Deutsche Telekomwatch – release #76

15 October 2018

Featured insight:
Deutsche Telekom’s future positioning in the UK in flux

Union jack

  • Deutsche Telekom UK’s long-term future remains in doubt, as further cuts are made in the face of Brexit and troubles at DT minority interest, BT Group.
  • DT Group continues to operate a ‘betwixt and between’ UK presence since palming off T-Mobile UK.
  • However, there continues to be the possibility of a fresh start for DT’s relationship with BT Group, as the UK operator quietly joined the DT-led Next Generation Enterprise Network Alliance (ngena), extending the reach of the venture’s shared, software-defined network platform to BT’s infrastructure, and vice-versa.

Deutsche Telekomwatch subscribers can enjoy full coverage this story, plus much more, in October’s issue – click to get access.

Image: Joybot / Flickr

 


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

Top stories from Deutsche Telekomwatch #76

Deutsche Telekom makes fresh cuts in UK

DT Group continues to trim – but not erase – its operational presence in the UK. Read more…

Deutsche Telekom joins Linux fold

DT firms up ties with Linux Foundation as part of open source push. Read more…

Deutsche Telekom sharpens 5G edge with Aricent

DT and US-based Aricent announced creation of Open Source Edge software framework for developers. Read more…

Deutsche Telekom’s over-the-top EntertainTV offering resurfaces

Telekom Deutschland enhances EntertainTV service to attract subscribers from previously untapped markets. Read more…

T-Systems launches Telekom Data Intelligence Hub

T-Sys rolled out the Telekom DIH for secure data sharing, with its first customer flagged as the City of Bonn. Read more…

Featured insight:
Regulators put brakes on DT’s Dutch buyout

EU grain sack

  • Deutsche Telekom is facing difficulties securing clearance from the European Commission for T‑Mobile Netherlands’ planned takeover of partner/rival Tele2 Netherlands.
  • This could revive questions over the Dutch NatCo’s future within DT, with European M&A remaining high on the Group’s agenda as it refashions its regional telco network around convergence.
  • Other possible exits include Telekom Albania, controlled by DT via Greece’s OTE Group, with numerous regional players reported to have shown interest…

Deutsche Telekomwatch subscribers can access the full analysis on this story, and much more, in October’s release – click to get access.

Image: European Commission

Deutsche Telekomwatch

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Insider information and analysis that you will not find anywhere else, including:

  • Strategy and objectives.
  • Vendor partnerships.
  • People movements.
  • Deals and trends.
  • Industry and analyst events/activity.

"I regularly find current activities I was not aware of” - VP, Deutsche Telekom

CRITICAL AREAS of focus include:

  • Challenges/Opportunities.
  • Disruption and change.
  • Strategy and objectives.
  • Contracts and deals.
  • Innovation.
  • OPEX/capex.
  • Technology developments.

“Deutsche Telekomwatch gives me a global vision of what is coming and what is happening now... and if this could affect me” - Business Manager, Ingram Micro

EXCLUSIVE INSIGHTS uncovered to help you:

  • Get ahead of rivals and colleagues.
  • Open doors, find more deals, faster.
  • Go native as the expert on DTAG.

"Deutsche Telekomwatch provides me with a comprehensive overview of important DT activities within a single source, saving me time having to search for it” - Account Director, Juniper

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Also within Deutsche Telekomwatch #76

October’s highlight: is a top management change on the cards at T-Mobile US?

  • Sunit PatelTMUS appointed Sunit Patel from rival telco CenturyLink to head strategic planning around the integration of TMUS with Sprint (should the planned mega-merger be cleared), raising further questions over the future of TMUS CFO Braxton Carter (whose short-term contract expires March 2019).
  • This, and the recent promotion of Mike Sievert to the TMUS presidency, could suggest a top management change-around is coming at TMUS (dependent on how the Sprint approval process plays out).
  • See the full October issue for more on this story, including 42 other key people movements at Deutsche Telekom uncovered this month…

Plus much more in 64 pages of perspectives on Deutsche Telekom you won’t find anywhere else:

  • TMUS hands Cisco the task of taking virtualised packet core into the 5G era.
  • DT gained political backing to lance some of the financial and operational pressures coming out of its mobile network expansion plans in Germany.
  • T-Systems makes second strategic investment of the year in Brazil.
  • 40+ people movements uncovered.
  • 50+ vendors featured.