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Deutsche Telekomwatch Report #3 August-September 2011 Snapshot

7 October 2011

Deutsche Telekomwatch Report #3 

Covering: August-September 2011
Published: 10-12 times a year
Next report: October 2011
Pages: 64
 From this report:

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Table of Contents

1 Executive brief

4 Q2 FY11 management update

4 Group waits on Europe upturn, USA exit
4 Table 1. Deutsche Telekom, financial summary (excluding UK), Q2 FY11
5 Execs positive but still captive to troubled investments
5 USA escape snagged, Investor Day pushed back
6 Group continues to “comb” for efficiencies; head office “next on agenda”
6 Reliance on Germany increases amid international woes
7 Intelligent Networks sales off the mark; online arm continues “clean-up”
7 Table 2. Deutsche Telekom growth areas: progress update on 2015 ambitions
8 DT maintains OTT cannibalisation risk in hand
8 Customer declines pervade
8 Table 3. Deutsche Telekom, key performance and operational indicators, Q2 FY11
9 Group sticks to estimates, but others pessimistic

10 Group

10 People
10 Moat departs as Swantee trims EE leadership team
10 Orange takes over
11 People movement highlights
12 Technology and innovation
12 DT targets Brazilian smart meter demand
13 Operators continue to circle wagons on NFC
13 ‘Three waves’ emblem set for facelift
13 NFC alliances now in six markets
14 Hungarian Mobile Wallet Association formed
14 mpass alliance to be expanded, given ‘autonomy’
15 Alliances bring homogenisation, regulatory risk
17 Terminals
17 Mobile terminal highlights
19 T Venture
19 T Venture buys into hosted enterprise mobility player
20 Germany
20 Scout24
20 TDE offloads Scout24 jobs site

20 Germany

20 Q2 FY11
20 MTR cuts add to market challenges
20 Table 4. Deutsche Telekom, Germany area financials (as reported), Q2 FY11
21 entertain
21 Astra tie up goes live, boosts Entertain reach
21 Multi SIM push
21 Network
21 DT still coy on LTE traction
21 Uptake still embryonic
22 Network
22 Ubisense in TDE network planning win
22 No news yet on FTTH tie ups
22 No rollout without return
23 Strato
23 Convergys trumpets completion of BSS replacement
24 Products and services
24 TDE flags upcoming Smart Connect home platform
24 Partnerships sought
24 E.ON ties formalised

25 Europe

25 Albania
25 Austria
25 Q2 FY11: Cost savings still the focus
25 Table 5. Deutsche Telekom, Austria financials (adjusted), Q2 FY11
26 Bulgaria
26 TMAT ties with utility firm on LTE backhaul
26 Network sharing mandate to expand — report
28 Croatia
28 Q2 FY11: Margin protection to fore as recovery eludes
28 Table 6. Deutsche Telekom, Croatia financials (adjusted), Q2 FY11
29 Czech Republic
29 “Little” prospect of FY11 recovery
29 Czech Republic
29 Q2 FY11: Conditions still tough, spend leashed
29 Table 7. Deutsche Telekom, Czech Republic financials (adjusted), Q2 FY11
30 LTE network sharing deal under discussion…
30 …as 3G sharing project passes 100 sites
31 Greece
31 Q2 FY11: Frustrations remain over OTE’s “penalties”
31 Table 8. Deutsche Telekom, Greece financials (adjusted), Q2 FY11
32 Union deal on payroll cuts flagged
33 Hungary
33 Q2 FY11: MT claims efficiency progress
33 Table 9. Deutsche Telekom, Hungary financials (adjusted), Q2 FY11
34 Recovery “anaemic”
34 HSPA+ 64QAM upgrade goes live
35 Telenor keeps nose ahead in HSPA+ race
35 Fourth licence bidding tabled for October
36 Montenegro
36 International Carrier Sales & Solutions
36 iPass ICSS Wi Fi partnership finally live
37 Netherlands
37 Q2 FY11: Spend hurts profit; yet to grow sales
37 Table 10. Deutsche Telekom, Netherlands financials (adjusted), Q2 FY11
37 OTT cannibalisation played down
38 Poland
38 Q2 FY11: Best of a weak bunch
38 Table 11. Deutsche Telekom, Poland financials (adjusted), Q2 FY11
39 Romania
39 T Mobile and PTK trial UMTS900
39 Romtelecom adds Comptel OSS tools
41 Slovakia
41 Terms of licence renewal announced
41 Q2 FY11: ST trims contraction, turnaround “visible”
41 Table 12. Deutsche Telekom, Slovakia financials (adjusted), Q2 FY11
42 TV acquisition mooted
42 Ericsson, TMSK trial Single Carrier HSPA+
43 United Kingdom
43 Q2 FY11: MTR cuts bite
43 Table 13. Deutsche Telekom, Everything Everywhere financials, Q2 FY11
43 Table 14. Deutsche Telekom, Everything Everywhere key performance indicators, Q2 FY11
44 Concerns reappear that UK spectrum auction on slide
45 EE to seek outside funding for bids
45 Virgin Media eats into BT’s MBNL backhaul business
46 3 seeks to derail mobile wallet alliance
47 China Telecom MVNO tie up mooted
47 EE updates mobile TV platform

