Chilli bites: STL Partners’ take on the quarterly hot topics in telco – 2Q 2026
STL Partners’ analysts share their bite-sized expert opinions on the key topics in telecoms in the last quarter
Tag Archives: satellite
Skywatch tracker: Telco-satellite partnerships and strategic analysis
Skywatch tracker monitors public announcements of collaborations between telcos and satellite/non-terrestrial networks (NTN) players publicly announced since 1 January 2024. It also highlights where satellite operators are collaborating and competing with telcos.
Skywatch telescope: Telco offerings in satellite connectivity
Skywatch telescope offers deep-dive coverage of telcos’ live satellite services, offering insights into how telcos are commercialising these offerings.
Skywatch constellation: Satellite operator profiles
Skywatch constellation offers an in-depth analysis of major satellite operators, including their constellation, business model and strategic posture toward telcos.
Lessons from China’s low-altitude economy
China has seen rapid growth in its low-altitude economy. Its experience offers important lessons and fresh insights on how telcos can better position themselves to enable and accelerate the future of this emerging sector.
MWC 2025: A tech show, not a telecom one
It was no surprise that AI dominated MWC this year. But there were lots of other notable trends on the rise – including cybersecurity and data centres – and some that were disappointingly overlooked. Find out what the STL Partners team saw and missed at MWC 2025.
NTNs and telcos: Is it fight or flight?
Telcos should collaborate with NTNs to turn potential foes into friends – and take flight together.
Lessons from AT&T’s bruising entertainment experience
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.
The changing spectrum landscape: WRC19, 5G and beyond
The 4-yearly ITU World Radio Congress (WRC’19) which sets world policy on radio spectrum, most critically 5G this time, has just ended. What agreements were reached, and what do they mean for traditional telcos, new telcos, telco-sector vendors and regulators?
Full Article: African Communications – a brewing storm
A second wave of investment is pouring into African telecomms, always a hive of innovation. Can it make a return amidst the turbulent market environment? An analysis of some of the major players, projects, and lessons therein. (July 2009)