WEBVTT

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Becky, thank you so much for
joining us.

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Talk to me about cost in the
telecomm industry.

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It's a great question.

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And there's a lot of cost
pressures that I think are

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facing telcos.

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Two things that I think about
the most kind of in the near term:

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One is making sure that major
capital investments are really

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grounded on where there will be
increased value for consumers

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and, therefore more
ability to monetize.

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The biggest example of this is
the 5G to 6G kind of opportunity.

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I question whether telcos should
invest in 6G without having a

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very clear thesis around where
it will impact their bottom line differently.

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The other place that I see a lot
of telcos starting to think

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about or continuing their
journey, I should say, is around

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the channels that they
serve customers.

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This is everything from how and
where do you buy your phone to

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how do you work with the carrier
when you need help or support.

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And there is a big question
around what's the right

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footprint of retail versus
digital versus customer care

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where you're calling in.

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And I think that's another place
where generative AI and some of

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the new innovations are
happening in technology will

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also start to come into play
over the next couple of years to

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shift more and more into digital
channels at a lower cost to

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serve, but hopefully better
outcomes for customers.

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Becky, thank you.