telcos Archives - STL Partners

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.

Edge Insights, Telco Cloud — January 2021

Why telco cloud hasn’t delivered yet? (chart)

We believe that the reason it has not yet delivered is linked to how the technology has been deployed, both in terms of the technical architecture, and how the telco has organised itself to operate it. Most telco cloud deployments to date fall into two categories, driven by the operator’s starting point in making the decision to proceed: A function-first …

November 2020

Partnering on telco edge computing: Hyperscalers’ edge strategy (chart)

Hyperscalers are moving rapidly to expand their presence at the edge and create and exploit different opportunities. By 2018, Google, AWS and Microsoft Azure launched their stacks that support on-premise deployment and extend their services to hybrid cloud environments. Namely, Google Anthos, AWS Outposts and Azure Stack. Within the last year, all these hyperscalers have released versions of their solutions …

October 2020

Apple Glass: An iPhone moment for 5G?

The delivery of ‘mixed reality’ experiences through various forms of AR / VR ‘glasses’ is improving, and Apple may be planning to enter the fray alongside other heavyweight players such as Amazon and Google. We review the realistic timescales, and the opportunities for telcos.

Recharging Consumer Revenues — September 2020

Recovering from COVID: 5G to stimulate growth and drive productivity

We revisit our 2019 forecasts on the economic impact of 5G on industries, as well as re-evaluating the 5G opportunity in a post COVID world. We also include highlights from forthcoming research into the how 5G can drive efficiency and productivity in transport and logistics.

Executive Briefing Service — August 2020

Cloud gaming: What’s the telco play?

This report explores how the cloud gaming market is likely to evolve and what this means for telcos. Beyond providing better connectivity through 5G and edge computing, there are several ways in which telcos can add value to the cloud gaming ecosystem.

Edge Insights, Recharging Consumer Revenues — April 2020

AI on the Smartphone: What telcos should do

Artificial intelligence (AI) is more powerful and affordable than ever, and the leading consumer-facing AI platforms – Google, Apple, Facebook and Amazon – are in an arms race to bring the technology to smartphones. AI will radically change the way people use smartphones, but what are the implications for data traffic and consumer expectations, and what role should telcos play in this evolution?

Executive Briefing Service, Recharging Consumer Revenues — October 2017

Vendors vs. telcos? New plays in enterprise managed services

The big prize in enterprise managed services today is supporting industries’ digital transformation. With the growing ‘softwarisation’ of networking, this creates more impetus for vendors to compete with telcos as part of a shifting ecosystem. But does vendor software risk cannibalising the telco network?

Growing Enterprise Revenues — August 2017

Repremiumization: The dangerous self-deception at work in European Telcos

As several operators in Europe downsize their Telco 2.0 Digital Services activity, some are seeking to reframe the Piper strategy as a premium-priced differentiation play based on network quality. This report argues this is deluded and dangerous – a Piper strategy is viable but only by developing cost-leadership in a commodity market.

Executive Briefing Service — June 2015

Telecoms and the Eurozone Economic Crisis: a perfect storm?

What are the possible impacts on telecoms of further economic troubles in the Eurozone? Will it be recessionary business as usual or something much nastier? And how will it impact ‘Telco 2.0’ Strategies? (December 2011, Executive Briefing Service)
EMEA Messaging Decline reasons Nov 2011