Telco generative AI adoption tracker
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
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
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.
This report analyses the positioning of four hyperscalers – Amazon Web Services, Google Cloud, Oracle Cloud Infrastructure and Huawei Cloud – in the telco vertical. We evaluate how successful they have been at convincing telcos to migrate their workloads (from IT to the network) to the hyperscalers’ respective cloud platforms and we ultimately consider what the future role of hyperscalers in telecom will look like.
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.

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.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
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.
Who is most likely to win the battle for contextually aware personal assistants on smartphones – and is there an opportunity for telcos?
As AI’s energy consumption rises, so do sustainability concerns. This report explores why this technology is so power-intensive, how to mitigate its impact and whether it can help reduce emissions. It also examines four possible scenarios for future energy consumption – from unchecked growth to greater efficiency – and their sustainability implications.
Many have tried to capture the elusive opportunities in the super apps domain, but very few are succeeding. This playbook examines the different approaches to super apps and offers valuable recommendations to telcos that aim to pursue opportunities in this area.
This report analyses the positioning of each of the three hyperscalers – AWS, Google Cloud and Microsoft Azure – in the telco vertical (outside of China). We assess how successful they have been at convincing telcos to migrate their business to the public cloud.
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.
To move from pipe to platform, telcos must take on a new role as a strategic enabler of their customers’ transformation. Drawing on a recent survey of 1,214 enterprises, this report explores how telcos can effectively evolve by offering managed cloud services to unlock longer-term B2B growth opportunities.
Vendors and hyperscalers want to serve telcos with cloud-native network functions that are public cloud-ready – but there are few takers. What should they do?
Telcos need new skills to change their organisations to compete like technology companies. Insights from our Future skills tracker tool show that telcos are behind techcos in the penetration of key skillsets and provides direction on the capabilities required to become more innovative, agile and software-driven overall.
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.