Speaker/TV


Deutsche Telekomwatch
This release
: #76
October 2018: 64pp
Releases/year: 10+
Click for more details of this release

Executive brief

GROUP

Deals: Regulators put brakes on Dutch buyout [p.6]

  • Table: User base comparison, selected Dutch telecoms players
  • TMNL's Group future will return to spotlight if DT fails to shift Dutch inertia

BT relents and signs up to ngena [p.9]

  • Table: ngena service provider partners
  • Bridging the channel
  • Table: hub:raum investment portfolio, to 2018

Table: people movements [p.13]

Technology & Innovation: DT joins Linux fold; doubles down on cloud-native apps [p.18]

  • DT looking beyond virtualisation
  • DT sharpens 5G edge with Aricent
  • DT, HPE parade multi-vendor VNF integration
  • TIP growing pains?

Hoffman opens up on MobiledgeX raison d'être [p.23]

  • Edge computing with an edge
  • Industry recognition

Deutsche Telekom makes fresh cuts in UK [p.26]

  • Table: DT (ex-US) indirect cost reduction strategy composition
  • DT facing Brexit decision of its own

DT launches beta trial for Smart Speaker voice assistant [p.28]

  • Next step for Orange relationship: content?

GERMANY

Network: TDE gains state support for site expansion plan [p.32]

Products and services: Over-the-top EntertainTV offering resurfaces [p.35]

  • A fillip for sluggish growth?
  • Taking on the big guns

TDE debuts another mesh solution for in-home Wi-Fi [p.38]

EUROPE

Austria: T-Mobile Austria on marks for 5G auction [p.40]

  • No cash raid this time, says regulator

SYSTEMS SOLUTIONS

Strategy: T-Sys BR expands cloud platform with Atento takeover [p.45]

  • Brazil has not dropped off diminishing T-Sys map
  • Table: T‑Systems efficiencies programme, business unit impact, FY13-FY18

Products and services: T-Sys launches Telekom Data Intelligence Hub [p.49]

  • A wide enabler ecosystem

USA

Network: TMUS digs deep into virtualised packet core with Cisco [p.52]

  • Sprint strain?

Strategy: TMUS leans on Crown Castle for small-cell expansion [p.54]

  • Small cells, big thinking
  • FCC boost

Further reading

Index

A

ABI Research 30
Africa 14, 15
Agencija za Zastitu Trzisnog Natjecanja (AZTN) 42
Air France 56
Albtelecom 11
Alphabet
- Google 25, 34, 56
- Android 35, 37, 56
Amazon.com Inc. 29, 34, 35, 36, 37, 59
Americas
- Brazil 15, 45, 46, 60
- Canada 13
- Latin America 45, 46
- North America 56
- South America 46
- United States of America (USA) 7, 15, 25, 37, 51, 54, 55, 56, 60
-- Federal Communications Commission (FCC) 53, 55, 57, 60
Amino Technologies 16
Apple 29, 34, 57
- iOS 35, 37
Aricent Inc. 18, 21, 58
Asia-Pacific 7
- China 11, 30
-- Province/Municipality/Region
--- Shanghai 30
- Japan 46
- Singapore 30, 46
- South Korea 25
Atos 14
AT&T 30
Aviva plc 14

B

Belgacom Group
- Belgacom Mobile NV/SA (Proximus) 10
Bharti Group 30
- Bharti Airtel 30
Blinkist 12
BT Group 9, 10, 27
- BT Global Services 9, 10
- EE 10, 26, 27

C

Capgemini 15
CenturyLink Inc. 9, 15
China Mobile 30
China Telecom 30
Cisco Systems 9, 14, 52, 53, 60
Cloudera, Inc. 49
Cloud, The 20
Comarch SA 9
Contiamo 12
Crown Castle International Corp. (CCI) 54, 55, 60
CTIA 57

