Aankondiging • Apr 23
Deutsche Telekom and T-Mobile US Reportedly in Merger Talks Reports swirl about possible merger talks between Deutsche Telekom AG (XTRA:DTE) and T-Mobile US, Inc. (NasdaqGS:TMUS), potentially creating the largest public merger and the world's biggest wireless operator. The proposed merger would form a new holding company, with stock bids for both firms, and be listed in the US and Europe. Deutsche Telekom shares saw a 1.5% decline on April 22, 2026 amid swirling reports of possible merger discussions with U.S.-based T-Mobile US. Should this merger proceed, it would set a record as the largest public merger ever conducted, leading to the formation of the world's largest wireless operator by market capitalization. Reports confirmed by Reuters indicate these discussions are in the early stages. Deutsche Telekom, holding a 53% stake in T-Mobile, refrained from commenting on these developments. Initially reported by Bloomberg, the merger would require Germany's approval, as it stands as the largest shareholder of Deutsche Telekom. The proposed plan aims to establish a new holding company to make stock bids for both telecommunications giants, followed by listings in the U.S. and Europe. The merger could result in a powerful entity with increased market liquidity, benefitting future business dealings. Observers note T-Mobile's stock has decreased by 25% over the past year, contrasting with a 10% decline for Deutsche Telekom. Upcoming Dividend • Mar 26
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%). Reported Earnings • Feb 28
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: €1.97 (down from €2.27 in FY 2024). Revenue: €121.8b (up 2.9% from FY 2024). Net income: €9.61b (down 14% from FY 2024). Profit margin: 7.9% (down from 9.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.6%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 26
Volvo Car AB Announces Board Member Re-Election Declines Volvo Car AB announced that Anna Mossberg and Caroline Grégoire Sainte Marie have declined re-election for the board. Aankondiging • Jan 28
Deutsche Telekom AG, Annual General Meeting, Apr 01, 2026 Deutsche Telekom AG, Annual General Meeting, Apr 01, 2026, at 10:00 W. Europe Standard Time. Location: bonn Germany Aankondiging • Jan 07
Deutsche Telekom AG (XTRA:DTE) commences an Equity Buyback Plan under the authorization approved on April 9, 2025. Deutsche Telekom AG (XTRA:DTE) commences share repurchases on January 5, 2026, under the program mandated by the Annual General Meeting held on April 9, 2025. As per the mandate, the company is authorized to repurchase its own shares, such that the company’s holding in treasury together with the shares repurchased does not exceed 10% of its issued share capital at any point of time. The consideration per share paid (excluding transaction costs) may not be more than 10% above or 20% below the market price of the shares determined by the opening auction on the trading day (day of purchase) in the Xetra trading system of the Frankfurt Stock Exchange (or a successor system). The repurchased shares will be used for for all legally permitted purposes like retirement, sale of shares against cash payment to take advantage of the opportunities offered by the relevant market price quickly, flexibly, and cost-effectively as they arise, fulfillment of conversion or option rights or obligation, Issuance of shares under share-based remuneration systems or employee share
schemes and to partially exclude shareholders’ subscription rights in favor of the creditors of bonds and/or profit participation rights with conversion or option rights or a conversion or option obligation when using own shares. The program is valid till April 8, 2030. As of April 9, 2025, the company had 4,986,458,596 shares issued.
On November 13, 2025, the company announced a share repurchase program. Under the program, the company will repurchase €2,000 million worth of its shares. The program is valid till 2026. Declared Dividend • Nov 15
Dividend increased to €1.00 Dividend of €1.00 is 11% higher than last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 14
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: €0.50 (down from €0.60 in 3Q 2024). Revenue: €29.6b (up 1.6% from 3Q 2024). Net income: €2.43b (down 18% from 3Q 2024). Profit margin: 8.2% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 14
Deutsche Telekom AG announces Annual dividend, payable on April 08, 2026 Deutsche Telekom AG announced Annual dividend of EUR 1.0000 per share payable on April 08, 2026, ex-date on April 02, 2026 and record date on April 07, 2026. Aankondiging • Oct 03
Deutsche Telekom AG (XTRA:DTE) acquired Synedra Information Technologies GmbH. Deutsche Telekom AG (XTRA:DTE) acquired Synedra Information Technologies GmbH on October 1, 2025. The founding team of Synedra and its more than 80 employees will become part of the Telekom family as part of the acquisition. With the acquisition, Deutsche Telekom will expand its portfolio in the future to include the HCM solutions from synedra and the documentation solutions from akedis Innovations.
