Tom Giles

And where's the future headed?

The future's headed to physical AI, robotics, autonomous vehicles, delivery drones.

AR, VR, you know, glasses, more and more devices.

And fundamentally that means our networks need to change to handle that.

And that's what we're planning for and anticipating to seize that opportunity.

Can you briefly describe the growth opportunity here and how the profile, the growth profile of your company will change as you make this shift?

Yeah, look, I mean, today you see the pockets of growth that we have in the fixed infrastructure.

And as we see this build for AI-native networks going into mobile, we're going to see tremendous growth there.

It's just not coming in the next few years.

We believe it will come over the longer term as the market invests and builds, but it's not going to be in the next couple of years.

So really think of our business in a couple of ways, capturing growth in fixed infrastructure today, and then in mobile infrastructure, positioning the business for technology innovation and longer-term growth as that market picks up.

Yeah, I think there's a few things.

First of all, there's no question that the core tech industry that we're in today is the engine of growth, right?

AI and cloud customers, hyperscalers, cloud providers.

And that's, of course, serving the technologies we have today, LLMs, AI agents.

But when we look ahead, I

I see it being in areas like transport and logistics and manufacturing, physical AI.

Also, an area that we already serve that we call mission critical enterprises.

Think of public safety, rail, transport.

These are places where AI can add better reliability, better security.