WEBVTT

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Becky, thank you so much for
being here.

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First, let's talk about where
the telecom industry stands today.

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It's a great question what's
happening in the telco industry.

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I mean, we have a number of
different players to consider:

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the major wireless carriers as
well as what we call wireline

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players, which is the way you
think about connectivity that's

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hardwired into our
infrastructure.

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And we're seeing all of those
players try to figure out what

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is their value in the market.

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And in a market where we see a
lot of different connectivity

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needs from smart homes to smart
cars to smart cities.

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And they're basically trying to
figure out what's the balance

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between wireless connectivity,
wireline connectivity.

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There's a lot of opportunity for
some of them to start to

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consolidate or change
their place.

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In all of that there's also
this backdrop of innovation

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happening with other players.

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So for example, satellite. How
is satellite going to actually

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disrupt what we think about as
connectivity today? And how

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great will it get over the next
few years?

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Just a few of the things that
the telcos are thinking about.

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How can companies differentiate
themselves?

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Yeah.

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One thing I've been thinking a
lot about is actually exactly

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this point of how much we rely
on connectivity in our

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day-to-day lives and our
willingness as consumers and as

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businesses to have that as a key
point of failure.

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So I think a little bit about
resiliency or connectivity resiliency.

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What are the plays that allow us
not just to have a primary path

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for our connectivity but also
have paths that are backup?

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That's one thing I'm
thinking about.

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I think the other and what we
see in the consumer space is

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continued efforts by the major
carriers to find ways to bundle

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and in ways that are meaningful
for consumers.

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So we see, you know, bundling
with content, for example.

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Bundling with car subscriptions,
for example. Really starting to

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come to be more and more of what
the higher-paid plans are

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bringing as a value to
the consumer.

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What does this mean for talent?

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What does it mean for talent

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I think is a great question.

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I think a lot about talent, not
just in the telco industry but

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also in the tech industry.

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And more and more we see that
the legacy players need to be

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very creative in their employee
value proposition.

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What I mean by that is they
really need to bring in new

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folks, make it clear what their
career path is, make some of it

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a little bit cool.

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Because some of the folks that
have the right skills, whether

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it's AI, whether it's
technology, aren't as excited to

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come to a major tech player
that's been around for 40 years

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come to a major tech player
that's been around for 40 years

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or a telco as they would be to
some of the more, you know, kind

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of newer or more quote, unquote
"innovative" companies.

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The other piece that we see a
lot of is actually what happens

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with frontline talent.

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This is critical for not just
telcos, but other businesses as

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well that have a lot of
frontline employees.

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Like how do you actually bring
folks in?

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What is the value proposition to
be the barista at Starbucks, to

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be the person in an AT&T or
a T-Mobile store who is, you

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know, selling phones and dealing
with consumers?

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How do you make their lives both
easy but also find ways to build

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employee loyalty along the way?

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Thank you so much.

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Thank you, Lisa.