The Deutsche Telekomwatch Briefing: no macro alarms, yet
Richard Agnew2024-12-02T16:43:00
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
This article includes:
- Organisations: Allgäuer Überlandwerk; Amdocs; Apax Partners; Cellnex; Congstar; Crnogorski Telekom; Deutsche Funkturm; Deutsche Telekom; Digital Transformation Capital Partners (DTCP); FreeMove Alliance; Fujitsu; GD Towers; IBM; NOS; Nokia; Nordcloud; Odido; OpenAI; Orange; OTE Group; Science and Technology Park of Montenegro; T-Mobile US (TMUS); T-Systems; Tele2; Telecom Italia (TIM); Telia Company; Telekom Deutschland (TDE); Utiq; Vodafone Group; Warburg Pincus; WINGS ICT Solutions.
- Geographies: Austria; Europe; Germany; Greece; Netherlands; North America; Portugal; Switzerland; USA.
- People: André Almeida; Olivier Bandle; Simon Blum; Marc Bresseel; Marcus Gaube; Michael Grandchamp; Martin Knauer; Thorsten Langheim; Thomas Reitze; Shuky Sheffer; Christiane Starbatty; Frank Steltner.
- Themes: 5G; Advertising technology (adtech); Artificial intelligence (AI); Application programming interfaces (API); Cable TV; Fibre (FTTP); Investment; Mobile segment; Monetisation strategy; Open RAN; Radio access networks (RAN); Submarine cables; Towers; Wireless infra.