MVNOs World: Kaleido Intelligence identifies exponential growth in the travel eSIM segment, with momentum fuelled by perception of MNO gouging and lack of pricing clarity. Operators are mitigating this challenge to roaming revenues by hedging bets with investments in disruptors, wholesale MVNO deals, and more transparent international travel plans.

Latest Analyst Briefing

Deutsche Telekomwatch: AI stakes raised

Analyst Briefing: Telco’s top management keeps the pressure on for results from AI projects and broader efficiency initiatives, as Q1 report shows market conditions in European markets remain tough. DT looks to be gaining traction with AI commercially, with infra expansion plans outlined in Germany, Hungary, and at T.Capital interest Nscale.

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Deutsche Telekomwatch Analyst Briefings

Deep Dive: Latest Deutsche Telekomwatch Analyst Reports

Deutsche Telekomwatch Analyst Report #153 - April 2026
2026-04-16T09:19:00+01:00 Deutsche Telekomwatch
Key stories include: Höttges plots course through ‘poly-crises’ | Starlink ties extended to Europe | Group Board receives AI-era update | Product & Tech boss stuns DT with exit | DT and T-Mobile align on ‘open’ 6G | and much more…
Deutsche Telekomwatch Analyst Report #152 - February 2026
2026-02-25T09:51:00+00:00 Deutsche Telekomwatch
Key stories include: EC’s latest Act received mixed ratings | ‘T’ marque nears $100bn status | DT targets 1m fibre signups in 2026 | T-Mobile seeks 6G era dominance | Amdocs, Netcracker net US deals | and much more…
Deutsche Telekomwatch Analyst Report #151 - January 2026
2026-01-27T11:42:00+00:00 Deutsche Telekomwatch
Key stories include: T.Capital takes shine to Lovable | DTCP’s maincubes borrows big | T-Satellite stays work-in-progress | Telekom wants to keep copper | T-Mobile maintains 5G lead | and much more…

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Deutsche Telekom Group

Network & Infra
Magyar Telekom to expand Budapest data centre amid ‘tightening’ capacity
Operator initiates two-year programme to upgrade Budapest site capacity by 20%, as CEO Tibor Rékasi says demand for compute continues to “accelerate”. Project adds to parent DT’s broader aggression on regional expansion in data centres…
Operations
DT and ISS ‘move on’ after settling €80m outsourcing row
DT irons out differences with facilities management supplier ISS, agreeing to settle multi-year dispute and sign up for a contract extension.
Network & Infra
DT mulls Munich AI Factory expansion as customers soak up capacity
CEO Tim Höttges says operator considering expansion after Blackwell capacity sells out. Comments come as the telco advances “cautious” expansion in the segment, and as other regional peers press on with their own data centre ventures…

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Deutsche Telekom Peoplewatch: digital and fibre leadership rejigs at T-Mobile
The latest roundup of DT people moves sees change in the leadership of growth initiatives at T-Mobile US, as Chief Product & Digital Officer Omar Tazi steps down and fibre joint venture Lumos confirms its new Chief Executive. AI hiring remains high on the agenda with new senior appointments at T-Systems and T-Mobile Poland.
T-Systems taps Indian talent pool for new AI chief
Appointment of Ramesh Revuru as Chief AI Officer reflects parent Deutsche Telekom’s wider AI push and underscores growing role of Indian operations in T-Systems’ delivery of projects and products. The provider has been on a major AI recruitment push as it looks to generate €200m in revenue from the tech this year…
Deutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…

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