Deutsche Telekom (Buy, €40, +46%) Three Key Points for Q3
In this note, we address DT’s Q3 results – and we focus on what we see as three key points of interest:1) Given the new buyback, how does DT spend their €15bn of “surplus” capital?
2) What should we make of the new fibre messaging?
3) Where does DT go with its Nvidia relationship?
Deutsche Telekom is engaged in the telecommunications services and information technology sectors. Co. operates as an integrated telecommunications provider. It is organized into four operating segments: Germany, Europe, and the United States; and Systems Solutions, as well as Group Headquarters and Shared Services. Co. provides fixed-network lines, broadband lines and mobile communications. Co. also provides customized Information and Communication Technology (ICT) solutions for corporate customers under the T-Systems brand. The Group Headquarters and Shared Services segment comprises cross-segment management functions, real estate services, and mobility solutions, among others.
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- Pan European Telecom Services and Cable
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