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: sovereignty
MWC Doha 2025 had AI at its heart
Regional AI ambition was at the heart of the Middle East’s inaugural MWC event, backed up by a new LLM and many large investments. But the region is still early in its journey, and must focus on laying fundamental groundwork if it is to see the successful adoption of AI.
Perspectives 2026: 26 industry predictions for the year ahead
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
Drinking the orange juice at Insights 2025
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.
Sovereign AI: A strategic playbook
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
Industry survey: Understanding network edge demand
There is much debate in the industry on the topic of telco edge computing, but little clarity for players within the telecom industry and potential customers on how much capacity will be available.
In this report, we provide insights from our annual industry survey on the state of network edge, including the key triggers for deployments.
AWS, Azure and Google Cloud: Who’s got the edge?
This report analyses the edge computing strategies of the ‘big three’ cloud providers – Amazon Web Services (AWS), Google Cloud and Microsoft Azure. We assess how successful they have been at developing solutions across the edge continuum, including on-premise, network and regional edge, and determine who leads this nascent market.
Reliance Jio: Learning from India’s problem solver
In a market written off by many as too competitive and complicated, Reliance Jio has risen extraordinarily quickly to be the leading operator in India, playing a major role in the delivery of Digital India. How did it do it, and what can others learn?
Telcos’ Last Chance in Cloud? New $18bn Sovereign Cloud Opportunity
If telcos in certain markets act swiftly, there is a major new and addressable opportunity in cloud created by profound recent changes in data sovereignty and security requirements. We outline the market opportunities, specific customer needs, and market sizing in our latest research.