The latest news, updates and opinions from the telco industry
The 5G path is not straightforward. It’s not just a case of more Gs are better, though some of the hype is based on this idea. There are some intriguing possibilities. The upsides are not yet all clear, but neither are they all garbage. The way forward is nuanced, and we see our job at STL Partners to make it comprehensible and better still, actionable. …
Our recent two part research programme identified thirty six potential blockchain use cases for the telecommunications industry, deep diving on eight of the use cases we felt had the most promise. Despite the breadth of the blockchain opportunity, people are still looking for the killer use case that will either significantly save costs or increase revenue. Part of the challenge …
The introduction of 5G networks will act on global carbon emissions in 4 domains: Energy consumption of telco networks Energy consumption of devices “De-carbonisation” of energy supply Reducing energy demand from enterprises and consumers On the face of it, 5G promises to be a key enabler in our quest for a carbon-neutral future. In simple terms, due to much lower kWh/TB transmitted, 5G should outperform 4G …
Four years ago, we wrote a report on CSPs’ opportunity in sovereign cloud. Essentially, this argues that local operators are well-placed to offer global firms sovereign cloud services. Global concerns should be less exposed to often vaguely defined, discretionary powers of national authorities looking to act against them on the grounds of national security, data sovereignty and privacy. Not only …
This overview explains the essentials about virtualisation, NFV and SDN. Read more specialist research and articles on virtualisation and get in touch with our virtualisation specialists on our virtualisation hub. Network function virtualisation (NFV) is about taking the hardware-based network functions of the past and running them as software. Telecoms operators can replace expensive dedicated networking equipment with common off-the-shelf …
Edge compute is proving attractive to investors. Our chart of the week looks at recent VC investment, highlighting four edge companies that have achieved increased backing. Investment houses want to tap into revenue growth and/or sustained income and believe edge could offer this. Packet alone has more than doubled capital injection in 2 yrs ($9.4m in August 2016 & $25m …
Our research shows operators in the US, China, Korea and Japan chase 5G most enthusiastically and back that enthusiasm with real investment. This is characterised by T-Mobile’s CTO Neville Ray: “We are all in on 5G. Every dollar we spend is a 5G dollar, and our agreement with Nokia underscores the kind of investment we’re making to bring customers a …
STL Partners’ research into 5G shows that operators in the US, China, Korea and Japan are the most enthusiastic in pursuing 5G and backing that enthusiasm with investment. This is characterised by T-Mobile’s CTO Neville Ray “We are all in on 5G, Every dollar we spend is a 5G dollar, and our agreement with Nokia underscores the kind of investment we’re making to bring customers a mobile, nationwide 5G network.” Operators …