Latest Deutsche Telekom Insight
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Analyst BriefingDeutsche Telekomwatch: Board lines up next generation
Analyst Briefing: Reviewing tumultuous few weeks at DT as Group makes remuneration concession and enacts top-level leadership change on both sides of the Atlantic, to shore up stakeholder base and prep for new era. Execs also allow a rare major M&A move in Europe and add more names to DT’s AI transformation line-up.
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PeoplewatchDeutsche Telekom Peoplewatch: change-at-the-top in finance, infra, and tech
July 2026–August 2026 update: The latest roundup of DT people movement, including a Board of Management rejig that brings new faces into the operator’s tech and finance leadership; changes in the senior layer of infra businesses GD Towers, Deutsche Telekom Technik, and GreenScale, plus Deutsche Telekom Security and T-Mobile US; and new post-DT career steps by high-profile former execs Omar Tazi and Wolfgang Metze.
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PeoplewatchT-Mobile seeks positive energy from new CFO
Former Shell and GE exec Jessica Uhl comes onto the Un-Carrier’s top team as CFO Peter Osvaldik steps down. Swap extends a run of senior management changes since new CEO Srini Gopalan took over last year.
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PeoplewatchDT’s security business has a top exec reset
Group’s distinct security business rejigs management roles to align more closely with B2B parent.
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PeoplewatchGenerational shift: DT brings in AWS’ Hofmeyr for AI/network amid wider refresh, CFO exit
In-depth analysis: German giant looks outside its own ranks to bring in AWS’ telco industry boss Jan Hofmeyr to build out its AI-Team as part of a wider leadership refresh. Group is also bidding farewell to its CFO in a move that could be clearing the path to a CEO refresh as DT also approaches its next strategic supercycle.
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Network & InfraOHB lands €1bn SES contract as Europe’s IRIS² advances
Europe’s IRIS² satellite programme has moved into execution mode, with OHB securing a billion-euro contract to build 18 satellites for the constellation amid growing demand for sovereign communications capabilities.
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InterviewNew Helium CEO channels Starlink with enabler platform debut
Helium’s new CEO Mario Di Dio talks with TelcoTitans about the provider’s new mobile virtual network enabler platform, why Wi-Fi is finally ready for prime time, and conversations with Starlink.
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Financial & PerformanceDT Q2 Guidance: course held steady
DT makes slight upward tweak to cash flow guidance in echo of T-Mobile forecast.
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Financial & PerformanceDT Q2 In-depth: strong numbers mask Musk worries
Group delivers further strong growth on revenue and earnings, fuelled by all segments, but fears over high-profile (emerging and existing) competitive threats prompt exec reassurances over strategic direction in largest markets USA and Germany.
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Financial & PerformanceLeftfield threats jolt DT out of business-as-usual
Q2 FY26: Despite solid performance, Group’s leadership team forced into €3bn buyback rearguard as stockholder apprehension over satellite and fibre competition continues to overhang share price.
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Network & InfraTrusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
Translating dense legal jargon into network access rules with telco-grade IAM (identity and access management) traditionally takes weeks of manual engineering with error risk. Explore how Deutsche Telekom and Vodafone are applying ‘governed intelligence’ and a “Legal LLM” to shrink this critical infrastructure compliance latency to hours, with zero trust and human-in-the-loop, unlocking efficiencies and new high-value sovereign revenue streams.
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InterviewInterview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’
Exclusive: Top T-Mobile US lieutenant Mike Katz has had the inside track on the Un-carrier’s remarkable resurgence over the past 15 years. Now preparing to end a near-30-year career at T-Mobile, he speaks to TelcoTitans about the bold moves that powered the operator’s turnaround, the leadership inspirations he gleaned from key Un-carrier architects John Legere and Mike Sievert, and why the next era of competition for T-Mobile will be defined by AI.
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Network & InfraPolish fibre: Orange, APG get green light for major expansion of JV
EC approves partners’ move to combine fibrecos Światłowód Inwestycje and Nexera into a new entity that aims to pass 3.9m households by 2032, and in doing so significantly expand incumbent Orange’s addressable next-gen broadband platform.
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Network & InfraCzech MNOs land spectrum boost with coverage caveat
New proposals lay out long-term spectrum extension for O2, T-Mobile, and Vodafone, in return for expanded obligations around network reach and resilience.
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Public AffairsHungary’s 4iG faces major probe into Orbán era state contracts
A corporate investigation by Hungary’s new government has placed telecoms, defence, and technology conglomerate 4iG under intense scrutiny as it reviews years of state-backed expansion.
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Public Affairs‘All we can do is file lawsuits’: 1&1 still awaits low-band spectrum resolution
German challenger is unable to offer a firm timeframe for resolution of dispute over sub-1GHz airwaves that could bolster its transition to full MNO status.
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M&APolish fibre: DT gets off fence with €1bn Macquarie deal
T-Mobile Poland to spend €1bn on fibre infra and customers from local Macquarie interests, seeing DT make a strategic step-change by freeing Polish business to go beyond whole-buying fibre lines and pursue growth through M&A.
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Financial & PerformanceGermany’s Freenet backs ‘value-over-volume’ strategy to withstand fierce mobile competition
German service provider is introducing new tariffs and investing in more marketing to help attract customers in a fiercely competitive mobile market. CEO Robin Harries claims to be witnessing early signs of “healthy” pricing movement…
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Network & InfraSpaceMobile targeting 2027 go-live; Deutsche Telekom joins MNO integration testers
In-depth: AST SpaceMobile is advancing its D2D satellite ambitions, with DT new to the roster of telco majors undertaking integration testing. Despite launch delays and standardisation hurdles, the $28bn challenger is targeting substantial revenue growth, addressable market similar to Starlink.
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TechnologyTelefónica expands B2B portfolio with voice AI tech
Operator offers AI-powered transcription and virtual assistants to Spanish enterprises, marking latest step in planned modernisation of B2B comms portfolio. Launch highlights voice as a key area for telco AI innovation, as Telefónica and other European telcos tinker with the technology…