Defining the future telco — and what it means for operators and their partners
This report presents the main findings of our latest quantitative research on global demand for edge computing services through to 2030. In this forecast, we analyse demand for on-premises, network and regional edge infrastructure across 21 use cases and 16 industry verticals. This edition also examines key adoption trends emerging from real-world deployments and highlights pricing dynamics observed across the vendor ecosystem.
A global database of innovative telco consumer services beyond connectivity
Private networks are growing — but the market is becoming harder to read and harder to win. The latest update of STL Partners’ Private networks deployment tracks records publicly announced private network, up to May 2026.
The Telco generative AI adoption tracker is a database of deployments of generative AI by telcos around the world. It also features STL’s assessment of key telcos’ progress with AI
Rising demand for AI and HPC is accelerating the shift towards liquid cooling, but greenfield capacity cannot always keep pace. This report, kindly sponsored by Airedale, examines when retrofitting existing data centres makes strategic sense and how operators can move from assessment to execution.
The various aspects of digital sovereignty and how telcos capitalise on the early demand for it
Skywatch telescope offers deep-dive coverage of telcos’ live satellite services, offering insights into how telcos are commercialising these offerings.
As telcos move beyond connectivity, platform strategies are becoming a key route to growth. This report looks at how operators are approaching the shift, and the underlying capabilities and organisational traits that are shaping success across the industry.
Liquid cooling is creating a new M&A battleground in data centres, where different buyer groups are pursuing distinct acquisition strategies to control an increasingly critical part of the infrastructure stack.
Skywatch tracker monitors public announcements of collaborations between telcos and satellite/non-terrestrial networks (NTN) players publicly announced since 1 January 2024. It also highlights where satellite operators are collaborating and competing with telcos.
As the bottleneck shifts from commitment to commercial execution, telcos need an API-specific playbook not a one-size-fits-all approach. Drawing on extensive demand-side research, this series of reports delivers actionable guidance on pricing logic, charging models and GTM channel strategies for emerging APIs. This report focuses on Quality on Demand (QoD).
Telekom used its B2B analyst day on 28 April 2026 to showcase a strategy that is increasingly coherent and founded on a solid base.
In the run-up to FutureNet World London, we conducted a survey with telcos, vendors and analysts to assess the degree of adoption of AI in telcos’ operations and the impact of these capabilities in terms of cost savings and new service launch and revenue. Here we share the results.
How telcos are building revenue from AI-centric solutions for consumers, enterprises and the public sector.
Insights from our Future skills tracker tool show that telcos remain behind technology companies (techcos) in the penetration of the key role types that would enable them to compete and add value like technology companies. The tracker provides direction on where telcos should learn from techcos and build capabilities to increase operational efficiency and enable new revenue streams going forward.
The Edge Computing Ecosystem Tool helps organisations navigate and expand their network of partners, customers and suppliers in the edge computing market.
Agentic AI is beginning to penetrate telco operations, but only in domains such as billing and field maintenance, which do not require real-time data or network operations. What will it take to enable secure and reliable use of agentic AI in more critical network operations?
Our research focuses on how telcos and their partners can embrace industry disruption.
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