Latest Deutsche Telekom Insight – Page 59
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PremiumMobiledgeX Edge–Cloud enables cross–operator R&D
DT spinout MobiledgeX’s Edge-Cloud platform leveraged for DT–Telefónica and DT–KDDI collaboration on edge compute proof of concepts. AR tour guides trialled with KDDI; traffic collision avoidance tech demoed with Telefónica Deutschland. Both solutions demonstrated under the auspices of GSMA’s Telco Edge Cloud pre-commercial trials initiative.
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Strategy & ChangeHöttges wants to ride black swans in Poland
Deutsche Telekom CEO urges T-Mobile Poland to be “agile and resilient” to black swan events. Warns of increasing unpredictability across all DT markets.
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M&AT-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Network & InfrastructureVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Strategy & ChangeDT retains “strategic partnership” with Hungary
DT CEO Höttges meets with Hungarian PM. Operator’s local unit Magyar Telekom accelerates developments in the country.
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Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Venturing & InvestmentsHöttges: “All options open” for BT stake
Patrick Drahi free to make bigger move on BT from 11 December. French billionaire is planning to increase BT stake, reports Reuters. Sources say any move likely to involve DT. Höttges keeps cards close to chest.
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Network & InfrastructureHöttges seeks to bring balance to future tower tie-up
Deutsche Telekom CEO seeks to lure tower partner with promise of hands-off approach to managing the business, allowing it to flourish “independently”. Picky operator unenthusiastic about approaches taken by rivals to tower extraction, including Vodafone’s Vantage Towers IPO earlier in the year.
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Financial & PerformanceAccenture taps into DT’s tech revamp with ERP takeover
DT CEO highlights “specific” outsourcing move as an example of Group’s progress and focus on cost reduction. Deal forms part of €100m–€200m IT value chain recalibration DT planning by FY24. Q3 results see DT continuing US-led growth, raising guidance on back of revenue and cash flow boost.
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Suppliers & SCMT-Mobile applies margin pressure on partner Assurant
Insurance services player bags multi-year extension deal with T-Mobile. Deal includes commitment to offer in-store same day device repairs at 500 T-Mobile stores across the USA. Assurant President expects margin squeeze from new arrangement, offset by higher volumes through addition of Sprint customers.
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Partnerships & AlliancesDT and SK Telecom’s Techmaker JV launches first product
Indoor Booster 5G goes on sale in Bavaria initially. SK Telecom completes reorganisation into SKT and SK Square.
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PremiumDT heads down under for fibre mate
Australia’s IFM named as Gigabit investment partner following long period of speculation. Move adds to TDE CEO Gopalan’s box of tricks as he seeks to pragmatically accelerate the Group’s slow-building fibre deployment. Startup JV embedded with various protective measures for DT, such as balance sheet deconsolidation, and long-term/standalone strategic ...
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Public AffairsPhones 4u saga continues with ‘burner’ phone allegation
Former Orange exec Benoit Scheen attempted to arrange untraceable call to collude with Vodafone, according to High Court claim. Illicit text messages uncovered as part of evidence discovery.
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PremiumMore 3G networks head for retirement in Europe
NatCos in Hungary and Poland announce 3G switch-off plans. T-Mobile Poland reuses spectrum to add capacity to 4G and 5G services.
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Enterprise (B2B)O2 Germany pinches Lebara from DT
Telekom Deutschland’s long-standing deal with ‘ethnic’ MVNO comes to an end. Deal expected to commence in mid-2022 and take full effect during 2023.
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Financial & PerformanceT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one T-Mobile intends to make “short-lived”. T-Mobile highlights organisational and cultural changes in response to attack.
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Network & InfrastructureDT backed Gaia-X project rocked by report of infighting
Politico report says project has lost focus. Some sources cite active role played by Microsoft. Research data shows continuing dominance of US cloud providers in Europe.
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PremiumDT people moves: Greece and Romania settle management
OTE Group’s new-look Board of Directors confirmed, with three fresh faces in Rodrigo Diehl, Catherine de Dorlodot, and Grigoris Zarifopoulos. Telekom Romania Mobile Communications, the newly separated business following the fixed-line sale, confirmed its commercial and HR heads. BuyIn devices chief moves to Orange TowerCo TOTEM. T-Mobile US gets ...
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PremiumElsewhere in Deutsche Telekom Europe: Cosmote’s FTTP update
Cosmote provides FTTP rollout update and flags new 5G R&D programme; Macedonian NatCo implementing smart city services in Skopje.
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Strategy & ChangeElsewhere in Systems Solutions: OVHcloud’s IPO
IPO to fuel Europe’s “cloud champion”; T-Sys’s Spanish unit reveals new HQ; sustainability concerns presented as commercial opportunity.