 Hi everyone and welcome to JSA TV coming to today live on day three of ITW here on the floor of National Harbor And I'm so excited to join have joining me today. Ray O'Connor chief commercial officer of Indigo Thank you for joining us. Yeah, I know you made the trip all the way over from Dublin to be here I've been in Dublin. I came from Dublin three weeks ago. I've been in the States for the last three weeks I don't know week in Houston that a broadband conference and then there's on a week in our general offices for Just to meet the guys and kind of say hi and meet some customers Yeah, and then I'm here for a week in ITW and yeah, great. Have a great time. Yeah And so So tell us sort of how how's the week been going as we said we're sort of wrapping things up a little bit We have a bit of a half a day left here. Yeah, I think it's been going like it's been going really well like Events like these in the industry You kind of see the same people all the time popping up. You kind of sometimes have the same conversations But I think there's been some kind of notable changes for me that come to this ITW Yeah, there has been a bit of focus around the sub C cable industry, which is interesting I saw a setting on a session yesterday around the after two cable. We're involved in And also does a bit of a focus on the FTTH mark as well Which is starting to pop up in the in the US. We've huge experience in that kind of space in the UK Yeah, so I saw that as being a kind of an interesting change And to what you typically see in ITW. Yeah, any convert. Yeah, it's been a it's a big show this year, right? I know lots is happening lots of great conversations And I want to just back up for a second just to talk about indigo, right? So for our viewers who yeah, great So our viewers may not know so if you could just tell us a little bit about so Indigo we're in a 25th year in business. So we're celebrating that this year. Yeah. Um, we are And based out of a corner of south-west Wales called mega. Yeah And we have our HQ there And we also have an opposite in limerick in an island west of south-west Ireland And we have corporate offices just recently opened well 18 months ago in in Denver, Colorado, which we also have Opened some a couple knocks into as well. So it's um Yeah, a lot of chains in the last couple years and indigo a lot of good stuff happening and uh A lot of growth into the future. I think for us in the u.s. Right. Yeah, and we'll talk a bit more about that I think and I think I want to dig in first though to you to your Um, I understand that some of the conversations you've been having have been about your unique. Um, Yeah system operate operating system. So yeah, if you wouldn't mind talking a bit about that Yeah, sure. So I guess to cover off a broadly um, so indigo Supply a design deploy and support service into the fixed line where the status center and subsea space So we've always had you could say game and the kind of network monitoring space That was born out of The uk outnet markets Which is the five to the home market in the uk we established the presence in the in the knock network monitoring space number of years ago Fast forward two years later. We were afforded the opportunity to bid for a subsea cable project and and that formed the backbone of us opening up corporate offices in our knock Facility in Denver. So what we have today essentially is Two knocks in in in meager and hq in wales and two knocks running In tandem in in Denver through open 24 7365. We have multiple operators on As customers not just on the subsea space, but also in the traditional, I guess fiber terrestrial In-country kind of space. So it's exciting. I think um, and I think there's Given what's happening in the industry at the moment You know, you see there's a just kind of I guess a lot of announcements in big tech that jobs have been shared Yeah, recently some of the biggest operators announced that this is going to be job-shared and some of the biggest Fiber operators, you know, we see that as an opportunity for us Because those guys have networks that are growing of larger states that they need to maintain they need to kind of Upkeep they need to redesign they need to artist they need to deploy more capacity into that's exactly. Well, what did they go do? so in essence There in misfortune is kind of you know an opportunity for us And to help these people grow their networks and maintain them and keep them healthy Yeah, and so having you know team and and facility and offices on Both sides of the Atlantic so to speak And since we're in at itw and you've been spending some time as you mentioned this month in the united states What does and and your office you said just started just opened in denver 18 months ago. So lots of focus here Huge growth in this market for us at the moment We see particularly if you take like some of the areas that we operate into Um, I'll take the so we spoke with the network monitoring piece If you look at what we do in the fiber design space So we've been actively involved in what's called the uk altnet market for the last Eight years