Deutsche Telekom AG (XTRA:DTE) completed the acquisition of Synedra Information Technologies GmbH on October 1, 2025. Reported Earnings • Aug 10
Second quarter 2025 earnings: Revenues in line with analyst expectations Second quarter 2025 results: Revenue: €29.3b (up 1.0% from 2Q 2024). Net income: €2.62b (up 25% from 2Q 2024). Profit margin: 8.9% (up from 7.2% in 2Q 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. New Risk • Jun 25
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.05% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.05% per year for the foreseeable future. Minor Risk High level of debt (99% net debt to equity). Reported Earnings • May 16
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: €0.58 (up from €0.40 in 1Q 2024). Revenue: €30.4b (up 6.4% from 1Q 2024). Net income: €2.85b (up 44% from 1Q 2024). Profit margin: 9.4% (up from 6.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. New Risk • May 15
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk High level of debt (105% net debt to equity). Upcoming Dividend • Apr 03
Upcoming dividend of €0.90 per share Eligible shareholders must have bought the stock before 10 April 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (3.0%). Aankondiging • Mar 12
Deutsche Telekom and T-Systems Announce Management Changes Deutsche Telekom and its subsidiary T-Systems have appointed Gottfried Ludewig as the new head of the Public Sector division, effective 01 March 2025. Ludewig succeeds Juergen Schulz, who is leaving the company at his own request. Telekom said it is strengthening the cooperation between the public sector and the healthcare sector divisions with Ludwig in the double role of Head of Public Sector division and Head of Healthcare. The public sector division provides services to institutions at federal, state and local level in Germany, as well as the European level. Aankondiging • Mar 07
uCloudlink Group Inc., Deutsche Telekom, Siemens, Airbus, and HSBC Receive Approval for Pilot Operations of Value-Added Telecoms Services from MIIT UCLOUDLINK GROUP INC. announced that it was one of the first batch of 13 foreign-invested companies to receive approval for pilot operations of value-added telecommunications services by China’s Ministry of Industry and Information Technology (the “MIIT”). With the approval, UCLOUDLINK will be permitted to engage in value-added telecommunications services such as internet access and information services in China. The 13 foreign-invested companies approved for this pilot program are predominantly affiliates of well-known multinational corporations, including Deutsche Telekom, Siemens, Airbus, and HSBC. Companies that received approval are expected to provide Chinese consumers with a more diverse range of telecom services and products to stimulate market vitality, enhance service quality and standards, and better meet the growing digital lifestyle needs of the Chinese public. Aankondiging • Mar 05
Deutsche Telekom AG, Annual General Meeting, Apr 09, 2025 Deutsche Telekom AG, Annual General Meeting, Apr 09, 2025, at 10:00 W. Europe Standard Time. Aankondiging • Feb 28
Deutsche Telekom AG announces Annual dividend, payable on April 14, 2025 Deutsche Telekom AG announced Annual dividend of EUR 0.9000 per share payable on April 14, 2025, ex-date on April 10, 2025 and record date on April 11, 2025. Reported Earnings • Feb 27
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: €2.27 (up from €0.82 in FY 2023). Revenue: €122.3b (up 6.6% from FY 2023). Net income: €11.2b (up 174% from FY 2023). Profit margin: 9.2% (up from 3.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Nov 25
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.60 to €1.80. Revenue forecast steady at €114.8b. Net income forecast to grow 36% next year vs 22% growth forecast for Telecom industry in Germany. Consensus price target up from €31.72 to €32.66. Share price rose 2.9% to €29.58 over the past week. Reported Earnings • Nov 15
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: €0.60 (up from €0.39 in 3Q 2023). Revenue: €29.4b (up 4.0% from 3Q 2023). Net income: €2.96b (up 54% from 3Q 2023). Profit margin: 10% (up from 6.8% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 35%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Reported Earnings • Aug 09
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: €0.42 (up from €0.31 in 2Q 2023). Revenue: €29.0b (up 4.1% from 2Q 2023). Net income: €2.09b (up 36% from 2Q 2023). Profit margin: 7.2% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.0%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • May 19
