Deutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
Richard Agnew2025-06-06T14:50:00
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…
This article includes:
- Organisations: Amdocs; Anthropic; Amazon; Blis; BT Group; cyan; Deutsche Telekom; Digi; Digital Transformation Capital Partners (DTCP); EQT; Google; GreenScale; Incharge Capital Partners; Joint Alliance for CSR (JAC); KDDI; Kuiper Systems; Lumos; Magenta Telekom; OTE Group; OpenAI; Orange; Perplexity; Porsche; Singtel; SpaceX; Starlink; Stoke Space; T.Capital; T-Ads; T-Labs; T-Mobile Czech Republic; T-Mobile Poland; T-Mobile US; Telefónica; Telekom Deutschland; Telekom Romania Mobile; TM Forum; TAWAL; United Internet; Vistar Media; Vodafone Group; Vodafone Romania.
- Geographies: Austria; Asia; China; Czechia; Europe; Germany; Greece; Hungary; India; Japan; Nordics; Norway; Poland; Romania; Saudi Arabia; Singapore; Slovakia; Spain; Sweden; United States of America (USA).
- People: Christel Heydemann; Petr Ledl; Dominique Leroy; Peter Leukert; Abdurazak Mudesir; Claudia Nemat; Peter Osvaldik; Srini Gopalan; more…
- Themes: 5G; Adtech; Artificial intelligence (AI); Automation; Broadband; Charging systems; Commercial transport solutions; Copper-to-fibre switchover; Data centres; Digital infrastructure; Digital sovereignty; Disaggregation; Distribution assets; Fibre (FTTP); Financial results; Fixed broadband; Go-to-market; Innovation (R&D); Investment; Marketing; Mergers and acquisitions (M&A); Mobile network disaggregation; Network efficiency; Open radio access networks (O-RAN); Price plans; Reusable rockets; Satellite; Service usage monitoring; Space infrastructure; Supply chains; Technology; Wireless infra.