Germany: DT targets Vodafone as it reboots fibre tactics
Deep dive: German incumbent devises twin-track plan to arrest slide in broadband user numbers and address weakness on monetising multi-billion-euro fibre buildout programme. Tactical shift includes accelerated incursion into rival’s urban cable network MDU heartland…
This article includes:
- Themes: AI-powered digitisation; Broadband churn; Capex reallocation; Fibre monetisation; Fibre pre-connection; Fibre strategy refresh; FTTH rollout; Infrastructure investment; MDU access; Network competition; Regulatory reform; Sales acceleration; Tax savings; Urban cable network.
- Events: FY25 Q3 results; Germany Telecommunications Act amendment; VATM fibre report.
- People: Axel Orbach; Christian Illek; Rodrigo Diehl; Tim Höttges.
- Geographic: Germany; Urban apartment blocks.
- Organisations: Deutsche Telekom (DT); Fiber Factory; FTTH Council Europe; Kabel Deutschland; Telekom Deutschland (TDE); Unitymedia; VATM; Vodafone Germany.
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