Number one, as a very integrated fixed-line wireless, broadband TV, Internet TV, and very complex set of products that AT&T has, it has a whole host of different applications that have been either built or acquired over a period of time. One thing that they have to do is to continue to rationalise and optimize the setup application that will serve the purpose, whether, it is to serve the networks of the customers or the billing, serve the back end or the employees, and other ones. At one level, this program is a part of a much larger program, around transforming their IT.
People have been using the word digital for a long time. But, AT&T has been very specific around the things that they would want to do. For their transformation, for example, they are adopting public cloud in a big massive way, for a large number of applications that they have signed, just before our deal. Some of these things are slightly linked, so we are clearly going to be playing a big role as part of moving the applications onto a cloud environment, to essentially transform the way because the customers and the network will be going forward in terms of agility, in terms of the flexibility that the application development needs to provide.
The second part of their transformation is their customer experience, which is not about just changing the front end of the customer experience, but which is also the back end. A lot of the stuff that we will do will to make things faster and agile, and so on so.
One of the stated objectives of AT&T is to create a world-class structure. The third element of their transformation is clearly to move there. We continue to help them achieve that objective to ensure that they get a cost-effective model that is sustainable for a long time, in terms of their opex, in terms of how they will invest their capex going forward, etc. In many ways, this deal is a part of the larger transformation program that is built around customer experience transformation, transformation of technology, and transformation of the cost models.
What is this transformation of cost models? Is it outsourcing?
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