T-Systems
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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.
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Enterprise (B2B)
T-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Group goes fishing with Euro tower chips
DT wraps up central and eastern European tower assets as a deal sweetener, as it seeks to revive regional infra consolidation hopes.
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Strategy & Change
DT’s buoyant Germany boss sees room for improvement in costs and B2B
Cost burden and missed B2B opportunities at top of agenda at Capital Markets Day.
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Venturing & Investments
DT targets data centre assets via new investment push
New ‘Project Xcalibur’ initiative to see DT plough investments into data centre specialists and tap into anticipated AI-led boom.
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Weekly Briefings
Deutsche Telekomwatch Weekly: refreshed T.Capital goes nuclear
Anticipated refresh of the Group’s tech ecosystem strategy sees org changes within T-Systems and Group Development.
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Strategy & Change
T-Systems eyes software tie-ups with new Digital Ventures arm
T-Systems brings in Porsche exec to drive digital product development tie-ups with enterprise partners.
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mobile stamps loyalty card
Strategy update from American operator dominated by tech-led efficiency and optimisation initiatives and partnerships.
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Weekly Briefings
Deutsche Telekomwatch Weekly: three’s a crowd at BT
Future of DT’s relationship with UK incumbent comes back into the public eye after Bharti entrance into major shareholder grouping, plus buildout of Slim family stake.
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Strategy & Change
T-Systems UK completes data centre shift to Europe
Deutsche Telekom’s UK enterprise IT unit re-houses data workloads from country to central platforms, as part of wider streamlining effort.
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mobile’s laser focus
American NatCo highlights partnerships geared towards expanding fibre reach and strengthening 5G platform.
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Enterprise (B2B)
DT ‘nears’ €300m sales watershed for security spinout
Group’s Chief Executive says distinct security business is set to hit a revenue milestone as it ramps up commercial ambitions.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Financial & Performance
Hrvatski Telekom accelerates fibre build amid strong H1
Croatian operator ups FY24 capex guidance on back of faster than expected revenue growth in first six months of the year, and indicates flow of fibre infra add-ons is accelerating.
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Weekly Briefings
Deutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Enterprise (B2B)
Telekom Deutschland distills B2B identity down to a ‘T’
T-Business is launched in Germany as TDE releases a new set of Glasfaser-branded broadband plans for German businesses.
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Financial & Performance
Deutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
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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-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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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…