This report outlines the main findings of our latest quantitative research on the global demand for edge computing services towards 2030. We identify the total revenue across the value chain and explore the growing demand for network, regional and on-premises edge across 20 use cases and 16 verticals globally.

This is the fourth iteration of STL Partners’ revenue forecast for the edge computing market

The edge computing market continues to invite different types of players including telcos, hyperscalers, data centre operators and enterprise connectivity providers. The varying requirements across verticals, business sizes and use cases create an opportunity that can accommodate all these different players. However, it is important for any edge provider to understand how to position its service in the space and what areas of the market to pursue vertically and horizontally.

Through quantitative analysis, this report aims to help telcos and others to identify where opportunities lie. This report presents the key findings of STL Partners’ demand forecast model for edge computing services. Its purpose is to:

• Assess the demand from 20 use cases which currently rely on edge or will require edge to fully develop;
• Identify the total revenue across the value chain: device, connectivity, application, edge platform, edge infrastructure (regional, network and on-premise), and integration and services;
• Output a full set of results for 74 countries over the 2023–2030 period per use case and per vertical.

This report is accompanied by a dashboard which presents a summary of our model output and the associated graphics for the world’s regions and for 20 major markets. The dashboard also presents the full revenue output for the 74 countries.

Download the accompanying spreadsheet.

Planned update of this forecast: December 2025.

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Edge computing addressable revenue will reach USD424 billion by 2030

High-level findings from the model indicate that:

• The total edge computing addressable market will grow from USD51 billion in 2023 to USD424 billion in 2030 at a CAGR of 35%.
• The growth in the number of connected devices, as well as the need for higher levels of automation, operational efficiency and cost reduction, will drive the adoption of edge computing across many use cases and verticals by 2030. This will result in increased spend across the value chain.
• We segment the total edge value chain into six main components: device, cellular connectivity, edge platform, application, integration and services, and edge infrastructure. In the full dataset, we break these down into on-premise edge, network edge and regional edge.
• The vertical opportunities in on-premises edge and distributed edge are quite different. Telcos and other providers that are looking into the various types of infrastructure to offer edge services should evaluate these differences and assess their own capabilities and willingness to compete in these verticals.

Total edge computing addressable revenue 2023–2030

This analysis complements our recently published edge AI forecast where we dig deeper into the edge AI opportunity. It answers additional questions, such as the role of inferencing and fine-tuning at the edge.

Table of contents

• Preface
• Executive summary
• Introduction
• Forecast analysis
  • Revenue by value chain component
  • Revenue by use case
  • Revenue by vertical
  • Revenue by region
• Methodology
• Appendix

Related research

This forecast is part of our Edge Insights Service which also includes:

• Edge reports and articles
• Edge AI market forecast
• Network edge data centre forecast
• Edge computing use case directory
• Edge computing ecosystem tool

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George Glanville

George Glanville

Research Analyst

George is an analyst at STL Partners, with experience working across a diverse range of topic areas, including 5G, open RAN, telco enablement and gaming. He specialises in consumer services and network innovation, contributing to reports, articles and tools within both of these practice areas. George joined STL Partners after obtaining a BSc in Economics from Bristol University.