Seven Tough CEO Questions – Telco 2.0 Update
We’ve identified seven questions that are fundamental to telcos’ forward success, and compiled some of our recent research that helps address them.
We’ve identified seven questions that are fundamental to telcos’ forward success, and compiled some of our recent research that helps address them.
STL Partners published the inaugural version of our Digital Investment Database in early July, and we’ve now issued our first update, including a brief overview of Softbank’s acquisition of ARM and Verizon’s purchases of Yahoo! and Fleetmatics.

Dialog Axiata in Sri Lanka has developed a fast growing API platform that engages developers significantly more than plays by big telcos like AT&T, Orange and Vodafone relative to its scale. How has it achieved this and driven monetisation, innovation and efficiency within the company? And what is next?
STL Partners explores in detail how thirteen leading operators are addressing NFV and SDN. By exploring each management team’s vision for the technology and the current implementation activities, we have been able to identify six segments – from dynamic ‘NFV Business Model Transformation Pioneers’ to more prosaic ‘Utilitarian Adopters’. The report also outlines three major ‘best-practice’ recommendations for other players.
This report explores how Net Neutrality legislation has evolved significantly, looking at the general shape and specifics in the EU, US, India, Brazil and other territories. In general telcos can differentiate some aspects of broadband access with pricing or “specialized services”, but Internet app-blocking or paid-priority are disallowed. While legal challenges are ongoing, the way ahead seems much clearer, and we explore how telcos should focus on and enable interesting non-Internet connectivity opportunities around 5G, NFV and IoT.

Although the shape of the cloud industry turned out better than expected, most telco strategies in the cloud haven’t delivered. We investigate why, what has led to success, and what telcos need to learn to do differently.