In-Depth: Analysing DT's Capital Markets Day 2024
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Network & InfraT-Mobile boss pledges balance on spectrum spend
US telco is committed to maintaining its spectrum leadership, but will not buy frequencies at any cost.
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Financial & PerformanceDT moves to up T-Mobile ownership
Group’s CEO Tim Höttges says DT will use T-Mobile’s massive share buyback programme to up its stake in the operator this year.
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Network & InfraT-Mobile blends agentic AI into 5G core
The US telco has now embedded agentic AI in its 5G standalone network, with Live Translation the first service to be launched.
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Financial & PerformanceQ2 FY25: DT’s new German boss strengthens defence, as altnets amass
Q2 FY25: Second successive quarter of broadband user loss clouds picture around Group’s performance in home market.
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Financial & PerformanceQ2 FY25: DT looks ahead to life without Romania
DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.
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Venturing & InvestmentsDeutsche Telekom lines up Brookfield for AI data centre investment
Deutsche Telekom turns to towerco partner Brookfield Asset Management for co-investment in AI data centres and considers setting up an off-balance sheet partnership as competition heats up for EU-funded contracts.
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Financial & PerformanceDT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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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.
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Strategy & ChangeDT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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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.
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Strategy & ChangeDT’s buoyant Germany boss sees room for improvement in costs and B2B
Cost burden and missed B2B opportunities at top of agenda at Capital Markets Day.
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Strategy & Change‘New options’ emerging for DT’s stake in BT — Höttges
Deutsche Telekom CEO Tim Höttges sees things “going into our favour” at BT as German operator’s ‘biggest mistake’ begins to turn around and new international shareholders target the operator.
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Network & InfraT-Mobile happy to sit on Polish fibre sidelines and munch whole-buy gains
DT regional boss Dominique Leroy rules out an expansion into fibre build in Poland, pointing to how local business has gained a huge new targetable base of customers through third-party tie-ups.
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Network & InfraDT’s dealmaker-in-chief still harbours hopes of creating European infra giant
German operator’s Head of Group Development insists large-scale consolidation is coming — and says it is packaging up central and eastern European assets, plus targeting significant earnings growth in Germany and Austria, to improve DT’s bargaining power.
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Venturing & InvestmentsDT targets data centre assets via new investment push
New ‘Project Xcalibur’ initiative to see DT plough investments into data centre specialists and tap into anticipated AI-led boom.
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Strategy & ChangeDT puts diversity and tech at top of exec change agenda
Birgit Bohle, Board Member for Human Resources and Legal Affairs at Deutsche Telekom, has outlined plans for a “refresh” of the Group’s leadership team.
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Network & InfraDT hits ceiling on German fibre build amid costs, red tape
Execs indicate operator will be unable to accelerate FTTH buildout over its next strategic cycle, citing planning hurdles, inflation, and sluggish uptake.
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PeoplewatchDT picks in-house exec to lead new €2bn tech M&A fund
Telekom Strategy Consulting’s Julia Kainz to switch to DT’s Group Development division, with responsibility for seeking out high-tech growth acquisitions.
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Strategy & ChangeT-Mobile lifts 5G FWA user target into double figure millions
Factors behind target expansion include advancements in network and device quality, more spectrum, and precision marketing.
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Analyst BriefingDeutsche Telekomwatch Weekly: European dealmaking quandaries back in spotlight
Mexican telecoms magnate Carlos Slim’s purchase of a stake in BT, and reports of interest from multiple non-European players in United Group, bring fresh strategic questions for global heavyweight (but Europe-sceptic) operator.