Drone trials


Deutsche Telekomwatch
This release
: #83
May 2019: 54pp
Releases/year: 10+
Click for more details of this release

EXECUTIVE BRIEF

MANAGEMENT UPDATE

Q1 FY19: Tim maintains Zen despite tension in airwaves [p.6]

Management Update: Headline data: a team effort but TMUS still talismanic [p.7]

  • Segments getting on the same page
  • Table: Deutsche Telekom, financial summary, Q1 FY19
  • User retention call-to-action
  • Table: Deutsche Telekom, customer summary, Q1 FY19
  • US powers on; flux in Germany; T‑Sys yet to prove execution

GROUP

Deals: DT creates new central unit to oversee tower reset [p.12]

  • DT playing long game on asset sale

Partnerships: MobiledgeX expands to Canada [p.15]

Edge of tomorrow

People [p.16]

  • Table: People movement highlights

Technology & Innovation: Long-range drone JV comes on radar [p.18]

  • DT ditches solo missions for formation flying

DT highlights further mmWave tests with Ericsson [p.20]

  • Microwave fare for time/cost-constrained DT

GERMANY

Legal & Regulatory: DT bites the bullet in German 5G auction [p.23]

  • 5G business model up in air
  • Huawei still on the 5G dance floor

Last‑mile fee hike proposed [p.25]

  • Rivals are not impressed
  • Playing the fibre game

EUROPE

Bosnia & Herzegovina: Ericsson Nikola Tesla lands another core and RAN win [p.31]

Greece: OTE set to meld sales and services functions [p.33]

  • Europe: earnings growth still on default

SYSTEMS SOLUTIONS

Strategy: T‑Sys hangs up on user support [p.37]

Partnerships: Part of the plan [p.38]

  • Table: T‑Sys's “re‑defined” portfolio structure
  • Mainframe and WAN refreshes still in pipeline

USA

Deals: TMUS-Sprint deal on knife edge; mixed signals from DoJ [p.41]

  • WSJ whiplash
  • Question marks lead to Sprint spin-out suggestions
  • Political football
  • Legere spits at “haters”

Products & Services: TVision Home flickers into life; bundling bigger picture [p.46]

  • Un‑Carrier pay-TV
  • The price is right?
  • Fuzzy picture without New T-Mobile tuning
  • Broadband broadside

FURTHER READING

INDEX

A

Africa 17

Alphabet

 - Google 17

Android 47

 - YouTube 47

Amazon.com Inc. 48, 51

Americas

 - Canada 15, 49

 - North America 7

 - United States of America (USA) 6, 7, 8, 14, 16, 19, 32, 40, 51

  --  Department of Justice (DoJ) 41, 42, 43, 51

  --  Federal Communications Commission (FCC) 41, 43, 45

  --  government 45

  --  Securities & Exchange Commission (SEC) 14, 41

  --  States

   ---   Califormia 15

   ---   Kansas 44

   ---   New York 47

   ---   Philadelphia 47

   ---   Washington 41, 44, 47

Apple 45

 - iOS 47

Aryaka 14

Asia-Pacific 21

 - China 21, 24, 43

 - India

  --  Licence Circles

   ---   Himachal Pradesh 19

 - Singapore 21

AT&T 35, 43, 45, 46

Axiata Group Bhd (TM International)

 - Cambodia (TM International (Cambodia) Co. Ltd./hello) 51

B

British Standards Institute (BSI) 24

BT Group 14

 - EE 14

C

Capgemini 37

China Unicom 21

Comcast Corp. 45, 46

 - NBCUniversal, LLC

CNBC 42

Commerzbank AG 16

Cyfrowy Polsat SA 35

D

Deutsche Post 19, 37

Deutsche Telekom 6, 7, 8, 9, 10, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 23, 24, 26, 27, 28, 31, 32, 33, 34, 35, 37, 38, 39, 42, 43, 44, 45, 46, 47, 48, 49, 50

