Deutsche Telekom gets Sprint stress headache, takes dividend pill

Financial & Performance

Deutsche Telekom gets Sprint stress headache, takes dividend pill

Group boasts of “record” Q3 results, but numbers shadowed by strategic and operational challenges. Dividend trimmed to keep spend taps flowing and offset US and balance sheet pressures. Capex guidance raised. German broadband “softness” tackled. Leadership looks forward to All-IP completion for German go-to-market. Romanian difficulties continue: “all possibilities” ...

Vodafone throws down OpenRAN gauntlet

Network & Infrastructure

Vodafone throws down OpenRAN gauntlet

OpenRAN time appears to be coming, with supplier choice constraints evidently dominating Group thinking. Vodafone steps up rhetoric regarding potential of tech; “fast tracking” referenced. Group still in trial mode with technology, however. Firm strategy for bearers and configurations yet to emerge.

Vilá quietly confident in Telefónica’s steady progress

Financial & Performance

Vilá quietly confident in Telefónica’s steady progress

Organic growth in key metrics puts Group broadly on track to hit guidance for the year, although Mexico a drag. Management maintaining focus beyond near‑term for 5G and digital transformation. Services beyond connectivity slowly feeding MNC growth.

Group makes final push for New T‑Mobile summit

Strategy & Change

Deutsche Telekom Group makes final push for New T-Mobile summit

DT and TMUS emphasise continuity and aggression with leadership change, 5G acceleration, and extension of Un-Carrier initiatives to New T‑Mobile era. Legere to step down in May 2020, with WeWork posting a possibility.

Vodafone

Partnerships & Alliances

Vodafone seen as “natural” tower buddy for Deutsche Telekom

Ill feelings for European enemy pushed aside, superseded by common goal of better capital utilisation.

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Telefónica España acquires 50% stake in alarm business

M&A

Telefónica España acquires 50% stake in alarm business

After the abrupt end of its Securitas partnership, Telefónica is again attempting to integrate security services into its connected home strategy. Despite allusions to “smart” solutions, Prosegur currently remains principally a traditional burglar alarm business. Shareholder and partner.