Deutsche Telekomwatch – release #78

30 November 2018

Featured insight:
Deutsche Telekomwatch #78 highlights

T logo

  • Höttges laughed off another flurry of speculation of a DT-BT takeover, but M&A activity moved forward elsewhere as DT won unconditional European Commission approval for the merger between T‑Mobile Netherlands and local rival Tele2 Netherlands.
  • T‑Mobile US’ leadership remained optimistic regarding their chances of gaining a green light for the Sprint mega-merger in 2019, despite growing geo-political complications.
  • Media reporting again suggested that DT might be close to an exit of Telekom Albania.

Deutsche Telekomwatch subscribers can access full coverage of these stories, and much more, in December’s release – click to get access.

Image: Deutsche Telekom


Deutsche Telekomwatch
This release
: #78
December 2018: 56pp
Releases/year: 10+
Click for more details of this release

Executive brief

Management update

Q3 FY18: Bullish DT seeks to leave struggling peers in dust [p.6]

  • Made in America, but Europe starting to get involved upstream
  • Table: Deutsche Telekom, financial summary, Q3 FY18
  • Figure: DT net debt development, FY14-FY18 (EURbn)
  • Another uprating in earnings
  • Table: Deutsche Telekom, Europe area revenue by territory (adjusted), Q3 FY18
  • The costs of aggression

Group

Deals: FT hints at BT-DT deal on the QT [p.12]

  • BT down the list of DT global domination plans…

DT doesn't dance to EC tune in the Netherlands

People [p.15]

  • Table: People movement highlights
  • Partner/supplier people movement highlights

Group Development: Comfortcharge makes low-powered debut [p.19]

  • DT seeks to socket to them

Technology & Innovation: 5G tests at Hamburg port going swimmingly [p.21]

  • Group ties with Airbus to explore inflight media-sharing

Germany

Strategy: Höttges: no progress in United Internet talks [p.26]

  • Friends could be re-United, but only after 5G squabble is patched up

Network: TDE turns to Facebook for 'advanced' network planning [p.30]

  • Facebook digs deeper into ecosystem mix
  • Pole dancing in Berlin

Supply chain: DT ties with Huawei under scrutiny in Germany [p.33]

  • We've got it covered, says Höttges
  • Security Innovation Lab opened up

Systems Solutions

Legal and regulatory: T-Sys SA ends court battle with state-owned Transnet [p.36]

  • Disengagement begins

Operations: T-Sys lands in Indonesia [p.38]

  • Optimisation elsewhere

USA

Deals: 'America First' noises get louder against TMUS-Sprint [p.41]

  • Protection or protectionism?
  • Legere sanguine, Son edgy
  • TMUS extends Sprint ties to PCS spectrum
  • Closer -- merger, or no merger

Partnerships: TMUS readies Un-Bank launch [p.47]

Products and services: TMUS ties success of '5G TV' to Sprint merger [p.48]

  • TV on standby

TMUS updates call-blocking services

  • TMUS first to adopt new STIR/SHAKEN standards

Further reading

Index

A

AAA 37
ADC 36, 37
Africa
 - South Africa 53
  --  Black Economic Empowerment (BEE) 37
Algorithms 31
Alphabet
 - Google 17
  -- Android 51
Amdocs 17
Americas
 - Brazil 17, 38
 - United States of America (USA) 6, 8, 17, 23, 24, 33, 34, 40, 42, 43, 46, 49, 51, 53
  --  Commerce Department 43
  --  Department of Justice (DoJ) 42
  --  Federal Communications Commission (FCC) 42, 43, 49, 51
  --  government 51
  --  Securities & Exchange Commission (SEC) 45, 47, 53
  --  States
    ---   Kansas 46
    ---   New York 43, 46
    ---   Washington 46, 49
Apple
 - iOS 51
 - iPhone 43
Asia-Pacific
 - Australia 33, 34, 39, 53
 - China 33, 34, 42, 43, 53
  --  Government 34
    ---  Beijing 34
 - India 17
 - Indonesia 38, 39, 53
 - Japan 38, 42, 43
 - Singapore 38
Atos 22
AT&T 42, 51

B

BMW 20
British Standards Institute (BSI) 34
BT Group 12, 13
 - Openreach 12

C

Choice (Australia) 41, 42
Cisco Systems 18
Comcast Corp. 9, 51
 - NBCUniversal, LLC
CNBC 53
Committee on Foreign Investment in the United States 42
Covata 39
CTIA 51

