Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.
As connectivity has become commoditised, launching new network technology can no longer be relied upon to generate operator growth. This report outlines eight guiding principles for operators seeking to move beyond connectivity into tailored vertical solutions.
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.
The potential business model for operators varies depending on the operator’s existing capabilities and their levels of commitment to invest in the edge market. STL Partners has identified five key roles operators can play in the edge computing market. Telcos have opportunities at the edge but considering the strong competition, it’s crucial for them to leverage their early entry to …
It’s still all change in the telco cloud space. This month, the focus has shifted away from hyperscale computing players, back onto traditional network equipment players. Huawei continues to dominate industry news, and we’re hearing about challenger function vendors too. More below. And look out for our webinar on Open RAN, where we explain what will really happen over the …
Edge computing is a strategic opportunity for telcos. We examine the driving needs and applications for telco edge computing, describe the market and the options for telcos, discuss their partnerships with hyperscalers and recommend key actions.
What should telcos do to bridge the gaps between current hype, actual performance, and future promises on 5G? We argue that a data-driven and forensic approach to roll-out and marketing will be the key, particularly in the uncertain economic environment driven by the COVID-19 pandemic, and review the timelines for future applications.
Telcos in South Korea and China have seen strong early demand for new 5G services. Where else is 5G commercially available, and what are the key lessons from early movers on 5G investments and positioning?
New NFV/SDN deployments in North America are increasingly driven by 5G, with a striking role for open source and telco self-builds. Globally, our tracker includes details of nearly 500 NFV/SDN deployments between 2011 and May 2019.
What other telcos can learn from AT&T’s and Verizon’s rapidly diverging strategies in the digital advertising market.
After considerable hype and uncertainty, the near term developments for 5G are now much more apparent, including which nations will go first, chip and handset availability, and the use of different spectrum bands.
Mobile apps are at the heart of the modern digital economy. Although many telco-owned apps have struggled, some have broken the mould, achieving high levels of adoption and usage. How did they do it?
Recently, Orange passed 22 million homes, Telefónica 20 million, and AT&T is now reaching five million more every year. The Chinese have over 300 million FTTH connections. What does FTTH do for ARPU, churn, OPEX and 5G that makes it so compelling?
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?
The US operator is an enthusiastic proponent and strong early backer of 5G. Why, what does it know that is different from the norm and what should other telcos do about it?