Latest Deutsche Telekom Insight – Page 8
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Weekly Briefings
Deutsche Telekomwatch Weekly: it’s all set to kick off in Germany’s broadband market
Telekom Deutschland amps up promotions and advertising as it preps pincer movement on cable rivals, using coming weeks’ regulatory changes and Euro 2024 tournament. Meanwhile, T-Mobile US makes its first move in long-anticipated fibre M&A strategy, tying with Swedish investment giant EQT to take joint ownership of infra player Lumos.
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M&A
T-Mobile swallows Mint in up-to-$1.2bn deal
DT’s American NatCo adds Mint and Ultra to its value brand portfolio following FCC approval.
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M&A
T-Systems opts against sale of Austrian banking solutions unit, after review
Deutsche Telekom’s enterprise business steps back from plan to sell Vienna-based financial tech unit Software Daten Service, part of T-Systems for two decades.
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Public Affairs
Deutsche Telekom fails to win over unions despite ‘highest ever’ pay offer
Several days of strike action prompt Group to come up with an offer on pay rises, but unions still want more.
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Network & Infrastructure
Deutsche Telekom live with AI-based RAN “sleep mode” efficiency trials
FutureNet World: cost and sustainability benefits of tests flagged. Part of wider AI strategy, with other efficiency applications at various stages of testing…
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Financial & Performance
T-Mobile confirms fibre JV with EQT to buy Lumos
NatCo expects to invest close to $1.5bn in the JV and aims to pass 3.5m premises by 2028. Meanwhile, FWA subscribers surpass five million, the Mint Mobile deal wins regulatory approval, and long‑serving investor relations SVP Jud Henry takes on a new role in the TMUS finance organisation. Read more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Germany’s Gigabit goals in spotlight
Group CEO Höttges weighs in on infra policy, highlighting slow pace of mobile challenger 1&1’s network rollout at Group AGM. Telekom Deutschland’s Srini Gopalan also goes on regulatory offensive, reiterating calls for removal of bureaucratic hurdles in German fibre rollout, as questions begin to be asked about the country’s long-term Gigabit goals…
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Network & Infrastructure
Telekom Deutschland faces uphill task to pass ten million premises in 2024
Group confirms that the ten million fibre rollout target remains valid.
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Content & TV
Telekom Deutschland targets tenants with UEFA EURO campaign
Commercial puts focus on the ability to switch TV providers with football as an additional incentive.
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Weekly Briefings
BTwatch Weekly: Watson calls for discipline, Openreach eyes fibre mega-contracts
Latest from BT and its ecosystem as CSNO Howard Watson calls for patient investors and looks ahead to rewards at the end of the networks upgrade tunnel; Openreach licks lips at prospect of Project Gigabit mega-contracts; and more SRN updates as EE charges on…
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Venturing & Investments
DTCP closes second Infra fund, hints at a third
Report suggests that DIV II fund fell €40m short of its €1.6bn target.
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Interview
Interview: T-Mobile partner SiFi Networks gears up for first ‘FiberCity’ launches
First FiberCity set to be completed soon in Fullerton, California.
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Weekly Briefings
Infrawatch Weekly: CTOs to the fore as industry reshuffles, DT disses 1&1, BDUK springs forward
Latest from the digital infra scene in the UK and beyond, including big Project Gigabit wins for Quickline, Wessex Internet, and Wildanet; a first appearance in the wild of a DSIT-funded 4G mast; DT taking a swipe at its newest mobile rival; people moves, and plenty more…
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Marketing
‘Huge’ file dump prompts another delay in DT-Telefónica logo dispute
Spanish operator wins more time to present its case in branding dispute, citing the burden of sifting through an “astonishing” volume of evidence submitted by opponent Deutsche Telekom.
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Network & Infrastructure
Deutsche Telekom boss decries 1&1 5G network as ‘huge white spot’
Timotheus Höttges takes another swipe at rival during AGM speech.
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Financial & Performance
Ten years into mission, Höttges’ DT is on cruise
FY23: Deutsche Telekom keeps growth going in landmark — but largely business-as-usual — twelve months for its long-serving CEO.
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Financial & Performance
Deutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & Performance
Deutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & Performance
Deutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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Public Affairs
Round 3: Phones 4u’s MNO collusion claims OK’d for appeal
EXCLUSIVE: Court of Appeal to reconsider initial judgment that cleared operators and then-parents. Questions may include whether more weight be given to findings that attempts were made to fix 4G pricing by O2 and Vodafone, that EE misled Ofcom, and that Ronan Dunne made an apparent admission of coordination between Telefónica and Vodafone. Deutsche Telekom and Orange still potentially on the hook as former EE owners, but extent of any direct impact still pending. Learn more…