Latest Deutsche Telekom Insight – Page 3
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: overcoming the ‘overbuilders’
The latest developments from around DT, as Telekom Deutschland refreshes its commercial strategy in a bid to hit back at altnet competitors, and the Group sends another emissary to the States to oversee T-Mobile’s push into fibre. Read more…
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PeopleT-Mobile US: Almeida takes on mega-Growth; Saw top-Tech
Deep Dive: Significant leadership update brings in new head of Growth, promotes CTO. Almeida to marshal M&A war chest, lead pursuit of new revenue streams beyond core mobile business, particularly adtech, B2B and fibre.
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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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Partnerships & AlliancesDT strengthens Perplexity ties to expand AI Phone capabilities
Operator brings scaleup’s Comet AI browser to Germany for Perplexity Pro subscribers, with support through DT’s ambitious AI Phone devices, advancing the pair’s pre-existing collaboration (and investment)…
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Financial & PerformanceQ2 FY25: DT moves to put more fibre in T-Mobile diet
Deutsche Telekom sees potential for more ‘clean, incremental’ buyouts in American fibre space, to keep growth engine at T-Mobile US stoked. Comments come as T-Mobile ups expectations for FY25 on back of takeover spree, string of new industry tie-ups, and further customer base expansion.
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M&AT-Mobile US makes next fibre M&A move with US Internet buy
Fresh from completing Lumos and Metronet deals, T-Mobile is closing in on another fibre acquisition that could add 192,000 premises to its small, but growing, footprint.
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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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Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
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M&ADT’s HAPS interest taken over by wireless infra pair
Protelindo and World Mobile jointly acquire Stratospheric Platforms, seeking to push towards commercialising HAPS systems, with plans for early deployment now in place…
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TechnologyDTCP and Porsche said to explore €500m defence tech fund
Venture capital partners DTCP and Porsche are reportedly talking about setting up a €500m defence-focused fund, which would be the pair’s second tie-up.
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PeopleDeutsche Telekom Peoplewatch: in-flight boss is Amazon-bound
The latest strategic and senior changes at Deutsche Telekom, including the appointment of new execs to drive network technology evolution in the AI era and direct its in-flight comms business — plus leadership switches around B2B in Poland, ‘Beyond Core’ diversification, and product design.
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Public AffairsRuling looms in DT’s €80m outsourcing row
ISS, DT’s facilities management supplier in Germany, indicates a tribunal ruling on long-running disagreement between the pair is close.
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Financial & Performance1&1 taps fingers as it awaits spectrum sharing offer from rivals
Following regulator’s ruling in March, 1&1’s CEO Ralph Dommermuth says it’s not yet clear when the operator will be able to secure a deal to access low‑band spectrum.
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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 & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Financial & PerformanceT-Mobile lifts guidance as buyouts and tie-ups unlock fresh growth channels
NatCo ups expectations for FY25 after delivering “best ever” Q2 for customer adds, beginning to digest two fibre acquisitions, readying closure of US Cellular deal, lining up B2B MVNO play with cablecos Charter and Comcast, and finally launching Starlink-backed T-Satellite offering….
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Analyst ReportsDeutsche Telekomwatch Analyst Report #145 - July 2025
Key stories include: T-Mo: DEI ditched to get deals done | AI engine spreads in-group know-how | B2B change-up with T Cloud meld | Context is king for new API chief | DT debuts T-Ads side-hustle | and much more…
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Network & InfraSatellite sovereignty: Europe moves to get IRIS2 in gear
In depth: European authorities have begun selecting partners to deliver flagship satellite comms project IRIS2, and, in doing so, enable a wide-range of next-gen secure services for member states’ public bodies. But will scale of ambition bring overstretch on complexity and hubris?
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PeopleDeutsche Telekom Peoplewatch: AI openings
The latest strategic and senior changes at Deutsche Telekom, including organisational and personnel tweaks designed to help the group secure go-to-market and efficiency opportunities around cloud and AI services — plus leadership switches around Makedonski Telekom, European wireless infra, and American branding.