 - Corporate

  --  Headquarters 43

 - Deutsche Funkturm 12, 28, 34

 - Deutsche Telekom Capital Partners 14, 16

  --  Deutsche Telekom Strategic Investments 19

  --  Fastly (see separate) 14

  --  Next Generation Enterprise

  --  Network Alliance (ngena) 21, 39

  --  Spearhead 19

  --  Telekom Innovation Pool 15

   ---   Comfortcharge 19, 34

   ---   MobiledgeX 15, 19, 49

   ---   tooz technologies 19

 - Digital Business Unit 19

 - Europe

  --  Austria 9, 13, 32

  --  Bulgaria (see OTE) 33

  --  Croatia (Hrvatski Telekom) 17, 31, 34, 50

  --  Czech Republic 16, 17, 34

  --  Greece (see OTE) 10, 34

  --  Hungary (see Magyar Telekom) 10, 16, 34

  --  Montenegro (see Magyar Telekom) 31, 34

  --  Netherlands 9, 12

  --  Poland (Polska Telefonia Cyfrowa/ PTC) 35

  --  Slovakia (Slovak Telekom/T-Mobile) 16, 34

  --  UK (EE) 14

 - Executives

  --  Al Saleh, Adel 37, 38

  --  Blankenburg, Dido 28

  --  Clauberg, Axel 39, 50

  --  Drake, Nicholas 16, 17

  --  Frause, Max 17

  --  Freier, Jon 17

  --  Gary, Robert 17

  --  Hottges, Timotheus 6, 13, 24, 38

  --  Illek, Christian 38

  --  Legere, John 41, 46, 51

  --  Obaidi, Arash 17

  --  Ray, Neville 47

  --  Seaton, Sean 16

  --  Sievert, Mike 47

  --  Staneff, Matt 17

  --  Wossner, Dirk 27

 - Ex-executives

  --  Binder, Jeff 17

  --  Obermann, Rene 17

  --  Rathgeber, Rainer 17

 - Germany 8, 9, 10, 15, 25, 26, 27, 28, 32, 33, 49

  - Investments

  --  Magyar Telekom (see separate) 10, 16, 34

  --  OTE (see separate) 33, 34, 50

 - Products and services

  --  T-Mobile TV 51

 - Systems Solutions 8, 17, 36, 50

  --  T-Systems 8, 14, 17, 37, 50

   ---   Slovakia 17

 - Technology

  --  TeraStream 21

 - T-Mobile Infra 12

 - T-Mobile International 17

 - USA 6, 7, 8, 10, 16, 17, 35, 41, 42, 43, 44, 45, 46, 47, 48, 51

Deutsche Telekom Capital Partners 14, 16

DHL Worldwide Express 19

Dido 28

Drillisch AG 23, 24

E

EADS

 - Airbus 17

EchoStar Communications Corp.

 - Dish Network 43, 46

Enio 19

Ericsson 17, 20, 24, 31, 49, 50

 - Croatia (see Ericsson Nikola Tesla) 31, 50

Ericsson Nikola Tesla d.d. (see Ericsson) 31

Ernst & Young 14

Europe

 - Albania 10, 33, 34

 - Austria 18, 32, 34, 50

 - Bulgaria 34

 - Croatia 31

 - Czech Republic 16, 17, 32

 - Germany 6, 8, 9, 10, 12, 13, 16, 17, 18, 19, 22, 23, 24, 25, 26, 27, 28, 34, 37, 39, 43, 49

  --  Bundeskartellamt (Federal Cartel Office) 18, 39

  --  Bundesnetzagentur (BNetzA, or German Federal Network Agency) 24, 25, 49

  --  Bundesnetzagentur fur Elektrizitat, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 24, 25, 49

 - Greece 18, 33, 34, 50

 - Montenegro 31, 34, 50

 - Netherlands 12, 18, 32

 - Poland 32, 35, 50

 - Romania 10, 33, 34

 - Spain 17

 - Switzerland 15, 17, 37

 - United Kingdom (UK) 14

  --  British Standards Institute (BSI) 24

European Union 25

 - European Commission 25, 41

EWE

 - EWE Tel 27, 28

F

Facebook 15

 - Telecom Infra Project 15, 39

Fastly 14

France Telecom

 - Orange 14, 16, 24, 35

 - Poland (see Telekomunikacja Polska) 35

 - UK (see EE, DT) 14

G

Goldman Sachs 14

GSM Association

 - Mobile World Congress 19

H

Hewlett-Packard 19

Hrvatski Telekom (see DT, Croatia) 31, 34, 50

Huawei Technologies 23, 24, 35, 43, 49

I

IBM 39

Intel 15

K

KPMG International 14

L

LG Electronics 45

Liberty Global

 - UPC Austria 9, 10, 32

Liberty Global Inc.

 - Unitymedia GmbH 27

 - UPC Broadband 9, 10, 32

  --  Germany (Unitymedia) 27

M

Magyar Telekom (see DT) 10, 16, 34

 - Montenegro (Crnogorski Telekom) 31, 34

Market segments

 - Mobile virtual network operator (MVNO) 42

MetroPCS Communications Inc. 44, 51

Microsoft 17

Midas

 - Aero2 35

Middle East 17

N

Netflix 47

Niantic 15

O

oneM2M 32

Open Handset Alliance (OHA)

