DT Financial & Performance
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Public AffairsMagyar Telekom hails end of Hungary’s utility tax
Parliament adopts act to repeal tax that cost Magyar Telekom about €20m in FY23.
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Network & InfrastructureOTE digs in on fibre build amid competitive and operational headwinds
Greek incumbent’s FTTH rollout programme progressing “steadily”, as run rate nears level required to meet headline three million homes passed target. Read more on key takeaways from Q3 FY23, incl. performance, competitive intensity, disruption from fires and floods…
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M&ADeutsche Telekom to create €2bn tech acquisition pot
Chief Executive Tim Höttges says operator is considering allocating sizeable warchest to Thorsten Langheim-led Group Development division for acqui-hire push in strategic areas.
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Strategy & ChangeSievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.
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Network & InfrastructureT-Mobile denies fibre-enabling play for Frontier
TMUS continues to display uncharacteristic caution when it comes to establishing fibre broadband platform, insisting not yet interested in a major, in-house infrastructure build plan or buyout.
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PremiumTMUS sets up second 5G-focused corporate VC fund
American NatCo establishes second investment fund targeting 5G innovation, again in partnership with Touchdown Ventures.
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Financial & PerformanceMagyar Telekom has cheerier FY23 outlook; now expects double-digit growth
Good news on customer sign-ups and spending sees Hungarian incumbent significantly raise full-year sales and earnings forecasts.
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Strategy & ChangeT-Mobile US CEO spells out cost of demand for device subsidies
Higher device costs appear to have been a contributary factor to latest round of job cuts.
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Strategy & ChangeT-Mobile US plots more shareholder rewards as DT holds firm
Deutsche Telekom intends to retain majority shareholding in American NatCo.
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Financial & PerformanceDT CEO seeks help from AI and T-Mobile in bid for €150bn+ valuation
Group’s CEO plays the tease as his strategy team begins to flesh out next medium-term plan. One aim will be to add €50bn–€70bn to DT’s market cap by winning over sceptics regarding industry growth prospects.
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Partnerships & AlliancesDT boss befuddled by Vodafone’s roaming deal with 1&1
There’s only winner from last week’s agreement, says CEO Tim Höttges, and that’s 1&1.
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Strategy & ChangeOTE still seeking to stabilise Romania biz ahead of any sale
Telekom Romania Mobile continues to weigh heavily on Group results, but future remains open.
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Financial & PerformanceT-Mobile US still hazy on 5G ANS growth
Mike Sievert says NatCo doesn’t know when 5G ANS revenue will be “bigger than a breadbasket”.
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Strategy & ChangeT-Mobile ‘looking hard’ at options to ‘crack the code’ for FWA expansion
CEO says economic ways to extend FWA footprint are not “immediately obvious”.
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Public AffairsDeutsche Telekom CEO ratchets up pressure on Orbán over tax
Höttges doubles down on calls for more beneficial tax policy. Group CEO highlights Magyar Telekom’s strategic Group role, as well as commitment to digitalisation targets. Hungary under increasing fiscal and regulatory scrutiny.
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PremiumAmdocs wins more new business from T-Mobile US
T-Mobile signs up for Amdocs Commerce & Care and Monetization suites.
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PremiumDT’s Höttges dares to hope for housing association breakthrough
DT CEO “more optimistic” now that cableco ‘rental privilege’ will be abolished from July 2024. Boost expected for TV services, with Euro 2024 TV rights an added attraction.
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PremiumDeutsche Telekom Q1 FY23 Guidance: all on track
US optimism sees uprating of the already big jumps in earnings and cash flow DT expects to generate in FY23.
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PremiumDeutsche Telekom Q1 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.
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PremiumDeutsche Telekom Q1 FY23 Headlines: underlying consistency
All segments maintain forward movement on revenue and earnings.