DT Financial & Performance
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Financial & PerformanceKlopp-backed AI sports tech player files for insolvency
Sporttotal, partner of Deutsche Telekom on automated action tracking system, applies to open insolvency proceedings as funding dries up.
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Network & InfrastructureDT’s wireless infra masterplan progresses in Greece
Greek incumbent OTE flags board approval for creation of new TowerCo, following review.
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Network & InfrastructureGreece’s OTE deploys fixed wireless to stem rural churn to Starlink et al
Incumbent positions recently launched FWA service as a handy retention and acquisition tool to patch up its presence in areas not yet in reach of its fibre infra.
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Network & InfrastructureMagyar Telekom moves ahead with tower carve-out
Deutsche Telekom’s Hungarian NatCo is taking next steps to separate its tower assets into a subsidiary and could complete the split by the end of 2025, if all goes to plan.
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Suppliers & SCMFinal hearing on DT’s €80m outsourcing dispute tabled for July
ISS, DT’s facilities management supplier in Germany, updates on long-running disagreement centring on major, long-term deal gained with operator in late-2010s. Danish outsourcer caveats cash flow forecast for FY25 amid uncertainty over proceedings’ outcome. Final arbitration hearing now tabled for July.
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Network & InfrastructureDT’s fibre build pace picks up after 2024 crash
Operator reports “strong” rollout result in January, comfortably beating homes passed numbers from previous years, but FTTH build still hampered by planning hurdles, inflation, and focus shift…
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Financial & PerformanceHighlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & PerformanceGuidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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Network & InfrastructureOTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Financial & PerformanceTelekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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Strategy & ChangeIn-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Strategy & ChangeConfident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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Consumer (B2C)OpenAI: Altman to assign ‘best people’ to T-Mobile churn challenge
OpenAI CEO bullish on commercial potential of AI tie-up with T-Mobile, based on letting its platform explore operator’s “massive pools of data” for better and more rapid support decisioning.
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Enterprise (B2B)DT ‘nears’ €300m sales watershed for security spinout
Group’s Chief Executive says distinct security business is set to hit a revenue milestone as it ramps up commercial ambitions.
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Financial & PerformanceDT Q2 FY24 Highlights: ‘Flawless’ Q2 enhances the feel-good factor at DT
Q2 FY24: All major divisions record growth to keep DT’s ‘flywheel’ spinning as it approaches major strategy refresh.
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Financial & PerformanceDT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
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Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & PerformanceDT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.