Edge computing presents unique challenges and limitations when compared to traditional data centres. This report provides practical guidance for edge operators aiming to achieve sustainability goals.
Tag: edge computing
Drawing from the experience of Lumen, SK Telecom, Telefónica, Verizon and Vodafone, this report identifies the steps, partnerships and expectations of a successful telco edge strategy.
This report summarises the value and trends of M&A deals related to edge computing, covering the time period of the last four years. The report highlights key deals and company spotlights, as well as providing insights into the expected M&A activity over the next year.
Based on its deep industry knowledge, STL Partners is sharing its vision on how telcos can reverse the trend of stagnating consumer revenues by focusing on innovation, new ventures and excellent customer experience.
Our report forecasts $462bn in global demand for edge computing services in 2030. We explore the global demand for on-prem, network, and regional edge represented by 20 use cases and 16 verticals. The forecast helps telcos and other edge providers to identify which areas of the market and the value chain are most suitable for them to capture.
The utilities sector is a promising opportunity area for private LTE and 5G networks. But it is not an easy one for telcos to address, as utility companies often deploy and manage networking technology in-house or via specialist service providers to satisfy service requirements. This report examines the sector realities.
AI applications will require low-latency, local compute for rapid inferencing and large scale data collection, triage, and engineering. Edge compute will therefore play a key role in AI app delivery. However it’s not just about infrastructure – commercial scale for edge AI will depend on effective ecosystem collaboration models.
Since 2015 STL Partners has helped telecoms operators to develop their edge computing strategies. We summarise our learnings from those engagements as a manifesto for how the industry can address the edge computing opportunity.
Consumer use cases offer a variety of opportunities for telcos and other stakeholders in the area of distributed edge. This report explores seven such use cases and the implications for telcos.
Telcos are looking to expand their enterprise services and capture a larger share of the revenue opportunity. But to do this they must carefully consider where they are best placed to compete and how they can build on existing expertise and reputation.
We found subtle but significant shifts at the GSMA’s Mobile World Congress 2023 that show how the market’s need is changing to ‘connecting technologies’ rather than ‘connectivity’. This has deep implications for the industry and telcos in particular.
Telcos are investing in edge to grow revenues and monetise their networks. Edge orchestration will be a key tool for these telcos to manage their infrastructure easily and cost-effectively, whilst ensuring that they can meet the strict performance requirements of dynamic edge applications.
Our report forecasts $445bn in global demand for edge computing services in 2030. We explore the global demand for on-prem, network, and regional edge represented by 20 use cases and 16 verticals. The forecast helps telcos and other edge providers to identify which areas of the market and the value chain are most suitable for them to capture.
How telecoms can adapt and offer customers and other stakeholders an attractive way forward in markets facing inflation, and geopolitical and environmental challenges.
Telecoms operators are still grappling with how they should work with hyperscalers; the network edge is a key battleground. This report is an update of our network edge capacity forecasts and incorporates survey data from over 190 respondents to evaluate the market’s views on telcos.
We evaluate the role of disaggregation and cloud native infrastructure and key breakthrough opportunities for network operators.
There are troubling signals in the business environment. Consumer confidence is at an all-time low due to inflation, conflict, Covid and climate change. What are the consequences for telecoms, and what should telcos, vendors, policymakers and others in the ecosystem do?
In the first of two reports we examine the macro forces and outline three key steps to reshape priorities and the strategy agenda.