More TMUS News
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Analyst Briefings
Deutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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Partnerships & Alliances
Vodafone adds Euro-heft to unbalanced AI-RAN Alliance
Vodafone’s entry into the AI-RAN Alliance takes the still-young vendor- and academic- and Asian-operator-heavy consortium past 100 members. With the AI-RAN market forecast to reach $10bn by 2030, the move underscores the strategic importance of efficiency gains and new revenue opportunities through autonomous networks.
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Strategy & Change
DT holds firm on diversity as T-Mobile US ditches DEI to secure M&A deals
Deutsche Telekom says its approach is unaffected as T-Mobile adapts to policy changes and scraps diversity, equity, and inclusion to win approval for two pending acquisitions.
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Analyst Briefings
Deutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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Products & Services
T-Mobile preps Starlink direct-to-device service for launch next month
It’s all systems go for T-Mobile’s direct-to-device satellite service launch next month, as the operator doubles down on a new “best network” campaign and woos customers from rivals AT&T and Verizon.
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People
T-Mobile US succession in spotlight as CEO Sievert said to eye early exit
Chief Executive Mike Sievert is reportedly keen to take a break from the top job at T-Mobile and could step down this year or next, according to Handelsblatt.
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Analyst Briefings
Deutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
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Network & Infrastructure
T-Mobile US fires up fibre broadband offers
US fibre investment strategy takes shape as T-Mobile officially launches its own fibre broadband offers after the acquisition of Lumos and pending Metronet transaction.
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Financial & Performance
DT Q1 FY25 Headlines: solidity amid volatility
Q1 FY25: Group reports increased revenue, earnings, and cash flow as all four major divisions deliver on growth mandate.
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Financial & Performance
DT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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Financial & Performance
DT Q1 FY25 Guidance: €20bn barrier to break
Q1 FY25: Despite murky macro outlook, DT reaffirms expectations of jumps in revenue, earnings, and cash flow during FY25, and beyond.
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People
Deutsche Telekom Peoplewatch: freshening IT up
The latest strategic and senior changes at Deutsche Telekom, including a change of execs tasked with driving forward IT transformation at both Group level and domestic towers business DFMG — plus leadership changes at T.Capital, Combis, and T-Systems’ transport unit.
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People
Amazon poaches T-Mobile exec to lead Project Kuiper marketing
Clint Patterson joins Amazon’s satellite startup Project Kuiper as Chief Marketing Officer after an eleven-year “epic ride” at T-Mobile USA.
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Analyst Briefings
Deutsche Telekomwatch Briefing: congstar stamps its marque
A busy few days on the marketing front at DT as Greece’s OTE firms up a long-anticipated move closer to central branding, and figures from Germany’s congstar suggest DT’s multi-brand portfolio is delivering commercial gains in a challenging environment. Read more…
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Technology
Nokia gains timely 5G/AI deal from T-Mobile
A multi-year 5G contract extension with T-Mobile US comes as new Nokia CEO looks to mitigate tariffs’ impact, including potential addition of manufacturing capacity in the USA.
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Financial & Performance
FY24: ‘Radical’ CEO warns DT not to rest on cash flow laurels
FY24: Group CEO wants to keep staff on toes despite another strong financial performance, prefacing row-back on homeworking and senior leadership shake-up.
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Financial & Performance
DT FY24 Spend: light-touch regulation
FY24: DT’s differing position and priorities to European rivals sees regional capex remain elevated.
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Financial & Performance
DT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
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Financial & Performance
DT FY24 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
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Financial & Performance
What has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…