Network-as-a-service: APIs, AI and the open cloud
NaaS is a major new opportunity enabled by telco cloud. But what is it? How can it be delivered and monetised? And how might it drive transformation across the whole industry?
Tag Archives: Hyperscalers
Network APIs: Driving new revenue streams for telcos
As connectivity becomes ever more integral to enterprises’ operations, network APIs have emerged as a highly anticipated means for telcos to monetise their 5G investments while meeting customer needs. How big is the opportunity, and what commercial models will work?
MWC 2023: You are now in a new industry
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.
The Telco Cloud Manifesto 2.0
Co-operation with hyperscalers can reap rewards – but only if telcos complete the hard work of cloudification first.
Capturing the 5G SA opportunity: towards a multi-vendor approach
5G SA is an exciting development for operators, and the choice between a multi-vendor or single-vendor approach has wide-ranging implications.
Telco Cloud Deployment Tracker: Will vRAN eclipse pure open RAN?
In this update, we present data and analysis on progress with deployments of vRAN and open RAN. It is fair to say that open RAN (virtualised AND disaggregated RAN) deployments have not happened at the pace that STL Partners and many others had forecast. In parallel, some very significant deployments and developments are occurring with vRAN (virtualised NOT disaggregated RAN). Is open RAN a networking ideal that is not yet, or never will be, deployed in its purest form?
5G standalone (SA) core: Why and how telcos should keep going
Some leading telcos have slowed their roll-outs of 5G Standalone cores. Others have not. What is the delay? And why it is important to speed deployments now while minimising the risks.
Pursuing hyperscale economics
We evaluate the role of disaggregation and cloud native infrastructure and key breakthrough opportunities for network operators.
Will web 3.0 change the role of telcos?
In recent years, the web 3.0 movement, which seeks to fundamentally change the economics of the Internet, has gained significant momentum. For many telcos, the disruption caused by a shift to web 3.0 could open up opportunities to rebuild relevance and revenues in the consumer market.
Why B2B marketplace sits at the heart of a thriving ecosystem
As telcos attempt to capture the B2B revenue opportunity, marketplace is rapidly becoming an industry buzzword. We explore the characteristics of a marketplace and the industries in which telcos have a genuine right-to-play
Telco edge platforms: Balancing speed vs value
Despite the hype around edge computing, telcos have been slow to commit investments amid competing priorities for networks teams. How can they work with partners to get the right balance between cost, speed of deployment and developer needs in a fast moving competitive market?
MWC 2022: Sensing the winds of change
We found subtle but significant shifts at the GSMA’s Mobile World Congress 2022 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.
VNFs on public cloud: Opportunity, not threat
More telcos are making deals to run their VNFs on the public cloud. Not much is live yet. But cloud hosting of network functions will support telcos in realising the benefits of cloud-native, and we believe telcos can safely go further and faster.
Telco plays in live entertainment
Live entertainment is evolving fast, as greater connectivity and digitisation allows for new experiences for both the audience at the venue and the people watching online. How can telcos play a more valuable role?
Forecasting capacity of network edge computing
There is much debate in the industry on the topic of telco edge computing, but little clarity for players within the telecoms industry and potential customers on how much capacity will be available. This report forecasts the capacity of network edge data centres from 2021-2025.
Commerce and connectivity: A match made in heaven?
Will many other digital commerce and content companies follow Reliance and Rakuten into the consumer connectivity market?
Microsoft, Affirmed and Metaswitch: What does it mean for telecoms?
Our in-depth analysis of Microsoft’s play in the telecoms market, why it acquired Affirmed Networks and Metaswitch, and what telcos should do about it.