Agentic AI is beginning to penetrate telco operations, but only in domains such as billing and field maintenance, which do not require real-time data or network operations. What will it take to enable secure and reliable use of agentic AI in more critical network operations?
As AI and national sovereignty increasingly intersect, telecoms operators face both opportunity and risk. This report sets out a practical framework to help telcos determine whether, where and how to play in sovereign AI.
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
This report explores how North American telcos are seeking to capture the cybersecurity opportunity in the small and medium-sized business segment.
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.
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
Telecoms is moving into its third age: the Coordination Age. Why was it so hard for telcos to adapt when content shifted from the physical to the virtual world with the growth of the Internet, and how can they learn from past experience to create new value in the next seismic change in telecoms and content?
The global digital economy is moving into a new age: The Coordination Age. A global need to improve the efficiency of resource utilisation is manifesting in industries and individuals as a desire to “make the world work better”. What role can telcos play in this, and will that ultimately mean the break-up of the telco as we know it?
Multinational operators have not been effectively harnessing their size and cross-country footprint. To create attractive economies of scale, they need to adopt a Telco Cloud model. Through a more common infrastructure and an innovation model which is sensibly calibrated across OpCos, large telcos will become more efficient and innovative.
M&A is a key tool in building digital businesses, but is the telco sector investing enough? We examine the key drivers and barriers to telco digital M&A strategies, comparing investment levels to other verticals, and compare and contrast M&A activity with our previous findings.
Although the B2B market could deliver significant revenue growth, most telcos’ enterprise businesses are not delivering their full potential. In this report we analyse the reasons why and outline how telcos can build a successful B2B strategy.
The findings of a senior exec summit we ran last week in Asia present a fascinating snapshot of the global telecoms industry. They highlight views on the key goals of and barriers to transformation, and point to some key actions needed to move forward.
Over 5 years, BT Group’s share price has more than tripled, outperforming Apple’s and Google’s, while its revenues have shrunk. Why, and what can other telcos learn from its success?
We believe that the global telecoms market is approaching a critical moment of change, as strategic drivers and enablers are combining to open the door to a fundamental shift in the industry. We show how and why with highlights of our recent research, and set the scene for a new vision for Telco 2.0 – what telcos should be in the future, and how to get there.
What is disruption, when is it a good idea, and what do you do when it happens to you? We illustrate five principles of disruptive strategy based on our analysis of the telecoms and adjacent markets over the past eight years. The analysis covers both principles of creating and defending against disruption.
Telco 2.0: New Roles, Relevance and Revenues. Presentation by Simon Torrance, CEO, STL Partners/Telco 2.0 Initiative, summarising the impact of Internet Players, new growth opportunity areas, and best use of current assets. Presented at the EMEA Executive Brainstorm, November 2011.
Telco 2.0 Nov 2011 New Roles, Relevance and Revenues
A summary of the six Telco 2.0 opportunities to transform telco’s business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs. (July 2011, Executive Briefing Service, Transformation Stream).
Telco 2.0 Six Key Opportunity Types Chart July 2011