All Timotheus Höttges articles
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People
T-Mobile US succession in spotlight as CEO Sievert said to eye early exit
Chief Executive Mike Sievert is reportedly keen to take a break from the top job at T-Mobile and could step down this year or next, according to Handelsblatt.
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Weekly Briefings
Orangewatch Analyst Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.
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Financial & Performance
Q1 FY25: Broadband glitch prompts DT to step up its tech game
Q1 FY25: DT results backdropped by rare reversal on German broadband user trends and signs of increased competitive pressure elsewhere in group’s footprint, adding to buildup of market and macro uncertainty amid management and stakeholders.
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Financial & Performance
DT 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.
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Financial & Performance
DT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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Partnerships & Alliances
Deutsche Telekom joins bid to build EU-backed mega AI data centre
Group is part a five-player consortium that hopes to win a piece of the EU’s €20bn budget to build an “AI Gigafactory” in Germany, as Europe unlocks funding for AI and digital infrastructure.
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People
DT tech supremo Claudia Nemat resigns; CTO Mudesir steps up
Tectonic shift at German group as colourful and charismatic Technology & Innovation boss Claudia Nemat departs and passes the reins to number-two Dr. Abdu Mudesir.
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M&A
TAWAL 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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Financial & Performance
DT FY24 Spend: light-touch regulation
FY24: DT’s differing position and priorities to European rivals sees regional capex remain elevated.
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Financial & Performance
DT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
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Financial & Performance
FY24: ‘Radical’ CEO warns DT not to rest on cash flow laurels
FY24: Group CEO wants to keep staff on toes despite another strong financial performance, prefacing row-back on homeworking and senior leadership shake-up.
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Technology
DT taps McKinsey to build AI training engine
Deutsche Telekom rolls out personalised training and coaching for employees using AI-powered engine designed by McKinsey’s QuantumBlack.
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Financial & Performance
Subs growth propels Deutsche Telekom’s congstar into €1bn revenue club
Figures from Telekom Deutschland’s discount brand support Group strategy to use separate brands to target different consumer segments.
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People
Ex-DT CEO René Obermann next in line for SAP Chair
German enterprise software giant SAP wants former Deutsche Telekom CEO René Obermann to be its next Chairman from 2027, and will put the proposal to shareholders next year.
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Financial & Performance
Germany’s sparring telcos are yet to lay a glove on DT
FY24: Telekom Deutschland keeps a firm grip on user acquisition and retention numbers despite Germany’s emergence as a hotbed of tariff competition and promotional offers over the past year or more.
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Financial & Performance
DT highlights T-Systems’ ‘relevance’ as B2B telco clouds gather
FY24: Group says long-challenged enterprise IT division is fit-for-purpose and properly aligned to meet B2B client demand in an ever-murkier macro environment.
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Financial & Performance
DT quietly loosens purse strings in Europe, despite qualms
FY24: Buoyed by competitive wins and progress on cost extraction, DT’s leadership has freed managers to up spend in Europe this year and next.
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People
Deutsche Telekom Peoplewatch: Diehl clinched as boards reshuffled
Latest strategic and senior changes at Deutsche Telekom, including recalibration at both supervisory and management board levels; new API boss has MACE up her sleeve; leadership change at infra venture Glasfaser Nordwest; and tech boss Ashouriha completes NGMN Alliance tenure…
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Interview
Deutsche Telekom’s Abrahamson keeps firm hand on AI ‘fire hose’
Jonathan Abrahamson says the speed of AI-related developments can feel overwhelming, but DT keeps its focus on selecting and solving the key problems.
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People
‘Mike wanted Srini’: DT released top exec for USA ops mission
Chief Executive Tim Höttges discusses the reasoning behind key lieutenant Srini Gopalan’s switch from Germany to the USA, and why he was willing to let him leave DT’s European base.