Edge computing is a key enabling technology for AI and GenAI applications, providing the local processing power and low-latency connectivity needed for real-time decision-making and data processing. This report looks at the trends in investments in edge computing companies – from edge data centres to platforms and applications – and the market outlook for 2025.
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.
Telcos and policymakers need new metrics to power evidence-based decisions. New tools and data sources can help build greater understanding and transparency in telecoms.
Why did AT&T buy, and then sell, DirecTV and Time Warner after only six years? This report looks at AT&T’s decisions, actions and their consequences, and the lessons for others attempting adjacent market moves and M&A.
What can others learn from SK Telecom’s advanced efforts to grow in the face of declining core telecoms revenues? 5G is a part of the story, but not all of it.
What other telcos can learn from AT&T’s and Verizon’s rapidly diverging strategies in the digital advertising market.
We look at nine telcos’ approaches to the healthcare market to identify keys areas of opportunity and lessons on what it takes to succeed.
We look at overarching trends in digital health and how telcos, global internet players, and health focused software and hardware vendors are positioning themselves to address the needs of resource-strained healthcare providers.
Telcos with a clear focus on what they are trying to achieve will do better at the risky business of M&A. So who’s buying what, and who’s doing well?
Most telcos have now accepted that they need to offer more than connectivity if they want to move up the IoT value chain. This report presents a four-step framework to help telcos define a successful IoT strategy.
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.
Healthcare is an attractive vertical for telcos to address with digital solutions, given the sector’s low digital base and rising demand for healthcare services from ageing populations and changing lifestyles. Although many telcos have made attempts to capture this opportunity through telehealth or consumer wellness services, TELUS stands out as an example of the value of a long-term commitment to healthcare. In this case study, we examine TELUS’ strategy in health, evidence of its success, and draw out lessons for other telcos.
Our latest adjacent market case study analyses Axel Springer’s successful 10 year digital transformation from print to online publisher, and holds many lessons for telcos, not least of which are the pitfalls of under commitment, and the required level of investment in M&A.
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STL Partners published the inaugural version of our Digital Investment Database in early July, and we’ve now issued our first update, including a brief overview of Softbank’s acquisition of ARM and Verizon’s purchases of Yahoo! and Fleetmatics.
M&A and majority investment are key tools in building digital businesses. But are telcos actively investing? We look in detail at SingTel, Telstra and Verizon, which have committed significantly to digital investment to extend their businesses. We also discuss why most European operators lag their Asia-Pac and North American peers. Our analysis is based on the newly-developed STL Partners Digital Investment Database, which tracks investments by 22 leading service providers.
In the first of two reports, STL Partners evaluates how several powerful forces, within and beyond the control of telcos, look set to change the shape of the European market and considers the options for how these forces might develop going forward.