What can AI do for telcos and what can telcos do for AI?
AI is evolving at unprecedented speed, if telcos don’t respond now, they risk being left behind. But where should telcos play in the AI value chain? At a minimum, operators must become sophisticated consumers of AI, with clear governance, ethics, and integration frameworks. But telcos can go further: by enabling AI ecosystems through infrastructure, connectivity, and platforms; by providing secure, sovereign flavours of AI applications; or by offering supporting services such as managed security and data management.
At STL Partners we work across the AI value chain to identify where the real long-term growth opportunities lie. We help our clients capture them through business case development, business model and partnership design, GTM strategy and sales enablement. Check out the resource hub below for the latest thinking across research, articles, and webinars or book a call with us.
This report explores how UK organisations are approaching AI in communications and customer operations — the challenges they face, the
On 12 June 2026, the US ordered Anthropic to disable Claude Fable 5 and Mythos 5 for any foreign national
How the NaaS world is preparing for agentic AI and its impact on internal operations, customer relationships, security and partnering
The term physical AI refers to the transition of AI from the mostly digital sphere into more real-world scenarios and
The next phase of enterprise AI is likely to be more distributed than the first. Rather than routing every workload
The Telco generative AI adoption tracker is a database of deployments of generative AI by telcos around the world. It
As telecom operators expand their use of AI across operations, many are now exploring agentic AI to orchestrate and automate
In this webinar, we will unpack what sovereignty means for telcos, what is driving demand across markets, and where operators
In the run-up to FutureNet World London, we conducted a survey with telcos, vendors and analysts to assess the degree
AI can play a central role in enabling convergence, acting as a unifying intelligence layer across IT and OT.
How telcos are building revenue from AI-centric solutions for consumers, enterprises and the public sector.
STL supported a global telecoms and technology service provider to validate the value proposition for its AI-enabled WAN, and workload management
STL helped a major NEP evaluate how service providers can achieve higher network autonomy, leveraging our unique financial model to
STL Partners collaborated with a global technology leader to better understand how AI adoption is impacting enterprise networking.
STL Partners conducted research on behalf of Cisco, aiming to understand how AI is reshaping the telecoms industry and identify
STL supported a global OSV to engage telcos globally on the topic of AI, discussing key priorities, challenges, and lessons
STL collaborated with a leading hyperscaler to design a strategic framework for prioritising Gen AI skill development, based on organisational
STL Partners helped Dell Technologies to qualify and quantify the impact of their advanced analytics solution on telco operations through
STL Partners was tasked to identify and evaluate potential “big-bet” partnership opportunities to help the client scale and accelerate traction