Weekly Briefings
Deutsche Telekomwatch Briefing: US spends, Europe saves
A roundup of turn-of-year news from Deutsche Telekom, with another tale of DT’s Atlantic divide when it comes to willingness to spend. As cash-rich T-Mobile US continues an acquisition spree, to bolster its growth platform, new data puts the spotlight back onto the Group’s slow shift towards next-gen wireline infra in Germany and other European markets. Read more…
Strategy & Change
Is UK’s AI Action Plan under-powered?
UK government unveils aspirational plan for growing the AI sector, with a partner sought for a new data centre in its first AI Growth Zone, but questions remain about the power capacity to underpin the impending data and AI explosion…
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Weekly Briefings
The Deutsche Telekomwatch Briefing: Constellations and consternation
New-style satcomms ventures take a step forward on both sides of the Atlantic, with IRIS² contracts now signed and T-Mobile Starlink service opening for business.
Products & Services
DT refines its 5G sports video pitch
Operator ties with German football association to market 5G action streaming tech from partner Sporttotal.
Weekly Briefings
Deutsche Telekomwatch Briefing: T-Mobile quells urge to converge
Latest from DT, including: Group remains challenged by task of finding fixed-line investment balance in ‘T-Mobile’ markets where it is expanding beyond wireless.
Network & Infrastructure
T-Mobile ‘open’ to tech that could further flesh out FWA
As rivals ramp up broadband investments, CEO Mike Sievert says operator remains “on the hunt” for capacity-enabling tech that could enable it to widen reach of its 5G Home Internet and Small Business Internet fixed wireless services.
Weekly Briefings
The Deutsche Telekomwatch Briefing: no macro alarms, yet
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.
Financial & Performance
Highlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
Financial & Performance
In-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
Strategy & Change
In-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
Strategy & Change
DT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
Weekly Briefings
Deutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.
Deutsche Telekomwatch Report #140 - December 2024
Key stories include: Ad venture Utiq to tick US box | DT builds beyond ORAN Town | Hungary: new tech phase started | Poland: 10m FTTH homes hit | Sievert sticks to wireline Plan A
Deutsche Telekomwatch Report #139 - December 2024
Key stories include: TDE gap with peers prompts ‘stability’ query | Telco Cloud extension targets hyphers | BuyIn buys into AI with custom apps | Cablecos dig in to limit tenant law loss | Greece puts skids on FTTH build
Deutsche Telekomwatch Report #138 - November 2024
Key stories include: CMD 2024: Group aims high on AI | DT still keen on EU-wide tower tie-up | Tech division asked for €1bn value-add | API boss chases wider telco buy-in | Brakes applied on German fibre build