New MVNOs: Challenger brands and lessons from the UK market
Disruptors from other industries are turning their attention to the mobile market. They can learn from the vibrant UK MVNO market.
Research
Defining the future telco — and what it means for operators and their partners
Enterprise AI: What are the best opportunities for telcos?
This report examines the key opportunities for telecom operators to monetise enterprise AI and secure long-term relevance within the emerging AI ecosystem.
Small and medium-sized business cybersecurity: Telco landscape in Europe
Our SMB cybersecurity survey in December 2024 highlighted the potential for telcos to address this segment. This report explores the approaches of those seeking to capture the opportunity in the small and medium-sized business segment in Europe.
Hyperscalers in the telco vertical: The future is hybrid
This report analyses the positioning of four hyperscalers – Amazon Web Services, Google Cloud, Oracle Cloud Infrastructure and Huawei Cloud – in the telco vertical. We evaluate how successful they have been at convincing telcos to migrate their workloads (from IT to the network) to the hyperscalers’ respective cloud platforms and we ultimately consider what the future role of hyperscalers in telecom will look like.
AI-RAN: Navigating the path from hype to commercial reality
AI-RAN is emerging as a critical area of innovation for telcos. While early pilots confirm technical feasibility, the path to commercialisation remains less clear. We explore the practical pathways for telcos to capture near-term value and prepare for long-term opportunities.
Private network deployment tracker
STL Partners’ ‘Private network deployment
tracker’ (formerly known as the Global Insights Tool) has tracked publicly announced private network deployments worldwide since 2014. This rich dataset provides a clear view of market dynamics, revealing who is most active, where
deployments are taking place and where future opportunities may emerge.
CSRD: A telco burden or opportunity?
The Corporate Sustainability Reporting Directive (CSRD) rollout is set to reshape the sustainability landscape for EU businesses. We explore the main challenges and opportunities it presents for telcos.
Mobile network API monetisation forecast 2024–2030: Can telcos make up for lost time?
In this forecast, we estimate the potential revenues for telecom operators from the commercialisation of mobile network APIs. We assess the opportunity across five API families, covering 22 individual APIs and 44 use cases.
How telcos can put their stamp on digital identity
With core connectivity revenue growth proving elusive, telcos are looking to increase efficiency while expanding their offerings and generating new revenue streams. This report scopes out the opportunities for telecom operators in supporting digital identification and authentication.
AI for consumers: Telcos’ efforts to monetise AI
People’s appetite for AI appears to be insatiable. In recent months, there has been a proliferation in the number of consumer-centric AI solutions on offer by telcos, aiming to build new revenue streams or support loyalty for their existing services.
China Mobile – Autonomous networks case study
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this first edition, we put the spotlight on a successful operator journey coming from China.
Drinking the orange juice at Insights 2025
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
StarHub Cloud Infinity – SaaS case study
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide.
In this first edition, we turn our focus to a successful software-as-a-service (SaaS) offering coming from Singapore.
Sovereign AI: A strategic playbook
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
Why edge-native platforms are the future of computing
This is a series of two reports exploring the potential for edge-native architectures and how they can bring new monetisation opportunities for original equipment manufacturers (OEMs).
Did the telecom AI era dawn in Copenhagen?
DTW Ignite 2025 showed a telco industry that is truly embracing AI and trying to use it as a platform for accelerated transformation. We hope it succeeds.
Datacloud Global Congress 2025: Five takeaways
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
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