Chilli bites: STL Partners’ take on the quarterly hot topics in telco – 2Q 2026
STL Partners’ analysts share their bite-sized expert opinions on the key topics in telecoms in the last quarter
STL Partners’ analysts share their bite-sized expert opinions on the key topics in telecoms in the last quarter
Trends and insights from our database of quantum technology trials and deployments within telcos worldwide

Infosecurity Europe is a barometer for the key topics and selling points in the cybersecurity industry. But telco representation at the event is low – a missed opportunity to build awareness of their role in this lucrative market.
Insights from our Future skills tracker tool show that telcos remain behind technology companies (techcos) in the penetration of the key role types that would enable them to compete and add value like technology companies. The tracker provides direction on where telcos should learn from techcos and build capabilities to increase operational efficiency and enable new revenue streams going forward.
As telcos deploy more resilient and programmable networks, they could become key suppliers to armed forces. Dual-purpose tech solutions by telcos are valuable also to the population and civilian critical services during extreme weather events or energy blackouts, as much as during military conflict.
AI was again at the centre of MWC. But now telcos are focused on what they can practically achieve with AI rather than on boosting investor perception. Satellites, 5G standalone, sovereignty, security and quantum are other themes we noted in Barcelona.
As connected devices proliferate in the home, telcos are exploring how to leverage their ownership of the gateway, customer trust and network visibility to play a meaningful role in consumer smart home cybersecurity.
This report explores how North American telcos are seeking to capture the cybersecurity opportunity in the small and medium-sized business segment.
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.
Our SMB cybersecurity survey in December 2024 highlighted the potential for telcos to address this segment. This report explores the approaches of those seeking to capture the opportunity in the small and medium-sized business segment in Europe.

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.
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide.
In this first edition, we turn our focus to a successful software-as-a-service (SaaS) offering coming from Singapore.
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.
Consumers need protection from fast-evolving cyber threats. Telcos are in a position to deliver credible solutions to this attractive market, building both increased consumer loyalty and new revenue streams.
Telcos need new skill sets to enable their organisations to compete and add value like technology companies. Insights from our Future skills tracker tool show that telcos remain behind techcos in the penetration of key role types and provide direction on the expert capabilities required to become more innovative, agile and technology-driven overall.

We recently surveyed 104 SMBs in Saudi Arabia to understand this market and help cybersecurity solution providers address the Saudi opportunity. It follows a survey in seven other markets (Australia, Canada, France, Germany, Spain, the UK and the US) executed in late 2024.

It was no surprise that AI dominated MWC this year. But there were lots of other notable trends on the rise – including cybersecurity and data centres – and some that were disappointingly overlooked. Find out what the STL Partners team saw and missed at MWC 2025.