or so Altnet sounds stands for the alternative network operator. They're typically a far up to the home operator all of these companies are startups They're all private equity owns and backs um, they all have lots of money but Because our startups they haven't got much infrastructure. So typically these companies will outsource their fiber design um requirement to us at one point We were probably dealing with of the top 10 best funded alt nets in the uk seven more customers That's a huge market. It's a 20 billion pound market in the uk We see exactly the same situation now developing in the us if you look at Uh present boydons infrastructure bill he's speaking to connecting people that aren't connected particularly in the kind of rural heartlands Um, and it's a kind of photocopy of the conversations that has happened in the uk for the last four or five years You know most of the big operators because it's I suppose low hanging fruit. We've been to the big cities The rollout fiber the rollout fiber the home products and the rural heartlands would be missed But we've been heavily involved in kind of rolling out rural broadband infrastructure To some really far from places in the uk and irelands. So we have game in that space So we we can definitely bring something to that conversation in the us But it's a bigger market. Yeah But the the problem is still the same if you look at the us again in isolation from the rest of the world It's a forceful country But 30 million americans are not connected to the internet Yeah, we we call this the fort utility You know everybody has access to electricity Water or gas we can't connect it to the internet. So that's a huge problem. I think in the gore You know very well positioned to be able to kind of serve that Serious on nets and work with these kind of investors to kind of roll out this broadband or full fiber as we call it It's so important. It's so important just to the livelihood and quality of life for a lot of people Yeah, we take it for granted really, you know, like I said in my comments You know, you take water Flowing water from your top for granted It's always there internet connectivity, right? So we've seen that again in the uk for the last for the last number of years Again, we can bring our learnings What we've kind of you know What we do in terms of best practice for fiber design into the us markers We tag tag that on to when the network is built And then we have our flm services that we can kind of add into the mix these networks still need to be maintained They see need to be kind of built and grown out when the networks are built and then deployed You know, we are them come back into the customer to offer a managed knock solution. So it's a full wrap service And I think that's what's unique to win the go. We just don't offer the The stereotypical network monitoring service we're going to offer the full wrap and that's what brings value to To the client. Yeah, that's fantastic. Well said. Thank you for summarizing that for us. I appreciate that And so just for as you're wrapping up We're winding as I said winding up i2w today Um, are you know any final things you want to leave people with or things they hope that they know? So definitely a couple things I see difference this year in i2w with the comparison to the last couple of years um, there's a huge focus on cost As I said big tech are shedding jobs That's an opportunity for us. Which is fantastic. I've had some really good conversations around that this week um The rural ftdh Broadband conversation is one that I've never really heard been discussed in i2w previously You'd usually hear that in some other kind of events, right? Yeah, but also what I know that's on the on the exhibit list Some of the us alt nets are actually present Here this week, which I don't think that helped me before like people like zippy fiber They're a they're a typically us alt net. I don't think I've seen them here before at least at i2w So it's kind of the same But it's not the same at the same time if you get me and that just speaks to As far as what's happening in the us mark at the moment from an infrastructural perspective, right? It's it's going to be a huge kind of as well as growth market for us for the next couple years Again, we're in for the for the long haul. We've established a presence in denver We have a corporate office there. We have our knock Yeah, and it's as well as it's on me to deliver it has to yeah Yeah, no pressure. So since it's on you to deliver it. How can people connect? So two websites, um, we have indio tg.com and for our subsea cable of indiosubsea.com Um, linked in twitter the usual socials instagram the usual kind of social media fantastic. Thank you. Thank you so much We appreciate you joining us. Thank you. Yeah, enjoy the rest of the show Enjoy the rest of the day and and safe travel home when you when you eventually Drag yourself away from the us and head back to the long trip. Yeah. Thank you And thank you viewers for tuning in to jsatv coming to you today live from itw here on the floor of national harbour Talk to you soon