Deutsche Telekomwatch Analyst Briefings
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: congstar stamps its marque
A busy few days on the marketing front at DT as Greece’s OTE firms up a long-anticipated move closer to central branding, and figures from Germany’s congstar suggest DT’s multi-brand portfolio is delivering commercial gains in a challenging environment. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: political tremors and quake alerts
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: US spends, Europe saves
A roundup of turn-of-year news from Deutsche Telekom, with another tale of DT’s Atlantic divide when it comes to willingness to spend. As cash-rich T-Mobile US continues an acquisition spree, to bolster its growth platform, new data puts the spotlight back onto the Group’s slow shift towards next-gen wireline infra in Germany and other European markets. Read more…
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Analyst BriefingsDeutsche Telekomwatch Briefing: API New Year, T-Wholesale reorg, BNetzA puzzler
Group flags first of its traditional start-of-year organisational tweaks with news it is to consolidate its domestic and international wholesale divisions. Meanwhile, the exec tasked with setting up telco platform venture Aduna is named. Read more…
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Analyst BriefingsThe Deutsche Telekomwatch Briefing: Constellations and consternation
New-style satcomms ventures take a step forward on both sides of the Atlantic, with IRIS² contracts now signed and T-Mobile Starlink service opening for business.
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Analyst BriefingsDeutsche Telekomwatch Briefing: T-Mobile quells urge to converge
Latest from DT, including: Group remains challenged by task of finding fixed-line investment balance in ‘T-Mobile’ markets where it is expanding beyond wireless.
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Analyst BriefingsThe Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Analyst BriefingsDeutsche 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.
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Analyst BriefingsDeutsche Telekomwatch Weekly: Group goes fishing with Euro tower chips
DT wraps up central and eastern European tower assets as a deal sweetener, as it seeks to revive regional infra consolidation hopes.
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Analyst BriefingsDeutsche Telekomwatch Weekly: refreshed T.Capital goes nuclear
Anticipated refresh of the Group’s tech ecosystem strategy sees org changes within T-Systems and Group Development.
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Analyst BriefingsDeutsche Telekomwatch Weekly: T-Mobile stamps loyalty card
Strategy update from American operator dominated by tech-led efficiency and optimisation initiatives and partnerships.
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Analyst BriefingsDeutsche Telekomwatch Weekly: another 100 AIs are born
Group Chief Executive uses Digital X to re-stress commitment to AI-enabled digital transformation.
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Analyst BriefingsDeutsche Telekomwatch Weekly: three’s a crowd at BT
Future of DT’s relationship with UK incumbent comes back into the public eye after Bharti entrance into major shareholder grouping, plus buildout of Slim family stake.
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Analyst BriefingsDeutsche Telekomwatch Weekly: T-Mobile’s laser focus
American NatCo highlights partnerships geared towards expanding fibre reach and strengthening 5G platform.