Defining the future telco — and what it means for operators and their partners
As AI and national sovereignty increasingly intersect, telecoms operators face both opportunity and risk. This report sets out a practical framework to help telcos determine whether, where and how to play in sovereign AI.
RAN autonomy will not deliver impact unless technical progress and value creation advance in parallel. Our dual-axis framework will help operators to assess where they are today, identify constraints across the lifecycle and the investments most likely to scale.
Neutral host networks play an essential and growing role in ensuring indoor coverage of mobile networks. This report examines the evolving business models and technology of this market, and how it relates to private mobile networks.
The telecom industry is going through a period of material change in respect to the silicon it utilises. This report examines the key dynamics and considerations in the locations where processing demand is at its highest: the RAN and AI factories.
To deliver on their AI visions (especially agentic AI), operators must transform their data foundations and capabilities to avoid “garbage in, garbage out”. We identify the steps operators can take to get their data ready for AI on the journey towards level 4+ autonomy.
With recent advances in AI, smart homes may actually become smart, generating considerable value for homeowners, telcos and a broader ecosystem of device and solution providers.
As connected devices proliferate in the home, telcos are exploring how to leverage their ownership of the gateway, customer trust and network visibility to play a meaningful role in consumer smart home cybersecurity.
In the first report in this series we identified the most promising opportunities for telcos to serve enterprise AI needs. This follow-up research focuses on the practical steps telcos must take to execute, differentiate and deliver impact for enterprises adopting AI.
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide. In this second edition, we turn our focus to a successful NaaS player in India.
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this second edition, we put the spotlight on a leading multinational operator in the journey toward autonomous networks.
Regional AI ambition was at the heart of the Middle East’s inaugural MWC event, backed up by a new LLM and many large investments. But the region is still early in its journey, and must focus on laying fundamental groundwork if it is to see the successful adoption of AI.
STL Partners takes stock of the development of the edge computing ecosystem over the past five years, how AI has now reshaped the landscape and proposes its view on the future outlook of the market: including the likely winners and losers.
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
This research examines current and future requirements for AI and ML in service assurance as telcos move towards self-healing networks supported by agentic AI.
This report explores how North American telcos are seeking to capture the cybersecurity opportunity in the small and medium-sized business segment.
China has seen rapid growth in its low-altitude economy. Its experience offers important lessons and fresh insights on how telcos can better position themselves to enable and accelerate the future of this emerging sector.
Telcos continue to innovate in consumer services beyond connectivity. Recent trends point to a strong focus on AI-based services where telcos can add significant new value and address a real-life need in a new way.
Our research focuses on how telcos and their partners can embrace industry disruption.
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