All Capital Markets Day articles
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Network & InfrastructureT-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 & InfrastructureDT’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 & InvestmentsDT 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 & ChangeDT 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 & InfrastructureDT 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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PeopleDT 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 & ChangeT-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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Financial & PerformanceDT 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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PremiumElsewhere 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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PremiumQ1 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 & ServicesDT’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 & ChangeFrom 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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PremiumDeutsche 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.
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Financial & PerformanceDT’s top team drops €4m on shares
Leadership puts money where its mouth is following ambitious mid-term strategy update. German operator seeking to boost T-Share perceptions and align with T-Mobile US’ rising valuation.
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M&ATele2 ready to pull T-Mobile Netherlands plug
Tele2 Group CEO confirms intent to pivot away from the Dutch market, with focus on its ‘core’ territories. Comments come with DT also pondering options.
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OperationsDT to halve real estate footprint in cost reduction drive
Group will shutter 50% of its German real estate in the period to December 2024. Expected net savings could reach €200m. Reflective of a “new way of working” at T-Systems and TDE.
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Strategy & ChangeNemat maps out ‘hyperscaler-plus’ ambition
Group Head of Technology & Innovation uses Capital Markets Day presentation to frame DT as increasingly “hyperscaler-like” on speed-to-market. Addition of “telco-grade” voice and network security, argues Nemat, gives DT advantage over big tech. Exec lauds “superior production model” compared with European peers. Greater network automation presented as key ...
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PremiumDT’s deal-maker Langheim studies his share options
The long journey to the top in the USA is not yet complete, but DT’s message is that patience is paying off and reiterates plans to take the number-one slot. European portfolio reshaping in pipeline, with Dutch “crown jewel” TMNL prepped for ownership rejig and carve-out of “kingmaker” tower ...
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Strategy & ChangeGopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.