New Telco Plays in Energy, Security and Identity 

Climate change and geopolitical forces have driven a rapid uptick in interest in new telco services delivering energy, security and identity.

What are the leading case studies and what is showing the most promising traction? 

The war in Ukraine, and growing tension between the US and China are two highly visible peaks in the landscape of growing regionalisation and changing dynamics in global geo-politics. Coming on the back of two years of the COVID pandemic, these macro-trends are driving more people and nations to feel needs for separation, security and self-preservation. 

What are the possible roles for the telecoms industry to help? We have recently looked at three areas: security, energy and identity, in which operators are looking to make a difference. What is happening and who appears to be succeeding – or failing? 

Talk to STL’s analyst team to see how these trends are likely to play out, and for which types of company or market each may find success in. 

Meet our analysts

Liam Mimnagh, Senior Analyst

Ahmed Ali, Senior Analyst

David Pringle, Associate Senior Analyst