Global Technology, Internet, Media and Telecommunications
Conference

November 18-19, 2025

Technology remains the defining growth engine of the economy, but AI has shifted the dynamics - reshaping capital allocation, deal momentum, and competitive landscapes across TIMT.

At this year's RBC TIMT Conference, discussion turns to how innovation, infrastructure, and investment are driving the next transformation wave. From strategic M&A to private equity take-outs and new financing models, the focus will be on where opportunity is accelerating and where market discipline is returning. Investors will hear directly from leaders across software, internet, hardware, telecom, and media on how growth engines remain intact as capital becomes more selective and AI demand stretches capacity limits.


Macro Environment

AI 3.0

Hyperscaler Growth

Strategic M&A

Software Rebound

Keynote Speakers

Image of Jay Kreps

Jay Kreps

Chief Executive Officer, Confluent

Photo of Scott DeBoer

Scott DeBoer

Chief Technology Officer, Micron Technologies

Photo of Mark Murphy

Mark Murphy

Chief Financial Officer, Micron Technologies

Photo of Satya Kumar

Satya Kumar

Investor Relations & Treasury, Micron Technologies

Image of Dave Golob

Dave Golob

Chief Investment Officer, Francisco Partners

Photo of Greg Tuorto

Greg Tuorto

Portfolio Manager, Goldman Sachs

Photo of John Borthwick

John Borthwick

Chief Executive Officer, Betaworks

Photo of Matthew Hedberg

Matthew Hedberg

Software Analyst, RBC Capital Markets

Photo of Srini Pajjuri

Srini Pajjuri

Semiconductor and Semis Equipment Analyst, RBC Capital Markets

Featured Research Analysts

Insights

FAQs

How can I register and attend the conference?

Participation in this event is by invitation only. Please contact your RBC Institutional Salesperson for additional details.

Can I receive a copy of the agenda?

The agenda is only available to registered guests.

Are company presentations available via webcast or livestream for those unable to attend?

Yes. You may obtain this information from your RBC Contact.