Defining the future telco — and what it means for operators and their partners
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.
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this first edition, we put the spotlight on a successful operator journey coming from China.
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide.
In this first edition, we turn our focus to a successful software-as-a-service (SaaS) offering coming from Singapore.
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
This is a series of two reports exploring the potential for edge-native architectures and how they can bring new monetisation opportunities for original equipment manufacturers (OEMs).
DTW Ignite 2025 showed a telco industry that is truly embracing AI and trying to use it as a platform for accelerated transformation. We hope it succeeds.
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
To successfully commercialise APIs, the telecom industry must reach new customers – application developers – and sell significantly different services than traditional voice and data. We outline how telcos can meet developers where they are and identify strategies for operators to maximise their share of value creation from API capabilities.
This research note presents STL Partners’ forecast for the number of active private network sites over a 7-year period. It details site numbers across seven regions and acts as a complement to our Private network market forecast 2024–2030.
Telcos leading the development of mobile network APIs must set strategies now to scale the market beyond the first wave of customers and use cases. We explore three potential pathways for growth: courting new customers, creating new capabilities and a combination of both.
Our research focuses on how telcos and their partners can embrace industry disruption.
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