First quarter 2024 earnings: EPS exceeds analyst expectations First quarter 2024 results: EPS: €0.40 (up from €0.34 in 1Q 2023). Revenue: €28.6b (flat on 1Q 2023). Net income: €1.98b (up 19% from 1Q 2023). Profit margin: 6.9% (up from 5.9% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Upcoming Dividend • Apr 04
Upcoming dividend of €0.77 per share Eligible shareholders must have bought the stock before 11 April 2024. Payment date: 15 April 2024. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%). New Risk • Feb 26
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 6.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (107% net debt to equity). Dividend is not well covered by earnings (94% payout ratio). Profit margins are more than 30% lower than last year (3.6% net profit margin). Reported Earnings • Feb 26
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: €0.82 (down from €1.52 in FY 2022). Revenue: €114.7b (down 2.0% from FY 2022). Net income: €4.09b (down 46% from FY 2022). Profit margin: 3.6% (down from 6.5% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Feb 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risk High level of debt (105% net debt to equity). Aankondiging • Feb 16
Deutsche Telekom and Brain.ai Unveils Revolutionary App-Less Phone At Mobile World Congress Brain.ai (also known as Brain Technologies Inc.) and Deutsche Telekom announced that they will unveil a new app-less phone that humanizes how people interact with their devices, powered by Brain.ai’s Natural AI interface. Brain.ai is an artificial intelligence company with a mission to make computers an extension of minds. Deutsche Telekom is one of the world’s leading integrated telecommunications companies. Brain and Deutsche Telekom will make the announcement at Mobile World Congress 2024 in Barcelona, demoing the visionary AI phone together. Natural AI dynamically creates interfaces on-demand, replacing the need for countless apps. Like a concierge, Natural AI takes over tasks and takes care of the details. Brain and Deutsche Telekom will announce and demo the new phone on stage on February 26, at Deutsche Telekom’s booth - Hall 3 at Booth 3M31. Today's software and apps operate on predefined pathways, with programmers establishing fixed connections from user interfaces to backend functionalities. Lacking the context of these connections made by humans, today’s software cannot dynamically adjust or adapt to human needs in real-time, nor can they learn from past connections to adapt to future needs they've not seen before. The AI phone Brain.ai is presenting together with Deutsche Telekom is breaking the paradigm–with an app-free interface that predicts and generates the next interface contextually, flowing with thoughts. Major Estimate Revision • Feb 03
Consensus EPS estimates increase by 18% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €2.47 to €2.93. Revenue forecast steady at €111.6b. Net income forecast to grow 94% next year vs 16% growth forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €26.99. Share price was steady at €22.68 over the past week. Aankondiging • Jan 09
Deutsche Telekom AG (XTRA:DTE) commences an Equity Buyback Plan, under the authorization approved on April 1, 2021. Deutsche Telekom AG (DB:DTE) commences share repurchases on January 3, 2024, under the program mandated by the shareholders in the Annual General Meeting held on April 1, 2021. As per the mandate, the company will repurchase its own shares, such that, at no time it’s holding in own shares represent more than 10% of its issued share capital. The repurchases will be made either on the stock exchange or through a public offer to all shareholders or a public invitation to make a purchase offer. If the shares are acquired on the stock exchange, the repurchase price (excluding transaction costs) may not be more than 10% above or 20% below the market price of the shares determined by the opening auction on the trading day on which the contractual transaction was concluded in the Xetra trading system of Deutsche Börse AG (or a subsequent system). If the shares are purchased through a public purchase offer presented to all shareholders, the purchase price offered, or the limits of the purchase price range offered per share (excluding transaction costs) may not be more than 10% above or below the average market price of the share between the 9th and 5th trading day before the date of publication of the offer. The repurchased shares will be used to fulfill option and/or conversion rights and obligations from convertible bonds and/or bonds with warrants issued, either directly or through a company. The program will be valid till March 31, 2026. As of February 26, 2021, the company has 4,761,458,596 shares issued.
