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STL Partners’ analysts share their bite-sized expert opinions on the key topics in telecoms in the last quarter
Introduction
The telco industry is used to a fast pace of change and sees new developments coming into focus all the time. In our new quarterly ‘Chilli bites’, STL Partners’ analysts share their opinions on what they believe to be the hottest current topics in their research areas. These are based on discussions with industry players, participation in industry events, analysis of the news flow and our own research interests.
In 2Q 2026, read our take on:
- Space X’s initial public offering (IPO)
- Telcos’ play in digital sovereignty
- Shifts in the private networks
- The rise of data products
- The balancing challenge in network APIs
- Telcos’ growing role in cybersecurity
- The pain of AI-driven organisational change
- What federation and sovereignty mean for the network edge
See also the topics we foresee coming to the heat map in the next quarter or two.
