Latest Deutsche Telekom Insight – Page 82
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Premium
Headline numbers: relying on US
USA growth now an even more dominant part of DT’s world. Management remain keen to ensure strength in Europe is not overlooked.
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Network & Infrastructure
Deutsche Telekom’s bumpy journey to software telco: Part I
Choi highlights importance of end-to-end service orchestration and automation… but accuses some open-source industry bodies of work duplication and low ambition. Resistance to disaggregation from established vendors still a problem… but promise of new business models, lower TCO, and faster time-to-market convince DT that software journey is necessary.
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People
Deutsche Telekom movers: T-Sys SA MD plans her exit; T-Sys HU CEO follows suit
European CCOs get swapped, with Austria and Poland bringing in new faces. TMUS continues to bed its directors in with ongoing rejig. T-Systems Hungary CEO exits “by mutual consent”, following failed sale in 2019. MTN South Africa’s changes draw another telco bigwig — this time T-Sys SA MD Molefe. ...
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Strategy & Change
T-Systems launches Digital Solutions unit after integration rethink
New digitisation-focused unit first unveiled in April 2018. Detecon consultancy unit and T-Sys MMS no longer involved. New unit to have two joint leaders.
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People
BuyIn rejig: Pyrtek out, Felder in
Procurement alliance rotates CEO. Orange takes helm from DT. Felder earns Pyrtek vote of confidence. BuyIn targeting growth — with digitisation, automation in the crosshairs.
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Venturing & Investments
hubraum’s Mixed Reality Programme goes live
First six startups inducted as hubraum continues hunt for commercial MR market. Technologists Nreal and Qualcomm partnered. Mix of late-stage and greenfield startups in a “diverse” line-up. Enterprise customers an apparent target for most.
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Strategy & Change
Hrvatski Telekom loses rights over Mostar stake
Hrvatski Telekom and Deutsche Telekom will now be forced to consider options after right of first refusal is removed.
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Partnerships & Alliances
T-Mobile cuts Sprint’s VoIP tie-up with Ooma
IP telephony player becomes latest partner to flag it is grappling with change wrought by rationalisation of the New T-Mobile technology and services ecosystem.
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People
Deutsche Telekom key movers: BuyIn taps DT for Rubas; B2B restructure forces changes
BuyIn draws another DT executive to its ranks, appointing Rubas as MD and CFO. New B2B structure prompts top-level changes at T-Systems, Telekom Security, and Deutsche Telekom Global Business Solutions. T-Mobile US changes continue as part of Sprint consolidation.
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M&A
BT readies itself to ward off unwanted advances
With its share price deflated, dividend suspended, and a series of financial challenges on the horizon, BT Group is consulting on the best way to shore its defences against unsolicited bids. Boutique banker and trusted Vodafone advisor Robey Warshaw may be added to BT defence team. KKR emerges as ...
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M&A
DT half-way out of Romania (maybe)
Agreement “in principle” reportedly struck between Orange and Romania’s government to take over Telekom Romania’s fixed-line business. Mobile arm still up for sale, as DT struggles to find full escape velocity from underperforming market.
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M&A
Government takes on Hrvatski Telekom over Mostar stake
Speculation over telecoms privatisation process in Bosnia and Herzegovina bubbles up again, pushing Hrvatski Telekom and Deutsche Telekom to consider options.
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Partnerships & Alliances
DT deploys campus network for KODRONA drone testing
DT partners with BMVI-funded KODRONA research project, supporting development of BVLOS drone flight for improved medical logistics. Campus Network M product included in partnership.
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Strategy & Change
Q2 FY20: Group discussing yet another T-Systems reorg
Enterprise unit buffeted by coronavirus headwinds in Q2. CFO Illek indicates that T-Sys transformation process will have to be accelerated.
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Suppliers & SCM
ISS hit in pocket by deal execution setbacks
DT’s FM partner reassures over future profitability of Group contract, despite series of setbacks relating to COVID-19 and IT security.
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Premium
Deutsche Telekom Q2 FY20
Super-sized by Sprint deal, Group now dwarfs European competitors in terms of sales, spend — and debt. Management attention now firmly on European puzzles that have sat unsolved for years, including teaser of pro-investment regulations. Switch-around of Europe-side executives could bring in fresh ideas and approaches to key strategic ...
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Premium
DT hits investment trail with post-corona setting
Telekom Innovation Pool continues to appear an increasingly important platform for Group’s corporate venturing activity. Investment splurge helping post-COVID-19 B2B strategy take shape.
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Venturing & Investments
Deutsche Telekom sets off Wave 2 in Berlin TEAC
Five tech startups selected for twelve-month programme. Familiar R&D themes of edge computing and ‘open’ networks. TIP’s TEAC boss sees room for improvement in how smaller, new players might be onboarded into telecoms supplier ecosystems.
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Suppliers & SCM
Assurant quick to score New T Mobile win
Deal looks to have preserved and expanded vendor’s longstanding device protection engagement with TMUS. Supplier, with former TMUS CFO Braxton Carter on board, cites long-term growth focus of partnership.
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Network & Infrastructure
Magenta Telekom CEO Bierwirth calls for action to reboot “stuck” 5G rollout
Long-time legal and regulatory challenges around site rollout look to be coming to a head in the 5G era.