Chilli bites – 3Q 2026: STL Partners’ take on the quarterly hot topics in telco

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STL Partners’ analysts share their bite-sized expert opinions on the key topics in telecoms in the last quarter

Description

Format: PDF file
Pages: 12
Author:
Publication date: September 2026

Introduction

The telco industry is used to a fast pace of change and sees new developments coming into focus all the time. In our quarterly ‘Chilli bites’, STL Partners’ analysts share their opinions on what they believe to be the hottest current topics in their research areas. These are based on discussions with industry players, participation in industry events, analysis of the news flow and our own research interests.

In 3Q 2026, read our take on:

  • AI dominance in focus
  • How agentic AI can spread in the networks safely
  • Agent-customers are coming. Are telcos ready?
  • Voice AI as an opportunity
  • Satellites remain firmly in the picture
  • There is no good reason not to make money from APIs
  • Why should customers care about tokens, or telcos about tokenisation?
  • The world is waking up to the quantum threat, but is anyone acting fast enough?
  • Orchestration in the network: Building up a crescendo
  • Momentum for change in public safety networks
  • Shielding youth from the dark side of technology
  • AI in the organisation: Return of the humans?

Technologies and industry terms referenced include: AI, Cybersecurity, data products, edge, emergency networks, hot topics, key trends, network APIs, organisational change, Quantum, safe AI, satellite, sovereignty, space x, Telco, Telecoms, transformation