DT Financial & Performance
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Network & InfrastructureT‑Mobile US’ Gulf voyage hits COVID squall
Maritime 4G partnership with RigNet feels brunt of coronavirus disruption, with reduced traffic slowing investment returns.
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Suppliers & SCM
ISS expects write-off over Deutsche Telekom deal setbacks
Deutsche Telekom’s FM partner expects to record cost write-off as COVID‑19 continues to throw spanner in works of its service ramp-up for Group. New CEO remains confident about future profitability of contract. ISS to present ‘strategy refresh’ in December.
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Network & Infrastructure
T-Mobile US ups 5G pace with tower deal
Deal agreed after exchange of words over pace of 5G network buildout. Agreement worth $17bn over 15 years.
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Strategy & Change
Q2 FY20: Un-Carrier quickly finds stride after H1’s bumps
New CEO and CFO team remain bullish on business growth opportunities, despite challenges of Sprint integration, COVID‑19 , and change of leadership. TMUS moots a period of commercial aggression against rivals in H2, working off economic downturn and 5G differentiation. B2B expansion also back (yet again) on agenda. ...
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Strategy & Change
Q2 FY20: Steadying European ship now a top DT priority
With the appointment of Dominique Leroy to lead Europe segment, DT appears to be ensuring it can attack regional revival from all sides. An outsider but not a maverick — Group continues ‘internationalisation’ of upper hierarchy but evidently does not want to rock boat in a time of ...
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Financial & Performance
Guidance: Deutsche Telekom shows off its super-sized stats
Up-sized Group sees earnings coming in above €30bn.
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Strategy & Change
Q2 FY20: Gopalan backed to solve Germany paradox
Transferred from Europe segment, new CEO is being asked to bridge multiple, competing business objectives at Telekom Deutschland, as Group takes a fresh look at how to move its European-based businesses forward. Höttges’ comments suggest efficient fibre rollout remains a puzzle the operator has yet to get to ...
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Financial & Performance
Spend: Deutsche Telekom enters de-leveraging phase
Höttges could reach for famed cookie jar to help bring down borrowing after US splurge.
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Financial & Performance
Headline numbers: relying on US
USA growth now an even more dominant part of DT’s world. Management remain keen to ensure strength in Europe is not overlooked.
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Strategy & Change
Q2 FY20: Group discussing yet another T-Systems reorg
Enterprise unit buffeted by coronavirus headwinds in Q2. CFO Illek indicates that T‑Sys transformation process will have to be accelerated.
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Suppliers & SCM
ISS hit in pocket by deal execution setbacks
DT’s FM partner reassures over future profitability of Group contract, despite series of setbacks relating to COVID‑19 and IT security.
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Financial & Performance
Deutsche Telekom Q2 FY20
Super-sized by Sprint deal, Group now dwarfs European competitors in terms of sales, spend — and debt. Management attention now firmly on European puzzles that have sat unsolved for years, including teaser of pro‑investment regulations. Switch-around of Europe-side executives could bring in fresh ideas and approaches to ...
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Financial & Performance
DT Group Q1 FY20: Höttges calls post-lockdown power-play
Upbeat executives comfortable enough to keep guidance and dividend unchanged, despite some COVID‑19 impact on B2B projects and consumer sales. Typically energetic Höttges gets pro-active in post- COVID‑19 politics, positioning DT as key enabler for socio-economic recovery and dismissing cable rivals’ broadband platform as illusory. Messages ...
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Financial & Performance
DT Group Q1 FY20 outlook: zero-touched
Display of strength extends to DT’s decision to leave guidance unchanged.
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Financial & Performance
Deutsche Telekom Q1 FY20 headlines: Trans-Atlantic platform coming together
Slow-and-steady recovery continues in Europe, at least ahead of lockdown. Major boost as broadband momentum regained in Germany .
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Financial & Performance
Deutsche Telekom Q1/FY20 first take: only mild symptoms, so far
Upbeat executives comfortable enough to keep guidance and dividend unchanged, despite some COVID‑19 impact on B2B projects and consumer sales.
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Financial & Performance
TMUS’ Sievert: AT&T and Verizon privately fought Sprint merger
Q1 call sees new CEO Sievert riff on familiar Legere-era themes, taking aim at rival duo on pricing and service. COVID‑19 impact still being assessed, but mixed. TMUS responds with operational “ re-evaluation ” but cites commercial upside too. Sprint merger: buying economies being accelerated, brands ...
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Financial & Performance
Deutsche Telekom’s Q4 FY19: hyped-up Höttges preps master plan update
FY19 sees Group remain on track with short- and medium-term targets. European businesses regaining form. DT now entering new era after supercharging US presence through Sprint merger. COVID‑19 outbreak adds to sense of a watershed. Ex-CFO Dannenfeldt trolled over cost savings miss.
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Financial & Performance
Deutsche Telekom’s European division continues to improve, within limitations
CEO Gopalan given till 2024 to progress business revival plan. DT remains cautious, though, with brake held on spend. Outgoing M A still on agenda, to help turnaround.
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Strategy & Change
Efficiency now name-of-game in German FTTP rollout
Average cost‑per‑premises passed dips below €1,000, with further efficiencies anticipated. Agile IT and advance fibre planning supporting an accelerated rollout and streamlined back-office processes. Höttges ready and willing to buy wholesale and collaborate to build fibre momentum with progress on EWE and Stuttgart partnerships flagged.
