Deutsche Telekom AG - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Swisscom/ Inwit Aggressive brinkmanship or a seismic shift in the tow...

Swisscom has announced that it has terminated the MSA with INWIT in Italy. In this report we look at the implications for Swisscom, INWIT and the tower sector overall.

Coffee, Croissants & Credit/SES, Orange, Telecom Italia, Swisscom

Telecom - Telecom Italia and Swisscom announce a stop to using Inwit towers. Orange looks to sell Globecast. SES orders satellites for meoSphere. Telenet, VodafoneZiggo, Virgin Media O2 4Q25 results note

Coffee, Croissants & Credit/Verbund, SAP, Swisscom, Telecom Italia, Ak...

Utilities - Verbund: weaker 2025, capex to expand in 2026

Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...

Today, we are publishing the Telecom Infrastructure section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...

INFORME DIARIO 13 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, IAG, TELEFÓNICA. El crudo y las dudas en crédito privado lastran la confianza en las bolsas Aumentan las caídas en los índices europeos, con el S&P 500 jugándose el soporte de los 6.700 puntos. El Euro STOXX 50 tocó la referencia de los 5.750 puntos por las tensiones en Medio Oriente (el Brent volvió a los 99 d/b) y las preocupaciones sobre el crédito privado. En el STOXX 600, los mejores sectores fueron Químicas y Utilities mientras que Via...

IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BBVA, IAG, TELEFÓNICA. Crude oil and private credit drag down stock market confidence European stock markets fell further, with the S&P 500 on the verge of falling below the 6,700 point support. The Euro STOXX 50 hit 5,750 due to the tension in the Middle East (Brent returned to US$ 99/barrel) and the concerns on private credit. In the STOXX 600, the best-performing sectors were Chemicals and Utilities, whereas Travel & Leisure and Banks suffered the biggest corrections. On the m...

German FTTH Implications of new German fibre bill

Earlier this week, the German Government updated its consultation for the deployment of fibre in Germany with quite a number of new suggestions – and which could have potential ramifications for the German fibre market.

IBERIAN DAILY 02 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. We begin a highly volatile week European stock markets ended last week with corrections whereas doubts persist in the technology sector and the geopolitical tension between the US and Iran continues. The Ibex endured battery of earnings and ended above 18,000 points. In the STOXX 600, the best-performing sectors last week were Utilities and Real Estate, whereas Basic Materials and Telecoms had the biggest drops....

INFORME DIARIO 02 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Empezamos una semana de elevada volatilidad Las bolsas europeas cerraron la semana con pérdidas, mientras persisten las dudas e...

Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 100,000 shares at 33.800EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/26/2026

Deutsche Telekom (Buy, €43, +28%) Should still be a core holding for ...

At a time when the European telecoms sector has been outperforming strongly, we think DT still stands out as a core holding for 2026 and there is still some 2025 “catch-up” to play out – but with the implied ex-US value at all-time highs, the upside from here now relies more on a TMUS recovery.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 26/02/2026

Deutsche Telekom : German trends recovering

Deutsche Telekom : German trends recovering

INFORME DIARIO 26 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, EBRO FOODS, FERROVIAL, INDRA, MELIÁ, NEINOR HOMES, REDEIA, SANTANDER. EUROPA: AXA, ALLIANZ, DEUTSCHE TELEKOM, ENI, SCHNEIDER ELECTRIC. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El mercado se estabiliza Recuperación generalizada en la...

Swisscom (Reduce from Neutral, TP: CHF 595, -17%) Sunrise (Reduce from...

The whole EU Telco sector has been on a tear YTD (+18% vs STOXX E600 +5%), as macro factors give support (AI-resilience, sector rotation). For Swisscom and Sunrise this has been augmented by perceptions that Switzerland is a “safe haven” thanks to the strong CHF and low 10-year risk free rate.

Telefonica (Sell, €2.6, -28%) Brazil is trying to save the day – but ...

Q4 results were solid and the new 2026 guidance is marginally ahead of consensus, albeit all the medium-term CMD targets remain intact.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/24/2026