All Deutsche Telekom Group (DTAG) articles – Page 59
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Headline data: COVID covered
COVID-19 impacts figures but massively outweighed by Sprint deal and tempered in Europe by NatCo resilience. Group juggernaut rolls on as all key forecasts comfortably surpassed. Höttges goes NSFW to stress DT’s outsized strength versus atrophying European rivals.
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Guidance: all levers set to growth mode
Earnings growth expected from both US- and Europe-side businesses. Sprint-boosted revenue base forecast for further expansion. TMUS to fuel revival from cash flow dip.
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FY20: Deutsche Telekom taxis for cash flow take-off
DT expects post-Sprint upwelling of cash flow to begin during current fiscal year, laying basis for next phase of investments. Europe now conquered, says Group CEO as he sets sights on American leadership too. Group’s top line passes €100m with further growth expected in FY21.
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DT’s Höttges shares the love with Cisco’s Robbins
Conversation between the two CEOs highlights DT’s use of Cisco 8000 series routers in Germany, as well as Höttges’ fondness for Spitfire cars and Cisco Webex.
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Sievert, Ray gloat after C-Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
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Suppliers & SCM
Rimini Street brought in to address TMUS SAP overspend
Contract tackling support shortfall on inventory management and financial reporting.
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Q4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
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Strategy & Change
Q4 FY20: Group thinks out of the box
DT’s new Head of Europe argues that the bloc’s fragmented market is ripe for change. Romania and Netherlands remain in DT’s M&A spotlight. FY20 results show Europe holding steady for DT, despite pandemic. Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE.
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Strategy & Change
Q4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
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Strategy & Change
Q4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
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People
CEO Avidan leaves Deutsche Telekom IoT
Dennis Nikles appointed new MD at DT IoT. After building DT’s independent IoT business, Avidan exits company “at his own request”.
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Strategy & Change
Elsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
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Strategy & Change
Elsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Strategy & Change
Elsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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M&A
Tele2 reaffirms planned T-Mobile exit as lock-in nears its end
Tele2 Group reiterates plans to exit the Dutch market “over time”. Agreement with Deutsche Telekom opens offload option from January 2022. Rumours of a DT exit remain fresh.
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Products & Services
DT’s tooz eyes European debut in May
Smart-glasses startup has been engaged in a German digital health project since September. Product development gathers pace after China launch earlier this year.
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Elsewhere in BT Group: rural rent causing problems
DT feels BT’s pain; EE among the MNOs to take flak for making the most of rural rent reductions.
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Strategy & Change
DT’s Leroy signals European consolidation ambitions
Deutsche Telekom’s new Head of Europe indicates that the bloc’s fragmented market is ripe for change.
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Partnerships & Alliances
Telefónica tests Elisa Automate in transport network lab
Latest telco engagement for Elisa in its quirky vendor–operator go-to-market strategy. More acquisitions and partnerships planned to build up software offerings for industrial enterprises and telcos. Deutsche Telekom deal signals momentum.
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Network & Infrastructure
Nokia says it's back in Deutsche Telekom’s 5G good books
Claims past concerns raised by Deutsche Telekom about its single RAN and 5G radio equipment have been addressed. Huawei far from out the picture, despite geopolitical pressures. Deutsche Telekom pointedly calls Chinese supplier a “strong partner” on unveiling their joint “multi-Gigabit campus networks” solution in Germany.