Latest Deutsche Telekom Insight
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Venturing & InvestmentsDT backs German drones player in latest defence push
Operator draws capital from its €2bn Tech Fund to back Quantum Systems and set up collaboration on development of solutions to protect critical infrastructure. Move sees DT press forward with wider defence industry expansion …
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Network & InfraTelekom Deutschland clears 2025 fibre in-tray ahead of Christmas break
German incumbent says it has now met headline end-2025 goal of adding 2.5 million homes and businesses to its FTTH footprint, giving it a useful (but partial) win in escalating battle with rivals over fibre sign-ups…
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Analyst ReportDeutsche Telekomwatch Analyst Report #150 - December 2025
Key stories include: DT and OpenAI seek CX alpha | EC makes a Gigafactory date | Group on attack in defence | German 5G award confusion | Ex-CTO Choi on AI-RAN prep | and much more…
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Network & InfraTelekom Deutschland: compulsory copper shutdown would be ‘massive’ error
German incumbent dismisses rivals’ criticism of its ‘go-slow’ policy on copper decommissioning.
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PeoplewatchDeutsche Telekom Peoplewatch: top team tweaks at T-Mo
The latest strategic and senior changes at Deutsche Telekom, including more exec role rejigging by T-Mobile US CEO Srini Gopalan as he ups the operator’s focus on tech as a customer acquisition weapon against rivals. There are also changes at Group level on digital CX, and at German sub-brand Congstar, as DT moves to up its own game on tech-fuelled sales.
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Network & InfraVodafone pledges €150m network investment to ‘build, not just grow’ in Romania
CEO Nedim Baytorun says the enlarged operator will benefit from Vodafone Group support as it integrates Telekom Romania network assets, migrates customers, and accelerates network tech rollout. Two-year integration now underway…
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Network & InfraCan AI-RAN succeed without open RAN? ‘Yes and no’, says Alliance Chair Choi
Interview: AI-RAN Alliance Chair (and ex-DT CTO) Dr. Alex Jinsung Choi assures that operators have a route to scaled adoption of the tech — no matter their level of legacy. T-Mobile US is seen as having ‘unique’ springboard for AI-RAN rollout given its ‘greenfield-like’ position in 5G era, post-Sprint, and is expected to use the 2028 Olympics to showcase early wins.
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Analyst BriefingDeutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
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Network & InfraSpaceMobile strategy chief: satco spectrum buys will have ‘profound implications’ for D2D evolution
Scott Wisniewski says spectrum licences will define the next decade of direct-to-device satcomms, but AST SpaceMobile will stick by its beginnings as an MNO partner…
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M&ADT makes rare fibre M&A move with purchase of Essen estate
Local assets picked up from Dortmund-focused DOKOM21, marking DT’s first publicly-disclosed fibre transaction since creation of GlasfaserPlus in 2021…
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Analyst ReportDeutsche Telekomwatch Analyst Report #149 - November - December 2025
Key stories include: Unease over competition clouds Q3 | Höttges reassures over AI infra cost | EU tech execs rehoused in DT centre | Vodafone in sights amid German reset | OTE could lose Greek fibre top spot | and much more…
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Partnerships & AlliancesDT to co-create new AI products with OpenAI
Deutsche Telekom is to get early access to an ‘alpha‑phase’ OpenAI model, although details remain scarce.
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M&ASoftBank ‘in talks’ to expand infra portfolio with DigitalBridge buy
Japanese investment group said to be in discussions to buy US-based digital infra asset manager, as both businesses are seeking to expand their portfolios to meet demand for compute in the AI space…
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Network & InfraEC’s AI Gigafactory timetable is already slipping
The European Commission delays AI Gigafactory call from a previous end-2025 target, with the European Investment Bank agreeing to help accelerate the funding and development of the facilities…
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Analyst BriefingDeutsche Telekomwatch: German spectrum own-goal
Analyst Briefing: In past week’s developments, a forced rethink on 2019 5G rights auction adds to the complicated regulatory and macro picture backdropping Germany’s telecoms sector; DT looks to Rheinmetall as a future partner on sovereign/security tech push; Congstar fills its CEO vacancy with internal promotion; and more…
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Public AffairsGerman regulator goes back to the drawing board after 5G defeat
The Federal Network Agency is forced to restart 5G spectrum award proceedings, although questions remains about whether the auction will need to be replayed…
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Financial & PerformanceDT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
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Financial & PerformanceGuidance: jitters fail to jolt
Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.
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Financial & PerformanceIn-depth: German headwinds grab the headlines
Q3 FY25: T-Mobile US, Europe, and T-Systems continue to perform strongly, but German slowdown yet to be addressed.
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Network & InfraHrvatski Telekom readies airport 5G private networks scheme for take-off
Croatian telco teams up with several national organisations on 5G private network installations at airports, aiming to create operational efficiencies and deliver a more “stable and efficient” service for end-users…