Revisiting the connected home
With recent advances in AI, smart homes may actually become smart, generating considerable value for homeowners, telcos and a broader ecosystem of device and solution providers.
With recent advances in AI, smart homes may actually become smart, generating considerable value for homeowners, telcos and a broader ecosystem of device and solution providers.
In the first report in this series we identified the most promising opportunities for telcos to serve enterprise AI needs. This follow-up research focuses on the practical steps telcos must take to execute, differentiate and deliver impact for enterprises adopting AI.
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this second edition, we put the spotlight on a leading multinational operator in the journey toward autonomous networks.
Regional AI ambition was at the heart of the Middle East’s inaugural MWC event, backed up by a new LLM and many large investments. But the region is still early in its journey, and must focus on laying fundamental groundwork if it is to see the successful adoption of AI.
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
This research examines current and future requirements for AI and ML in service assurance as telcos move towards self-healing networks supported by agentic AI.
China has seen rapid growth in its low-altitude economy. Its experience offers important lessons and fresh insights on how telcos can better position themselves to enable and accelerate the future of this emerging sector.
Telcos continue to innovate in consumer services beyond connectivity. Recent trends point to a strong focus on AI-based services where telcos can add significant new value and address a real-life need in a new way.
A surge in AI adoption is reviving interest in leveraging mobile base stations as an alternative avenue for deploying AI workloads. This report outlines the commercial rationale, key customer segments and potential investment strategies for telcos exploring this opportunity.
The AI revolution is transforming networks, demanding greater capacity and agility in datacentre interconnectivity (DCI) to support diverse workloads. This report explores the challenges AI presents and offers recommendations for providers to adapt through flexible connectivity and NaaS models.
This report explores how a more adaptive, cross-domain AI approach, leveraging the latest AI techniques such as time series foundation models, can move operators forward in their network autonomy journey and unlock significant financial value.
Modern telecom networks drive competitiveness, but organisational factors can thwart progress. We identify five startup practices telcos should adopt to enable true techco transformation.
At its September 2025 analyst event, Amdocs outlined how it is transforming to support its view of where the telecom industry will go next, particularly in the context of AI, and demonstrated a techco playbook of change. What can telcos learn from its approach?
The generative AI boom has accelerated the shift in financial market value away from telcos and towards leaders in AI. We identify four goals for telecom companies to adapt to their rapidly changing competitive environment.
Ericsson used its annual analyst event in Boston to outline the steps it is taking to strengthen its enterprise connectivity portfolio, set against the backdrop of a challenging financial period for the company. This report highlights four key themes that emerged from the event.

This report examines the key opportunities for telecom operators to monetise enterprise AI and secure long-term relevance within the emerging AI ecosystem.
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.