Research

Defining the future telco — and what it means for operators and their partners


Telecoms 2030 Part 1: The telecoms industry problem

The traditional “moat-building” business model adopted by telcos is no longer viable. If telcos are to compete with internet giants in 2030, they must fundamentally change as organisations. Part 1 of our Telecoms 2030 series outlines this need for change, providing three possible business models for the telco of 2030 – Servco, Infraco and Techco.

MWC 2024: More than AI and APIs

STL Partners’ Research team present their observations from and analysis of the biggest mobile industry event of the year. There was a lot of buzz around AI and API but behind the tech jargon, we saw evidence that our industry continues to morph to become more open and customer-focused.

Why legacy billing restricts telco growth

Legacy billing systems were built for legacy telco services and are too inflexible to deliver next-generation services. We explore how operators can modernise to unlock key benefits such as cost reduction, accelerated time to market and enhanced customer experience.

Private networks market forecast 2024 – 2030

This report presents quantitative analysis of the global demand for private networks over a 7-year period. We explore the revenue trends across the value chain and provide insights into different deployment models and technologies across 14 verticals.

Managed services: Telcos must adapt to the cloud

The capabilities that underpin telcos’ managed services offer to enterprise customers have shifted to the cloud. If telcos are to stay relevant as providers of managed services, they must understand the changing needs of enterprise customers, including how to partner, go to market and design SLAs.

Analysing edge computing M&A trends

This report summarises the value and trends of M&A deals related to edge computing, covering the time period of the last four years. The report highlights key deals and company spotlights, as well as providing insights into the expected M&A activity over the next year.

Edge computing market sizing forecast: Third release

Our report forecasts $462bn in global demand for edge computing services in 2030. We explore the global demand for on-prem, network, and regional edge represented by 20 use cases and 16 verticals. The forecast helps telcos and other edge providers to identify which areas of the market and the value chain are most suitable for them to capture.

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