D

Deloitte Touche Tohmatsu 14
Deutsche Post 11
Deutsche Telekom 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 32, 34, 36, 37, 38, 41, 42, 43, 46, 47, 48, 49, 53, 54, 55, 56, 57, 58, 59, 60
- Corporate
-- Headquarters 16, 30, 34, 48
- Deutsche Telekom Capital Partners
-- Mojio (see separate) 37
-- Motionlogic 49
-- Next Generation Enterprise Network Alliance (ngena) 9, 10, 24
-- Telekom Innovation Pool
--- MobiledgeX 23, 24, 25, 58
- Europe
-- Austria 7, 11, 40, 41, 42
-- Bulgaria (see OTE) 15
-- Croatia (Hrvatski Telekom) 11, 13, 15, 42
-- Czech Republic 11, 14, 46
-- Hungary (see Magyar Telekom) 11, 14, 42, 46
-- International Carrier Sales & Services (ICSS) 46
-- Montenegro (see Magyar Telekom) 15
-- Netherlands 6, 7, 8, 14, 16
-- Poland (Polska Telefonia Cyfrowa/PTC) 14, 43, 46
-- Slovakia (Slovak Telekom/T-Mobile) 11, 14, 15
-- UK (EE) 10, 26, 27
- European Aviation Network 56
- Executives
-- Ashouriha, Arash 18
-- Bierwirth, Andreas 41
-- Buchholz, Frank 14
-- Clauberg, Axel 22
-- Dalla Riva, Monica 13
-- Dannenfeldt, Thomas 36
-- Fernandes, Carlos 13
-- Gerhards, Markus 13
-- Gopalan, Srini 42
-- Hagspihl, Michael 29, 36, 38
-- Höttges, Timotheus 29, 36, 42
-- Ljusev, Nikola 43
-- Lukec, Marco 14
-- Melles, Manuel 13
-- Munhoz, Ideval 46
-- Oliveira, Luciano 13
-- Patel, Sunit 15
-- Ray, Neville 52
-- Rekasi, Tibor 42
-- Seaton, Sean 13
-- Seserko, Mirela 13
-- Sievert, Mike 15, 53
-- Stanko, Jan 14
-- Weiss, Thorsten 14
-- Wössner, Dirk 32
- Ex-executives
-- Gabric, Ivan 15
-- Snoep, Marieke 14
- Germany 14, 23, 24, 27, 28, 29, 32, 34, 35, 36, 37, 38, 58, 59
- Investments
-- Magyar Telekom (see separate) 11, 14, 42, 46
-- OTE (see separate) 11, 15, 37
- Product and Innovation
-- hubraum 11, 12, 21, 25
--- Blinkist (see separate) 12
--- Contiamo (see separate) 12
--- Devicehub.net (see separate) 12
--- Ecoisme (see separate) 12
--- Excalibur (see separate) 12
--- Flexperto (see separate) 12
--- Frestyl (see separate) 12
--- Koala Metrics (see separate) 12
--- M2MGO (see separate) 12
--- Omnipaste (see separate) 12
--- Reputami (see separate) 12
--- Salonmeister (see separate) 12
--- Stylemarks (see separate) 12
--- Thapir (see separate) 12
- Products and services
-- EntertainTV 28, 35, 36, 37, 38, 59
-- MyWallet 47
-- Smart Connect 13
-- Smart Speaker 28, 29, 58
- Systems Solutions 14, 15, 44, 60
-- T-Systems 10, 14, 15, 25, 27, 45, 46, 47, 48, 49, 60
--- Detecon 49
-- Telekom Security 14, 15
- USA 10, 15, 29, 52, 53, 54, 55, 56, 57, 60
Devicehub.net 12
DHL Worldwide Express 11

E

Ecoisme 12
Emblaze Group
- European Telecom 19
EMC
- VMware 14, 15, 20
Ericsson 24, 52
Etisalat 13
Europe
- Albania 11
- Austria 13, 40, 41, 42, 59
-- Rundfunk und Telekom Regulierungs (RTR) 13, 41
- Belgium 46
- Bulgaria 15
- Central Europe 14
- Croatia 12, 13, 37, 42, 59
- Czech Republic 12, 15, 42, 46
- France 46
- Germany 9, 11, 12, 14, 15, 16, 21, 25, 27, 29, 30, 31, 34, 35, 36, 37, 42, 46, 47, 49, 59
-- Government 16
- Greece 37
- Hungary 11, 12, 37, 42, 46, 59
- Italy 9, 46
- Macedonia 11, 43, 59
- Montenegro 15
- Netherlands 6, 7, 8, 12, 58
- Poland 12, 14, 43, 46, 59
- Portugal 12
- Romania 12, 37
- Scandinavia 9
- Serbia 11
- Slovakia 12, 15, 37
- Slovenia 42
- Spain 9, 46
- Sweden 37
- Turkey 58
- United Kingdom (UK) 9, 10, 15, 16, 26, 27, 58
European Telecommunications Standards Institute 19
European Union 29, 58
- European Commission 6, 7, 8
Excalibur 12

F

Facebook 22, 37, 57, 59
- Telecom Infra Project 22, 58
Flexperto 12
France Télécom
- Orange 10, 14, 26, 29, 30, 34, 58
-- Poland (see Telekomunikacja Polska) 14
- UK (see EE, DT) 10, 26, 27
Fraunhofer Institute 34, 49
Frestyl 12

