Report
Stephane Beyazian

Deutsche Telekom : A fibre risk in the US to monitor

>A possible project of $ 4 bn (still limited for the time being) - According to US press reports (here), T-Mobile is looking for partners to invest $ 4bn in fibre to the home (FTTH). As a reminder, the fibre roll-out cost is estimated at $ 900-1,000 per home in the US, probably less in high density areas (the project could thus cover 4-7m homes depending on the zone). Since August 2021, T-Mobile has been testing the sale of a fibre service in a number of streets in Ne...
Underlying
Deutsche Telekom AG

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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