Photonics for telcos: Follow the light
The term ‘photonics’ is becoming more common than ‘optical’. But what does it mean for telcos? Does it suggest new opportunities?
Research
Defining the future telco — and what it means for operators and their partners
Skywatch constellation: Satellite operator profiles
Skywatch constellation offers an in-depth analysis of major satellite operators, including their constellation, business model and strategic posture toward telcos.
5G tactical bubbles – Sizing a new frontier in private networks
This report acts as a companion to our full private network forecast, last published in July 2026. It analyses the new private network sub-segment of 5G tactical bubbles – temporary 5G networks designed for tactical use on the battlefield and in other emergency situations.
Orange Live Intelligence: Scaling adoption and commercialisation of AI
Orange has been one of the most ambitious and innovative telcos in scaled internal adoption of generative AI and development of enterprise solutions. How did it build an AI platform with more than 100,000 users and 100 enterprise customers in three years?
Orchestration: Where can telcos build new IP?
Orchestration is rapidly becoming a critical asset and skill set for operators looking to optimise the value of existing assets, and create new services and marketable IP.
Skywatch tracker: Telco-satellite partnerships and strategic analysis
Skywatch tracker monitors public announcements of collaborations between telcos and satellite/non-terrestrial networks (NTN) players publicly announced since 1 January 2024. It also highlights where satellite operators are collaborating and competing with telcos.
Consumer innovation tracker
A global database of innovative telco consumer services beyond connectivity
Real-time data for autonomous networking
Autonomous networks need agents that can be trusted to act on live events. That means solving two problems: data that is thorough enough to catch a genuine anomaly, and fast enough to remain valid by the time a decision is made. How should operators approach both?
Mobile network API monetisation forecast 2025–2030: Identity gets real
In this forecast, we estimate the potential revenues for telecom operators from the commercialisation of mobile network APIs. We assess the opportunity across five API families, covering 26 individual APIs and 53 use cases.
Telco generative AI adoption tracker
The Telco generative AI adoption tracker is a database of deployments of generative AI by telcos around the world. It also features STL’s assessment of key telcos’ progress with AI.
Does the SpaceX IPO and Starlink Mobile change everything?
SpaceX has raised a huge amount of capital and explicitly stated an intent to compete with US MNOs. Does it pose a real threat?
Satellite D2D: Down-to-Earth scenarios for telcos
The amount of interest and hype about satellite/mobile integration is out-of-this-world. Telcos should escape the gravitational pull of simplistic substitution arguments and instead be concerned about strategic control points and customer ownership.
AIS – Autonomous networks case study
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this third edition, we put the spotlight on a leading multinational operator in the journey toward autonomous networks.
Private network market forecast (2026 update)
This report presents quantitative analysis of the global demand for private networks over a five-year period. We explore the revenue trends across the value chain and provide insights into different deployment models and technologies across 15 verticals.
The impact of AI on the telco workforce
Headlines suggest AI drives headcount reductions. This report examines the real impact that AI is having on employees and how telcos can help their workforce become part of AI transformations that benefit the business.
Orange Insights 2026: Scaling trust
Orange Business is entering a more mature phase of its transformation. This report explores why its pragmatic approach to partnerships, trust and platform orchestration may prove to be a more significant differentiator than any individual product announcement.
MWC Shanghai 2026: Tokens, robots and reach for the sky
At a show led by China’s telecom players, tokenisation, embodied AI and satellite connectivity sat at the centre of the agenda, each revealing how China’s AI and connectivity market is taking its own distinctive shape.
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