This report presents the main findings of our latest quantitative research on global demand for edge computing services through to 2030. In this forecast, we analyse demand for on-premises, network and regional edge infrastructure across 21 use cases and 16 industry verticals. This edition also examines key adoption trends emerging from real-world deployments and highlights pricing dynamics observed across the vendor ecosystem.
As the bottleneck shifts from commitment to commercial execution, telcos need an API-specific playbook not a one-size-fits-all approach. Drawing on extensive demand-side research, this series of reports delivers actionable guidance on pricing logic, charging models and GTM channel strategies for emerging APIs. This report focuses on Quality on Demand (QoD).
The Edge Computing Ecosystem Tool helps organisations navigate and expand their network of partners, customers and suppliers in the edge computing market.
As the bottleneck shifts from commitment to commercial execution, telcos need an API-specific playbook – not a one-size-fits-all approach. Drawing on extensive demand-side research, this series of reports delivers actionable guidance on pricing logic, charging models and GTM channel strategies for emerging APIs. This report focuses on Location Retrieval.
As the bottleneck shifts from commitment to commercial execution, telcos need an API-specific playbook – not a one-size-fits-all approach. Drawing on extensive demand-side research, this series of reports delivers actionable guidance on pricing logic, charging models and GTM channel strategies for emerging APIs. This report focuses on KYC Match.
Following early AI investment, in 2021 SK Telecom announced its intention to become an AI company for the AI era. What actions has SK Telecom undertaken to this end? What role is AI playing across its business? And is AI paying off?
Neutral host networks play an essential and growing role in ensuring indoor coverage of mobile networks. This report examines the evolving business models and technology of this market, and how it relates to private mobile networks.
STL Partners takes stock of the development of the edge computing ecosystem over the past five years, how AI has now reshaped the landscape and proposes its view on the future outlook of the market: including the likely winners and losers.
Network-as-a-service (NaaS) offers enterprises more than flexibility – it can unlock material, measurable financial gains. This report explores the quantitative benefits of Layer 1 NaaS across three real-world scenarios.
The RAN is evolving towards greater openness and disaggregation, but the path is hybrid and incremental. This report explores the challenges operators face, early lessons from deployments, and why embedding openness and flexibility early is critical to long-term competitiveness.
The generative AI boom has accelerated the shift in financial market value away from telcos and towards leaders in AI. We identify four goals for telecom companies to adapt to their rapidly changing competitive environment.
Disruptors from other industries are turning their attention to the mobile market. They can learn from the vibrant UK MVNO market.
AI-RAN is emerging as a critical area of innovation for telcos. While early pilots confirm technical feasibility, the path to commercialisation remains less clear. We explore the practical pathways for telcos to capture near-term value and prepare for long-term opportunities.
The Corporate Sustainability Reporting Directive (CSRD) rollout is set to reshape the sustainability landscape for EU businesses. We explore the main challenges and opportunities it presents for telcos.
As CSPs transition into the Coordination Age, they face critical challenges in adopting cloud-native architectures and transforming operational models to meet the demands of enhanced connectivity and resource optimisation. This report provides practical strategies to navigate these challenges, with a focus on simplifying RAN transformation, enabling agility and unlocking new opportunities for innovation and growth.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.