Hi, everybody, and welcome to In Good Company.

And today, we are live from New York.

Now, the first thing I did when I arrived was to change my SIM card in my phone to an AT&T SIM card.

Thank you for that next one.

And so, therefore, it's kind of fun to be here with the CEO of the whole company, AT&T.

It's good to be with you, and thank you for changing your SIM card to an AT&T SIM card.

Now, AT&T, American Telephone and Telegraph Company, you know, founded by Alexander Graham Bell going back to

like 1877. It's quite a history, right?

Just about on year 150s next year, so it's a big deal.

Now, Telecom industry has always been fascinating and interesting, but what's interesting for you

in the industry right now?

I think there's two things that are really important.

In the United States, because of what came after the Telecom Act, which was an attempt

to deregulate all the various forms of communication, we're now seeing technology actually

achieve that.

There's real intermodal competition between wireless and fixed and satellite.

And as a result of that, there's a reordering of assets going on in the United States.

And where we used to have companies that focus maybe in one technology branch or another,

it's now just about can you deliver a network that gets customers on the Internet.

And can you do it whether they need to be on wireless or a fixed connection or through satellite? And that reordering of assets is pretty interesting because I think it's going to readjust the winners and losers in the market.

But data traffic is exploding, right? We are using it more and more and more, yet the telecom sector is kind of certainly lagging

the Meg 7 and the big tech stocks.

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