Skywatch telescope: Telco offerings in satellite connectivity
Skywatch telescope offers deep-dive coverage of telcos’ live satellite services, offering insights into how telcos are commercialising these offerings.
Tag Archives: Business Model
Agentic AI in telecoms: What is live now and coming next?
Agentic AI is beginning to penetrate telco operations, but only in domains such as billing and field maintenance, which do not require real-time data or network operations. What will it take to enable secure and reliable use of agentic AI in more critical network operations?
Skywatch constellation: Satellite operator profiles
Skywatch constellation offers an in-depth analysis of major satellite operators, including their constellation, business model and strategic posture toward telcos.
Navigating sovereign AI: Telco strategies, trade-offs and pathways
As AI and national sovereignty increasingly intersect, telecoms operators face both opportunity and risk. This report sets out a practical framework to help telcos determine whether, where and how to play in sovereign AI.
Lessons from China’s low-altitude economy
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.
The telecom techco: The role of network cloud, automation and AI
Telcos are pursuing a telecom techco vision to renew business models. This report explores how network cloud, automation and AI accelerate this transformation, with insights on scaling these technologies, impactful AI/automation use cases and the advantages of open source.
Productising NaaS: A case study from India’s most disruptive player
Enterprises want on-demand, highly performant connectivity services – and service providers are embracing NaaS delivery and commercial models to meet these expectations. This report provides a case study of disruption in the Indian market by NaaS provider Lightstorm.
Live experiences: How telcos can score a winner
This playbook provides telcos with an understanding of the fundamentals of the live experiences market and where they could fit into it. Following a thorough assessment of telco activities in this area, STL Partners presents four service types and roles that telcos can take, with detailed case studies and analysis to help operators choose their path in live experiences.
Applying the platform mindset: STL Partners’ enterprise manifesto
Platform business models can revitalise stagnant enterprise revenues in the telecom industry. Being successful requires investing in the commercial aspects of a platform and the technical service architecture, as well as adopting a mindset that starts with the customer.
Lessons from telco transformations – Five case studies
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.
Telecoms 2030 Part 3: Pathways to servco, infraco and techco
To avoid becoming pure utilities, telcos must evolve their core businesses into more efficient and flexible infracos. But if they also want to accelerate growth and capture the full value of their network investments, they should strive towards building services businesses and becoming telecom techcos. We explore different pathways leading operators are taking to get there.
Telecoms 2030 Part 2: Understanding the forces of change
Part two of this three-part report series examines the influence and impact of external forces that will shape telcos’ journeys as they adapt to survive and compete in the future.
Telecoms 2030 Part 1: The telecoms industry problem
The traditional “moat-building” business model adopted by telcos is no longer viable. If telcos are to compete with internet giants in 2030, they must fundamentally change as organisations. Part 1 of our Telecoms 2030 series outlines this need for change, providing three possible business models for the telco of 2030 – Servco, Infraco and Techco.
Network-as-a-service: APIs, AI and the open cloud
NaaS is a major new opportunity enabled by telco cloud. But what is it? How can it be delivered and monetised? And how might it drive transformation across the whole industry?
The Telco Cloud Manifesto 2.0
Co-operation with hyperscalers can reap rewards – but only if telcos complete the hard work of cloudification first.
Telecoms 2023: Meaningful growth in challenging times
How telecoms can adapt and offer customers and other stakeholders an attractive way forward in markets facing inflation, and geopolitical and environmental challenges.
Why CFOs must drive telecoms business model change
Since we first published this report in 2019, telcos have made significant investments in 5G, but value continues to shift towards service differentiators. Transformation remains at the heart of most telecoms operators’ strategies but change has been 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.