Trump’s Impact: Global TMT Scenarios

US President-elect Donald Trump made many statements during the campaign, but now that he has won the election what will his administration do? In this report we look at five key areas for the TMT sector and analyse how we think Trump’s presidency is most likely to impact them.

Telco Transformation: The 20 Metrics That Matter

Metrics are an integral component of telcos’ digital and overall transformation. But what metrics are telcos using, and what metrics should they use, to measure the progress and success of their transformation initiatives? STL Partners has looked at metrics in use by three of the most advanced telcos in the world, including AT&T and Telstra, and identified the 20 that matter most.

eSIM: How Much Should Operators Worry?

The evolution of eSIMs, supporting remote provisioning of mobile operators’ profiles, could allow new IoT devices and business-models to thrive. However, the promise is countered by fears that eSIM could enable Internet companies and device manufacturers to become connectivity gatekeepers. We analyse the threats, opportunities and practicalities, and give our view of the likely outcomes.

The IoT ecosystem and four leading operators’ strategies

This report provides detailed analysis of the IoT ecosystem, the technologies enabling it, and how telcos can establish themselves within it, by presenting case-studies of strategies from AT&T, Vodafone, SK Telecom, and Deutsche Telekom. The report also discusses the connectivity needs of several different IoT use-cases.