On what 5G will mean for the enterprise
[We’re] probably in year 10 of the 5G discussion. I mean, we’ve been talking about 5G for a very long time. I think what we have seen is we’ve seen the build out of consumer enablement for sure. And I think what we’re going to begin to see -- and we are seeing now -- is the early phases of the enterprise use cases for 5G. Those are both public 5G services that they’ll consume from our partners, as well as this notion of what are the use cases that are really more appropriate for private 5G, like in the manufacturing space where latency is such an important issue, where you’re trying to get robotic signals back and forth across a manufacturing floor. There’s inherent interference in Wi-Fi that make those use cases perhaps better dealt with through private 5G. I think we’re all getting our heads around what are those use cases, and they’ll continue to expand.
The partner opportunity there and helping the customers actually understand that is very important. I think much like Wi-Fi 6 leads to an infrastructure upgrade inside an enterprise, private 5G and the public 5G services lead to internet infrastructure upgrades that we’re seeing happen across many of our service provider partners, and in many cases, our traditional partners help them with those architectures as well. So, I think it will lead to lots of opportunities.
Then, there’s the overall building out of enterprise services on 5G [and] the security associated with it. We’re going to see, much like we did with 4G, applications explode that we don’t even know today. We have no idea what they’re going to be, which will lead us to more opportunities. I mean, if you go back to the early days of 4G, no one expected we would be carrying the computing power and the number of applications we carry our pockets every day. I think that’s what will be interesting to see relative to 5G.