North America
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Weekly 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 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 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 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
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Public Affairs
OVHcloud says firms are seeking ‘alternative’ cloud solutions amid geopolitical ructions
The France‑based cloud services provider says “strategic autonomy” in cloud is becoming increasingly critical for enterprises as data sovereignty continues to rise up the agenda.
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People
Álvarez-Pallete joins Glow after Telefónica exit
Former Telefónica chief takes on an advisory role at telecoms/fintech player in first new job since his exit from Telefónica.
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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…
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M&A
MásOrange CEO sees M&A bright side in tariff crisis
MásOrange Chief Executive Meinrad Spenger finds a silver lining for European telcos in disruptive US tariffs as a catalyst for lighter merger controls while Telefónica sees spark of regulatory relief in Europe’s “strategic autonomy” and defence ambitions.
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Interview
Glide Identity’s mission: a new telco API franchise to replace the billions at risk with SMS OTP
Eran Haggiag, founder CEO of telco-backed authentication startup Glide Identity, tells TelcoTitans that it’s time to move on from multi-billion dollar but vulnerable SMS One Time Passwords, and swap in revenue from Open Gateway-based APIs leveraging with SIM cryptography. And why this time is different with Google…
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Interview
Sinch on APIs (and RCS): remapping the complex CSP-CPaaS dynamic?
Sinch CMO Jonathan Bean tells TelcoTitans how CSPs and CPaaS players can work together to develop network API and RCS ecosystems to grow their already lucrative mutual revenue pie — including opening up the critical ‘communications developer’ community.
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Operations
Magenta Exchange: T-Mobile and DT seek to dial up exec connections
Telcos’ HR chiefs Birgit Bohle and Deeanne King devise plan to bring US and European sides of Deutsche Telekom’s business closer together.
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People
Deutsche Telekom Peoplewatch: Diehl clinched as boards reshuffled
Latest strategic and senior changes at Deutsche Telekom, including recalibration at both supervisory and management board levels; new API boss has MACE up her sleeve; leadership change at infra venture Glasfaser Nordwest; and tech boss Ashouriha completes NGMN Alliance tenure…
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Financial & Performance
Klopp-backed AI sports tech player files for insolvency
Sporttotal, partner of Deutsche Telekom on automated action tracking system, applies to open insolvency proceedings as funding dries up.
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Partnerships & Alliances
SES drives multi-orbit strategy with long-term Lynk-up
Luxembourgish SatCo finances US-based Lynk Global’s satellite constellation build, while helping it to bring manufacturing into Europe for the first time. Lynk mooted for potential role in European space programmes, while SES advances its shift towards multi-orbit.
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Partnerships & Alliances
Orange adds Telesat to its growing LEO portfolio
French operator’s latest satellite alliance sees it expand wholesale connectivity portfolio, while providing ground connectivity for the Canadian SatCo.
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Suppliers & SCM
Telefónica taps Spinnaker for Oracle, VMware support in Germany
German OpCo has opted for US-based third-party software support provider Spinnaker to maintain its legacy Oracle and VMware estates as it focuses on digital transformation.
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People
‘Mike wanted Srini’: DT released top exec for USA ops mission
Chief Executive Tim Höttges discusses the reasoning behind key lieutenant Srini Gopalan’s switch from Germany to the USA, and why he was willing to let him leave DT’s European base.
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M&A
T-Mobile snaps up UK marketing tech business to fuel T-Ads push
Un-Carrier announces another bolt-on tech buy for its advertising solutions business in the form of UK provider Blis, as it seeks to build a multi-billion dollar revenue side-business targeting digital marketers.