All articles by Richard Agnew – Page 11
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Analyst BriefingThe Deutsche Telekomwatch Briefing: Constellations and consternation
New-style satcomms ventures take a step forward on both sides of the Atlantic, with IRIS² contracts now signed and T-Mobile Starlink service opening for business.
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OperationsMagyar Telekom boosts DT’s European IT stack meld
Operator highlights completion of CRM switch as part of ongoing regional platform consolidation effort at parent Deutsche Telekom.
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Network & InfraEC finally signs deal to get IRIS² space plan off ground
Contracts belatedly tied up with SpaceRISE consortium, which features Orange and Deutsche Telekom, and will build and operate planned regional satellite network.
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Products & ServicesDT refines its 5G sports video pitch
Operator ties with German football association to market 5G action streaming tech from partner Sporttotal.
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Analyst BriefingDeutsche Telekomwatch Briefing: T-Mobile quells urge to converge
Latest from DT, including: Group remains challenged by task of finding fixed-line investment balance in ‘T-Mobile’ markets where it is expanding beyond wireless.
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Network & InfraT-Mobile ‘open’ to tech that could further flesh out FWA
As rivals ramp up broadband investments, CEO Mike Sievert says operator remains “on the hunt” for capacity-enabling tech that could enable it to widen reach of its 5G Home Internet and Small Business Internet fixed wireless services.
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B2BCanny T-Mobile Poland whole-buys its way to ten million premises footprint
T-Mobile Poland activates broadband services on Vectra Group network, taking its premises reach into eight figure territory.
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PeoplewatchMagyar Telekom rejigs top exec line-up
New tech and finance chiefs to join Hungarian incumbent in early-2025, with Current CTIO Lubor Zatko heading into a new role within Deutsche Telekom.
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M&AIHS Towers exits Kuwait as part of $1bn asset sale plan
Deal sees cash-hungry tower group offload Kuwaiti asset it bought only four years ago, in mark of turnaround of sector fortunes and strategy.
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Analyst BriefingThe Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Network & InfraNokia confirms primary role in DT’s German open RAN buildout
Finnish vendor and Fujitsu picked for next phase of DT’s open RAN plan, covering about 3,000 sites in home market.
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Financial & PerformanceHighlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & PerformanceGuidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Financial & PerformanceHighlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…
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Financial & PerformanceGuidance: ‘confident’ Telefónica steers through FX murk
Q3 FY24: Group exert “high level of confidence” in ability to hit FY24 targets, despite choppy competitive and economic conditions…
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Financial & PerformanceSpend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & PerformanceIn-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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M&AArch-snaffler Digi open to Vodafone Italy asset deal
CEO of Romanian telecoms group indicates interest in any remedial asset sales by Vodafone Italy acquirer Swisscom, as it looks to accelerate growth of sub-scale local business.