Deutsche Telekomwatch Analyst Briefing: marginal gains
Richard Agnew2025-09-23T06:36:00
The T-Mobile CEO succession plan is confirmed; DT’s management again backs AI to squeeze more out of its business, operationally and commercially; Group makes progress on tidying around the edges of its business, with a Romanian exit now secured and the minority BT Group stake regaining some value. Read more…
This article includes:
- Themes: Agentic AI; API aggregation; Broadband rollout; Data centre infrastructure; Digital transformation; Fibre installation; Fintech platform; Infrastructure digitisation; IoT connectivity; Managed detection and response (MDR); Market exit; Mobile spectrum licensing; Network expansion; Robotics investment; Satellite roaming; Strategic partnerships; Telco governance; Triple PON technology.
- People: Jeff Bezos; Mike Sievert; Raphael Kübler; Srini Gopalan; Tim Höttges.
- Geographic: Austria; Brazil; Canada; France; Germany; Greece; Hungary; Ireland; Japan; Malaysia; New Zealand; Northern Ireland; Norway; Poland; Romania; South Korea; United Kingdom; United States.
- Organisations: Aduna; AT&T; Bharti Airtel; Bharti Enterprises; Bouygues Telecom; Brookfield Asset Management; BT Group; CelcomDigi; Cosmote Payments; Deutsche Funkturm; Deutsche Telekom (DT); Deutsche Telekom IoT; DTCP; EnStream; e&; Felicis; Figure AI; Free; Greenscale; Highland Europe; Huawei Technologies; HV Capital; Intelsat; Iridium Communications; KDDI; maincubes; Maxis; Microsoft; n8n; NVIDIA; NEXSYS-ONE; NTT DOCOMO; Office of Electronic Communications (UKE); OpenAI; Orange; OTE Group; Payzy; Reliance Jio; Sequoia; Singtel; SK Telecom; SoftBank; Spark; Telekom Deutschland; Telekom Security; Telefónica; Telstra; T-Mobile US; TSL; Vodafone.