How telcos generate AI revenue
How telcos are building revenue from AI-centric solutions for consumers, enterprises and the public sector.
How telcos are building revenue from AI-centric solutions for consumers, enterprises and the public sector.
The Telco generative AI adoption tracker is a database of deployments of generative AI by telcos around the world. It also features STL’s assessment of key telcos’ progress with AI
At its September 2025 analyst event, Amdocs outlined how it is transforming to support its view of where the telecom industry will go next, particularly in the context of AI, and demonstrated a techco playbook of change. What can telcos learn from its approach?
The generative AI boom has accelerated the shift in financial market value away from telcos and towards leaders in AI. We identify four goals for telecom companies to adapt to their rapidly changing competitive environment.
With core connectivity revenue growth proving elusive, telcos are looking to increase efficiency while expanding their offerings and generating new revenue streams. This report scopes out the opportunities for telecom operators in supporting digital identification and authentication.
People’s appetite for AI appears to be insatiable. In recent months, there has been a proliferation in the number of consumer-centric AI solutions on offer by telcos, aiming to build new revenue streams or support loyalty for their existing services.
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.
At MWC 2025, we held the Digital Health Summit in collaboration with the GSMA. At the event, we explored the opportunities and the challenges in smart hospitals, IoT, direct-to-consumer services and AI in healthcare. This report outlines the key takeaways and insights from the summit.
Who is most likely to win the battle for contextually aware personal assistants on smartphones – and is there an opportunity for telcos?
The range of optional additional features in 5G has expanded massively since previous generations. This report covers the technology, use cases and timelines for six of the less-discussed domains of 5G evolution – RedCap, sidelink, URLLC and time-sensitive networking, drone connectivity, precise positioning and real-time communication.
The development of agents underpinned by data and knowledge assets looks set to be a major challenge for telcos. It may take up to ten years for telcos to truly master agents, but they will be key to the realisation of fully autonomous networks.
Trusted intelligence is crucial for operators in progressing to Level 4+
autonomous networks. This research explores the role of digital twins, agentic AI and operator knowledge in achieving trusted intelligence.
As the deployment of AI/ML ramps up, telcos need to develop an ‘intelligence architecture’, supporting the move towards Level 4 and 5 in the TM Forum’s Autonomous Network Framework. How will such an intelligent architecture support the self-healing network?
In light of the fast-evolving climate surrounding edge AI, we take stock of the upside and the downside risks that may move the needle on our recent Edge AI market forecast.
Implementing autonomous networks offers an average CSP cost savings and annual revenue uplift of around US$794 million. However, challenges impede progress to realise this financial potential. This report addresses five of the main obstacles faced by CSPs and provides recommendations to help overcome them.

Major advancements in artificial intelligence are increasing telco stakeholder expectations. This report assesses where telcos are on their AI adoption journeys and provides recommendations for how they can accelerate their progress.
DTW24 showed a telecoms industry ready to face reality and making quiet progress. This progress may not go far or fast enough to change the future of the industry, but either way AI will play a big role.