Fri, Aug. 26, 1:13 PM
- Inmarsat (OTCPK:IMASY) and Deutsche Telekom (OTCQX:DTEGY) are teaming to give significantly higher Internet speeds to European air travelers, one of three deals aiming to help Europe catch up to the U.S. on airborne wireless.
- The two will combine their satellites and ground towers to get connectivity to some Lufthansa flights, in what they say is a seamless service approach at lower cost than those relying on one or the other approach.
- ViaSat (NASDAQ:VSAT) is planning an entry it says will be even faster than the Inmarsat/Deutsche Telekom offering after it launches new satellites in 2017 and 2019, though Inmarsat thinks price is the key for consumers: “Wi-Fi on board will be free, and telcos and airlines will offer it as an add-on in five to 10 years’ time in order to gain passenger loyalty,” says CEO Rupert Pearce.
- Panasonic (OTCPK:PCRFY) also plans to increase coverage with the launch of its own device.
- Travelers can hit up the Internet on about 75% of flights in the U.S., but global penetration for onboard Wi-Fi is around 3%, says Iridium's Brian Pemberton.
Thu, Aug. 11, 11:47 AM
- IPass (NASDAQ:IPAS) has extended a deal with Deutsche Telekom (OTCQX:DTEGY) to offer inflight Wi-Fi to iPass customers on 12 international airlines.
- The airlines include Lufthansa, Aer Lingus, Etihad and American Airlines.
- The deal's now at three years and makes iPass available on 330 long-haul aircraft.
- Deutsche Telekom has more than 30,000 hotspots in Germany that are part of the iPass network.
Thu, Aug. 11, 11:35 AM
- Deutsche Telekom (OTCQX:DTEGY +0.3%) posted core profits up 8.6% in Q2 results boosted by American growth.
- Rapid customer growth at T-Mobile made a "substantial contribution" to net revenue growth of 2.2%. Revenues grew 3.9% on an organic basis (particularly after excluding exchange rates).
- Revenue fell in Germany by 3.1%; it rose by 10.1% in the U.S. In Europe, it fell by 3.2%.
- Mobile customers rose 1.2% to 41.1M in Germany; they rose by 2.9% to 67.4M in the U.S. and were flat in Europe at 52.2M. Fixed-network lines fell 0.6% in Germany, to 19.97M; broadband lines rose 0.5% to 12.77M.
- The company reiterated its outlook for 2016 EBITDA hitting €21B, and free cash flow of about €4.9B.
- Press Release
Thu, Aug. 11, 8:40 AM
Fri, Jul. 1, 11:26 AM
- Deutsche Telekom (OTCQX:DTEGY) is looking to sell German mobile towers for what could come to €5B that it could use for network investments, Reuters reports.
- Goldman Sachs and Morgan Stanley have reportedly been hired to organize a sale of thousands of towers for this fall, though depending on interest Deutsche Telekom could sell all, some or none of them.
- It had previously sold its U.S. towers to Crown Castle (NYSE:CCI) in a $2.4B deal. That firm could be interested in the German sale, as could American Tower (NYSE:AMT) and SBA Communications (NASDAQ:SBAC).
- A sale of German towers would be the latest in a series of global infrastructure deals where wireless carriers shed mobile masts in order to cut debt.
Thu, May 5, 8:36 AM
Tue, Mar. 15, 11:26 AM
- Deutsche Telekom (OTCQX:DTEGY -0.4%) is teaming with Huawei to launch a new public cloud platform, Open Telekom Cloud.
- It would like to make up some ground in a European public cloud market dominated by U.S. players. European customers are increasingly demanding their data stay within EU boundaries (and subject to stronger protection), the company notes.
- The new offering is on-demand, pay-as-you-go service on an OpenStack-based solution. Huawei is providing hardware and software along with technical support.
- Deutsche Telekom and its T-Systems unit have offered cloud solutions since 2005.
Tue, Mar. 1, 9:38 AM
- T-Mobile (NASDAQ:TMUS) is up 1.2% in early going after Deutsche Telekom (OTCQX:DTEGY) reportedly put any sale of its U.S. arm on ice, with a U.S. election on the way and spectrum auction dead period dead ahead.
- Participants in the FCC's broadcast incentive airwaves auction, set to begin at the end of the month, won't be allowed to talk partnerships or mergers during bidding, which could last for months.
- The German giant will wait for a more favorable environment before looking at another sale.
- After a previous attempt to merge T-Mobile and Sprint (NYSE:S) went awry, consensus formed that the two would need to wait until a new post-Obama administration to give a tie-up another thought.
Mon, Feb. 22, 2:52 PM
- Deutsche Telekom (OTCQX:DTEGY +2.1%) has a unique new project on the way: A smartwatch based on a tie-up with musician will.i.am (a k a Black Eyed Peas frontman William Adams).
- The watch -- called "dial" -- will be targeted to European countries and mostly voice controlled, with an understandable focus on music.
- It will have a SIM card embedded, differentiating it from competitors whose watches depend on a smartphone connection.
- DT has an exclusive in some European countries where it already has a presence. Will.i.am has a similar deal with U.K. carrier Three (OTCPK:HUWHY), but no such arrangement with Deutsche Telekom's U.S. unit, T-Mobile (TMUS +1.8%).