48 USA

48 Products and services
48 AT&T sale
48 TMUS exit hits DoJ buffers; odds of approval lengthen
48 Expert testimony due late 2011; seen as key
49 Products and services
49 ‘Challenger’ boasts come back to haunt
49 ‘Two track’ response from AT&T, DT
50 Still breathing, but entering emergency surgery
51 DT cornered, short term
51 Verizon pushes spectrum case
54 Q2 FY11
54 Contract exodus goes on, sales dive 16%
54 Table 15. Deutsche Telekom, US area financials (as reported), Q2 FY11
55 Contract churn “unsatisfactory”
55 Soured RadioShack partnership brought to an end
56 Partners prepared to back Isis with $100m+ — report

57 Systems Solutions

57 Products and services
57 Contracts
57 Q2 FY11
57 “Temporary” step back taken as growth bites
57 Table 16. Deutsche Telekom, Systems Solutions’ financials, Q2 FY11
58 Cost cutting drive accelerated
59 ICT, cloud, international opportunities
59 Products and services
59 T Systems seeks cloud boost with EC seals
60 Partners
60 DT, Huawei tie on Chinese ICT push

61 Index

Index

A

ABN Amro 15
Africa 11
Albtelecom
- Eagle Mobile 25
Alcatel-Lucent 18, 29
AlertMe.com Ltd 24
Aliph, Inc.
- Jawbone 17, 19
Amdocs
- OpenMarket, Inc. 49
American Express Company 15, 56
Americas
- Brazil 12
- United States of America (USA) 4, 5, 6, 8, 9, 14, 48, 49, 50, 51, 56, 59, 60
- – (DoJ 5, 48, 49, 50, 51, 52
- – FCC 48, 49, 52
Apple
- iPad 17, 19
- iPhone 17, 19, 20, 49
Apprupt GmbH (see T-Venture) 18
Asia-Pacific 60
- China 47, 60
- India, 18
AT&T 5, 15, 19, 48, 49, 50, 51, 52, 54, 55, 56

B

Bank of America
- Merrill Lynch 52
Barclays plc
- Barclaycard 15
- Barclays Bank 15, 56
- Barclays Capital 50
BelCompany 37
Beyondsoft Corp. 60
BilltoMobile 49
BOKU, Inc. 49
BSkyB
- Sky News 47
- Sky Sports 47
BT Group 44, 45
- BT Wholesale 45

C

Capgemini 19
CareerBuilder (Gannett-McClatchy-Microsoft) 20
Carphone Warehouse 11
Cellular South, Inc. 48, 52
China Mobile 47
- Zong (Paktel/CMPak) 49
China Telecom 47
China Unicom 47
Citigroup 13
Commerzbank AG 50
Comptel 39
Continental AG 12
Convergys 23
Cosmote Romanian Mobile Teleco. SA (see OTE/DT) 17, 18, 19, 31, 38, 39
Credit Suisse 56

