Does the SpaceX IPO and Starlink Mobile change everything?
SpaceX has raised a huge amount of capital and explicitly stated an intent to compete with US MNOs. Does it pose a real threat?
Research
Defining the future telco — and what it means for operators and their partners
Satellite D2D: Down-to-Earth scenarios for telcos
The amount of interest and hype about satellite/mobile integration is out-of-this-world. Telcos should escape the gravitational pull of simplistic substitution arguments and instead be concerned about strategic control points and customer ownership.
AIS – Autonomous networks case study
Welcome to this series analysing network autonomy efforts by leading telcos worldwide. In this third edition, we put the spotlight on a leading multinational operator in the journey toward autonomous networks.
Skywatch tracker: Telco-satellite partnerships and strategic analysis
Skywatch tracker monitors public announcements of collaborations between telcos and satellite/non-terrestrial networks (NTN) players publicly announced since 1 January 2024. It also highlights where satellite operators are collaborating and competing with telcos.
Private network market forecast (2026 update)
This report presents quantitative analysis of the global demand for private networks over a five-year period. We explore the revenue trends across the value chain and provide insights into different deployment models and technologies across 15 verticals.
Consumer innovation tracker
A global database of innovative telco consumer services beyond connectivity
The impact of AI on the telco workforce
Headlines suggest AI drives headcount reductions. This report examines the real impact that AI is having on employees and how telcos can help their workforce become part of AI transformations that benefit the business.
Orange Insights 2026: Scaling trust
Orange Business is entering a more mature phase of its transformation. This report explores why its pragmatic approach to partnerships, trust and platform orchestration may prove to be a more significant differentiator than any individual product announcement.
MWC Shanghai 2026: Tokens, robots and reach for the sky
At a show led by China’s telecom players, tokenisation, embodied AI and satellite connectivity sat at the centre of the agenda, each revealing how China’s AI and connectivity market is taking its own distinctive shape.
From AI vision to trusted execution: Key takeaways from DTW Ignite 2026
The industry has accepted the destination that is AI-driven autonomous networks. The challenge now is to build systems that operators can trust to make decisions across real networks. And to make every step create actual business benefits.
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
Q-Beat: Telco quantum deployment tracker
Trends and insights from our database of quantum technology trials and deployments within telcos worldwide
NaaS for AI: Takeaways from Mplify Lisbon
How the NaaS world is preparing for agentic AI and its impact on internal operations, customer relationships, security and partnering across the ecosystem.
AI glasses: Is extended reality becoming real?
AI is driving the rebranding of smart glasses, but more importantly, it will drive the use cases that will see adoption of this personal device category finally take off.
Embracing AI without alienating customers
How telcos can employ artificial intelligence to enrich their interactions with customers, while protecting their brands and reputations.
Eight cybersecurity trends and their relevance for telcos
Infosecurity Europe is a barometer for the key topics and selling points in the cybersecurity industry. But telco representation at the event is low – a missed opportunity to build awareness of their role in this lucrative market.
Edge computing market sizing forecast: Fifth release
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.
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