All Timotheus Höttges articles
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Venturing & InvestmentsDT backs German drones player in latest defence push
Operator draws capital from its €2bn Tech Fund to back Quantum Systems and set up collaboration on development of solutions to protect critical infrastructure. Move sees DT press forward with wider defence industry expansion …
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Financial & PerformanceDT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
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Financial & PerformanceIn-depth: German headwinds grab the headlines
Q3 FY25: T-Mobile US, Europe, and T-Systems continue to perform strongly, but German slowdown yet to be addressed.
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Partnerships & AlliancesEuropean telcos’ call to arms: DT in defence collab talks with Rheinmetall
In depth exclusive: Rheinmetall CEO Armin Papperger envisions his firm as the “Deutsche Telekom of defence”, but a real-world alliance with the telco giant is also now in play, targeting Germany’s €35bn space-defence allocation. The move signals broader trend of European telcos pivoting toward military-grade connectivity and national resilience to capture new spend…
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Analyst BriefingDeutsche Telekomwatch: Germany’s roadmap to recovery
Analyst Briefing: Telekom Deutschland’s new management switches tactics on broadband after customer trends remain in reverse; Group continues to aim high on AI; European tech harmonisation push accelerates.
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
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Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
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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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Venturing & InvestmentsDT adds security and AI scaleups to investment stable
Group’s investment arm T.Capital buys into Mondoo and Nscale, creating strategic tie-in for B2B arms Telekom Security and T-Systems.
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Public AffairsOrange pushes ahead with its own agenda as regulatory change drags on
Christel Heydemann points out that Orange is not waiting for EU merger guidelines to be revisited before considering measures that would create synergies, as it did in Spain.
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PeoplewatchDT resets consumer leadership amid German broadband challenges
Operator’s new German boss rings changes after shift in strategy to arrest recent slide in broadband user numbers and fibre sign-ups.
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Partnerships & AlliancesDT strengthens Perplexity ties to expand AI Phone capabilities
Operator brings scaleup’s Comet AI browser to Germany for Perplexity Pro subscribers, with support through DT’s ambitious AI Phone devices, advancing the pair’s pre-existing collaboration (and investment)…
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Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
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Venturing & InvestmentsDeutsche Telekom lines up Brookfield for AI data centre investment
Deutsche Telekom turns to towerco partner Brookfield Asset Management for co-investment in AI data centres and considers setting up an off-balance sheet partnership as competition heats up for EU-funded contracts.
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Financial & PerformanceQ1: BT backers rewarded as confidence remains high
Q1 FY25–26: Group share price ticks up 50% in a year, boosted by Q1 earnings, suggesting Allison Kirkby’s new manager bounce has been sustained. Whether this will continue may well depend on BT’s ability to reverse current trends, as downtrodden business and consumer units continue to fall, despite Openreach best efforts…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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PeoplewatchT-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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Analyst BriefingOrangewatch 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 & PerformanceQ1 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 & PerformanceDT 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.