G

Gogo 56
GSM Association
- Mobile World Congress 20, 22, 25, 30, 58
GSM Association (GSMA) 23, 25, 58

H

Hewlett-Packard 14, 21
Hrvatski Telekom (see DT, Croatia) 11, 13, 15, 42
- Combis d.o.o. 15
Huawei Technologies 20, 41

I

IBM 49
Intel 11, 25

J

JPMorgan Chase 14

K

KfW Bankengruppe 11
Koala Metrics 12
KPMG International 49
KPN 7, 8, 9, 14, 15

L

Liberty Global
- UPC Austria 7, 11, 15, 41
Liberty Global Inc. 15
- UPC Broadband 7, 11, 15, 40, 41
LivePerson 57

M

M2MGO 12
Magyar Telekom (see DT) 11, 14, 42, 46
- Macedonia (Makedonski Telekom/T-Mobile) 11, 43
- Montenegro (Crnogorski Telekom) 15
- T-Home Hungary
-- E2 Hungary 42
- T-Systems Hungary 14
Market segments
- Business process outsourcing (BPO) 45
- Mobile virtual network operator (MVNO) 19
- Multinational corporations (MNCs) 9
- Over-the-top (OTT) 35, 36, 37
MetroPCS Communications Inc.
- Carter, Braxton 15, 55
Microsoft 14, 15, 47
Middle East 14, 15
- Israel 11, 12
- United Arab Emirates 42
Mojio 37

N

Netflix 36, 37, 59
Nokia 25, 52
NTT 30
Nuance Communications Inc. 29, 34

O

Omnipaste 12
Open Handset Alliance (OHA)
- Android 35, 37, 56
Optima Telekom 13
Oracle 15
Orchestration Inc. 19
OTE (Hellenic Telecom. Org. SA, see DT) 11, 15, 37
- Bulgaria (Globul) 15
- Cosmote 37, 59
- Albania (Telekom Albania) 11
OTP Bank
- PortfoLion Kockázati Tokealap-kezelo Zrt 11

P

PPF Group 11, 15
PricewaterhouseCoopers 15
Publicis Groupe 56

Q

Quantum Corp. 46

R

Railway Procurement Agency (RPA) 11
Reliance-Anil Dhirubhai Ambani Group
- Reliance Communications (RCom) 9
Reputami 12
RTL Group 37
RWE AG 42

S

Salonmeister 12
Samsung 24
Singapore Telecom 30
SK Telecom 9, 25
Slovak Telekom (see DT, Slovakia) 11, 14, 15
Sprint Corporation 15, 29, 52, 53, 55, 56
Stylemarks 12
Sunrise 9, 10

T

Technology
- 2G
-- GSM 23, 58
- 4G 41
-- Long Term Evolution (LTE) 32, 54
- 5G 7, 19, 20, 21, 25, 30, 32, 40, 41, 42, 43, 52, 53, 54, 58, 59, 60
- Billing 14
- Fibre 7, 22, 34, 41, 55
-- FTTH 34
- GPS 34
- IP 22, 35, 37
- IPTV 28, 35, 36, 37
- Linux 18, 19, 20, 21, 22, 58
- Open-source 18
- OpenStack 20
- RAN 30, 32, 52
- SDN 52, 53
- Smartphone 47
- Spectrum
-- 700 MHz 41
-- 800 MHz 41
-- 900 MHz 41
-- 1800 MHz 41
-- 2100 MHz 41
- WAN 9
-- Web Services 34
-- W-LAN 38, 48, 59
Tele2 6, 7, 8
- Netherlands 6
Telefonica Group 25, 30, 58
Telekom Austria 9, 40
- Austria
-- A1 9, 30, 40
Telekom Austria Group
- Vipnet 15
Telekom Srbija a.d. 11
Telenor ASA 15
Telstra 30
Thapir 12

V

Value-added services 7
Verizon Communications 30
Vivacom (BTC) 11
Vodafone 13, 15, 20, 25, 30, 42
- Africa, Middle East, and Asia Pacific Region (AMAP)
- India 30
- Europe Region
-- Germany 13
-- UK
--- Cornerstone 11

W

Worldpay Group 10
WPP 56

Z

Zenterio 37, 59

  • TDE to launch OTT version of EntertainTV.
  • Amazon Prime Video added to IPTV platform.
  • EntertainTV Sat service gains multi-room option.

Telekom Deutschland (TDE) further enhanced its EntertainTV service with a focus on attracting subscribers from previously untapped market segments. From October 2018, TDE will offer an over-the-top (OTT) version of the television service using Android and iOS applications, meaning that the offering will be decoupled from the traditional TV experience and become accessible on most mobile devices.

