All Capital Markets Day articles
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Strategy & Change
In-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Strategy & Change
DT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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Strategy & Change
Confident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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Strategy & Change
DT’s buoyant Germany boss sees room for improvement in costs and B2B
Cost burden and missed B2B opportunities at top of agenda at Capital Markets Day.
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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 & Infrastructure
T-Mobile happy to sit on Polish fibre sidelines and munch whole-buy gains
DT regional boss Dominique Leroy rules out an expansion into fibre build in Poland, pointing to how local business has gained a huge new targetable base of customers through third-party tie-ups.
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Network & Infrastructure
DT’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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Venturing & Investments
DT targets data centre assets via new investment push
New ‘Project Xcalibur’ initiative to see DT plough investments into data centre specialists and tap into anticipated AI-led boom.
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Strategy & Change
DT puts diversity and tech at top of exec change agenda
Birgit Bohle, Board Member for Human Resources and Legal Affairs at Deutsche Telekom, has outlined plans for a “refresh” of the Group’s leadership team.
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Network & Infrastructure
DT hits ceiling on German fibre build amid costs, red tape
Execs indicate operator will be unable to accelerate FTTH buildout over its next strategic cycle, citing planning hurdles, inflation, and sluggish uptake.
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People
DT picks in-house exec to lead new €2bn tech M&A fund
Telekom Strategy Consulting’s Julia Kainz to switch to DT’s Group Development division, with responsibility for seeking out high-tech growth acquisitions.
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Strategy & Change
T-Mobile lifts 5G FWA user target into double figure millions
Factors behind target expansion include advancements in network and device quality, more spectrum, and precision marketing.
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Weekly Briefings
Deutsche Telekomwatch Weekly: European dealmaking quandaries back in spotlight
Mexican telecoms magnate Carlos Slim’s purchase of a stake in BT, and reports of interest from multiple non-European players in United Group, bring fresh strategic questions for global heavyweight (but Europe-sceptic) operator.
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Financial & Performance
DT CEO seeks help from AI and T-Mobile in bid for €150bn+ valuation
Group’s CEO plays the tease as his strategy team begins to flesh out next medium-term plan. One aim will be to add €50bn–€70bn to DT’s market cap by winning over sceptics regarding industry growth prospects.
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Premium
Elsewhere in Europe: Leroy gathers European leadership to discuss macroeconomic environment
Europe CEO gathers top‑team for macro planning; expansive Vantiva gets a win in Austria; Slovakia’s 5G network boosted.
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Premium
Q1 FY22 Guidance: DT displays strength in face of headwinds
Executives give an upward tweak to FY22 forecasts in show of confidence amid challenges. Headline €10bn free cash flow target affirmed.
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Products & Services
DT’s RDK router revamp gets ready to roll
Group goes “full throttle” on RDK router overhaul. Router software platform seen as foundation for complete home services. DT is “major contributor” of software to open source community.
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Strategy & Change
From Bonn to Bellevue: DT CEO Höttges visits TMUS HQ
In a break from virtual meetings, TMUS CEO Mike Sievert hosts Höttges. Much to discuss between parent and NatCo, but talks were said to focus on innovation and serving consumers and businesses. No signs yet of TMUS and DT collaboration on trans-Atlantic B2B. Are Sprint International assets part of ...
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Premium
Deutsche Telekom cranks gears for Dutch exit
TMNL sales process reportedly whirs into action; several private equity players circling. Mixed signals on valuation.
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Enterprise (B2B)
DT’s Antje Williams puts three year timeline on enterprise 5G
Enterprises initially focusing on private networks but they want to test all types of features. ‘Fear of missing out’ cited as a key driver of digitisation and 5G.