As connectivity has become commoditised, launching new network technology can no longer be relied upon to generate operator growth. This report outlines eight guiding principles for operators seeking to move beyond connectivity into tailored vertical solutions.
The delivery of ‘mixed reality’ experiences through various forms of AR / VR ‘glasses’ is improving, and Apple may be planning to enter the fray alongside other heavyweight players such as Amazon and Google. We review the realistic timescales, and the opportunities for telcos.
How can multiple access technologies (4G, 5G, Wi-Fi, fixed line) be used together to deliver a resilient, optimised and consistent experience of network quality and coverage? An introduction to the landscape, opportunities and challenges in providing a single user experience across multiple networks.
New control points are emerging in an era characterised by complex coordination challenges and machine learning. How can telcos and their partners help to maintain a balance of power in the Coordination Age?
Transformation lies at the heart of most telecoms operators’ strategies but change at companies is painfully slow. This report explains why agility and innovation – the goals of transformation – will remain elusive until CFOs adopt new resource allocation models at their organisations.
We look at overarching trends in digital health and how telcos, global internet players, and health focused software and hardware vendors are positioning themselves to address the needs of resource-strained healthcare providers.
How AT&T, Deutsche Telekom and Orange are taking on GAFA (Google, Amazon, Facebook and Apple) in the fast-growing smart home market.
Telefónica’s systematic and sustained push into personal data management holds valuable lessons for other telcos about building trust and credibility. The report also covers personal cloud / data plays by NTT DOCOMO and financial services company Mint.
Uber and Tesla are at the forefront of a new age of personal transportation in which wireless connectivity will play a major role. Both of these disruptors could be important partners for telcos, while offering lessons about consumer engagement, relationships with regulators and strategic thinking.
Can the partnership between Google and telcos strike the balance between interoperability and speed of development needed to challenge Facebook and Tencent in conversational commerce?
Telcos and the major Internet platforms increasingly rely on each other. What kinds of agreements should operators enter into with Amazon, Apple, Facebook and Google and what should they avoid? And what are the strategic implications of supporting players who habitually use their powerful brands and software expertise to disrupt entire industries?
The music industry was one of the first sectors to be fundamentally disrupted by the Internet. Facing an epic and almost existential battle with piracy, coupled with expectations that music should be free, the record labels have tested many different business and distribution models. With sales of recorded music finally growing again, telcos and their partners can learn a lot from the music industry’s hits and misses.
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.
The last few years have seen attempts by many leading telecoms operators to refresh their business model and generate new sources of growth and value. Now many digital initiatives are being scaled back. Telefonica and Telenor, two companies in the vanguard of the ‘drive to digital’ have both disbanded their digital organisations. In the first of two reports, STL Partners explores why efforts to yoke platform and product innovation businesses to a traditional infrastructure business have proved so difficult. The financial and operational constraints associated with traditional telecoms – particularly the need for long investment cycles in ‘one-function’ infrastructure – have made achieving the switch to ‘agile digital innovation’ all but impossible. But all that may be about to change and the future could be a little brighter.
Widespread use of open source software is an important enabler of agility and innovation in many of the world’s leading internet and IT players. Yet while many telcos say they crave agility, only a minority use open source to best effect. We examine the barriers and drivers, and outline six steps for telcos to safely embrace this key enabler of transformation and innovation.
Online entertainment is increasingly dominated by 5 big platforms but 6 forces are likely to shape the market going forward and could have profound effects on the dominant platforms. We analyse the relative strengths and weaknesses of each player and explore the potential opportunities for telcos to compete and collaborate.