The path to telco growth: STL Partners’ manifesto
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
Research
Defining the future telco — and what it means for operators and their partners
Network innovation as an engine for growth: A manifesto
New technologies have made innovation in the network imperative for telcos’ survival. But the focus and scope of innovation varies by the type of company telcos aim to become.
Quantum technologies: Strategic paths for telcos
With quantum technologies touching on many areas of telco business, it can be unclear where telcos should make early investments. However, there are some common priorities for telcos – and by considering a small number of strategic perspectives, decisions on next steps can be made.
Achieving next-level network autonomy
Implementing autonomous networks offers an average CSP cost savings and annual revenue uplift of around US$794 million. However, challenges impede progress to realise this financial potential. This report addresses five of the main obstacles faced by CSPs and provides recommendations to help overcome them.
Real-time automation for manufacturers: How providers can scale the market
The manufacturing vertical is expected to be the largest customer group for real-time automation solutions. This report outlines how ecosystem players, such as systems integrators and independent software vendors, can work together to leverage their strengths and better serve the sector.
AWS, Azure and Google Cloud: Who’s got the edge?
This report analyses the edge computing strategies of the ‘big three’ cloud providers – Amazon Web Services (AWS), Google Cloud and Microsoft Azure. We assess how successful they have been at developing solutions across the edge continuum, including on-premise, network and regional edge, and determine who leads this nascent market.
The state of telco AI and what operators should do next
Major advancements in artificial intelligence are increasing telco stakeholder expectations. This report assesses where telcos are on their AI adoption journeys and provides recommendations for how they can accelerate their progress.
Hyperscalers in the telco vertical: Strategies and successes
This report analyses the positioning of each of the three hyperscalers – AWS, Google Cloud and Microsoft Azure – in the telco vertical (outside of China). We assess how successful they have been at convincing telcos to migrate their business to the public cloud.
Organisational foundations for responsible AI
Telcos must take steps internally to become companies underpinned by AI. We look at implications for the organisation, its people and AI governance processes and tools to responsibly root this transition.
Lessons from telco transformations – Five case studies
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.
Telco Cloud Deployment Tracker Q2 2024: Is AWS winning in hyperscale telco cloud?
Telco cloud deployment activity slowed down in Q2 2024 with only 20 deployments added to the tracker, eight of which were completed in earlier years. The remaining 12 included five 5G NSA cores (four already launched) and three SA cores, all of which we expect to go live by the end of 2024. In this report we analyse the prospects for 5G SA including a deep-dive on the state of deployments on the public cloud.
Partnering for telco growth
Partnering offers telcos a way to unlock innovation and uncover monetisation opportunities to help fuel business growth. However, this requires telcos to embrace a different approach to partnering strategy and a more open, trusting mindset.
Defining the need for A3 in private networks
This report looks at the AI, automation and analytics a telco needs to effectively deploy, manage and operate private networks and slicing at scale for enterprise customers.
Converging edge, IoT and AI: A strategic guide to success in a growing market
The market for edge IoT presents a significant opportunity for technology solution providers but has yet to reach its full potential. In this report, we present the results from a four-part research series conducted in partnership with Volt Active Data, focusing on how to capture this value. This report addresses critical aspects such as the technical challenges, ecosystem dynamics and ultimately, the pathway to monetisation for edge IoT solutions.
Improving supply chain visibility and trust: The impact of digitalisation in logistics
Supply chain organisations are adopting innovative digital solutions
facilitating real-time visibility and trust across networks. We forecast that
there will be 700 million EoT-enabled devices by 2030 across supply
chains.
Can telcos square the sustainability circle for consumers?
How telcos can help consumers live more sustainably without compromising their business objectives.
FTTP: Key market, policy and structural trends
Fibre-to-the-premises is now mainstream, but varies widely across nations in market maturity, industry structure, telco versus altnet roles and government policy. We outline plausible end-state models for FTTP markets.
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