All Mike Sievert articles
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Network & InfrastructureT-Mobile US ‘planning fibre JV’ with EQT’s Lumos
Handelsblatt report suggests US NatCo plans to invest at least $1bn in new venture.
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Weekly BriefingsDeutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Financial & PerformanceT-Mobile plans to get more creative in post-integration era
Q4 FY23: American NatCo’s “scrappy team” plotting new ways to make customer gains.
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Network & InfrastructureT-Mobile US taps Nokia to boost 5G fixed wireless play
Finnish vendor to provide its Multi-Access Gateway to improve FWA scalability and efficiency.
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Network & InfrastructureDeutsche Telekom starts open RAN rollout in Germany
Fujitsu and Nokia in first cohort of DT open RAN vendors in its domestic market.
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Financial & PerformanceDeutsche Telekom Q3 FY23 Headlines: Europe gains some rare plaudits
Q3 provides a collectors’ item as Europe-side businesses achieve growth, while TMUS contracts, owing to handset sales slump and exchange rate movements.
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Financial & PerformanceT-Mobile US says its customers should be for life
CEO Mike Sievert highlights need to keep both churn and upgrade rates low to minimise customer retention costs.
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Partnerships & AlliancesT-Mobile CEO Sievert recommits to Ericsson, Nokia after AT&T switchup
Sievert signals support for the “de‑verticalisation” of the mobile industry, but highlights benefits of having “two global leaders” in this space.
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Strategy & ChangeSievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.
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Network & InfrastructureT-Mobile denies fibre-enabling play for Frontier
TMUS continues to display uncharacteristic caution when it comes to establishing fibre broadband platform, insisting not yet interested in a major, in-house infrastructure build plan or buyout.
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Strategy & ChangeT-Mobile US CEO spells out cost of demand for device subsidies
Higher device costs appear to have been a contributary factor to latest round of job cuts.
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Strategy & ChangeT-Mobile US plots more shareholder rewards as DT holds firm
Deutsche Telekom intends to retain majority shareholding in American NatCo.
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Financial & PerformanceDT CEO seeks help from AI and T-Mobile in bid for €150bn+ valuation
Group’s CEO plays the tease as his strategy team begins to flesh out next medium-term plan. One aim will be to add €50bn–€70bn to DT’s market cap by winning over sceptics regarding industry growth prospects.
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Products & ServicesT-Mobile US serves up a slice of 5G ANS for Red Bull
American NatCo showcases 5G SA network slicing at Red Bull event.
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Financial & PerformanceT-Mobile US still hazy on 5G ANS growth
Mike Sievert says NatCo doesn’t know when 5G ANS revenue will be “bigger than a breadbasket”.
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Strategy & ChangeT-Mobile ‘looking hard’ at options to ‘crack the code’ for FWA expansion
CEO says economic ways to extend FWA footprint are not “immediately obvious”.
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PremiumTMUS counts on AI to reduce churn
TMUS CEO irked that “millions of people” left the operator during 2022.
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PremiumAT&T looks to ground TMUS satellite plans
TMUS rival says FCC should block NatCo’s plans to supplement terrestrial cellular coverage in partnership with SpaceX.
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Strategy & ChangeT-Mobile’s Osvaldik downplays US convergence benefits
T-Mobile CFO sees fixed-mobile convergence playing out differently in the US compared to Europe. Osvaldik and Sievert say there is little value beyond discounting.
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PremiumElsewhere in USA: TMUS rumoured to be considering adding Samsung to vendor line up
TMUS rumoured to be considering adding Samsung to vendor line-up.