On January 2, 2024, the company announced a share repurchase program. Under the program, the company will repurchase up to €2,000 million worth of its shares. The purpose of the program is to partially offset the dilutive effect of the 2021 capital increase. The shares repurchased will be retired. The program will be carried out in several tranches and until December 31, 2024.
On January 2, 2024, the company announced a share repurchase program. Under the 1st tranche of the program, the company will repurchase up to 25,000,000 shares, for €550 million. The repurchases will commence from January 3, 2024 and will run until April 4, 2024. Reported Earnings • Nov 13
Third quarter 2023 earnings: EPS exceeds analyst expectations Third quarter 2023 results: EPS: €0.39 (up from €0.30 in 3Q 2022). Revenue: €28.2b (down 4.8% from 3Q 2022). Net income: €1.92b (up 31% from 3Q 2022). Profit margin: 6.8% (up from 5.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year. Aankondiging • Nov 13
Deutsche Telekom AG, Annual General Meeting, Apr 10, 2024 Deutsche Telekom AG, Annual General Meeting, Apr 10, 2024, at 10:00 Central European Standard Time. Major Estimate Revision • Nov 10
Consensus EPS estimates increase by 28% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.17 to €4.06. Revenue forecast steady at €111.7b. Net income forecast to grow 110% next year vs 12% growth forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €25.71. Share price was steady at €21.44 over the past week. Aankondiging • Nov 04
Deutsche Telekom AG Plans Higher Dividend for 2023 The Board of Management of Deutsche Telekom AG plans to propose to the annual shareholder meeting to increase the dividend for the 2023 financial year to 0.77 euros per dividend-bearing share, up from 0.70 euros per share for the 2022 financial year. Aankondiging • Oct 17
Deutsche Telekom Appoints Ferri Abolhassan as the New Member of the Executive Board, Effective January 1, 2024 Deutsche Telekom has appointed Ferri Abolhassan as the new member of the executive board, responsible for T-Systems, effective on 01 January 2024. Aankondiging • Oct 07
Deutsche Telekom and Mavenir Unveil Advancements in 5G Standalone Network Slicing Service Opportunities Mavenir together with Deutsche Telekom announced significant advancements across two projects both focused on progressing monetisation opportunities enabled by 5G standalone network slicing technologies and powered by Mavenir’s cloud-native Converged Packet Core. 5G Live Video Production Service, with RTL Deutschland, for stable broadcasting of live events using 5G standalone and network slicing technologies. This new service, now commercially available from Deutsche Telekom, allows professional video or media production companies to transmit live HD video streams reliably over the 5G network, even without special equipment (e.g. satellite van). To further increase the service reach, this use case can also be extended to mobile journalism, where regular consumers can transmit spontaneous video production using their own smartphones. Demonstration of a multi-domain orchestration proof-of-concept (PoC) with open APIs for 5G dynamic network slicing services on-demand. The collaborative PoC illustrates the ease with which businesses can submit a service request through Deutsche Telekom's customer interface, initiating the setup of a protected, tailored 5G network slice that assures superior Quality of Service (QoS) tailored to a customer’s specific connectivity needs. The complete customer journey from the moment an order is placed, to the translation of that order into precise deployment and configuration details for network functions, results in the activation of a dedicated end-to-end network slice with a custom Service Level Agreement (SLA). Network Slicing solution demonstrated by Deutsche Telekom for the multi domain orchestration PoC enables enterprises to book a network slice for video production or any other use case, based on the slice availability at their location. The entire network slice lifecycle is automated, from ordering to instantiation to configuration to management. The business support system (BSS) takes the customer order and invokes the slice manager/orchestrator. The Mavenir Digital Cloud Automation (MDCA), which serves as a network function management function (NFMF), exposes REST API to the slice orchestrator to receive slice creation and configuration requests. To enable seamless integration with 3rd party orchestrators, Mavenir made the API specification publicly available. The