you know, you have to make these investments for the long term. Some of our technologies take, you know, five years plus to evolve.

And, you know, because we've been such a focused player at it, you know, we felt that eventually that would be appreciated, this high-speed connectivity technology. And it's really coming into its own now because, you know, you have to make these investments for the long term. Some of our technologies take, you know, five years plus to evolve.

And so, you know, we're fortunate in this time right now. It's a good intersect point where that high-speed technology is super appreciated.

And so, you know, we're fortunate in this time right now. It's a good intersect point where that high-speed technology is super appreciated.

And so, you know, we're fortunate in this time right now. It's a good intersect point where that high-speed technology is super appreciated.

No, it's basically predominantly engineering. As you can imagine, this kind of technology is more about the engineering side. So more than half of our team are engineering talent, as you'd kind of expect. And then we've got applications engineers at the front end that help make sure that we understand the applications and work with the customers on that. But more than half is engineering.

No, it's basically predominantly engineering. As you can imagine, this kind of technology is more about the engineering side. So more than half of our team are engineering talent, as you'd kind of expect. And then we've got applications engineers at the front end that help make sure that we understand the applications and work with the customers on that. But more than half is engineering.

No, it's basically predominantly engineering. As you can imagine, this kind of technology is more about the engineering side. So more than half of our team are engineering talent, as you'd kind of expect. And then we've got applications engineers at the front end that help make sure that we understand the applications and work with the customers on that. But more than half is engineering.