Telcos’ sovereignty play
The various aspects of digital sovereignty and how telcos capitalise on the early demand for it
Recharging Consumer Revenues
Skywatch telescope: Telco offerings in satellite connectivity
Skywatch telescope offers deep-dive coverage of telcos’ live satellite services, offering insights into how telcos are commercialising these offerings.
Telco as a platform index
As telcos move beyond connectivity, platform strategies are becoming a key route to growth. This report looks at how operators are approaching the shift, and the underlying capabilities and organisational traits that are shaping success across the industry.
The race to own liquid cooling for data centres
Liquid cooling is creating a new M&A battleground in data centres, where different buyer groups are pursuing distinct acquisition strategies to control an increasingly critical part of the infrastructure stack.
Skywatch tracker: Telco-satellite partnerships and strategic analysis
Skywatch tracker monitors public announcements of collaborations between telcos and satellite/non-terrestrial networks (NTN) players publicly announced since 1 January 2024. It also highlights where satellite operators are collaborating and competing with telcos.
Network API pilots to profit: A commercial playbook for Quality on Demand
As the bottleneck shifts from commitment to commercial execution, telcos need an API-specific playbook not a one-size-fits-all approach. Drawing on extensive demand-side research, this series of reports delivers actionable guidance on pricing logic, charging models and GTM channel strategies for emerging APIs. This report focuses on Quality on Demand (QoD).