Premium Deutsche Telekomwatch Insight: intelligence, analysis and insight on Germany's transatlantic telco giant – Page 21
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Premium
TDE moves into next phase of 5G journey with SA call
Telekom Deutschland conducts 5G SA video call between antenna-site near Munich to Bonn. Recorded latency times of 13ms. Nemat views the tech as essential if network slicing and edge computing are to realise full 5G potential.
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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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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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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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Venturing & Investments
Elsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
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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 Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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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 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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Strategy & Change
Elsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
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Premium
Deutsche Telekom Group ties Nextcloud for Euro-centric cloud apps
Managed Nextcloud offer taps into a rising data sovereignty sentiment in Europe, but are efforts to combat the might of US hyperscalers futile? DT said to be market leader among European cloud providers with a 2% market share.
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DT’s NGMN tenure collides with first 6G project
Group yet to fully embark on its own 6G agenda.
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Magyar Telekom stumps up €124m to extend licences
MT secures 15-year extensions to 900MHz and 1800MHz concessions. Supreme Court rules NNMH acted “lawfully” in blocking Digi Communications from participating in 2020 multiband auction.
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Premium
T-Sys looks to take campus offering to next level
Ericsson relationship expanded to cover markets beyond Germany. Move appears to align with bubbling private network initiatives at Europe and US NatCos.
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Premium
Sievert envisages Sprint shutdown ramp-up in 2022
TMUS CEO says “isolated” closures of Sprint network already underway. Underlines post-merger integration progress in marketing and distribution. NatCo’s 3G shutdown reportedly pushed back until April 2022.
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Premium
TDE to boost Vodafone Gigabit range with new accord
Expanded wholesale deal encompasses TDE provision of wholesale fibre access. Deal ties in with Group goals of delivering an efficient accelerated fibre rollout in Germany.
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Strategy & Change
Elsewhere in Deutsche Telekom Group: collaboration key for "new normal"
Deutsche Telekom kicks off 2021 with more talk of the “new normal”; emphasis on a need for collaboration; and a rise to the top of the brand value charts for European telcos.
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Strategy & Change
Elsewhere in Telekom Deutschland: 5G hits two-thirds of Germans
Cellnex to watch from German tower sidelines. TDE gets Hessen authorities on board for fibre.