Deutsche Telekomwatch
This release
: #84
June 2019: 44pp
Releases/year: 10+
Click for more details of this release

A

Africa 10, 32

Congo 10

Alphabet

Google 15

Android 15, 24

Amazon.com Inc. 11, 21, 38

Americas

Brazil 11

North America 11

United States of America (USA) 10, 11, 13, 14, 15, 24, 32, 33, 34, 38, 39, 41

Department of Justice (DoJ) 24, 38

Federal Communications Commission (FCC) 34, 35, 36, 41

Federal Trade Commission (FTC) 35

Apple 24

iOS 24

iPhone 24

ARM 15, 39

Asia-Pacific 15, 32

China 13, 14, 15, 39

Singapore 38

Atos 28

AT&T 24, 34, 35, 36

B

BMW 9

British Standards Institute (BSI) 14

BT Group 38

EE 12, 15

C

Capgemini 11

Comcast Corp. 38

Computacenter

Allnet 35, 36, 41

Continental AG 32

D

Daimler AG 9, 10, 30

Deutsche Telekom 7, 8, 9, 10, 11, 12, 13, 14, 15, 17, 18, 19, 20, 21, 23, 24, 25, 26, 28, 29, 30, 32, 34, 35, 36, 38, 40, 41

Corporate

Headquarters 32

Deutsche Funkturm 21

Deutsche Telekom Capital Partners 15

Guardicore (see separate) 15

Telekom Innovation Pool 12

Comfortcharge 21

Droniq 12

Europe 7

Austria 7, 8, 11, 23, 26

Croatia (Hrvatski Telekom) 7, 8, 9, 11, 24

Czech Republic 7, 8, 24

Greece (see OTE) 24

Hungary (see Magyar Telekom) 8, 24

Montenegro (see Magyar Telekom) 7, 8, 11

Netherlands 7, 8, 14, 26

Poland (Polska Telefonia Cyfrowa/PTC) 7, 8, 11, 25, 26

Slovakia (Slovak Telekom/T-Mobile) 7, 8

UK (EE) 12, 15

European Aviation Network 26

Executives

Al Saleh, Adel 29, 30

Bohle, Birgit 10

Clauberg, Axel 29

Daub, Daniel 11

Dodd, Alison 30

Höttges, Timotheus 9

Illek, Christian 29

Junker, Claudia 10

Klingenburg, Peter 11

Kremer, Thomas 10

Pedroso, Alexandre 11

Ray, Neville 36

Rochel, Michael 11

Rode, Christoph 30

Tsamaz, Michael 6

Vadas, Gergely 11

Wössner, Dirk 18, 40

Ex-executives

Melles, Manuel 10

Schaefer, Anette 10

Germany 8, 11, 18, 19, 20, 21, 24

Investments

Magyar Telekom (see separate) 8, 24

OTE (see separate) 6, 7, 8, 39

Product and Innovation

hubraum 10

Products and services

nuSIM 24

Systems Solutions 11, 27, 41

T-Systems 8, 11, 28, 30, 31, 32, 41

Toll4Europe 30

Toll Collect 10

USA 8, 10, 11, 24, 34, 35, 36, 37, 38, 41

Deutsche Telekom Capital Partners 15

Drillisch AG 17, 18, 19

E

EchoStar Communications Corp.

