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 offers an in-depth analysis of major satellite operators, including their constellation, business model and strategic posture toward telcos.
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.
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 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.
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.
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.
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.
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.
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.
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.
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.
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?
Co-operation with hyperscalers can reap rewards – but only if telcos complete the hard work of cloudification first.
How telecoms can adapt and offer customers and other stakeholders an attractive way forward in markets facing inflation, and geopolitical and environmental challenges.
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.
For uptake of Massive IoT connectivity to meet expectations in the B2C and B2B2C markets, telcos will need to dramatically improve coverage and simplify their propositions.