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…
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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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.
Strategy & Change
‘Europe needs a DOGE’: Höttges looks to Musk for regulation blueprint
MWC 2025: Deutsche Telekom CEO Tim Höttges has led the usual calls for policy overhaul in Europe, this time offering a direct comparison between European MNOs’ challenges and T-Mobile’s ‘freedom’.
Suppliers & SCM
T-Mobile seeks better ops visibility with shift to new ERP
US operator is making preparations for migration to a new ERP solution, designed to improve and speed up internal reporting.
People
DT brings former CFO Dannenfeldt back into fold
DT looks to appoint veteran Thomas Dannenfeldt to T-Mobile US’ Board of Directors.
Suppliers & SCM
T-Mobile US grabs Red Hat for telco cloud journey
Operator adopts vendor’s OpenShift Platform Plus solution as foundation for core and edge infrastructure revamp.
Weekly Briefings
Deutsche Telekomwatch Briefing: political tremors and quake alerts
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
Weekly Briefings
Deutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
Network & Infrastructure
T-Mobile US could add satellite broadband to fixed-line portfolio
CEO Mike Sievert indicates openness to a tie-up enabling satellite internet to be marketed alongside terrestrial broadband services, widening reach of ambitious fixed-line business. But also notes capacity contraints at Starlink…
Public Affairs
T-Mobile US says prepaid base ‘insulated’ from immigration policy
With US immigration policy in flux, and potential for large-scale deportations, T-Mobile’s management assures that any changes will not put a big dent in subscriber numbers.
Weekly Briefings
Deutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…
Deutsche Telekomwatch #142 - February 2025
Key stories include: Two more years for Chief Exec | Leaders swapped for API push | T.Capital funds raise voice | German spectrum spat hots up | T-Mobile mulls fixed satcomms
Deutsche Telekomwatch Report #141 - January 2025
Key stories include: Things looking up for Euro sat venture | New telco API business christened | DT blends German wholesale units | Europe’s IT consolidation continues T-Mobile bulks up its media side-unit
Deutsche Telekomwatch Report #140 - December 2024
Key stories include: Ad venture Utiq to tick US box | DT builds beyond ORAN Town | Hungary: new tech phase started | Poland: 10m FTTH homes hit | Sievert sticks to wireline Plan A