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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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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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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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Analyst BriefingDeutsche Telekomwatch: Germany’s roadmap to recovery
Analyst Briefing: Telekom Deutschland’s new management switches tactics on broadband after customer trends remain in reverse; Group continues to aim high on AI; European tech harmonisation push accelerates.
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Venturing & InvestmentsDT backs AI image generation specialist Black Forest Labs
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio, highlighting it has added AI image generation tech specialist Black Forest Labs to its stable. Move comes as part of ongoing, aggressive ramp-up of AI deployments within the operator’s internal operations, driven by CEO Tim Höttges…
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PeoplewatchDeutsche Telekom Peoplewatch: Group extracts EU execs to push IT meld
The latest strategic and senior changes at Deutsche Telekom see systems consolidation-focused operator looking to build up its central, Europe technology function with the extraction of multiple senior execs from Hrvatski Telekom and Magyar Telekom. Elsewhere, DT appoints a new Chief Networks Officer and former senior technology figures Claudia Nemat and Kim Kyllesbech Larsen take on new jobs.
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Analyst BriefingDeutsche Telekomwatch: New network chief; FWA and Wi-Fi boosts; Poland innovates on B2B
The latest developments from around German giant, as Armin Sumesgutner becomes DT’s new networks supremo, Hrvatski Telekom looks at new layers for its 5G fixed wireless broadband gap-filler; and a Poland-led development programme aims to unify Europe NatCos’ B2B portals.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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PeoplewatchDeutsche Telekom Peoplewatch: Telefónica and Vodafone tap DT talent pool
The latest strategic and senior changes at Deutsche Telekom see ripples continue to fan out from the recent promotion of Dr. Abdurazak Mudesir to become Group Head of Technology & Innovation, and new top tech execs brought in at Telekom Deutschland and Deutsche Telekom IT. Two former DT execs, meanwhile, re-appear in senior roles at Vodafone and Telefónica.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: DT cuts loose on Europe regs, goes B2B shopping
Deutsche Telekom strengthens its Europe division by finally jettisoning poorly performing and positioned outlier Telekom Romania Mobile. But regional execs want even more gains from the regional market, reiterating calls for a philosophical rethink on how regulations are designed and implemented, and a ‘liberation’ of telcos from outdated ex ante restrictions. Read more…
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Financial & PerformanceHeadlines: DT keeps poise despite German stumble
Q2 FY25: Group remains on track for key annual and mid-term targets despite drop in form in home market.
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Financial & PerformanceSpend: DT's Höttges previews ‘audacious’ new AI goals
Q2 FY25: Group Chief Executive indicates fresh, high-level talks are taking place within DT on an ambitious revamp of AI savings targets. How far to raise the bar remains an open question among top execs, though.
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Financial & PerformanceGuidance: DT jolted, but still in the comfort zone
Squall in Germany insufficient to blow DT supertanker off course, especially with T-Mobile US continuing to perform strongly and expand through M&A.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: marginal gains
The T-Mobile CEO succession plan is confirmed; DT’s management again backs AI to squeeze more out of its business, operationally and commercially; Group makes progress on tidying around the edges of its business, with a Romanian exit now secured and the minority BT Group stake regaining some value. Read more…
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PeoplewatchDeutsche Telekom Peoplewatch: spotlight on sovereignty, Mittelstand marketing, and fibre up-sell
The latest strategic and senior changes at Deutsche Telekom see the Group seeking to strengthen its status as all-pervading IT and comms player in Germany, arrowing in on data sovereignty and digitisation of the Mittelstand in the B2B space, and changing up its residential segment leadership in a bid to regain momentum on broadband.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: overcoming the ‘overbuilders’
The latest developments from around DT, as Telekom Deutschland refreshes its commercial strategy in a bid to hit back at altnet competitors, and the Group sends another emissary to the States to oversee T-Mobile’s push into fibre. Read more…
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Financial & PerformanceQ2 FY25: DT moves to put more fibre in T-Mobile diet
Deutsche Telekom sees potential for more ‘clean, incremental’ buyouts in American fibre space, to keep growth engine at T-Mobile US stoked. Comments come as T-Mobile ups expectations for FY25 on back of takeover spree, string of new industry tie-ups, and further customer base expansion.
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Financial & PerformanceQ2 FY25: DT looks ahead to life without Romania
DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.