All TelcoTitans.com articles in Deutsche Telekomwatch #92
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PremiumDeutsche Telekom’s Q4 FY19: hyped-up Höttges preps master plan update
FY19 sees Group remain on track with short- and medium-term targets. European businesses regaining form. DT now entering new era after supercharging US presence through Sprint merger. COVID-19 outbreak adds to sense of a watershed. Ex-CFO Dannenfeldt trolled over cost savings miss.
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PremiumDeutsche Telekom 5G Momentum Index — April 2020
Ericsson’s lead diminished. Samsung the most obvious beneficiary of Huawei’s misery. Nokia still lacking star quality. Qualcomm and Intel in rare face-off, with hub:raum also now a key enabler. Supporting pack reinvigorated, with TMUS-Sprint merger completion opening doors to new crowd.
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PremiumDeutsche Telekom eyes wider role for Magenta brand
DT is signalling plans to license the Magenta brand to create new strategic alliances that could compete with Vodafone’s Partner Markets arrangements.
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PremiumDeutsche Telekom and SKT amplify their 5G love-in
SKT’s 5G repeaters “upgraded” for indoor testing in Germany. DT and SKT to analyse customer feedback as part of their 5G tech JV. No timeframe for commercial launch.
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PremiumEfficiency now name-of-game in German FTTP rollout
Average cost-per-premises passed dips below €1,000, with further efficiencies anticipated. Agile IT and advance fibre planning supporting an accelerated rollout and streamlined back-office processes. Höttges ready and willing to buy wholesale and collaborate to build fibre momentum with progress on EWE and Stuttgart partnerships flagged.
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PremiumDeutsche Telekom joins industry frontline on open RAN push
Alliance between DT-backed O-RAN and TIP propels Group into vanguard of disrupting RAN supply chains. DT backs TIP-led Evenstar programme to lower RRH costs. Operator partners with Intel and VMware to develop open vRAN platform.
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OperationsDeutsche Telekom signs ten year solar energy deal with Vattenfall
Leadership seeks to set tone on sustainability. Operator trumpets 2030 emissions reduction target. Switch to renewables moves forward.
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PremiumDeutsche Telekom’s European division continues to improve, within limitations
CEO Gopalan given till 2024 to progress business revival plan. DT remains cautious, though, with brake held on spend. Outgoing M&A still on agenda, to help turnaround.
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PremiumDeutsche Telekom links into carrier blockchain gang
DT and T-Mobile US team with Telefónica and Orange to create inter-operator network. High hopes of streamlining wholesale carrier roaming processes.
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PremiumDeutsche Telekom starts legal action over Vodafone’s Unitymedia deal
DT and cablecos Netcologne and Tele Columbus file ‘actions for annulment’. Dominance of TV services for the housing market remains a thorn in DT’s side.
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PremiumAl-Saleh retained for next phase of T-Sys reboot
CEO gets a two-year extension as results hold up during overhaul. Deal positions 2022 as target year for emergence of revamped T-Sys. Cash flow production remains the big unticked box. DT confirms coming extraction of division’s network activities.
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PremiumPoland sets out wholesale-infused 5G agenda
TMPL signs up to proposed ‘Polskie 5G’ project for the 700MHz band. UKE starts auction process for 3.6GHz frequencies.
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PremiumT-Mobile US grabs more mmWave spectrum but not gung-ho
TMUS spends much less than Verizon and AT&T in auction of 37GHz, 39GHz, and 47GHz frequencies. NatCo’s total spending on mmWave spectrum exceeds $1.7bn in little more than a year. COVID-19 pushes back CBRS auction by a month.
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PremiumT-Sys registers with Google Cloud
Another running buddy for refreshed enterprise cloud strategy.
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PremiumBuoyant T-Mobile moves into next chapter
Q4 results draw line under pre-Sprint era, continue rapid, Un-Carrier-led growth. American NatCo now producing more revenue than Group’s other three main segments added together. Sprint merger hastily wrapped up as COVID-19 crisis escalates. DT leadership joy evident as transaction goes through with improved terms and seemingly better-than-expected ...
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Suppliers & SCMUS vendors hit by pre-merger slowdown; now COVID-19…
Hopes for post-completion spending boost now offset by COVID-19 uncertainty. Ceragon, CommScope, and Amdocs among those to highlight adverse impact on quarterly and full-year results whilst uncertainty reigned. 5G infrastructure pledges from new T-Mobile of particular interest. Vendors appear confident in entrance of DISH as solid fourth player once ...
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PremiumIBM and T-Sys shift to mainframe tie-up plan b
Streamlining of low-margin business lines continues. Focus of deal is on services support, as opposed to total outsourcing arrangement envisaged in blocked 2019 buyout.
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PremiumVodafone promotions put Gigabit ball back in Telekom Deutschland’s court
Slowdown in Telekom Deutschland broadband user growth evidently concerning leadership and stakeholders. Focus increases on whether FTTP plans need a rethink, to strengthen position.
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PremiumT-Mobile US people movements, April 2020
Wholescale changes across the TMUS board following Sprint merger approval.
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PremiumT-Systems people movement, April 2020
CEO Adel Al-Saleh gets two-year boost and T-Sys poaches from Atos for VP.