All TelcoTitans.com articles in Deutsche Telekomwatch #139
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Digital Reports
Deutsche Telekomwatch Report #139 - December 2024
Key stories include: TDE gap with peers prompts ‘stability’ query | Telco Cloud extension targets hyphers | BuyIn buys into AI with custom apps | Cablecos dig in to limit tenant law loss | Greece puts skids on FTTH build
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Financial & Performance
Highlights: 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 & Performance
Guidance: 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 & Performance
In-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 & TV
DT 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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Network & Infrastructure
OTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Financial & Performance
Telekom 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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Network & Infrastructure
1&1 still rueing May’s 5G network outage
German challenger operator is seeking compensation from partners over outage that has had lasting effect on commercials and financials.
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Public Affairs
Greek incumbent ‘not happy’ over utility rival’s fibre power trip
OTE Group wants Greek telecoms watchdog to intervene to ensure a level playing field between it and utility PPC, as latter prepares a wide-scale (and less regulation-encumbered) fibre roll out programme.
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Strategy & Change
DT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.