Telecom German Community

Over the next five years (FY 2025–2029), Deutsche Telekom will leverage its transatlantic scale, AI-driven automation and continued 5G/fibre roll-out to deliver mid-single-digit top-line growth, expanding margins, double-digit EPS gains—and trade at a stable mid-teens P/E. Revenue CAGR ≈ 3.4 % At its October 2024 Capital Markets Day, management guided to net-revenue growth of ~4 % p.a. through 2027; consensus extends this to 2029, implying a rise from €115.8 b to €136.5 b—≈ 3.4 % CAGR .Read more

1&1 is trying to break away from expensive leased mobile networks by moving customers onto its own new-style mobile network, which could improve profits if the rollout goes to plan. The catch is that delays, heavy spending, and intense price competition in Germany could keep costs high and slow any turnaround.Read more

Deutsche Telekom is leaning on faster networks and AI-powered operations to cut costs and keep customers using more data, with its U.S. business adding another engine for growth. The catch is that pricey network upgrades and fierce competition in Europe could hold back the payoff if demand doesn’t ramp up as hoped.Read more

freenet faces a tricky balancing act: it needs to spend more to modernize how it sells and serves customers, just as price pressure in mobile and TV makes it harder to earn more from each user. The bet on faster online growth and the mobilezone deal could help, but if upgrades and promotions don’t pay off quickly, profits may stay squeezed.Read more

1&1 is trying to build its own mobile network in Germany, but delays, heavy build costs, and shifting supplier deals could keep profits under pressure for years. The big question is whether the new network and newer tech can eventually cut running costs enough to offset a crowded market where customers can easily switch for a better price.Read more

freenet is betting that a bigger push into AI and an expanding internet TV offering can improve customer service, keep people from leaving, and grow profits even in a tough pricing environment. The key question is whether these moves and a recent acquisition turn into real, lasting gains—or add complexity that drags results down.Read more

freenet leans on steady mobile and streaming subscriptions while pushing AI into pricing and customer care to cut churn and run leaner. That could make profits more dependable, but the story hinges on holding up against price-led competition and proving new partnerships and digital changes really deliver.Read more

United Internet sits in crowded European broadband and mobile markets, and the push to build out new networks could soak up cash and squeeze profits. Find out why rivals, new tech “ecosystems,” and tougher rules could make it harder for the company to keep growing, even as cloud and subscription services offer a path forward.Read more

Big communication platforms like Teams and Zoom may make standalone business phone systems less relevant, putting pressure on NFON’s core offering and its ability to stand out. The open question is whether NFON’s push into AI features and newer add-on services can offset tougher competition and keep growth steady.Read more