MDCA which is Mavenir’s CICD framework, uses GitOps practices to automate the creation and configuration of the slice. As part of this procedure, the required network function (NF) for the slice is instantiated, the slice-specific and other dependent NFs are configured. Once the slice is activated, the slice specific KPIs are sent to the operations support system (OSS) layer. This enables monitoring of the network slice's performance, and any feedback action to be taken for Slice Assurance follows the same path as creation i.e. via MDCA. The 5G Live Video Production Service and the Multi-Domain Orchestration PoC was implemented using Mavenir’s cloud-native Converged Packet Core components and the MDCA serving as the NFMF. Mavenir’s end-to-end network slicing solution comprising of RAN, Core, Mavenir Digital Enablement (MDE serving as the BSS), and MDCA based Automation suite provides the same customer journey and slice lifecycle management as that of the Deutsche Telekom solution. MDE exposes TMF based Open APIs easing the integration with third-party management interfaces. This solution provides several benefits to CSPs, consumers and enterprises, including: Increased agility and flexibility: Businesses can quickly and easily deploy and manage network slices to meet their specific needs. Improved efficiency and cost savings: Businesses can optimise their network resources by using network slices for specific applications or use cases. Enhanced security and isolation: Network slices can be isolated from each other to improve security and performance. New revenue opportunities: Businesses can offer new and innovative services to their customers by using network slicing. Major Estimate Revision • Aug 19
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €2.77 to €3.14. Revenue forecast steady at €111.4b. Net income forecast to grow 96% next year vs 0.2% growth forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €25.72. Share price was steady at €19.01 over the past week. Major Estimate Revision • Jul 23
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €2.42 to €2.74. Revenue forecast steady at €112.0b. Net income forecast to grow 142% next year vs 1.4% decline forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €25.89. Share price was steady at €19.67 over the past week. Aankondiging • Jun 09
Deutsche Telekom Has Appoints Wolfgang Metze as Its New Managing Director for Private Customers in Germany and Member of the Management Board of Telekom Deutschland Deutsche Telekom has appointed Wolfgang Metze as its new managing director for private customers in Germany, effective from 01 August. Metze will also become a member of the management board of Telekom Deutschland. He will report directly to the Telekom Deutschland MD Srini Gopalan. Reported Earnings • May 16
First quarter 2023 earnings released: EPS: €0.34 (vs €0.78 in 1Q 2022) First quarter 2023 results: EPS: €0.34 (down from €0.78 in 1Q 2022). Revenue: €28.5b (flat on 1Q 2022). Net income: €1.67b (down 57% from 1Q 2022). Profit margin: 5.9% (down from 14% in 1Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year. Major Estimate Revision • May 14
Consensus EPS estimates increase by 36% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €1.44 to €1.96. Revenue forecast steady at €113.0b. Net income forecast to grow 64% next year vs 4.7% growth forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €26.15. Share price was steady at €21.66 over the past week. Upcoming Dividend • Mar 30
Upcoming dividend of €0.70 per share at 3.2% yield Eligible shareholders must have bought the stock before 06 April 2023. Payment date: 12 April 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%). Major Estimate Revision • Mar 02
Consensus EPS estimates increase by 11%, revenue downgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €115.9b to €114.5b. EPS estimate rose from €1.35 to €1.50. Net income forecast to shrink 8.9% next year vs 0.1% decline forecast for Telecom industry in Germany. Consensus price target broadly unchanged at €25.07. Share price was steady at €21.15 over the past week. Reported Earnings • Feb 25
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: €1.52 (up from €0.82 in FY 2021). Revenue: €117.1b (up 6.0% from FY 2021). Net income: €7.56b (up 90% from FY 2021). Profit margin: 6.5% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Dec 01
Deutsche Telekom AG to Report Fiscal Year 2022 Final Results on Apr 05, 2023 Deutsche Telekom AG announced that they will report fiscal year 2022 final results on Apr 05, 2023