All Christian Illek articles
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Financial & PerformanceQ2 FY25: DT looks ahead to life without Romania
DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.
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Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
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TechnologyDTCP and Porsche said to explore €500m defence tech fund
Venture capital partners DTCP and Porsche are reportedly talking about setting up a €500m defence-focused fund, which would be the pair’s second tie-up.
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Partnerships & AlliancesHungary’s 4iG is latest telco entrant into European arms race
Hungarian telecoms and tech player set to take a 75% stake in military-focused holding business, dubbed N7 Defence, becoming the latest telco to target growth from increased security spending.
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Financial & PerformanceDT Q1 FY25 Headlines: solidity amid volatility
Q1 FY25: Group reports increased revenue, earnings, and cash flow as all four major divisions deliver on growth mandate.
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Financial & PerformanceDT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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Financial & PerformanceDT FY24 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
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Network & InfraPortugal, Sweden, and Spain lead race towards copper retirement
New Copper Switch‑Off Tracker names and shames markets that are dragging their feet on legacy network closures ahead of European Commission’s 2030 target date.
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Financial & PerformanceHighlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & PerformanceGuidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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Financial & PerformanceTelekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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Strategy & ChangeIn-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Network & InfraDT hits ceiling on German fibre build amid costs, red tape
Execs indicate operator will be unable to accelerate FTTH buildout over its next strategic cycle, citing planning hurdles, inflation, and sluggish uptake.
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Financial & PerformanceDT Q2 FY24 Highlights: ‘Flawless’ Q2 enhances the feel-good factor at DT
Q2 FY24: All major divisions record growth to keep DT’s ‘flywheel’ spinning as it approaches major strategy refresh.
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Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Partnerships & AlliancesO2 Germany seeks fibre customer boost with DT access deal
Operators update fibre access agreement as O2 seeks to benefit from quicker customer connections.
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Network & InfraDT breaks out XGS-PON in fibre tariff switch-up
Telco seeks to re-fuel its strategically vital broadband upsell and fibre monetisation pushes with a new set of plans for German households and businesses.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.