WEBVTT

1
00:00:00.280 --> 00:00:03.040
- We are back at Mobile
World Congress this year,

2
00:00:03.040 --> 00:00:04.800
very excited to be here.

3
00:00:04.800 --> 00:00:06.440
I'm with my colleague Vaishali.

4
00:00:06.440 --> 00:00:07.320
Hi Vaishali.

5
00:00:07.320 --> 00:00:10.600
- Hi Franck, lovely to
be back here in person.

6
00:00:10.600 --> 00:00:13.880
The crowds, it feels like 2019 all over,

7
00:00:13.880 --> 00:00:18.080
and I'd forgotten what the vibe
was for in-person meetings.

8
00:00:18.080 --> 00:00:20.120
But quick question for you,

9
00:00:20.120 --> 00:00:21.440
what do you think has changed

10
00:00:21.440 --> 00:00:24.120
for telcos in the last few years?

11
00:00:24.240 --> 00:00:26.480
- I think one of the fundamental change

12
00:00:26.480 --> 00:00:28.400
that we have seen in the market

13
00:00:28.400 --> 00:00:32.400
has been the market value
shift towards infrastructure.

14
00:00:32.400 --> 00:00:35.040
It poses the question for a lot of telcos,

15
00:00:35.040 --> 00:00:36.480
about infra separation.

16
00:00:36.560 --> 00:00:38.960
And with current market environment,

17
00:00:38.960 --> 00:00:42.560
let's see if telcos
can find creative deals

18
00:00:42.560 --> 00:00:44.240
with lower value assets.

19
00:00:44.640 --> 00:00:48.320
Vaishali, what are some keys for telcos

20
00:00:48.320 --> 00:00:50.280
about value creation?

21
00:00:50.280 --> 00:00:52.600
- So Franck, beyond the
unbundling of the assets,

22
00:00:52.600 --> 00:00:55.320
which may or may not make
sense depending on the context,

23
00:00:55.320 --> 00:00:56.800
as you just described.

24
00:00:56.800 --> 00:00:58.920
I think the value levers are

25
00:00:59.880 --> 00:01:01.960
not that different from a year ago,

26
00:01:01.960 --> 00:01:05.640
but the question is how far
are telcos really pushing them?

27
00:01:05.640 --> 00:01:06.840
So whether it's transforming

28
00:01:06.840 --> 00:01:09.760
the core operations to
be more flexible, agile,

29
00:01:09.760 --> 00:01:13.600
and driving digitization
to reach a North star.

30
00:01:13.600 --> 00:01:15.920
Whether it's really
taking personalization,

31
00:01:15.920 --> 00:01:18.240
I would call it hyper-personalization,

32
00:01:18.240 --> 00:01:20.160
and delivering it at scale.

33
00:01:20.160 --> 00:01:23.280
Or, whether it's re-imagining
network and IT completely,

34
00:01:23.280 --> 00:01:26.640
future back, to see how
they could be transformed.

35
00:01:26.640 --> 00:01:28.440
These are some of the levers that I think

36
00:01:28.440 --> 00:01:32.280
will continue to be
critical for value delivery.

37
00:01:32.280 --> 00:01:35.480
But beyond value delivery
today and tomorrow,

38
00:01:35.480 --> 00:01:37.560
what do you see the day after tomorrow

39
00:01:37.560 --> 00:01:39.520
hold for telcos as well.

40
00:01:39.520 --> 00:01:40.840
- That's a great question.

41
00:01:41.680 --> 00:01:44.320
We'll see a lot, but let me pick one.

42
00:01:44.320 --> 00:01:47.640
Growth is still very
high on telco's agenda.

43
00:01:47.640 --> 00:01:50.960
A lot of telcos are
looking for growth avenues,

44
00:01:50.960 --> 00:01:53.000
sometimes outside the core.

45
00:01:53.000 --> 00:01:56.280
It will help also attract
the talents they need

46
00:01:56.280 --> 00:01:58.840
to achieve these transformations.

47
00:01:58.840 --> 00:02:01.800
And with the tech turbulence
that we see these days,

48
00:02:01.800 --> 00:02:03.880
let's see if there's
some larger partnerships

49
00:02:03.880 --> 00:02:06.520
between hyperscalers and telco

50
00:02:06.520 --> 00:02:09.560
for value creation for both parties.

51
00:02:09.560 --> 00:02:12.240
- Thanks Franck and lovely talking to you,

52
00:02:12.240 --> 00:02:14.040
have a good MWC.

53
00:02:14.040 --> 00:02:15.240
- Thank you Vaishali.