Today, 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)
Jun. 17, 2015, 9:51 AM
- Germany's big three wireless carriers have taken the country's multi-band wireless spectrum auction past its 163rd round and matched the bid total from five years ago, with more to come.
- Telefonica Deutschland (NYSE:TEF), Deutsche Telekom (OTCQX:DTEGY) and Vodafone (NASDAQ:VOD) have combined for €4.38B in bids (about $4.9B), the total received in 2010, when there were four bidders.
- Bidding is ongoing, but has slowed in recent days.
- Action has been heavy in the 1.8-GHz band -- where Telefonica Deutschland is protecting its stronger position while it skips the unpaired 1.5 GHz sale -- and in 900 MHz.
- The 700 MHz band (good for city/indoor coverage) is for sale for the first time, and today saw its first offers raised beyond the minimum bid.
- Deutsche Telekom has been the big bidder in the auction.
- Previously: Deutsche Telekom leads spending in German spectrum auction (May. 30 2015)
Jun. 12, 2015, 5:19 PM
- Today in telecom consolidation speculation: While Dish Network (NASDAQ:DISH) and T-Mobile (NYSE:TMUS) have been talking about a deal with upsides for both (and shareholders have driven DISH up 2.6%, TMUS up 1.8% since word broke June 3), they aren't each other's only option.
- And much of what transpires there depends on T-Mo parent Deutsche Telekom (OTCQX:DTEGY) and what it wants to do with an asset that can command top dollar as perhaps the last attainable big U.S. cell provider.
- “They’re obviously controlled by a German company who has strategic initiatives, both in Europe and the United States, and they may not be in a position where they want to do anything," Dish chief Charlie Ergen said in a Bloomberg TV interview.
- From Dish's perspective: It doesn't need to rush, as it's making free cash flow and has time to sit on its large spectrum stockpiles yet. Ergen could look for a sale to Verizon (NYSE:VZ), or break the spectrum off into a separate company with a sale-leaseback. In any case, many deals that seemed well under way have been kiboshed by the mercurial Ergen.
- Fron T-Mobile's: Deutsche Telekom is reportedly worried about an overvalued Dish and getting too much of that stock. T-Mobile could probably command $49/share in a sale, or a 25% premium, says Gabelli's Sergey Dluzhevskiy. One company that wouldn't blink at that price would be Comcast (NASDAQ:CMCSA) in its own quad-play grab.
- Altice (OTC:ATCEY), which considered a run at Time Warner Cable (NYSE:TWC), could be a long-shot for T-Mobile, or even Charter (NASDAQ:CHTR). And with AT&T expanding in Mexico, how interesting would it be if América Móvil (NYSE:AMX) pumped up its U.S. presence with Big Magenta?
Jun. 12, 2015, 9:19 AM
- As Liberty Global (NASDAQ:LBTYA) and Vodafone (NASDAQ:VOD) talk about swapping assets in Europe, both companies think increased telecom competition has made Europe's regulators more relaxed about consolidation issues.
- "We see that big telecoms providers are allowed to merge," Manuel Cubero, chief executive of Vodafone's Kabel Deutschland told Reuters in Germany. "We see that politicians support this trend in order to strengthen the ability of companies to invest."
- Germany is one epicenter of the swaps discussion as the two companies have heavy overlap in the region. It's Vodafone's largest market by sales and likely hopes to get Liberty cable operations there in any swap -- "The more we grow, the better we can compete with Deutsche Telekom (OTCQX:DTEGY) in broadband," says Cubero -- but neither firm may be willing to part with UK business.
- "The Commission's view of consolidation in the telecom sector in Europe has changed," says Lutz Schueler, head of Liberty's German business Unitymedia.
- Vodafone's Kabel Deutschland and Liberty's Unitymedia are the No. 1 and No. 2 cable operators in Germany respectively. The country has 29.6M broadband connections, but 23.3M of those are via phone lines and more than half of those controlled by Deutsche Telekom.
Jun. 11, 2015, 5:45 PM
- Dish Network (NASDAQ:DISH) is talking to banks about funding a bid to acquire T-Mobile (NYSE:TMUS), to the tune of $10B-$15B in borrowing for the cash part of the deal, The Wall Street Journal is reporting.
- T-Mobile is up 3.6% after hours; Dish is up 1.7%.
- The deal's in early stages, but as discussed, the stock portion would leave T-Mobile parent Deutsche Telekom (OTCQX:DTEGY) with a significant minority stake in the combo.
- No word on how much Dish would pay for T-Mobile, but talking with banks shows it's moving forward.
- In the previous discussions, one key issue already seems sorted out among the personality-laden leaders: Dish CEO Charlie Ergen would serve as chairman, while T-Mobile's John Legere would be CEO.
Deutsche Telekom (OTCQX: DTEGY) is one of Europe's leading telecommunications and information technology service companies. Deutsche Telekom is also the parent company of T-Mobile USA, one of four national wireless carriers in the U.S., with 33.7 million customers. In Europe, we are Germany's... More
Industry: Telecom Services - Domestic
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