Deutsche Telekomwatch
This release
: #85
July/August 2019: 72pp
Releases/year: 10+
Click for more details of this release

A

Accenture 33

Adtran 46, 47, 69

Africa 12

South Africa 60

Akzo Nobel N.V. 15

Alphabet

Google 42, 60

Android 42

Amazon.com Inc. 8, 24, 60

Amdocs 26

Americas

Brazil 15, 60

Canada 52, 67

Mexico 67

North America 15, 52

United States of America (USA) 6, 7, 12, 14, 15, 47, 51, 52, 58, 61, 65, 66, 67, 70

Department of Justice (DoJ) 6, 7, 68

Federal Communications Commission (FCC) 6, 8, 64, 66

States

Califormia 65

Maryland 66

New York 63

Ohio 65

Washington 64

Apple 60

Asia-Pacific 9, 10

Australia 52

China 30, 42, 47

South Korea 10, 11

AT&T 7, 21, 30, 50, 52, 66, 67, 70

B

Battery Ventures 11

BearingPoint 26

Bloomberg L.P. 28

BMW 13

BT Group 12, 13, 25, 26, 28, 47

BT Global Services

BT iNet 31, 32, 34, 35

EE 12, 13

Openreach 47

C

Carl Zeiss 9, 10

Český Telekomunikační Úřad (ČTÚ) 49, 69

China Mobile

Research Institute 45

China Telecom 30

Chunghwa Telecom 26

Cisco Systems 11, 17

CK Hutchison

Three Group

Three UK 35

Computacenter

Allnet 63

Cumulocity 58, 59

D

Daimler AG

Mercedes-Benz 17

Deutsche Telekom 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 21, 24, 25, 26, 27, 28, 29, 30, 39, 40, 41, 42, 43, 44, 45, 46, 47, 49, 50, 51, 52, 53, 54, 55, 56, 58, 59, 60, 63, 64, 65, 67, 68, 69, 70

Corporate

Headquarters 41, 44, 65

Deutsche Telekom Capital Partners 9, 68

Deutsche Telekom Strategic Investments 10

Dynamic Signal (see separate) 11

Fastly (see separate) 11

Guardicore (see separate) 10, 11

Mojio (see separate) 67

Pipedrive 10, 11

Telekom Innovation Pool 11

MobiledgeX 16

tooz technologies 9

Europe 27, 28, 54, 56

Austria 15, 16, 51, 56

Croatia (Hrvatski Telekom) 26, 28

Czech Republic 14, 49, 50, 56

Hungary (see Magyar Telekom) 13, 28, 52, 53, 69

Netherlands 14, 56

Poland (Polska Telefonia Cyfrowa/PTC) 14, 15, 55, 69

NetWorkS! 56

Slovakia (Slovak Telekom/T-Mobile) 14

UK (EE) 12, 13

Executives

Al Saleh, Adel 59

Curley, Stuart 15

Dodd, Alison 15

Eger, Stephan 14

Gopalan, Srini 28

Hadrbolec, Pavel 14

Hensen, Leo 14

Henze, Thomas 16

Höttges, Timotheus 11, 12, 13, 54

Illek, Christian 14, 40

Katz, Mike 65

Legere, John 8, 62

Libovsky, Volker 15

Lips, Thomas 14, 15

Meijer, Erik 24

Nemat, Claudia 44, 45

Pehkonen, Petri 15

Ray, Neville 64

Vento, Vicente 9

Wössner, Dirk 41, 46

Young, Jack 10

Ex-executives

Bronder, Anette 15

Geha, Jean-Claude 14

Germany 15, 16, 40, 41, 42, 43, 44, 45, 46, 47, 55, 69

Investments

Magyar Telekom (see separate) 13, 28, 52, 53, 54, 69

OTE (see separate) 12

Product and Innovation

hubraum 44

Telekom Innovation Laboratories (T-Labs) 17

Products and services

Smart Connect 16

Systems Solutions 15, 57, 70

T-Systems 15, 52, 53, 54, 58, 59, 60, 65, 67, 69

Telekom Security 51, 60

Technology

harmonised application programming interface (HAL) 27

OneApp 27, 28, 29, 30

USA 6, 7, 8, 15, 58, 62, 63, 64, 65, 66, 67, 68, 70

Deutsche Telekom Capital Partners 9, 10, 11, 68

Drillisch AG 43

du (Emirates Integrated Telecommunications) 26

Dynamic Signal 11

E

EchoStar Communications Corp.

