DT Financial & Performance – Page 12
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PremiumGuidance: Deutsche Telekom shows off its super-sized stats
Up-sized Group sees earnings coming in above €30bn.
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Strategy & ChangeQ2 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 the ...
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Strategy & ChangeQ2 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 crisis. ...
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PremiumSpend: 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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PremiumHeadline 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 & ChangeQ2 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 & SCMISS 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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PremiumDeutsche 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 key strategic ...
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PremiumDT 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 differ across Atlantic, with ...
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PremiumDT Group Q1 FY20 outlook: zero-touched
Display of strength extends to DT’s decision to leave guidance unchanged.
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PremiumDeutsche 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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PremiumDeutsche 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 & PerformanceTMUS’ 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 to be melded to support ...
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PremiumDeutsche 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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PremiumDeutsche 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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PremiumEfficiency 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.
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PremiumAl-Saleh retained for next phase of T-Sys reboot
CEO gets a two-year extension as results hold up during overhaul. Deal positions 2022 as target year for emergence of revamped T-Sys. Cash flow production remains the big unticked box. DT confirms coming extraction of division’s network activities.
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PremiumBuoyant T-Mobile moves into next chapter
Q4 results draw line under pre-Sprint era, continue rapid, Un-Carrier-led growth. American NatCo now producing more revenue than Group’s other three main segments added together. Sprint merger hastily wrapped up as COVID-19 crisis escalates. DT leadership joy evident as transaction goes through with improved terms and seemingly better-than-expected ...
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PremiumVodafone promotions put Gigabit ball back in Telekom Deutschland’s court
Slowdown in Telekom Deutschland broadband user growth evidently concerning leadership and stakeholders. Focus increases on whether FTTP plans need a rethink, to strengthen position.
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Suppliers & SCMOracle to supply public cloud infrastructure for T-Mobile US
TMUS engaged Oracle to supply it with public cloud infrastructure to support its device financing offerings.