Details are as yet thin on the ground, with more to be revealed at the time of launch, although the NatCo has made it clear that certain interactive functions – such as replay, restart, and time-shift options – will be reserved for the “classic” flagship EntertainTV service provided via a dedicated broadband or satellite connection.

The move comes with TDE looking to be taking a more aggressive go-to-market approach on EntertainTV. The NatCo unveiled a new strategy at the IFA consumer electronics trade show in Berlin that will enable it to target customer groups that are not subscribers to its fixed broadband services – and provide competition to new and existing IP-based video service providers in Germany in the process.

The move to adopt an OTT strategy fits with ambitions outlined in 2017 by Timotheus Höttges, Chief Executive of Deutsche Telekom (DT), to accelerate customer acquisition by strengthening the EntertainTV offer (Deutsche Telekomwatch, #61). At the time, Höttges suggested DT was considering the release of a standalone OTT version of EntertainTV for TDE mobile subscribers (expanding beyond the EntertainTVmobil mobile streaming service it released in September 2016 – Deutsche Telekomwatch, #58).

A fillip for sluggish growth?

DT still remains well behind targets unveiled in early-2015 to deliver television services to ten million customers across the Group by the end of 2017, including five million in Germany. At end-June 2018, it reported 3.24 million TV users in Germany, including both IPTV and satellite subscribers.

Now, it is clearly aiming to attract a different genre of customer, and thereby boost what has, to date, been fairly sluggish growth (Deutsche Telekomwatch, #62, #64, and passim).

“A flexible OTT service is perfect for the trends that are driving a whole new TV generation. We can now give even more people the opportunity to access our platform and our exclusive content.” – Michael Hagspihl, Head of Consumers, TDE.

During the presentation of the Group’s results for the quarter to 30 June 2018, Thomas Dannenfeldt, Chief Financial Officer of DT, conceded that the “run rate remains below target”, with 47,000 TV customers added in the second quarter. At the same time, he contended that “at least we were able to improve the mix, which has become richer”.

Here, Dannenfeldt was likely referring to a recent slew of new EntertainTV offerings, including 4K Ultra HD-enabled receivers that provide access to 4K Ultra HD and Netflix content, and exclusive and original content (Deutsche Telekomwatch, #67). TDE has now also unveiled plans to provide EntertainTV customers with access to Amazon Prime Video films and series.

In May 2018, TDE launched a new service called EntertainTV Sat based on the new Media Receiver 601Sat set-top box (STB), aimed at households with a broadband connection and a satellite dish that want to combine the advantages of both reception methods. EntertainTV Sat offers more than 300 channels; interactive functions such as restart, seven-day replay, and time-shift options; on-demand offers; sports content; streaming services such as Netflix; and broadcasters’ catch-up services.

Since then, the NatCo has unveiled a multi-room option for EntertainTV Sat customers, who can now use up-to-four additional Media Receiver 201 devices within the home as part of their contract.

Taking on the big guns

TDE’s new OTT strategy for EntertainTV can also be framed as part of Group efforts to go head-to-head with video streaming and video-on-demand (VoD) providers that exploit the networks in which it has invested billions to build, with an eye on traffic and advertising revenue. The Group is clearly adopting a ‘coopetition’ model for the US giants, Amazon and Netflix, by both partnering and competing with their video streaming services.

The German OTT video market looks set to become even more crowded, too. Facebook is said to be on the verge of a German launch of Facebook Watch, the VoD service it debuted in the USA during August 2017. Domestic broadcaster RTL Group is reportedly intending to expand its TV Now VoD platform, while ProSiebenSat 1 is teaming up with Discovery to build a local streaming platform in Germany.

Swedish vendor Zenterio – a close TV enabler partner of DT – flagged that the EntertainTV Sat service launched in May 2018 uses equipment based on its operating system (OS). It seems that TDE’s Media Receiver 601 Sat is powered by Zenterio’s OS. The vendor described the device as a “4K hybrid IP-satellite STB” that enables TV channels to be provided via either an IPTV or satellite link; the box decides which reception method is best for the desired channel based on reception conditions and customer preference. DT has for some time been using Zenterio’s software to provide a standardised OS for legacy boxes across its footprint. It has now rolled out STBs in at least six of its nine pay-TV markets: Croatia, Germany, Greece, Hungary, Romania, and Slovakia. The vendor also revealed recently that OTE had deployed the Eurobox STB (Kaon NS2000) for its Greek Cosmote TV service, to support the delivery of on-demand and live content via the internet. Eurobox also comes with a smart remote application that enables Cosmote TV STBs to be controlled from iOS and Android devices.

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