Dish Network 7, 68

Electronic Frontier Foundation 67, 70

Elisa 15

Energous Corporation 65

Ericsson 14, 26, 28, 44, 45, 52, 62, 64, 70

Europe

Austria 14, 15, 27, 51, 52, 56, 67, 69

Croatia 26, 27, 51

Czech Republic 27, 39, 49, 50, 51, 67, 69

Czech Telecommunications Office (CTU) 69

Finland 15

France 12, 13, 16

Germany 9, 13, 15, 17, 27, 30, 38, 39, 40, 41, 43, 44, 45, 46, 47, 51, 52, 54, 58, 59, 60, 67, 69

Bundesnetzagentur (BNetzA, or German Federal Network Agency) 43, 44

Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 43, 69

Government 13

Greece 27, 51, 52, 69

Hungary 14, 27, 28, 39, 51, 52, 53, 54, 69

Italy 13

Macedonia 27, 51

Montenegro 27

Netherlands 15, 27, 51

Poland 14, 27, 51, 55, 56, 67, 69

Portugal 60

Romania 15, 27, 39, 51, 56, 69

Scandinavia 15

Serbia 12

Slovakia 27, 51, 65

Spain 59, 60

Switzerland 15, 60

United Kingdom (UK) 12, 13, 15, 47

European Union 13, 44

Council of the European Union 68

European Commission 13, 39, 51, 69

EXFO 20, 21, 31, 32, 33, 34, 35, 36

F

Fastly 11

France Télécom

Orange 12, 13, 14, 26, 28, 56

Poland (see Telekomunikacja Polska) 56

UK (see EE, DT) 12, 13

G

Gemalto NV 17

GitHub Inc. 17

Google 21

GSM Association

Mobile World Congress 11

GSM Association (GSMA) 13, 16

Guardicore 10, 11

H

Hamburg Port Authority 44

HarbourVest Partners 9

High Tech Computer Corp. (HTC) 42

Hrvatski Telekom (see DT, Croatia) 26, 28

Huawei Technologies 28, 41, 42, 45, 47, 69

I

IBM 15, 26, 28, 33, 60

IDEMIA 16

Infosys Technologies 26

Intel 64

K

KPN

iBasis 14

L

LG Electronics 42

Liberty Global

UPC Austria 15

Liberty Global Inc. 15, 39, 69

Unitymedia GmbH 15, 40

UPC Broadband 15, 51

Germany (Unitymedia) 15, 40

M

Magyar Telekom (see DT) 13, 28, 52, 53, 69

T-Systems Hungary 52, 53, 69

Market segments

Mobile virtual network operator (MVNO) 26, 65

Microsoft 11, 60

Skype 24

Middle East 12, 67

Israel 10, 11

Mojio 67

N

NASDAQ 69

Netflix 55

Nokia 44, 45

NTT 26

O

OASIS 26

Ontology Systems 32

Open Handset Alliance (OHA)

Android 42

Oracle 25, 28

Orange 23, 35

Osram 44

OTE (Hellenic Telecom. Org. SA, see DT) 12

Cosmote 52

P

Phones4U 13

Pipedrive 10, 11

Q

Qualcomm 60, 62, 64, 68, 70

R

Remedy 6

Rhenus Group 59

S

Salesforce 30

Samsung 42, 62, 70

SAP 15

Siemens AG 17, 60

Sistema 59

SK Telecom 9, 10, 68

Slovak Telekom (see DT, Slovakia) 14

Software AG 58, 59, 70

Sprint Corporation 6, 7, 8, 62, 63, 64, 65, 66, 67, 68

Boost Mobile 7

Swisscom 11

T

Technology

2.5G 7, 64

2G 7, 16, 64

GSM 13, 16

3G 16, 22

Evolved HSPA (HSPA+/I-HSPA)

MIMO 24

4G 13, 16, 50, 63, 67

Long Term Evolution (LTE) 13, 16, 42, 44, 62, 67

5G 7, 9, 10, 11, 13, 20, 22, 23, 24, 25, 26, 31, 32, 33, 35, 36, 41, 42, 43, 44, 45, 47, 49, 50, 51, 52, 54, 62, 63, 64, 67, 68, 69, 70

