All Deutsche Telekom Group (DTAG) articles – Page 50
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Network & Infrastructure
DT’s Jacobfeuerborn gives ‘flying towers’ up to ten years to take off
DT-backed SPL is seeking Series B funding. Second edition of GSMA white paper on HAPS due to be published in early 2022. Jacobfeuerborn sees HAPS as the ‘missing link’ between terrestrial and satellite networks.
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Strategy & Change
Telco leaders converge on Bilbao for ‘secret’ strategising
Deutsche Telekom, Telefónica, and Vodafone represented at the latest European Round Table event. Behind-closed-doors discussions focused on decarbonisation, skills transformation, and single market competition.
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Lebara departs for O2
TDE’s longstanding deal with ‘ethnic’ MVNO comes to an end. Migration of customers expected to commence in 2022.
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DT Q3 FY21 headline data: forward motion
Group juggernaut rolls on with all major dials heading upwards. Commercial strength seen in Germany and USA. CFO reassures on leverage following C-band splurge.
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DT Q3 FY21 spend: Höttges on search for ‘nerds’ to push efficiencies
Q3 data and commentary show Group remains focused on a twin-track strategy of driving savings to fuel investment in select areas of business where it sees opportunities. German and US priorities continuing to drive capital outlay. DT exploring every avenue in bid to staff and support digital transformation, and ...
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DT Q3 FY21 guidance: Cash flow accelerating to a Sprint
Confidence on show as DT guides for more earnings and cash flow growth. Leadership increases expectations from both US- and Europe-side businesses. TMUS remains in leading role of long-term growth story, however.
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Q3 FY21: Forager DT ‘hogs’ an extra billion in earnings
DT boosts full-year outlook for third time, adding €1bn in earnings and €500m in cash flow to its original FY21 forecasts. Already optimistic leadership becoming even more bullish as European markets recover, and T-Mobile US weathers competitive uptick while executing on Sprint integration. Results backdropped by M&A geared towards ...
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Strategy & Change
Elsewhere in Deutsche Telekom Group: Nemat hits double figures
Nemat into double figures at DT; DT boosts network with Cisco routers implementation.
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DT sets course for multi-CDN architecture
Bandeira senses “pieces are coming together” for implementation in 2022. Less optimistic about network readiness to deliver AR/VR apps and gaming, putting them in the “long-term horizon” of five years.
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Strategy & Change
Höttges wants to ride black swans in Poland
Deutsche Telekom CEO urges T-Mobile Poland to be “agile and resilient” to black swan events. Warns of increasing unpredictability across all DT markets.
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M&A
T-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Network & Infrastructure
Vodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Financial & Performance
Vodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Venturing & Investments
Höttges: “All options open” for BT stake
Patrick Drahi free to make bigger move on BT from 11 December. French billionaire is planning to increase BT stake, reports Reuters. Sources say any move likely to involve DT. Höttges keeps cards close to chest.
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Network & Infrastructure
Höttges seeks to bring balance to future tower tie-up
Deutsche Telekom CEO seeks to lure tower partner with promise of hands-off approach to managing the business, allowing it to flourish “independently”. Picky operator unenthusiastic about approaches taken by rivals to tower extraction, including Vodafone’s Vantage Towers IPO earlier in the year.
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Financial & Performance
Accenture taps into DT’s tech revamp with ERP takeover
DT CEO highlights “specific” outsourcing move as an example of Group’s progress and focus on cost reduction. Deal forms part of €100m–€200m IT value chain recalibration DT planning by FY24. Q3 results see DT continuing US-led growth, raising guidance on back of revenue and cash flow boost.
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Suppliers & SCM
T-Mobile applies margin pressure on partner Assurant
Insurance services player bags multi-year extension deal with T-Mobile. Deal includes commitment to offer in-store same day device repairs at 500 T-Mobile stores across the USA. Assurant President expects margin squeeze from new arrangement, offset by higher volumes through addition of Sprint customers.
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DT heads down under for fibre mate
Australia’s IFM named as Gigabit investment partner following long period of speculation. Move adds to TDE CEO Gopalan’s box of tricks as he seeks to pragmatically accelerate the Group’s slow-building fibre deployment. Startup JV embedded with various protective measures for DT, such as balance sheet deconsolidation, and long-term/standalone strategic ...
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Public Affairs
Phones 4u saga continues with ‘burner’ phone allegation
Former Orange exec Benoit Scheen attempted to arrange untraceable call to collude with Vodafone, according to High Court claim. Illicit text messages uncovered as part of evidence discovery.
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Enterprise (B2B)
O2 Germany pinches Lebara from DT
Telekom Deutschland’s long-standing deal with ‘ethnic’ MVNO comes to an end. Deal expected to commence in mid-2022 and take full effect during 2023.