Latest Deutsche Telekom Insight – Page 2
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Financial & PerformanceDT delivering despite dollar drag
Q1 FY26 In-depth: Group just sneaks into growth on revenue and earnings, after results again diluted by past weakening of dollar.
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Network & InfraSensing opportunity (and risk): will ISAC drive or drain next-gen network RoI?
Analysis: Telcos are exploring how a combination of growing military spend and the emergence of new integrated sensing and communication (ISAC) capabilities could generate new revenue growth opportunities, particularly around applications such as drone detection. But will operators be able to balance demand for high-performance solutions from the armed forces with their own commercial economics?
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Financial & PerformanceThree cheers for London: Community Fibre achieves cash-positivity, returns to rollout, adds mobile multiplay
FY25/Analyst Briefing: upbeat and staunchly local altnet resumes build-out and ups ambitions, now partly self-funding as possibly first UK-fibreco to turn cash-positive following strong FY25. Also debuting highly-competitive mobile bolt-on bolstering fixed-mobile convergence challenge…
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Network & InfraThe network autonomy dividend (when telcos replace tech milestones with business outcomes)
Are theoretical autonomy frameworks distracting telcos from real business results? Vodafone, Elisa, Telenor and Mavenir leaders are shifting the industry narrative from operational efficiency to scalable, intent-based revenue generation…
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Network & InfraMagyar Telekom to expand Budapest data centre amid ‘tightening’ capacity
Operator initiates two-year programme to upgrade Budapest site capacity by 20%, as CEO Tibor Rékasi says demand for compute continues to “accelerate”. Project adds to parent DT’s broader aggression on regional expansion in data centres…
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OperationsDT and ISS ‘move on’ after settling €80m outsourcing row
DT irons out differences with facilities management supplier ISS, agreeing to settle multi-year dispute and sign up for a contract extension.
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Network & InfraDT mulls Munich AI Factory expansion as customers soak up capacity
CEO Tim Höttges says operator considering expansion after Blackwell capacity sells out. Comments come as the telco advances “cautious” expansion in the segment, and as other regional peers press on with their own data centre ventures…
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Network & InfraDeutsche Telekom steps up Europe NatCo integration
Chief Financial Officer Christian Illek says DT is getting “hands on” with its network of European businesses, in an effort to extract more efficiencies from its regional scale. Targets for ‘harmonisation’ include procurement, network roadmaps, and infrastructure assets. But full centralisation is off the agenda…
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Strategy & ChangeGreek upstart PPC rules out expansion of challenge to mobile
Utility denies rumours of upcoming expansion into mobile, despite planned participation in Greek watchdog’s spectrum consultation. Instead, CEO Georgios Stassis says PPC is eyeing a fixed-wireless access play to complement rapid fixed broadband expansion …
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Network & InfraGerman low-band spectrum dispute: BNetzA proposes cash compensation for 1&1
Dispute enters a new phase as regulators propose compensation for 1&1 instead of forcing rival operators to share frequencies. Also, updates on 1&1’s 5G open RAN build (slow but steady) and financial outlook…
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Partnerships & AlliancesDT forms counter-drone defence pact with Rheinmetall
Telco to create German defence “shield” with Rheinmetall, seeking to defend critical telecoms and other infra assets from digital and physical threats. Move marks latest advance in the Group’s push into the defence sector…
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Network & InfraWill the FCC be forced to decide whether satellite counts toward spectrum buildout?
Satellite operators’ multi-billion dollar push to acquire wider airwave access, and a planned rights swap by T-Mobile, are creating question marks over the consistency and longevity of the FCC’s current spectrum policy framework.
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Network & InfraT-Mobile to plough another $2.7bn into fibre through two new JVs
US operator takes investment in fibre expansion push beyond $9bn, with formation of two new private equity-backed takeover vehicles.
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Network & InfraD2D satellite connections up nearly 25%, but mobile customer adoption stays low
Report shows global D2D connections are rising but adoption remains niche, with less than 1% of mobile users in most markets using satellite‑to‑phone services and attempts to monetise services may be having an impact.
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Analyst BriefingDeutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…
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Strategy & ChangeDeutsche Telekom said to explore T-Mobile mega-meld
Group’s leadership said to be weighing a full combination between it and its American powerhouse, thus sorting out current disconnects that could complicate future deal-making and strategy. Shepherding any such deal through the corridors of Washington, Berlin, and Brussels would be highly challenging, however.
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Products & ServicesDT expands sovereign cloud play to European footprint
Telco’s Czech and Greek businesses debut refreshed Business Cloud offering as part of strategic push around AI and digital sovereignty.
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Network & InfraTelco cloud blueprint: DT’s HTC takes control of network stack, sets terms for vendors
Deep dive: after quietly rebuilding its network core from the ground up on its own terms, Deutsche Telekom is now asking the rest of the industry to follow its Horizontal TelCo Cloud lead. But with rivals pursuing their own visions, the question of who truly leads the field is far from settled.
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PeoplewatchDeutsche Telekom Peoplewatch: Höttges shores up Board of Management with deal renewals
The latest roundup of DT people moves sees three top bosses sign up to new contracts and provide some steadiness and security after the recent sudden resignation of tech chief Abdu Mudesir. While greenlighting those deals, the Group’s Supervisory Board completes a tech-focused refresh of its own ranks. Elsewhere, T-Systems fills out its newly elevated defence unit and T-Mobile Poland and Telekom Deutschland make senior tech appointments.
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PeoplewatchDT poaches Allianz exec to lead domestic IT refit
Operator snags insurance giant’s Head of Global Enterprise & IT Architecture to lead high pressure, AI-infused transformation efforts at its German business…