Latest Deutsche Telekom Insight – Page 83
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Strategy & ChangeQ4 FY20: Group thinks out of the box
DT’s new Head of Europe argues that the bloc’s fragmented market is ripe for change. Romania and Netherlands remain in DT’s M&A spotlight. FY20 results show Europe holding steady for DT, despite pandemic. Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE.
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Strategy & ChangeQ4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
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Strategy & ChangeQ4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
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PremiumSievert, Ray gloat after C-Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
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Suppliers & SCMRimini Street brought in to address TMUS SAP overspend
Contract tackling support shortfall on inventory management and financial reporting.
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Network & InfraSlovak Telekom rides Orange network for fibre growth
Operators reach agreement to share fibre network in bid to expand reach to greenfield sites. Over-the-top products to be a focus on launch in April.
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Network & InfraACM: Dutch telcos free to buddy-up on network rollout
Co-locating, spectrum leasing, and roaming agreements all encouraged by regulator — but maintaining competition primary concern. TMNL and rival response “mostly positive”, with network sharing known to be long-time interest of incumbent KPN.
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PeoplewatchCEO Avidan leaves Deutsche Telekom IoT
Dennis Nikles appointed new MD at DT IoT. After building DT’s independent IoT business, Avidan exits company “at his own request”.
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Venturing & InvestmentsElsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Strategy & ChangeElsewhere in Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
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Strategy & ChangeElsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
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Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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M&ATele2 reaffirms planned T-Mobile exit as lock-in nears its end
Tele2 Group reiterates plans to exit the Dutch market “over time”. Agreement with Deutsche Telekom opens offload option from January 2022. Rumours of a DT exit remain fresh.
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Products & ServicesDT’s tooz eyes European debut in May
Smart-glasses startup has been engaged in a German digital health project since September. Product development gathers pace after China launch earlier this year.
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PremiumElsewhere in BT Group: rural rent causing problems
DT feels BT’s pain; EE among the MNOs to take flak for making the most of rural rent reductions.
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Strategy & ChangeDeutsche Telekom IT Solutions presses refresh
Deutsche Telekom’s Hungarian IT solutions unit placing increasing focus on growth areas such as artificial intelligence and cloud computing.
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Strategy & ChangeDT’s Leroy signals European consolidation ambitions
Deutsche Telekom’s new Head of Europe indicates that the bloc’s fragmented market is ripe for change.
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Partnerships & AlliancesTelefónica tests Elisa Automate in transport network lab
Latest telco engagement for Elisa in its quirky vendor–operator go-to-market strategy. More acquisitions and partnerships planned to build up software offerings for industrial enterprises and telcos. Deutsche Telekom deal signals momentum.