D

Deutsche Post 58
Deutsche Telekom
- Corporate
- – Headquarters 9
- Europe 5, 7, 31
- – Austria 15, 17, 18, 25, 26, 38
- – Bulgaria (see OTE) 18, 19, 26, 31
- – Croatia (HT) 11, 17, 28, 29, 60
- – Czech Rep. 11, 15, 19, 29, 30
- – Greece (see OTE) 17, 31, 32
- – Hungary (see Magyar Telekom) 11, 13, 14, 15, 33, 34, 35
- – International Carrier Sales & Services (ICSS) 36
- – Montenegro (see Magyar Telekom) 11
- – Netherlands 15, 19, 37, 38
- – Poland (Polska Telefonia Cyfrowa/PTC) 9, 15, 25, 36, 38, 39
- – - NetWorkS! 39
- – Romania (see Cosmote Romania/OTE) 17, 18, 19, 31, 38, 39
- – Slovakia (ST/T-Mobile) 11, 17, 18, 19, 41, 42, 60
- – UK (Everything Everywhere) 9, 10, 11, 15, 17, 19, 31, 38, 43, 44, 45, 46, 47
- Executives
- – Clemens, Reinhard 57, 59
- – Humm, Philipp 55
- – Kendlbacher, Ernst 11
- – Kiessling, Thomas 12
- – Malvido, Luis 30
- – Mattheisen, Chris 34
- – Mueller, Kalls 11
- – Nemat, Claudia 6, 11
- – Obermann, René 5, 6, 7, 9, 21, 22, 24, 32, 48, 51
- – Riedmann de Trinidad, Gabriele 12
- – Saueregger, Helmut 11
- – Schaer, Axel 31
- – Sulca, Rudiger 11
- – van Damme, Niek Jan 20, 22
- – Wilkens, Michael 31
- Ex-executives
- – Eisenaecher, Harald 11
- – Lauterbach, Anastassia 11
- – Stonavský, Richard 11
- Germany 6, 13, 14, 17, 18, 19, 20, 21, 22, 23, 24
- – Strato 23
- – T-City 12, 14
- – T-Online 11
- Investments
- – Magyar Telekom 11, 15, 33, 34
- – OTE (see) 5, 31, 32, 33
- Product and Innovation
- – T-Labs (Laboratories) 12
- Products and services
- – Call & Surf 21
- – City Card 14
- – Connected Car 7, 12
- – Direct Carrier Billing 49
- – Entertain 21
- – HomeNetwork 12
- – Intelligent Network Sols. 12, 24
- – PagePlace 12
- – Persistent Comm. Solutions 49
- – Scout24 11, 20
- – Smart Connect 24
- – Terminals
- – - Planet9 18, 19
- – - Speedphone 700 18
- – T-Mobile TV 48
- – Wi-Fi Mobilize 36
- Strategy
- – One Company 28
- – Save for Service 6, 21, 41, 58
- Systems Solutions 4, 5, 7, 8, 33, 57, 58, 59
- – T-Systems 11, 19, 23, 24, 33, 44, 57, 59, 60
- – - Software Daten Service (SDS) 11
- T-Venture 18, 19
- – apprupt 18
- – VeliQ 19
- USA 4, 5, 6, 7, 8, 9, 15, 17, 19, 20, 48, 49, 51, 52, 54, 55, 56
DHL Worldwide Express 58
Discover Financial Services 15, 56
DZ Bank 9

E

Energie Baden-Württemberg AG (EnBW) 24
E.ON AG 18, 24
eQ-3 AG 24
Ericsson 34, 42
Europe
- Albania 25, 31
- – AKEP 25
- Austria 8, 11, 17, 18, 25, 26, 37, 38, 42
- – RTR 25
- Bulgaria 8, 31, 42
- Croatia 8, 11, 18, 28, 29, 41
- – HAKOM 29
- Czech Republic 8, 29, 30, 42
- Eastern Europe 41
- Finland 39
- France 12, 13, 31, 39, 41, 59
- Germany 4, 5, 6, 7, 8, 9, 12, 13, 14, 15, 17, 18, 20, 21, 22, 23, 24, 46, 56, 59, 60
- Greece 5, 6, 8, 17, 31, 32, 33, 37
- Hungary 6, 8, 13, 14, 15, 33, 34, 35, 41, 42, 46, 56
- – Hungarian Mobile Wallet Association 14, 15
- – NMHH 35
- Italy 12
- Montenegro
- – EKIP 36
- Netherlands 8, 17, 19, 37, 38, 42, 46
- – Ned. Mededingingsautoriteit 37
- Poland 6, 8, 12, 15, 17, 37, 38, 42
- – UKE 38
- Romania 6, 8, 19, 31, 38, 39
- – ANCOM 39
- Slovakia 8, 41, 42
- Spain 12, 57
- Sweden 45
- Switzerland 34, 59
- United Kingdom (UK) 4, 12, 13, 14, 18, 22, 24, 38, 43, 44, 45, 46, 47, 56
- – Competition Appeal Tribunal 44
- – Ofcom 43, 44, 45
- – Office of Fair Trading 46
European Union 34, 46, 59
- European Commission 46, 59, 60
Everything Everywhere Ltd (DT, FT) 9, 10, 11, 15, 17, 19, 31, 38, 43, 44, 45, 46, 47
- Executives
- – Allera, Marc 10
- – Brandmeier, Ralf 10
- – Clemes, Francoise 10
- – Day, Steven 10
- – Dunn, Pippa 10
- – Harris, Stephen 10
- – Horrobin, Mark 11
- – Jevons, Paul 47
- – Karonis, Fotis 10
- – McQuade, Gerry 10
- – Milsom, Neal 10
- – O’Leary, Jackie 10
- – Roberson, Phil 11
- – Shenton, Nicola 11
- – Swantee, Olaf 10, 44, 45
- Ex-executives
- – Kennedy, Linda 10
- – Macgeorge, Neil 10
- – Moat, Richard 10
- – Ott, Nicolas 10
- – Pitcher, Ian 10
- – Ralston, Andrew 10
- – Roberson, Phil 11
- Orange UK 17, 38, 43, 47
- Pocket Landline 43
- Quick Tap 15
- T-Mobile UK 43, 47

