Defining the future telco — and what it means for operators and their partners
This report explores how a more adaptive, cross-domain AI approach, leveraging the latest AI techniques such as time series foundation models, can move operators forward in their network autonomy journey and unlock significant financial value.
Network-as-a-service (NaaS) offers enterprises more than flexibility – it can unlock material, measurable financial gains. This report explores the quantitative benefits of Layer 1 NaaS across three real-world scenarios.
Modern telecom networks drive competitiveness, but organisational factors can thwart progress. We identify five startup practices telcos should adopt to enable true techco transformation.
At its September 2025 analyst event, Amdocs outlined how it is transforming to support its view of where the telecom industry will go next, particularly in the context of AI, and demonstrated a techco playbook of change. What can telcos learn from its approach?
The RAN is evolving towards greater openness and disaggregation, but the path is hybrid and incremental. This report explores the challenges operators face, early lessons from deployments, and why embedding openness and flexibility early is critical to long-term competitiveness.
The generative AI boom has accelerated the shift in financial market value away from telcos and towards leaders in AI. We identify four goals for telecom companies to adapt to their rapidly changing competitive environment.
Ericsson used its annual analyst event in Boston to outline the steps it is taking to strengthen its enterprise connectivity portfolio, set against the backdrop of a challenging financial period for the company. This report highlights four key themes that emerged from the event.
Disruptors from other industries are turning their attention to the mobile market. They can learn from the vibrant UK MVNO market.
This report examines the key opportunities for telecom operators to monetise enterprise AI and secure long-term relevance within the emerging AI ecosystem.
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.
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 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.
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.
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.
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.
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.
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.
Our research focuses on how telcos and their partners can embrace industry disruption.
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