Artificial intelligence 20

BSS 69

CRM 11

DVB 43

DVB-T 43

Fibre 30, 32, 39, 41, 47, 55, 56

Fixed-mobile convergence (FMC) 29

Linux 26

LTE-Vehicular (LTE-V) 13

MPEG 11

Narrowband Internet of Things (NB-IoT) 45, 65

OSS 28, 69

OTA 65

Personal computer 60

RF 65

SaaS 10

SIM 16, 65

Smartphone 16, 42, 62, 67

Spectrum 43, 46, 51, 63

700 MHz 7, 43, 49, 50, 51, 64, 67, 69

800 MHz 7, 8, 51

900 MHz 50

1800 MHz 50, 51

2100 MHz 43, 51

2300 MHz 51

2600 MHz 51

W-LAN 13, 16

Telecom Italia 26

Telefónica 21

Telefonica Group 13, 28, 40, 43

Europe 49

UK 13

Telekom Srbija a.d. 12

TeleManagement Forum

TM Forum 24, 25, 26, 27, 28, 30

Telenor 32, 34

Telenor ASA 14, 28

Hungary 14

Telstra 52

Telus 26, 52

Texas Pacific Group (TPG) 11

TM Forum 20

tooz technologies 9

V

Venfin Ltd

Tracker Network (Proprietary) Limited (TRACKER) 52

Verizon Communications 7, 26, 65, 66, 67

Virgin Group

Virgin Mobile 7

Vodacom Group

Gateway Communications 52

Vodafone 10, 13, 15, 21, 23, 25, 26, 28, 39, 40, 41, 42, 43, 49, 59, 69

Europe Region

Czech Republic 49

Germany 40, 42, 69

UK 13, 42

W

Wal-Mart Stores Inc. 65

WhatsApp Inc. 24

World Economic Forum 50

X

Xiaomi 42

Executive brief

Group

Deals: DT and TMUS find key to unlock Sprint treasures [p6]

Carve-out confirmed

Remedies remedied

Trans-Atlantic dream close

DT strengthens ties with SK Telecom, Zeiss [p9]

DTCP now a 'platform'

Fund fecundity

Table: Fund II ventures forth with handful of investments

DT gets into 5G testbed with SKT

Höttges and Park Jung-ho double act

Figure: BT Group share price

Partnerships

Legal and regulatory

People

Table: People movement highlights

Technology & Innovation

Digital Transformation World 2019

TM Forum: DTW19 underlines need for collaboration and speed [p20]

Meijer and Kulkarni among the high-flyers

Get the full Digital Transformation World 2019 Special Report

Collaboration a constant in tumultuous times

Foundations for 5G (and maintaining relevance)

A living framework

Technology & Innovation: DTW 2019: introvert telcos plan mould-breaking 5G party [p24]

Operators admit they need to be better at making 5G friends

Fast telecoms: repeatability and openness

Catalyst updates

HAL's odyssey: DT grows API framework to drive savings

Shiny API people: the moving parts and players

Table: Europe Region strategic and financial objectives, FY17-FY21

Next steps: HAL goes shopping…

… and turns on TV, while tying it all together with experience data

APIs for fibre

An open (API) future

Profile: EXFO offers assurance in changing world [p31]

About EXFO's Service Assurance division

Strategic priorities for an automated future

Change as a constant in virtual world

Telenor partnership highlights common cause

Passive potential runs deep

Three UK showcases assurance for virtualised infrastructure

Catalyst contributions provide additional proof

5G and a more consultative way of doing business for vendors and operators

Germany

Legal and regulatory: DT up in arms over Vodafone-Liberty approval [p39]

The remedies don't work (for DT)

Network: TDE makes tentative 5G start with limited rollout [p41]

No data limits, but smartphone choice restricted

Vodafone bolder on coverage and go-to-market

Coverage? Much obliged

Coverage battleground

Bonn on-boarded for 5G testing; end of Monarch's reign in Hamburg

Huawei still under review

Supply chain: TDE likely suspect as Adtran trims revenue guidance [p46]

Business as usual next year?

