DT Financial & Performance – Page 10
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Strategy & ChangeGopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Strategy & ChangeDeutsche Telekom: Capital Markets Day
Capital Markets Day presentations show Group continuing to flourish thanks to big, correct calls over last decade. Group seeks to boost T-Share perceptions and better align itself with T-Mobile US’ rising valuation. Leadership puts money where its mouth is with bulk share buyup following ambitious mid-term strategy update. Höttges ...
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Strategy & ChangeLeroy not rocking boat with FY24 goals
New regional CEO Dominique Leroy marking predecessor Srini Gopalan’s homework, and gives it an ‘A’. Similar plan laid out for Europe in next cycle, to maintain modest forward movement in revenue and earnings through service quality and efficiency improvement. Centralisation and cloudification of systems key targets in segment’s “next ...
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PremiumT-Systems turnaround match goes to a replay
Patience again called for as T-Sys presents COVID-19-afflicted medium-term figures. Chief Al-Saleh wins postponement of positive cash flow target to FY23 as he seeks to realign T-Sys for new normal. More cost cuts coming in IT, infrastructure, and staff as T-Sys seeks to meet expanded savings target. DT wants ...
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PremiumDT looks forward to big payday from US “racehorse”
Praise and pragmatism for American powerhouse at Capital Markets Day. No clues on timing for securing NatCo majority, but Group not in a hurry. New twist in relationship as NatCo and Group collaborate on B2B services. “Trans-Atlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B ...
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PremiumT-Systems joins crypto party with Celo
T-Sys MMS to provide infrastructure and validation services for blockchain ecosystem provider Celo as DT ups its interest in the technology. Strategic investment fund TIP tapped for “significant” purchase of CELO crypto-assets.
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PremiumFY20: Deutsche Telekom taxis for cash flow take-off
DT expects post-Sprint upwelling of cash flow to begin during current fiscal year, laying basis for next phase of investments. Europe now conquered, says Group CEO as he sets sights on American leadership too. Group’s top line passes €100m with further growth expected in FY21.
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PremiumHeadline data: COVID covered
COVID-19 impacts figures but massively outweighed by Sprint deal and tempered in Europe by NatCo resilience. Group juggernaut rolls on as all key forecasts comfortably surpassed. Höttges goes NSFW to stress DT’s outsized strength versus atrophying European rivals.
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PremiumSpend: investment taps kept open, despite pressure
New TDE CEO Gopalan to search behind sofa for capex and opex savings for fibre push.
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PremiumGuidance: all levers set to growth mode
Earnings growth expected from both US- and Europe-side businesses. Sprint-boosted revenue base forecast for further expansion. TMUS to fuel revival from cash flow dip.
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PremiumQ4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
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Strategy & ChangeQ4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
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Strategy & ChangeQ4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Venturing & InvestmentsDeutsche Telekom TIPs more cash into SME security player Cynet
$40m total funding raised in Series-C round. DT adds another undisclosed sum to startup’s funding pot, with latter eyeing growth opportunities.
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Network & InfrastructureMagyar Telekom CEO rules out tower tie-ups
Tibor Rékasi anticipates no strategic activity in the “near future”. 5G coverage target met in Budapest.
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Network & InfrastructureDeutsche Telekom waiting in wings for TowerCo expansion
CFO Illek wants to see how Vantage Towers IPO pans out before making any big moves On prowl for investor partners through Digital Infrastructure Vehicle set up in collaboration with Cellnex. Flags Deutsche Funkturm’s “good price” and M&A possibilities. Selling tower assets to make a quick euro, à ...
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M&AGermany mulls selling stake in Deutsche Telekom
Coalition government considers “scaling back” state holdings in various companies, including Deutsche Telekom. Pandemic-induced financial pressures taking their toll.
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Enterprise (B2B)T-Systems eager to flag trio of “mega” renewal deals
Underperforming division, starved of good news recently, claims trio of deals provides “foundation” to grow its portfolio in cloud, digital services and security. Contracts include work in “new growth areas around digital transformation”.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Supervisory Board chairman search continues
Ex-BMW CEO Krüger said to have turned down chairmanship. Audit swap said to hit politics. Group gets wind of energy startup MOWEA.