STL Insights

Snapshots from our analyst team's latest research

5G-aliser – June 2020 update: Geopolitics continues to dominate discussion, as coronavirus strains

Once again, it is the ongoing geopolitical clash between China and the US that takes centre stage this month, with the fallout of last month’s sanctions shaking up the industry and potentially redefining Huawei’s 5G position in multiple international markets. This month’s sustained intensity in the geopolitical arena are somewhat contrasted by the steady development in a number of key …

Deutsche Telekom smart home subscribers

Smart homes are not an easy win (chart)

Deutsche Telekom first launched its smart home proposition based on the Qivicon platform in 2013.  Without insight as to the apps that would drive customer adoption, it sought to give customers maximum choice of smart home devices and to remove barriers to take-up. Initial adoption was slow. In 2017, Deutsche Telekom integrated its Magenta SmartHome control functionality into Speedport Smart …

Telco Cloud June Update: Hyperscalers vs. Telcos, NFV Goes Mainstream

Are hyperscale cloud players attractive telco partners, or are they going after the connectivity business? The industry is awash with questions. We look at some of this below – as well companies to watch. Meanwhile, we’re seeing several networking technologies moving along the maturity curve. Our data shows that NFV is now mainstream. Technologies that were previously just hype (Open …

5G-aliser – May 2020 update: The China–US race to 5G is heating up

The month of May has seen a wide variety of developments in the world of 5G, from the fluctuating levels of spectrum availability to the introduction of AI-supported autonomous robots to help screen for the coronavirus. But no factor has been as prominent this month as that of the ongoing geopolitical battle between China and the USA, of which 5G …

Telco Cloud May Update: Microsoft, Microsoft, Microsoft (+ Open RAN)

With the “current situation” testing the resilience of networks the world over, the future of telecoms is front-of-mind for many. Are we moving to a new world of fixed network dominance? What will this mean for 5G investments? And what role will telco cloud play in enabling it? These questions are top of our agenda at the moment. We’ve also …

Telco Cloud March Update: What’s coming for Telco Cloud in 2020?

What’s going on in the world of telco cloud? This month was supposed to be Mobile World Congress and as a result there has been a lot of noise. Our recent work has highlighted the importance of automation and orchestration. With that in mind, I’ve picked out a few of the more interesting announcements. You are welcome to disagree – …

What’s next on telco cloud from STL Partners?

What’s coming on telco cloud from STL Partners in 2020? A few weeks back I wrote a piece about telco cloud, at topic we have covered at STL Partners since at least 2011. While specific definitions have shifted over time, we have always seen telco cloud as a core transformative philosophy for telecoms operators: build the right technology infrastructure, and …

How telcos are helping their customers with COVID-19 Pandemic 

This is illustrative and not an exhaustive or comprehensive list of how telcos are helping their customers deal with the Coronavirus pandemic in order that other telcos can review what they can copy or learn from these measures to support their customers.  STL Partners is also conducting a rapid survey of telco responses which can be found here. We will be updating and freely sharing what operators tell us …

5G-a-liser

Introducing the 5G-aliser

  In the 5G-aliser, we assess the outlook for the 5G market based on 18 key factors that we believe will drive supply and demand, splitting them into primary drivers which have the greatest importance now, secondary drivers which could become more important over time, and wildcards which could have a large impact but are less predictable. The COVID-19 pandemic …

why telcos need the cloud

Who cares about Telco Cloud?

“Who cares about Telco Cloud?” I’ve been asked this twice in two weeks. It’s a valid question. After all, I lead our telco cloud practice – so I should be able to justify my existence! One of my interrogators was a business leader. “Isn’t “telco cloud” just a technical term which covers up a host of boring three-letter acronyms that …

Telecoms and Coronavirus

The cancellation of this years MWC is obviously a great shame from the perspective of all the many who have put a lot of effort into its preparation, but also a sensible precaution given the uncertainty surrounding the emergence of the new Coronavirus. The question is: what are we all going to do to minimise the impact on our businesses …

How telcos are partnering to accelerate adoption of AI and automation

Through our ongoing conversations with telecoms operators and the wider industry about their strategies and progress in implementing automation and AI, we see telcos pursuing a range of different partnerships, depending on their goals and level of ambition (i.e. size of budget) to transform their businesses. On one end of the spectrum, telcos are mainly users of automation and AI …

AWS Wavelength: game over for telco edge?

We’ve been helping telcos work out how best to play in edge computing for a while.   Essentially telcos’ choices for network edge / MEC infrastructure are:  Build their own edge (with partners and vendors) alongside the same edge site facilities as planned for new-virtualised network infrastructure , e.g. nextgen central offices and mini datacentres   Partner with a public cloud provider such as AWS, Google …

Edge computing gaming

Telcos can disrupt AR/VR gaming models with edge computing

STL Partners European Summit Overview On October 28th, STL Partners hosted the 2019 STL Partners European Summit, which included talks and discussions on innovation and growth strategies for the telecom industry. We were joined by 30+ senior telco executives from Deutsche Telekom, Vodafone, Orange, Telsta, Tata and Elisa. In the afternoon session, Dalia Adib (Principal Consultant) led an interactive session …

What’s blockchain got to do with edge computing?

STL Partners has been writing on the topics of blockchain and edge computing, both broadly speaking and from a telecoms industry perspective for a number of years. For more information on our research services, check out our research services or send an email directly to contact@stlpartners.com. Blockchain and edge computing have an interesting interdependent relationship. Edge computing/a distributed compute architecture …

5 things edge computing app developers want telecoms operators to know

5 things edge computing app developers want telecoms operators to know

STL Partners’ edge computing practice has been engaging the develop community on edge computing for a number of years. Our recent research paper summarises the key lessons from these discussions. 1.Edge computing does provide an opportunity to solve the key pain points of some developers through improving user experience and increasing their addressable market. Application developers, particularly in key domains …

5G How to get it right

5G: How to play it right 

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.  …