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.
AI-RAN is emerging as a critical area of innovation for telcos. While early pilots confirm technical feasibility, the path to commercialisation remains less clear. We explore the practical pathways for telcos to capture near-term value and prepare for long-term opportunities.
With core connectivity revenue growth proving elusive, telcos are looking to increase efficiency while expanding their offerings and generating new revenue streams. This report scopes out the opportunities for telecom operators in supporting digital identification and authentication.
People’s appetite for AI appears to be insatiable. In recent months, there has been a proliferation in the number of consumer-centric AI solutions on offer by telcos, aiming to build new revenue streams or support loyalty for their existing services.
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this first edition, we put the spotlight on a successful operator journey coming from China.
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
This is a series of two reports exploring the potential for edge-native architectures and how they can bring new monetisation opportunities for original equipment manufacturers (OEMs).