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.
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.
STL Partners believes that telco cloud is a crucial enabler for operators’ success in the Coordination Age. In this manifesto we explain why.
Edge computing offers an opportunity for operators to grow their B2B businesses. This report outlines five types of B2B edge services that telcos can offer, and the key considerations to ensure success.
In a market written off by many as too competitive and complicated, Reliance Jio has risen extraordinarily quickly to be the leading operator in India, playing a major role in the delivery of Digital India. How did it do it, and what can others learn?
This report explores how the cloud gaming market is likely to evolve and what this means for telcos. Beyond providing better connectivity through 5G and edge computing, there are several ways in which telcos can add value to the cloud gaming ecosystem.
How telecoms industry CEOs can reignite growth, align investors, employees, customers and governments, and reinvigorate the industry for the next decade.