US-China battle on super-vectoring

Europe

Czech Republic: New entrant plan resurfaces ahead of 5G auction [p49]

The fourth dimension

5G spectrum auction: key rules in draft

Other 5G tweak requests

DT's 5G shopping list remains lengthy, although big items ticked off

Table: Deutsche Telekom's Europe spectrum agenda FY19-20

Austria

Deutsche Telekom Global Carrier

Greece

Hungary

Hungary: Magyar Telekom gets out of enterprise [p53]

An abrupt turn for the exit

DT reading the political runes

Poland: TMPL completes two-year convergence reboot [p55]

Connectivity curbs

Crunch time for TMPL's promotion bid

Systems Solutions

Partnerships: Software AG reworks flagship cloud deal [p58]

From handshake to dap

Contracts

Supply chain

USA

Strategy: TMUS makes low-key 5G entrance [p62]

No 5G premium

Patchy mmWave coverage

Low-band prep

Commercial

Legal and regulatory: TMUS seeks arbitration in location data sales outcry [p66]

Network

Products and services

Further reading

  • Polish NatCo’s transformation moves forward with long-awaited fibre bundles.
  • NatCo still has point to prove, to rise into Group’s Converged Leader category.

T-Mobile Poland (TMPL) fell further in line with the Group’s convergence-led strategy in Europe, with the official debut of fixed-line-mobile bundles featuring fibre connectivity.

Sporting Deutsche Telekom’s (DT) favoured Magenta 1 brand, the “comprehensive” plans went live in late-June 2019, following up a soft launch earlier in 2019 (Deutsche Telekomwatch, #79). They start at PLN 99 (€23.26)-per-month and – again mirroring DT’s general approach – do not appear to be a discount play, with TMPL instead seeking differentiation through incorporation of Netflix and other entertainment propositions into the service fees, and customer experience proficiency. TMPL highlighted a focus on “simplicity” of “ordering, use, navigation, and payment”.

As well as residential offerings, the new range contains enterprise-focused packages, marketed under the Magenta 1 BIZNES brand, and incorporating software such as Office 365 and Norton Internet Security. TMPL also indicated it will follow Telekom Deutschland, and other Group NatCos, by seeking to upsell Magenta 1 via the future release of connected-home services.

Connectivity curbs

Coverage-wise, the picture remains somewhat partial – reflecting the piecemeal nature of convergence moves by operators without their own infrastructure. TMPL insinuated that the Magenta 1 plans are available to “nearly” a third of Poland’s population, but did not explicitly confirm the make-up of its footprint. So far, it has formed three wholesale relationships, to support its convergence strategy (with integrated rival Orange Poland, cableco Inea, and fibre venture Nexera), as well as highlighting plans for its own selective next-generation network rollout (Deutsche Telekomwatch, #69, #75, #79, and #84).

Reports suggested Nexera and Orange were enabling the fibre part of the packages – which would give TMPL reach across 450,000 and 1.7 million premises, respectively, but this would not put it anywhere near meeting the 33% claim (Poland is said to have more than 13 million households). TMPL’s release also suggested only one partner was enabling Magenta 1‘s top-bandwidth level of 900Mbps. This seems likely to be Orange, which has a “900Mbps” service within its own retail portfolio.

Crunch time for TMPL’s promotion bid

The new plans carry major importance not just for TMPL but also its position within DT – something that has not always appeared guaranteed.

The Polish NatCo, which has been through a number of managerial and organisational revamps in recent times, stressed the “strategic change” that underpinned its launch of the new service family, acknowledging it had been enabled by a “nearly two-year company transformation in the area of technological innovation, network quality, organisational culture, and building excellent customer service at every stage”. It first flagged it was negotiating the wholesale access deal with Orange back in December 2017, expanding upon the two operators’ NetWorkS! mobile infrastructure joint venture.

With its particularly lopsided customer base (of 18,000 wireline broadband users and 10.8 million mobile subscribers at 31 December 2018), TMPL remains beached in the “Converged Challenger” category within DT’s Europe area, alongside T-Mobile Czech Republic and Telekom Romania (TR). Notably, none of these three stragglers have yet been freed to pursue M&A moves, to bulk up against converged rivals – unlike peers such as Magenta Telekom and T-Mobile Netherlands. Both TR and TMPL have also been repeatedly linked with divestment by DT over recent years, although noise levels have recently dissipated around TMPL and are currently much higher around TR (Deutsche Telekomwatch, #84 and passim).

As another signal of how it has yet to fully cement DT’s convergence-led strategy, TMPL did not make any suggestion of plans to drop the T-Mobile brand and adopt a more bearer-neutral marque, as seen in other Group territories (most recently with Magenta Telekom/T-Mobile Austria – Deutsche Telekomwatch, #83).

Image: David Stewart / Flickr CC BY 2.0

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