F

France Télécom 13, 31, 39
- Orange 10, 17, 19, 25, 26, 36, 38, 39, 41, 43, 44, 47
- – Austria 25, 26
- – Poland (Telekom. Polska) 38, 39
- – Romania 38, 39
- – Slovakia 41
- – UK (see EE, DT) 9, 10, 11, 15, 17, 19, 31, 38, 43, 44, 45, 46, 47
FreeMove Alliance (DT-FT-TeliaSonera-TI) 31
Fujitsu 60

G

Goldman Sachs 49, 52
Good Technology, Inc. 48
Google 13, 18, 49, 56
- Android 17, 18, 19, 26, 48, 49
GSM Association
- Mobile World Congress 14, 15

H

Howard University 51
Hrvatski Telekom (DT, Croatia) 11, 28, 29, 60
- Combis d.o.o. 11, 28
HTC 11, 17, 18, 19
Huawei Technologies 47, 59, 60
Hutchison Whampoa
- 3 Group
- – UK 10, 15, 44, 45, 46

I

IBM 11, 60
ING 15
iPass, Inc. 36
ITN 47
ITV 47

J

Justice Department 52
JVL Ventures, LLC (Isis, USA) 15, 56

K

KfW Bankengruppe 18
KPN 15, 37

L

Leader Electronics. 17
LG Electronics 17, 18, 19, 48
Liberum Capital Ltd 10, 50
Los Angeles Angels of Anaheim 48

M

Magyar Telekom (see DT) 11, 15, 33, 34
- Macedonia (Makedonski Telekom/T Mobile) 11
- Montenegro (Crnogorski Tele.) 11, 36
- T-Mobile Hungary 13, 34, 35
Mango 18, 19
MasterCard 13, 14, 15, 56
McGraw-Hill Companies, The
- Standard & Poor’s (S&P) 50
Medisana Benelux BV 18, 19
Microsoft 18, 23, 60
Middle East 11
Miele & Cie. KG 24
Mobile Broadband Network Ltd (MBNL; EE-3 UK) 45
- Payne, Graham 45
MobilParkolás 14
MobiTV 48
Motorola Mobility Holdings, Inc. 17, 19
mpass (Germany, Vodafone/O2/paybox) 14, 15

N

National Geographic Society
- National Geographic Channel 47
NEC 60
Neuhaus Partners GmbH 18
NMa (Netherlands) 37
Nokia 18
Nokia Siemens Networks 25, 39

O

Olympic Games
- 2012 (London) 47
Open Handset Alliance (OHA)
- Android 17, 18, 19, 26, 48, 49
OTE (Hellenic Telecom. Org. SA, see DT) 5, 31, 32, 33
- Bulgaria (Globul) 18, 19, 26, 31
- Cosmote 17, 18, 19, 31, 32, 38, 39
- – Albania (AMC) 25, 31
- – Greece 17, 31, 32
- – Romania 17, 18, 19, 31, 38, 39
- Germanos 19
- Romania (Romtelecom) 33, 39
- – NextGen 39
OTP Bank 14

P

Palo Alto Networks, Inc. 28
Payfone, Inc. 49
PPR S.A. (Pinault-Printemps-Redoute)
- Fnac 12
Promotora de Info., SA (Grupo PRISA) 57

Q

Qualcomm 11, 17, 42

R

Rabobank 15
RadioShack Corp. 55, 56
Red Bee Media Ltd 47
Reliance-Anil Dhirubhai Ambani Group
- Reliance Communications (RCom) 6
Research In Motion 13, 19
- BlackBerry 19

