All USA articles
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M&AEurope towers: Telcos’ urge to merge remains turn-off for SBA
US wireless infra group remains watchful on M&A opportunities across the Atlantic, citing the latest wave of regional MNO mergers as a dampener on the business case for deals. CFO says SBA is “not going to step in front of a consolidating market”.
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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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Financial & PerformanceGuidance: jitters fail to jolt
Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.
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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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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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Venturing & InvestmentsDT backs AI image generation specialist Black Forest Labs
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio, highlighting it has added AI image generation tech specialist Black Forest Labs to its stable. Move comes as part of ongoing, aggressive ramp-up of AI deployments within the operator’s internal operations, driven by CEO Tim Höttges…
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Network & InfraVodafone playing the satco market despite $1bn SpaceMobile bet
R&D lead Luke Ibbetson talks up billion-dollar investment in SpaceMobile, but Vodafone is playing matchmaker, not kingmaker, with ‘pragmatic’ approach to telco-satco partnerships determined by customer demand and technical requirements…
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Network & InfraSubsea cables: Vodafone heads ‘off beaten track’ as hyperscalers muscle in on mainstream
Capacity Europe 2025: Vodafone’s Head of Global Infrastructure Owen Bryant considers the role telcos should play in transcontinental infra links as hyperscalers investment billions into subsea infra. Vodafone, for its part, is focused on ‘red’ markets that lie outside Google and Meta’s core interests…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Partnerships & AlliancesT-Mobile says joint OpenAI platform now live, ‘paying dividends’
The Un-Carrier’s tie-up with OpenAI is now ‘touching customers’ and said to be bearing fruit by optimising handset upgrades…
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Network & InfraT-Mobile ups B2B game with new dashboard and breakout tech
T-Mobile US continues next-gen enterprise product buildout under 5G Advanced umbrella. Latest releases are latency-focused routing app Edge Control and new B2B dashboard software T-Platform.
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PeopleDeutsche Telekom Peoplewatch: Telefónica and Vodafone tap DT talent pool
The latest strategic and senior changes at Deutsche Telekom see ripples continue to fan out from the recent promotion of Dr. Abdurazak Mudesir to become Group Head of Technology & Innovation, and new top tech execs brought in at Telekom Deutschland and Deutsche Telekom IT. Two former DT execs, meanwhile, re-appear in senior roles at Vodafone and Telefónica.
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OperationsTelefónica Tech adds ‘impetus to US growth’ with new Miami office
Operator’s business-to-business services unit opens the doors to new USA office, with integrated SOC to ensure “efficient” coordination with Telefónica Tech’s international teams…
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Venturing & InvestmentsDT’s venture capital unit backs security player Filigran
T.Capital contributes to a $58m funding round alongside a consortium of investors, enabling the startup to expand in new and existing markets while accelerating product development…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: DT cuts loose on Europe regs, goes B2B shopping
Deutsche Telekom strengthens its Europe division by finally jettisoning poorly performing and positioned outlier Telekom Romania Mobile. But regional execs want even more gains from the regional market, reiterating calls for a philosophical rethink on how regulations are designed and implemented, and a ‘liberation’ of telcos from outdated ex ante restrictions. Read more…
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PeopleDT IoT chief reemerges to lead Vodafone US drive
Six months after leaving the German operator’s IoT operation Dennis Nikles is joining Vodafone IoT as MD for the Americas.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: marginal gains
The T-Mobile CEO succession plan is confirmed; DT’s management again backs AI to squeeze more out of its business, operationally and commercially; Group makes progress on tidying around the edges of its business, with a Romanian exit now secured and the minority BT Group stake regaining some value. Read more…
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PeopleSrini Gopalan to take T-Mobile CEO job in November
As widely anticipated, T-Mobile’s recently installed Chief Operating Officer Srini Gopalan is to assume the operator’s reins after CEO Mike Sievert opts to step down early.
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PeopleAmerican Tower’s international chief steps down
Boss of US infra giant’s vast overseas tower estate is to leave role at end of 2025, following eight busy and transformative years of expansion, deal-making, and modernisation. Updates on succession to be announced in “due course”, says spokesperson.