D

Daimler AG 20
Deutsche Bahn 24
Deutsche Telekom 6, 7, 8, 9, 10, 12, 13, 14, 16, 17, 18, 19, 20, 21, 22, 23, 24, 26, 27, 28, 31, 32, 33, 34, 38, 39, 42, 43, 45, 46, 48, 49, 50, 51, 52
 - Corporate
  -- Headquarters 6, 19, 20, 24, 32, 33, 34, 53
 - Deutsche Telekom Capital Partners
  --  Telekom Innovation Pool 20
   ---   Comfortcharge 19, 20
 - Europe
  -- Austria 10
  -- Croatia (Hrvatski Telekom) 16
  -- Hungary (see Magyar Telekom) 16
  -- Netherlands 10, 14
  -- Poland (Polska Telefonia Cyfrowa/PTC) 17
 - European Aviation Network 24
 - Executives
  --  Andrasi, Judit 16
  --  Blankenburg, Dido 27
  --  Dannenfeldt, Thomas 7
  --  Gievska, Slobodanka 16
  --  Gopalan, Srini 10
  --  Höttges, Timotheus 6, 13, 14, 26, 34
  --  Illek, Christian 7
  --  Jacobfeuerborn, Bruno 20, 52
  --  Kaymer, Ingo 17
  --  Legere, John 43, 46
  --  Molefe, Dineo 37
  --  Pohlink, Claudia 16
  --  Pruchnow, Johannes 27
  --  Schumann, Sebastian 16
  --  Sievert, Mike 48
  --  Wössner, Dirk 9
 - Ex-executives
  --  Munhoz, Ideval 17
  --  Werner, Rolf 17
  --  Germany 9, 20, 26, 27, 28, 30, 31, 32
 - Investments
  --  Magyar Telekom (see separate) 16
  --  OTE (see separate) 13
 - Product and Innovation
  --  Telekom Innovation Laboratories (T-Labs) 16
 - Products and services
  --  Business Marketplace 16
  --  immmr 16
  --  QIVICON 16
  --  T-Mobile TV 48
 - Systems Solutions 7, 17, 35, 53
 - T-Systems 6, 16, 17, 21, 24, 36, 38, 39, 53
  --  South Africa 36, 39, 53
 - Telekom Security 39
 - Technology
  --  5G
  --  haus 22
  --  Toll Collect 8
 - USA 6, 7, 8, 9, 10, 17, 34, 41, 42, 43, 45, 46, 47, 48, 49, 50, 51, 53
Dialogue Communications 16
Dido 27
Drillisch AG 27

E

EADS
 - Airbus 23
eBay
 - PayPal 20
EchoStar Communications Corp.
 - Dish Network 42
Emblaze Group
 - European Telecom 16, 24
Energous Corporation 24
Europe
 - Albania 13
 - Austria 10, 17
 - Croatia 10
 - Czech Republic 10, 38
 - France 52
 - Germany 7, 8, 9, 16, 17, 19, 20, 25, 26, 27, 30, 33, 34, 39, 42, 43, 52, 53
  --  Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 27, 52
  --  Government 20
 - Greece 10
 - Hungary 10, 38
 - Italy 6, 22, 38
 - Netherlands 10, 14, 52
 - Poland 10, 17, 38
 - Romania 10, 16
 - Serbia 13
 - Slovakia 10
 - Spain 38
 - Turkey 41, 42
 - United Kingdom (UK) 13, 17
  --  British Standards Institute (BSI) 34
European Telecommunications Network OperatorsE Association (ETNO) 16, 24
European Union 22, 24, 52
 - European Commission 14, 21, 24, 45
EWE
EWE Tel 26, 27

F

Facebook 30, 31, 32, 53
 - Telecom Infra Project 22, 31
Ford Motor Company 20
 - Jaguar 17
France Télécom 12
 - Orange 13, 18
Fraunhofer Institute 32
Fujitsu 17

G

Gartner Group 37
Global Transit Solutions, LLC 17
GSM Association
 - Mobile World Congress 19
GSM Association (GSMA) 24

H

Hamburg Port Authority 21
Hitachi 17
Hrvatski Telekom (see DT, Croatia) 16
Huawei Technologies 22, 32, 33, 34, 42, 43, 53

