All Thorsten Langheim articles
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M&AVodafone to ‘keep looking’ at Vantage stake as European tower scene evolves
Vodafone CEO Margherita Della Valle satisfied with Vantage performance, but acknowledges that consolidation is changing the landscape in several markets, and the ‘appropriate position’ for the Group’s towerco interests may also shift…
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PeoplewatchDT picks out Poland tech chief to fill key German CTO vacancy
T-Mobile Poland’s Alexander Jenbar selected to take on pivotal home-market technology job at DT, overseeing mega-initiatives around AI, 5G, and fibre.
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TechnologyDTCP and Porsche said to explore €500m defence tech fund
Venture capital partners DTCP and Porsche are reportedly talking about setting up a €500m defence-focused fund, which would be the pair’s second tie-up.
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M&ATAWAL is possible suitor for DT’s latest tower spin-outs
Acquisitive Saudi tower group TAWAL is still keen on M&A in central and eastern Europe and has Deutsche Telekom’s newly carved out masts in its sights.
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Network & InfraMagyar Telekom moves ahead with tower carve-out
Deutsche Telekom’s Hungarian NatCo is taking next steps to separate its tower assets into a subsidiary and could complete the split by the end of 2025, if all goes to plan.
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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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M&ABT welcomes Bharti’s ‘long-term’ thinking as Altice ousted
CEO Allison Kirkby says Bharti ‘recognises long-term value’ of BT Group as it picks up a 24.5% stake, but what does Bharti bring that Altice didn’t?
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Analyst BriefingBTwatch Weekly: more B2B sell-off reports pose questions for future of Business
Latest from BT as B2B slim-down continues; minority owner DT sees emerging ‘options’ for 12% stake; and Openreach sets about Nokia Altiplano deployment…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group goes fishing with Euro tower chips
DT wraps up central and eastern European tower assets as a deal sweetener, as it seeks to revive regional infra consolidation hopes.
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Analyst BriefingInfrawatch Weekly: TowerCos face churn, altnets’ £800m losses, TalkTalk rapped
Latest from the digital infra scene in the Europe and beyond, including another £16m on the £800m UK altnet losses pile; £6bn datacentre boost; European TowerCo consolidation mooted, and plenty more…
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Analyst BriefingVodafonewatch Weekly: Group taps mega-deals with Accenture, Google, e&, more
Latest from Vodafone and its ecosystem, including an extended deal with Google for GenAI deployment; Accenture-backed reset for shared services operation VOIS; e& tie-up feeds into UAE IoT contract…
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Strategy & Change‘New options’ emerging for DT’s stake in BT — Höttges
Deutsche Telekom CEO Tim Höttges sees things “going into our favour” at BT as German operator’s ‘biggest mistake’ begins to turn around and new international shareholders target the operator.
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Network & InfraDT’s dealmaker-in-chief still harbours hopes of creating European infra giant
German operator’s Head of Group Development insists large-scale consolidation is coming — and says it is packaging up central and eastern European assets, plus targeting significant earnings growth in Germany and Austria, to improve DT’s bargaining power.
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Network & InfraDT plots more tower moves with Slovakia in crosshairs
Timotheus Höttges confirms that Slovak towers are being carved out.
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PeoplewatchWolfgang Metze returns to Deutsche Telekom
Wolfgang Metze set to re-join old stomping ground after seven-year hiatus from the Group. Replaces André Almeida, who takes new position at DT’s investment-focused, centrally based Group Development unit. Metze seen as rising star and has been billed as potential future CEO of Telekom Deutschland.
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Strategy & ChangeNewbie GD Towers sheds “dinosaur” image, looks east for tower expansion
CEO Bruno Jacobfeuerborn revels in GD Towers’ independence at TowerXchange Meetup Europe. TowerCo confirms organic and inorganic growth are on the agenda, and signals more Deutsche Telekom asset carve-outs in the pipeline.
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PremiumDeutsche Telekom closes out €10bn towers sale
Deutsche Telekom completes transfer of majority ownership in German and Austrian tower business.
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PremiumCzech Republic is next on DT’s wireless infra separation list
NatCo transfers passive wireless infrastructure to new entity T-Mobile Infra CZ.
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Financial & PerformanceT-Mobile now world’s largest telco (by market cap)
Ever-expanding American operator overtakes arch-rival Verizon.
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PeoplewatchClaure to add entrepreneurial energy to DT board
DT management wants Bolivian–American entrepreneur to have SoftBank’s seat on Supervisory Board. Claure sees potential in “undervalued” DT and is bullish about partnership. DT offers route to European market for SoftBank portfolio companies. But the appointment has some drama as a long-running compensation dispute reportedly threatens Claure’s relationship with ...