DT Financial & Performance
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Financial & PerformanceDT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
-
Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
-
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.
-
Financial & PerformanceDT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
-
Network & InfrastructureGreek fibre: OTE lines up wholesale deals with rivals Vodafone and Nova
Incumbent’s new CEO Kostas Nebis flags pair of strategically significant wholesale tie-ups are imminent, as OTE seeks to accelerate commercialisation of flagship, €3bn fibre investment programme.
-
Financial & PerformanceT-Mobile has ‘little appetite’ for further fibre deals, for now
CEO Mike Sievert says T‑Mobile remains open minded but indicates that there are no current plans to bulk up fibre diet.
-
Financial & PerformanceHrvatski Telekom accelerates fibre build amid strong H1
Croatian operator ups FY24 capex guidance on back of faster than expected revenue growth in first six months of the year, and indicates flow of fibre infra add-ons is accelerating.
-
Weekly BriefingsDeutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
-
Financial & PerformanceDeutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.