Dish Network 35, 38

Emblaze Group

European Telecom 10

E.ON AG 11

Ericsson 9, 10, 13, 19, 37

Europe

Albania 7

Austria 7, 10, 11, 21, 23, 30, 40

Belgium 30

Central & Eastern Europe (CEE) 31, 32

Croatia 7, 10, 23, 24, 31

Czech Republic 7, 23, 31, 39

France 11, 30

Germany 8, 9, 10, 11, 12, 13, 14, 16, 17, 18, 19, 20, 21, 23, 28, 30, 32, 40, 41

Bundeskartellamt 28, 41

Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA) 14, 17, 18, 19, 20, 40

Bundesverband der Energie- und Wasserwirtschaft 21

Government 9

Greece 6, 7, 8, 23, 31

Hungary 7, 11, 23, 24, 31

Ireland 30

Macedonia 31

Montenegro 23, 31

Netherlands 13, 14, 23

Government 14

Poland 7, 23, 25, 26, 31, 40

Portugal 30

Romania 6, 7, 8, 23, 31

Slovakia 7, 23, 31

Spain 30, 32

Sweden 21

Switzerland 10

Ukraine 8

United Kingdom (UK) 11, 30, 39

British Standards Institute (BSI) 14

European Union 9

European Commission 9, 32

European Parliament 9

F

Facebook 12

Finanz Informatik GmbH & Co. KG 28

France Télécom

Orange 8, 25, 26, 38

Poland (see Telekomunikacja Polska) 25

Romania 8

Fraunhofer Institute 12

G

Goldman Sachs 38

GSM Association (GSMA) 9, 24, 32

Mobile World Congress 24

Guardicore 15

H

Hrvatski Telekom (see DT, Croatia) 7, 8, 9, 11, 24

Huawei Technologies 9, 13, 14, 15, 19, 32, 39

I

IBM 28, 29, 41

Inmarsat 26

Intel 35

International Airlines Group SA

British Airways 26

K

KPN 14

L

Land Rover 9

Liberty Global Inc. 7

LivePerson 10, 38

M

Macquarie Bank 25

Magyar Telekom (see DT) 8, 24

Macedonia (Makedonski Telekom/T-Mobile) 7, 8

Montenegro (Crnogorski Telekom) 7, 8, 11

Romania

Combridge 8

Microsoft 31, 32, 41

Middle East 10

N

Nokia 9, 13, 19, 26

Novatel Wireless 8

NXP Semiconductors 9

O

Open Handset Alliance (OHA)

Android 15, 24

OTE (Hellenic Telecom. Org. SA, see DT) 6, 7, 8, 39

Cosmote 24, 39

Albania (Telekom Albania) 7

Greece 24

Germanos 24

Tsamaz, Michael 6

Q

Qualcomm 9, 35

R

Rathbone 30

Renault 9

Rhenus Group 12

Romania Cable Systems & Romania Data Systems (RCS & RDS) 8

Royal Dutch Shell plc 30

S

Samsung 21, 24

Sanford C. Bernstein & Co. 10

SAP 11, 30

Singapore Telecom 38

Slovak Telekom (see DT, Slovakia) 7, 8

Software AG 10

Sprint Corporation 35, 36, 38

Starbucks Corp. 11

Syniverse Technologies 11

T

Technology

2.5G 36, 38

2G 36, 38

GSM 9, 24, 32

4G 24, 39

Long Term Evolution (LTE) 37

5G 8, 9, 13, 14, 15, 17, 18, 19, 20, 34, 35, 36, 37, 39, 40, 41

BSS 40

Fibre 26

M2M 23

MAN 9

Narrowband Internet of Things (NB-IoT) 12

OSS 40

SIM 23, 24

Spectrum 17, 18, 34, 35, 37, 40

700 MHz 36

Advanced Wireless Spectrum 34

Telemedicine 13

W-LAN 9, 24

Telefonica Group 18, 19, 20

Telekom Austria 23, 40

Telstra 38

ThyssenKrupp AG 10

Toyota 9

U

United States Cellular Corp. (US Cellular) 34, 35, 36

V

Value-added services 20

Verizon Communications 24, 34, 35, 36, 37, 41

Vodafone 7, 9, 11, 12, 18, 20

Europe Region

Germany 18

Romania 7, 11

Volkswagen AG 9

W

Warburg Pincus LLC 25

Wien Energie GmbH 11

Windstream Corp. 35

Z

ZTE Corp. 14

 

 

Executive brief

Group

Deals: “All options” being explored in Romania [p6]

  • Table: Deutsche Telekom, Europe area revenue by territory (adjusted), FY18

5G spectrum cost sensitivities heightened, post-German auction

  • Table: DT “principal subsidiaries” and their affiliates

Deals

Legal and regulatory

Supply chain

  • Table: Partner/supplier people movement highlights

People [p10]

