All TelcoTitans.com articles in Deutsche Telekomwatch #100
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Digital ReportsDeutsche Telekomwatch Report #100 – December 2020
Key stories include: Beefed-up DT nears €100bn sales mark | Orange CEO floats TowerCo meld | German full-fibre timetable tweaked | T-Sec CEO Fetten lays out strategy | T-Systems’ GAIA-X play taking shape
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PremiumHeadline data: bulked-up DT busting out of old suit
Double-figure and triple-figure milestones nearing for expanded Group on sales and earnings. TMUS the star, again, but DT’s network of European telcos holding firm during highly problematic FY. Top management unclear on picture at T-Sys as orders slump.
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PremiumGuidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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PremiumDeutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political and regulatory ...
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PeopleEx-T-Mobile CFO Braxton Carter joins DTCP
Carter kept in the Deutsche Telekom family with Senior Advisory Council seat. DTCP gains exec’s TMT investment expertise and experience.
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M&ADT pulls Romanian fixed-line plug but marooned in mobile
Group’s fixed-line assets in Romania currently worth just under €0.5m. Romanian footing remains, with TRMC still falling under DT’s convoluted structure — for now.
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PeopleDeutsche Telekom broadband partnership head leaves
Germany’s Bundeskartellamt signalling caution on future broadband alliances.
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PeopleEx-Deutsche Telekom CFO Dannenfeldt resurfaces at Ceconomy
Shareholders to confirm appointment of former Telekom CFO in early-2021. Deutsche Telekom veteran to help steer business through period of transition.
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PremiumBest buddies DT and SKT team up on in-building 5G
New business to develop 5G in-building solution for European market and collaborate on AR/VR, MEC, and apps. Longstanding partners DT and SKT extend relationship.
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PremiumElsewhere in Deutsche Telekom Europe: Czech network gets smarter with Elisa
Digi told Hungarian auction exclusion was lawful; TR bids for public authority cybersecurity tender; and Magenta Telekom builds out in pay-TV.
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Network & InfrastructureT-Mobile Czech Republic secures 5G spectrum
Minister indicates government change of approach by opting for national roaming arrangements for smaller players as opposed to a major fourth entrant.
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Network & InfrastructureHrvatski Telekom launches DSS based commercial 5G
Hrvatski Telekom launches ENT-supported DSS network while waiting for delayed 5G spectrum auctions. Six cities included in initial launch. 5G for industry emerges as key target for CEO Nebis.
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Strategy & ChangeElsewhere in Telekom Deutschland: carbon footprint targeted
TDE working to cut its carbon footprint; premium Wi-Fi service launches; Zoom enters reseller partnership.
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Suppliers & SCMMYCOM OSI tapped for cloud-native service assurance
End-to-end replacement of assurance point solutions.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: DTCP flags more activity
DTCP activity (and new investment) flagged; Group quietly signs up to Open RAN Policy Coalition; EAN partner nets funding.
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Strategy & ChangeElsewhere in T-Mobile US: 6G gets nod
T-Mobile US joins 6G alliance with industry bigwigs, and foots a Sprint bill for Lifeline abuse.
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InterviewInterview: Telekom Security CEO Thomas Fetten charts growth course
Thomas Fetten gets to work on focusing T-Sec portfolio and charting course for growth, while looking for M&A, JVs, and partnership opportunities. Key growth areas include industrial control, cloud, and consulting. Regional focus is Germany, Austria, and Switzerland for now; geographic expansion planned for next phase.
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Venturing & InvestmentsDeutsche Telekom’s EAN co-pilot gets cash boost
Investor vote of confidence in SkyFive, which provides the European Aviation Network — backed by Deutsche Telekom — with air-to-ground kit.
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PremiumElsewhere in Systems Solutions: SA exit door eyed up
South Africa exit lined up; Amazon Web Services and Cisco Systems share award love.
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Products & ServicesTVision relaunch blurred by carriage disputes
New live-TV streaming service raises hackles of media partners over how channels are distributed. Sievert does not see TVision as a profit pool, or loss leader, but way to stimulate demand for 5G and fixed wireless broadband. TVision Home to shutter on 30 December 2020.