S

Sabre 11
Samsung 12, 18, 19, 48
Sanford C. Bernstein & Co. 51
SAP 19, 60
- Sybase 19
SAZKA, a.s. 29
Segment
- MVNO 47
- OTT 5, 8, 13, 15, 37
- VAS 21
SES Astra S.A. 21
Slovak Telekom (DT, Slovakia) 11, 41, 42, 60
Sonaecom
- Optimus 17, 18, 19
Sony Ericsson 17, 18, 19
Sprint Nextel 13, 19, 48, 49, 51, 56
Stifel Financial Corp.
- Stifel Nicolaus 50
Sumitomo Corp. 24
SuperShop Kft 14
Symbian 18

T

Target Corp. 55
Technology
- 2G 35, 38
- – CDMA 19, 39, 47
- – GSM 41
- 3G 18, 25, 26, 30, 38, 39, 47
- – Evolved HSPA (HSPA+/I-HSPA) 18, 19, 34, 35, 39, 42
- – - 64QAM 18, 34, 35, 42
- – HSPA 18, 19, 25, 30, 34, 35, 39, 42
- – WCDMA 25, 30, 35
- 4G 18, 19, 44, 45
- – Long Term Evolution (LTE) 18, 21, 26, 30, 34, 35, 42, 45, 51
- – Long-Term Evolution (LTE) 18, 19, 21, 26, 30, 34
- – WiMAX 35
- Billing 23, 49
- Bluetooth 17, 18
- BSS 23
- DSL 21
- Ethernet 45
- Fibre 22, 26, 29
- FTTH 22
- IMS 39
- IN 7, 12, 24
- IP 8, 23, 28, 39, 42
- IPTV 42
- Linux 23
- Mobile TV 47
- MP3 18
- NFC 12, 13, 14, 15, 46, 56
- OSS 39
- RAN 34, 39
- R&D 12, 14, 60
- SIM 14, 21, 49
- – micro-SIM 49
- Smartphone 7, 8, 11, 12, 17, 18, 19, 26, 37, 38, 44, 48
- SMS 13, 28, 37, 38
- Spectrum
- – 800 MHz 21, 30
- – 900 MHz 35, 39
- – 1000 MHz 17, 44
- – 1800 MHz 35
- – 2100 MHz 35
- – 2600 MHz 26
- Symbian OS 18
- VDSL 22, 32
- WAN 49
- Windows 18, 19, 23
- W-LAN 18, 19, 36, 45, 47, 49
Telecom Italia 13, 31
Telefónica Group 13, 14, 15, 29, 30, 41, 43, 44, 45, 46, 47, 51
- Telefónica Europe (O2) 13, 15, 41
- – Czech Republic 29, 30
- – Germany 14, 15
- – UK 13, 15, 43, 44, 45, 46
Telekom Srbija a.d. (see OTE/DT)
- m-tel 36
Telekomunikacja Polska SA (see FT)
- Telekomunikacja Polska SA
- – PTK Centertel Sp. z o.o. 39
Telenor ASA 14, 15, 35, 36
- Hungary 14, 35
- Montenegro 36
TeliaSonera 31
Telstra 36
Transmode Systems AB 45
Transport for London (TfL) 45
- London Underground 45

U

Ubisense Group plc 22
UEFA 15

V

VeliQ BV (VeiligMobiel, see T-Venture) 19
Verizon Communications 15, 19, 48, 49, 51, 52, 55, 56
- Verizon Wireless 15, 19, 48, 49, 55, 56
- – McAdam, Lowell 52
Virgin Media 45
Visa 15, 56
Vivendi
- SFR 12
Vodafone 8, 11, 13, 14, 15, 19, 20, 21, 25, 29, 30, 35, 37, 39, 43, 44, 45, 46, 47, 56
- Europe Region
- – Albania 25
- – Czech Republic 11, 29, 30
- – Germany 14, 20
- – Hungary 14, 35
- – Netherlands 15, 19, 37
- – Romania 39
- – UK 15, 43, 44, 45, 46, 47

W

Wedbush Securities, Inc. 56
Wien Energie GmbH 26

Z

Zinio LLC 48

About Deutsche Telekomwatch

Report: #3
Covering: August-September 2011
Published: September 2011
Next report: October 2011

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Written by AB · Filed Under Deutsche Telekomwatch 

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