  • Table: People movement highlights

Partnerships

Supply chain: DT keeps head down but Huawei problem not going away [p13]

  • Prague Proposals
  • US-China trade war ratchets up
  • Huawei feels pinch

USA & Corporate Development

Germany

Strategy: DT left with “bitter aftertaste” from German 5G auction [p17]

Regrets, we've got a few

  • Table: 2GHz and 3.6GHz licence auction outcome

Site locations and rural cooperation

Headmaster Homann

See you in court, BNetzA

  • Table: Not playing by the BNetzA rulebook

Empowered BNetzA reminds operators of coverage responsibilities

Partnerships

Europe

Austria: Magenta Telekom rows back on eSIM [p23]

  • Standards please

Poland: TMPL does broadband access deal number-three [p25]

  • M&A lever yet to be pulled, though

Deutsche Telekom Global Carrier

Poland

Systems Solutions

Deals: IBM mainframe offload doesn't compute for watchdog [p28]

  • More M&A options, says CEO
  • T-Sys turnaround looks to be proving heavy going
  • Table: T-Sys's “re-defined” portfolio structure

Operations

Partnerships: T-Sys strengthens cloud ties with Microsoft [p31]

  • More T-Sys cosying up to Microsoft
  • Deeper and deeper

USA

Operations

Network: TMUS adds mmWaves; maintains multi-band 5G focus [p34]

  • Table: Top-five bidders for 24GHz and 28GHz licences
  • Waves and ripples
  • Table: Weighing in after Auction 101 and Auction 102
  • mmWave icing on 5G cake, once software niggles sorted
  • Ray disses DSS claims by Vestberg

Deals

Supply chain

Further reading

  • Spectrum bill tops €2bn despite huge misgivings about auction rules.
  • Wössner complains of “bitter aftertaste” and investment “dampener”.
  • Group urges regulators to make 5G site acquisition easier.
  • MNO legal action against BNetzA still on cards.

In a marathon 5G auction lasting nearly three months and involving 497 rounds of bidding, Deutsche Telekom (DT) emerged as the biggest spender. The Group shelled out €2.17bn on 2GHz and 3.6GHz licence concessions, which accounted for around a third of the auction’s total proceeds (€6.55bn).

Operators in Germany now have an extra 420MHz to play with as they prepare for commercial 5G rollout. DT snagged 130MHz.

Drillisch, currently a mobile virtual network operator (MVNO), spent more than €1bn on acquiring spectrum and will become Germany’s fourth mobile network operator (MNO).

The total amount raised far exceeded most analyst expectations, which typically hovered between €3bn and €5bn. German Minister of Finance Olaf Scholz was reportedly counting on adding between €4bn and €5bn to government coffers before the auction started.

Regrets, we’ve got a few

Operator recriminations, already brewing as the auction dragged on and bids crept upwards, started immediately after the hammer fell on the last round. “The auction leaves a bitter aftertaste”, said Dirk Wössner, Chief Executive (CEO) of Telekom Deutschland (TDE). “The result is a dampener on our network build-out. Spectrum, again, is much more expensive in Germany than elsewhere”, he added.

Hannes Ametsreiter, CEO of Vodafone Germany (VfD), called the auction results “catastrophic”. He thought Germany was “losing valuable time” in digital development, and that the country will not be among the first in Europe to launch 5G services. Ametsreiter suggested provocatively that the state should return revenue from the 5G auction, in the form of a subsidy, to help operators with 5G rollout.

Wössner noted dejectedly that “one could have built approximately 50,000 new mobile sites and close many white spots” with the auction proceeds. He did add, however, that TDE got the spectrum it wanted.

After a long auction, clarity now prevails. Now we will build a first-class 5G network for Germany. Our customers can look forward to this. ” – Wössner.

For more on this story, including a table showing the 2GHz and 3.6GHz licence auction outcome, subscribe to access the full June release of Deutsche Telekomwatch.

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