Premium Deutsche Telekomwatch Content – Page 20
-
PremiumHeadline data: COVID covered
COVID-19 impacts figures but massively outweighed by Sprint deal and tempered in Europe by NatCo resilience. Group juggernaut rolls on as all key forecasts comfortably surpassed. Höttges goes NSFW to stress DT’s outsized strength versus atrophying European rivals.
-
PremiumSpend: investment taps kept open, despite pressure
New TDE CEO Gopalan to search behind sofa for capex and opex savings for fibre push.
-
PremiumGuidance: all levers set to growth mode
Earnings growth expected from both US- and Europe-side businesses. Sprint-boosted revenue base forecast for further expansion. TMUS to fuel revival from cash flow dip.
-
PremiumDT’s Höttges shares the love with Cisco’s Robbins
Conversation between the two CEOs highlights DT’s use of Cisco 8000 series routers in Germany, as well as Höttges’ fondness for Spitfire cars and Cisco Webex.
-
PremiumDT eyes new tower markets amid domestic hurdles
TowerCo downgrades site-rollout target in Germany. Jacobfeuerborn, Illek hint at domestic M&A, expansion abroad. Group prowl for investor partners through DIV fund set up in collaboration with Cellnex. Deutsche Telekom wraps up Austrian tower spinout, adding another building-block added to multi-layered platform Group is building in European tower space. ...
-
PremiumQ4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
-
PremiumTDE moves into next phase of 5G journey with SA call
Telekom Deutschland conducts 5G SA video call between antenna-site near Munich to Bonn. Recorded latency times of 13ms. Nemat views the tech as essential if network slicing and edge computing are to realise full 5G potential.
-
Strategy & ChangeQ4 FY20: Group thinks out of the box
DT’s new Head of Europe argues that the bloc’s fragmented market is ripe for change. Romania and Netherlands remain in DT’s M&A spotlight. FY20 results show Europe holding steady for DT, despite pandemic. Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE.
-
Strategy & ChangeQ4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
-
PremiumSievert, Ray gloat after C-Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
-
Suppliers & SCMRimini Street brought in to address TMUS SAP overspend
Contract tackling support shortfall on inventory management and financial reporting.
-
Strategy & ChangeQ4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
-
Venturing & InvestmentsElsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
-
Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
-
Strategy & ChangeElsewhere in Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
-
Strategy & ChangeElsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
-
Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
-
Strategy & ChangeElsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
-
PremiumDeutsche Telekom Group ties Nextcloud for Euro-centric cloud apps
Managed Nextcloud offer taps into a rising data sovereignty sentiment in Europe, but are efforts to combat the might of US hyperscalers futile? DT said to be market leader among European cloud providers with a 2% market share.
-
PremiumDT’s NGMN tenure collides with first 6G project
Group yet to fully embark on its own 6G agenda.