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Analyst BriefingsDeutsche 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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PeopleDeutsche 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 BriefingsDeutsche 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calls for a philosophical rethink on how regulations are designed and implemented, and a ‘liberation’ of telcos from outdated ex ante restrictions.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 BriefingsDeutsche 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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PeopleDeutsche 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 BriefingsDeutsche 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.
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PeopleDeutsche Telekom Peoplewatch: in-flight boss is Amazon-bound
The latest strategic and senior changes at Deutsche Telekom, including the appointment of new execs to drive network technology evolution in the AI era and direct its in-flight comms business — plus leadership switches around B2B in Poland, ‘Beyond Core’ diversification, and product design.
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Financial & PerformanceT-Mobile lifts guidance as buyouts and tie-ups unlock fresh growth channels
NatCo ups expectations for FY25 after delivering “best ever” Q2 for customer adds, beginning to digest two fibre acquisitions, readying closure of US Cellular deal, lining up B2B MVNO play with cablecos Charter and Comcast, and finally launching Starlink-backed T-Satellite offering….
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PeopleDeutsche Telekom Peoplewatch: AI openings
The latest strategic and senior changes at Deutsche Telekom, including organisational and personnel tweaks designed to help the group secure go-to-market and efficiency opportunities around cloud and AI services — plus leadership switches around Makedonski Telekom, European wireless infra, and American branding.
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Analyst BriefingsDeutsche 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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Analyst BriefingsDeutsche 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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Analyst BriefingsDeutsche 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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Financial & PerformanceDT 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.