Report
Stephane Beyazian

Deutsche Telekom : Un risque fibre aux Etats-Unis à surveiller

>Un projet possible de 4 Md$ (encore limité pour le moment) - Selon la presse américaine (ici), T-Mobile cherche des partenaires pour investir 4 Md$ en fibre optique jusqu’à l’abonné (« FTTH »). Pour rappel, le coût de déploiement fibre est estimé à 900-1 000 $ par foyer aux Etats-Unis, probablement moins en zone très dense (le projet pourrait donc permettre de couvrir 4-7 M de foyers selon la zone). T-Mobile teste déjà depuis août 2021 la vente d’un service de fibre ...
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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