DT Financial & Performance – Page 13
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Premium
Hrvatski Telekom shepherds Europe TV discovery reset
PANNET still alive and kicking after recalibration of objectives.
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T-Mobile US holds the fort while merger proceedings drag on
Go-to-market growth momentum maintained, easing concerns around new December 2019 completion target for deal.
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Strategy & Change
T-Systems’ reboot rebooted as Höttges cracks down
Restructuring change-up yet to be fully outlined, but could reduce T-Sys to a shadow of former self.
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Deutsche Telekom’s recovery maintained, but CEE outliers continue to drag
Segment on track after another quarter in growth. Converged Challenger second-tier haven’t yet got with the multi-play programme.
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Deutsche Telekom’s headline data: strong and stable
Europe-side divisions remain in positive territory. German broadband “softness” targeted by management. Signs of urgency on transformation in Europe: Telekom Romania exit again mooted and restructuring stepped up at T-Sys.
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Premium
US deal drag fails to sour Deutsche Telekom’s Q2 mood
Another currency and performance boost from previously-unwanted US presence. TMUS growth as standalone entity enables DT to play down impact of approval deadline miss on Sprint deal.
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Public Affairs
German operators soften 5G cash blow with mobile pact
Operators secure improved payment terms for 5G frequencies. Added 4G and 5G rollout commitments made in return.
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Strategy & Change
Telekom Deutschland’s 5G service stalled by spectrum logjam
Initial false 5G dawn down to 3.6GHz delay. Höttges open to expanded tower sharing with other German operators.
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Deutsche Telekom has “all hands on deck” after broadband slowdown
Anti-churn focus dialled up as competitive performance dips. TDE seeing next-gen service success and still on to meet targets. No hard evidence of mooted spend rowback.
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Orange sells remainder of shares in BT Group
Orange, DT’s partner in former UK joint venture EE, sold the remainder of shares received in BT Group as part of the deal that saw the UK incumbent acquire EE in 2016.
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Suppliers & SCM
TDE likely suspect as Adtran trims revenue guidance
Supplier anticipates revenue dip after ‘European tier-one’ customer tightens purse strings.
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Strategy & Change
OTE Chairman: “all options” being explored in Romania
Growing mix of fiscal, regulatory, and competitive difficulties looks to have made Group’s sceptical towards Telekom Romania’s prospects.
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Deutsche Telekom People Moves, June 2019
36 key people moves tracked and analysed. Bohle takes over delicate privacy role from Kremer.
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Inmarsat indicates Deutsche Telekom EAN JV producing tangible revenue
Satellite operator’s quarterly results indicate tangible revenue.
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Tim maintains Zen despite tension in airwaves
Group keeps on course for performance targets. Q1: another TMUS-powered quarter, but European segments growing contribution. Sprint and German 5G auction outcomes cloud outlook. Hints of churn worries amid European turbulence.
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Deutsche Telekom makes fresh cuts in UK
Group continues to trim — but not erase — its operational presence in UK.
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Deutsche Telekom quietly prepping Dutch and German tower revamps
New Group tower buddy Cellnex stresses “strategic” nature of relationship in Switzerland.
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Amdocs makes T-Mobile US billing comeback
Amdocs quietly revealed it had secured a sizeable IT engagement with TMUS, via recently acquired Irish billing software vendor Brite:Bill.