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Guidance: DT jolted, but still in the comfort zone
Squall in Germany insufficient to blow DT supertanker off course, especially with T-Mobile US continuing to perform strongly and expand through M&A.
This article includes:
- Themes: Acquisition impact; Cash flow forecast; Competitive dynamics; Earnings forecast; EBITDA AL growth; Forecast revision; Guidance update; Market valuation; Strategic cycle; US-Europe business split.
- Events: FY25 guidance revision; H1 FY25 performance; Q2 FY25 call; US Cellular acquisition.
- Geographic: Germany; United States.
- Organisations: Deutsche Telekom (DT); T-Mobile US (TMUS); US Cellular
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