I

Inmarsat 24

K

KPN 13, 14

L

Land Rover 17
Liberty Global
 - UPC Austria 8, 10
Liberty Global Inc.
 - UPC Broadband 8, 10
Lufthansa 24

M

Magyar Telekom (see DT) 16
 - Macedonia (Makedonski Telekom/T-Mobile) 16
 - T-Systems Hungary 16
MetroPCS Communications Inc. 45
Microsoft 39
Middle East
Saudi Arabia 41, 42, 43

N

Nokia 21, 22

O

Open Handset Alliance (OHA)
 - Android 51
OTE (Hellenic Telecom. Org. SA, see DT) 13
 - Cosmote
   --  Albania (Telekom Albania) 13

P

Portugal Telecom 39

Q

Qatar Telecom (Qtel) 12
Quantenna Communications 28

S

Samsung 22
SAP 17, 38
Satelindo 39
SK Telecom 24
SOFTBANK CORP. 41, 43
 - Son, Masayoshi 41
Sprint Corporation 6, 8, 34, 41, 42, 43, 45, 46, 48, 49, 53
Symantec 39

T

Technology
 - 2G
  --  GSM 24
 - 4G
  --  Long Term Evolution (LTE) 45, 46
 - 5G 6, 7, 8, 16, 21, 22, 24, 26, 27, 30, 33, 34, 48, 49, 52, 53
 - Fibre 26, 27, 30, 31, 32
 - FTTH 30, 32
 - GPS 32
 - IP 16, 31
 - IPTV 48
 - MMS 17
 - mobile TV 48, 49
 - OTA 24
 - R&D 16, 34
 - RF 24
 - Smartphone 49
 - Spectrum
   --  Advanced Wireless Spectrum 45
 - W-LAN 24, 28
Tele2 10, 14, 52
 - Netherlands 10, 14
Telecom Italia 22
Telefonica Group 18
Telekom Slovenije
 - ONE 50
Telekom Srbija a.d. 13
TeliaSonera 13
Transnet 36, 37, 53

U

United Internet 26, 27, 52
 - 1&1 Internet 27
 - Versatel 27

V

Verizon Communications 42, 45, 51
 - Verizon Wireless 45
Vodafone 16, 17, 18
 - Europe Region
   --  Romania 16
   --  UK 17
Volkswagen AG 20

W

Wipro 17
Worldpay Group 12

Z

ZTE Corp. 33, 34, 42, 43

Top stories from Deutsche Telekomwatch #78

FT hints at BT-DT deal

Rumours of Deutsche Telekom interest in a BT bid prompts further round of speculation. Read more…

Deutsche Telekom Group ties with Airbus

DT announced a collaboration with Airbus Group on an on-board sharing platform for “user-generated” media. Read more…

TDE turns to Facebook for ‘advanced’ network planning

The German NatCo trials Facebook ‘connectivity analytics’ to cut down time and cost of network rollout. Read more…

Deutsche Telekom ties with Huawei under scrutiny in Germany

‘Senior German officials’ get jitters over Chinese suppliers ahead of upcoming 5G auction. Read more…

T-Systems lands in Indonesia

T-Sys looks to have strengthened its presence in Indonesia in a rare expansion of its international frontiers. Read more…

Featured insight:
Q3 FY18

Timotheus Höttges, DT AGM 18

  • Deutsche Telekom posted another strong set of results, with gathering European revival giving the numbers a less USA‑reliant feel than of late.
  • DT continued to display unashamed bullishness regarding future prospects, in contrast with struggling European competitors that lack a US growth engine and are instead mired in challenged emerging markets.
  • Chief Executive Timotheus Höttges proclaimed things to be “looking up in all areas of the Group”, but debt — the flipside of DT’s Trans‑Atlantic growth drive — remained on the rise.

Deutsche Telekomwatch subscribers can enjoy full analysis, plus much more, in December’s issue – click to get access.

Image: Deutsche Telekom

Deutsche Telekomwatch

Information and Insight into Deutsche Telekom, its people, deals and strategy that you won’t find anywhere else

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  • Industry and analyst events/activity.

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

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Also within Deutsche Telekomwatch #78

56 pages of perspectives on Deutsche Telekom’s key people, deals and strategy that you can’t get anywhere else…

  • 32 people movements uncovered.
  • 34 vendors featured.
  • 11 deals analysed.

…and much more! Click to get access to December’s release of Deutsche Telekomwatch.