How Investors Are Reacting To Deutsche Telekom (XTRA:DTE) Embracing Satellite IoT With Iridium Partnership

• Following Iridium Communications Inc.'s recent announcement, Deutsche Telekom has partnered with Iridium to integrate global IoT connectivity via the upcoming Iridium NTN DirectSM 5G service, enabling NB-IoT direct-to-device roaming and expanding coverage for industrial and remote applications.
• This collaboration places Deutsche Telekom among the first telecom operators adopting standards-based satellite IoT, highlighting its commitment to technology innovation and extending network reach far beyond traditional boundaries.
• We'll examine how Deutsche Telekom's move into standards-based satellite IoT may shape its investment narrative and long-term growth prospects.

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Deutsche Telekom Investment Narrative Recap

To be a shareholder in Deutsche Telekom, you need to believe that the company's investments in next-generation connectivity, such as standards-based satellite IoT, will keep it resilient as digital transformation accelerates. While the recent Iridium partnership showcases leadership in expanding IoT coverage, this move does not materially change the immediate catalyst, which remains Deutsche Telekom’s ongoing execution in the U.S. market; nor does it alter the key risk of prolonged price competition and customer losses in Germany.

This Iridium announcement ties in most closely with the recent Q2 2025 earnings release, which showed continued progress in revenue and net income. While financial momentum is important, the new satellite partnership reinforces the company’s focus on expanding its technology edge, which could strengthen long-term diversification beyond mature European markets. Yet, investors should be aware that...

Read the full narrative on Deutsche Telekom (it's free!)

Deutsche Telekom's outlook anticipates €128.8 billion in revenue and €11.8 billion in earnings by 2028. This is based on a 2.2% annual revenue growth rate but reflects a €0.8 billion decrease in earnings from the current level of €12.6 billion.

Uncover how Deutsche Telekom's forecasts yield a €37.58 fair value, a 31% upside to its current price.

Exploring Other Perspectives

Twelve private investors in the Simply Wall St Community see fair value for Deutsche Telekom anywhere from €29.26 to an ambitious €150.04 per share. While opinion differs, ongoing price pressure and customer churn in the German broadband market is prompting concern about future margin growth. Review these perspectives to see how your outlook compares.

Explore 12 other fair value estimates on Deutsche Telekom - why the stock might be worth over 5x more than the current price!

Build Your Own Deutsche Telekom Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Deutsche Telekom research is our analysis highlighting 6 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Deutsche Telekom research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Deutsche Telekom's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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