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

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.

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.

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.

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Ill feelings for European enemy pushed aside, superseded by common goal of better capital utilisation.

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BTwatch

Network & Infrastructure

More reports of G.fast slowdown

With full fibre the established main priority, an increasingly gaping hole is building in BT’s plans to provide ultrafast services to ten million homes by early‑2021, as G.fast stood down.

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Deutsche Telekomwatch

Strategy & Change

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

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Telefónicawatch

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.

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Vodafonewatch

Public Affairs

Vodacom Tanzania fends off controversy over alleged role in arrest of local journalist

Vodacom Tanzania (VdT) attempted to fend off growing controversy over its alleged role in the arrest of local journalist Erick Kabendera in July 2019, with a statement asserting that it has “always followed due process and fully complies with the country’s laws and regulations” on data privacy.

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Innovation (R&D)
T-Labs hints at future tech moves with IBM Watson AI
Closer AI collaboration on cards between T‑Labs and Big Blue.
Products & Services
Telekom Deutschland’s GET CHARGE e‑mobility app now available across Europe
Telekom Deutschland is now offering its GET CHARGE e‑mobility application for electric cars in 29 countries across Europe, after debuting the solution during 2018.
Innovation (R&D)
Deutsche Telekom Global Carrier works with Clear and fellow operators on blockchain-based wholesale settlement processes
Deutsche Telekom Global Carrier (DTGC) flagged further expansion of work with fellow operators and technology partners on blockchain-based wholesale settlement processes.

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