 - Android 47

OTE (Hellenic Telecom. Org. SA, see DT) 33, 34, 50

 - Bulgaria (Globul) 33

 - Cosmote 10, 34

  --  Albania (Telekom Albania) 34

 - Greece 10, 34

  --  Germanos 33

  --  Hellas Sat 33

P

P4 sp. z o.o. (Play) 35

PCCW 21

Philippine Long Distance Telephone Co. (PLDT) 21

Phones4U 14

Polkomtel 35

 - Plus GSM 35

Polsat 35

PricewaterhouseCoopers 14

R

Reliance-Anil Dhirubhai Ambani Group

 - Reliance Communications (RCom) 21

Robin Radar Systems 19

Roche 17

Rohde & Schwarz 19

RWTH Aachen University 19

S

Samsung 15, 45

SAP 17, 38

Sferia SA 35

SK Telecom 15

Slovak Telekom (see DT, Slovakia) 16, 34

SOFTBANK CORP. 43

Spearhead 19

Sprint Corporation 6, 8, 17, 35, 41, 42, 43, 44, 46, 48, 51

Squarehead Technology 19

T

Target Corporation 38

Technology

 - 2G

  --  CDMA 35

  --  GSM 35

 - 4G 15, 43, 46, 48

  --  Long Term Evolution (LTE) 35, 48

 - 5G 6, 10, 15, 17, 20, 23, 24, 25, 35, 42, 43, 44, 46, 48, 49

 - DVR 47

 - Ethernet 27, 28

 - Fibre 20, 25, 26, 27, 28, 46

 - IMS 31

 - IP 9, 21, 31

 - IPTV 46

 - LAN 27, 28

 - Linux 21

 - MPLS 39

 - Narrowband Internet of Things (NBIoT) 32

 - .Net 28

 - RAN 21, 31

 - Smartphone 37, 45

 - Spectrum 23

  --  800 MHz 35

 - WAN 14, 21, 39

Tele2 12

 - Netherlands 12

Telecom Italia 24

Telefonica Group 7, 14, 23, 27

 - Europe

  --  UK 14

Telekom Austria 32

 - Austria

  --  A1 32

Telenor ASA 16

 - Hungary 16

Telus Corporation 15, 49

Tesla 50

tooz technologies 19

Twitter Inc. 41

U

USA

 - Communications Workers of America (CWA) 43

V

Value-added services 35

Verizon Communications 43, 45

Viacom Inc. 48, 51

 - MTV Networks 48

Vodacom Group

 - Gateway Communications 32

Vodafone 7, 10, 14, 23, 24, 25, 26, 27

 - Europe Region

Germany 10, 23, 26

W

Warburg Pincus LLC 17

  • DT tries its luck on another long-view innovation investment.

Deutsche Telekom (DT) was reported to have expanded collaboration with Deutsche Flugsicherung (DFS), Germany’s state-owned air traffic control operator, on commercially operated drones.

Business magazine Wirtschaftswoche suggested the two organisations have formed a joint venture called Droniq, focused on offering a digital platform for tracking (and eventually controlling) unmanned aerial vehicles (UAV) through mobile networks. A spokesperson for DT told the publication that the venture could enable “long-haul” flights for UAVs — which are currently largely confined to line-of-sight flying. Delivery companies, security authorities, and infrastructure players such as energy providers are said to be among target clients.

DT has reportedly only taken a minority stake in Droniq, which will be headquartered in Frankfurt, and is scheduled to begin operations after summer 2019. Germany’s Bundeskartellamt (Federal Cartel Office) is said to have already given the JV a green light. After getting up-to-speed in Germany, DT and DFS are reportedly planning to expand the JV to other European markets, including Austria, Greece, and the Netherlands, from 2021.

DT ditches solo missions for formation flying

The JV’s formation fits with the Partnering-led modus operandi DT has shifted to over recent years, when it comes to innovation.

Its old two-track, ‘either-or’ approach — involving hands-on activity through the Digital Business Unit, or arms-length investment through T-Venture (both of which are now defunct) — has been replaced by a more wide-reaching and opportunistic business expansion strategy, largely led by the Group’s prolific USA & Corporate Development division. It has built a large and varied portfolio of niche JVs, spinouts, and minority investments in areas such as aviation communications (Spearhead), e-mobility (Comfortcharge and Enio), edge computing (tooz technologies and MobiledgeX), Internet of Things, security, and connected-vehicles (Deutsche Telekomwatch, passim).

  • DT has been working with DFS on drones since 2016, when they flagged a joint research project focused on “concrete applications of unmanned aircraft”, also involving logistics group Deutsche Post DHL and RWTH Aachen University. They had since indicated they were jointly developing and trialling a UAV traffic management system, and demonstrated mobile network-controlled drones at February 2018’s Mobile World Congress, alongside UAV supplier Microdrones (Deutsche Telekomwatch, #58 and #71). Aside from the DFS tie-up, DT has since 2017 been marketing a drone defence shield solution to business customers, based on a special version of the DroneTracker software of Germany-based drone technology specialist Dedrone. It also features a frequency scanner from Rohde & Schwarz, microphone arrays from Squarehead Technology, radar equipment from Robin Radar Systems, and jammer technology from HP Wüst (Deutsche Telekomwatch, #59). DT has not provided an update on the offering’s traction.

Image: Vodafone

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