Nov. 23, 2015, 10:19 AM
- Deutsche Telekom (OTCQX:DTEGY) has gotten an OK from Germany's regulator for a €1B plan to upgrade copper lines in order to speed up Internet to customers.
- The plan means competitors will get access to the technology and be able to install fiber cables if they choose to do so, in a "fair compromise," said the president of regulator Bundesnetzagentur.
- Competitors have complained that DT's plan would hurt competition by giving it exclusive access to key network infrastructure.
Nov. 17, 2015, 7:44 PM
- Deutsche Telekom (OTCQX:DTEGY) and iPass (NASDAQ:IPAS) have extended a partnership that will let DT expand its global Wi-Fi offer for customers.
- DT's business customers will get unlimited access to iPass' network of 20M hotspots, while iPass says its global network will rise to 50M hotspots by the end of the year.
- The deal means a single log-in for enterprise customers to get access via computers as well as tablets and smartphones. IPass provisions the Wi-Fi as a cloud offering via software-as-a-service.
- Deutsche Telekom has customers in more than 50 countries.
Oct. 14, 2015, 10:39 AM
- Moody's is raising its outlook for Europe's telecoms to stable as it predicts a return to revenue growth overall, amid growing consumer demand and spending capacity, and price increases.
- The firm expects revenues overall to grow by 1-2% over the next 12-18 months.
- "Increasing demand for broadband, improved consumer spending capacity and a change in focus from price competition to service quality leading to price increases will underpin European telecommunications service providers' return to revenue growth in 2016," says Moody's analyst Carlos Winzer.
- He pointed to Telefonica (TEF -1.6%), whose ARPU was up sequentially to €71.80/month from €68.80/month and who's rolling out premium packages at premium prices. Moody's expects positive ARPU for Deutsche Telekom (OTCQX:DTEGY) amid similar premium pricing.
- Despite a stable outlook on the Africa, Middle East and Turkish markets, slowing GDP in some countries (including Nigeria and those on the Arabian peninsula) could press revenue growth.
- The outlook on Russia's big three, however -- Mobile TeleSystems (MBT +2.1%), MegaFon (OTC:MFOYY) and VimpelCom (VIP +0.8%) -- stays negative amid the Russian economic crisis.
Oct. 9, 2015, 8:50 PM
- Alcatel-Lucent (NYSE:ALU) will be the partner with Deutsche Telekom (OTCQX:DTEGY) on the ground side of the hybrid European Aviation Network.
- It'll handle the LTE deployment on a combination LTE/satellite service, and says it's run test flights of such a network with Deutsche Telekom. Last month Deutsche Telekom came to a partnership with Inmarsat (OTCPK:IMASY) to provide in-flight broadband.
- Inmarsat's S-band satellite will provide service in the same frequency as a new LTE ground network that DT will run.
- Lufthansa is set to be the first airline to test the hybrid service, in 2017.
Oct. 2, 2015, 10:13 AM
- Vivendi (OTCPK:VIVHY -1.7%) -- already the biggest shareholder in Telecom Italia (TI -3.7%) -- is making moves toward boosting its stake to about 19%, Reuters has reported, with an eye toward increasing its clout there.
- Banks have reportedly arranged derivative deals so that Vivendi can add to holdings. Chairman Vincent Bollore is on record as saying he wants to keep investing in Telecom Italia as part of a southern Europe strategy, and TI CEO Marco Patuano says that's "always fine."
- One source says Bollore wants to be kingmaker in any upcoming European consolidation, which might include TI tie-ups with Orange (NYSE:ORAN) or Deutsche Telekom (OTCQX:DTEGY).
- Vivendi could claim at least two seats on TI's board, but hasn't done so yet; so far it says it's just a long-term investor. But the investments could keep coming.
Sep. 21, 2015, 3:06 PM
- Web access is coming to European flights via a deal between Inmarsat (OTCPK:ISAT +1.3%) and Deutsche Telekom (OTCQX:DTEGY +1.3%).
- The two will combine their satellite and ground networks to provide Internet service to European flights, with Inmarsat's separate service going first to Lufthansa (OTCQX:DLAKY -0.6%) passengers starting next summer.
- In-flight Internet has become more common in America but taking off in Europe has mainly meant going without. Lufthansa had offered access on long-haul flights through a deal with Panasonic Avionics.
Sep. 4, 2015, 1:44 PM
- A merger between Liberty Global (LBTYA -1%) and Vodafone (VOD -1.6%) would draw an objection from Deutsche Telekom (OTCQX:DTEGY -0.5%) over concerns about the TV market, according to the head of DT's German business.
- “We would definitely have some remedies and protests against a merger, but we also expect the authorities to have a view on that,” said Niek Jan van Damme.
- Amid rumors of a bigger tie-up, Liberty Global and Vodafone have said they're discussing asset swaps in Europe, though operations in some countries are better fits than others. The two companies' broadband businesses don't overlap and don't present a competitive problem, van Damme says.
- Deutsche Telekom, meanwhile, is exploring more content partnerships and infrastructure sharing (such as networks).
- Previously: Summer's end may bring resolution for Vodafone, Liberty (Aug. 17 2015)
- Previously: Liberty Global, Vodafone see better rules environment for swaps (Jun. 12 2015)
- Previously: Liberty Global CEO: Need mobile services to complete quad-play (Jun. 09 2015)