Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 1,796 shares at 26.680EUR and the significance rating of the trade was 54/100. 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 clea...

European Telecoms for 2026 Industry action required for further outpe...

Over the past 3 years, the EU telecoms sector has had a great run – up >50%, despite modest underlying revenue/ EBITDA growth. This has almost entirely come from a deserved upwards re-rating in the multiple as the risk profile across the sector diminishes – which has been a key theme of ours in the past few years given improved regulation. So, we feel this has now largely played out.

Deutsche Glasfaser/ DT Our take on the refinancing story

The FT has published an article suggesting that EQT/ Omers are trying to unblock the Deutsche Glasfaser refinancing process with a new equity funding proposal and at the same time scale back the rollout plans.

FWA is on the horizon It has the potential to be disruptive: Keep a v...

FWA has reached 38% penetration in Austria today, 13% in Italy, but is just 1-2% elsewhere in Europe. Furthermore, the EC has just made a major decision to dedicate a further 540MHz of spectrum to mobile carriers increasing their bandwidth by 60%.

AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

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 : Guidance raised despite soft Q3 in Germany (as expe...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/13/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 13/11/2025

Coffee, Croissants & Credit/Deutsche Telekom, Grand City Properties

Telecom: Deutsche Telekom reports solid 3Q25 results. Real Estate: Grand City Properties 9M25: steady as she goes

DEUTSCHE TELEKOM: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 28.935 M euros (+1,5% vs +1,7% BS(e) y +1,2% consenso); EBITDA: 11.115 M euros (+0,2% vs +0,4% BS(e) y +0,2% consenso); BDI: 2.670 M euros (+14,3% vs +6,3% BS(e) y +6,1% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 87.361 M euros (+3,0% vs +3,1% BS(e) y +2,9% consenso); EBITDA: 33.412 M euros (+3,2% vs +3,2% BS(e) y +3,2% consenso); BDI: 7.617 M euros (+8,0% vs +5,4% BS(e) y +5,3% consenso).

Deutsche Telekom : Guidance raised despite soft Q3 in Germany (as expe...

INFORME DIARIO 13 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T'25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTORIAL SOCIMIS. EUROPA: DEUTSCHE TELEKOM, SIEMENS, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Fin al shutdown más largo de la historia Las bolsas europeas siguieron festejando el final del shutdown estadounidense, con ga...

Orange (Buy, TP: €17, +24%) Spain buy-in, target increases to €17, +24...

Late on Friday evening Orange announced that it had agreed to buy out the 50% share in MasOrange (MO) it didn’t own for €4.25bn.

Coffee, Croissants & Credit/Statkraft, DLR, Telefonica, Deutsche Telek...

Utilities - Statkraft: 9M25 results underline ongoing challenges

DEUTSCHE TELEKOM: RDOS. 3T’25 DE T-MOBILE ALGO MEJORES EN EBITDA Y ELE...

T-Mobile US (filial en EE.UU. de DTE; c.65% EBITDA) acaba de publicar Rdos. 3T’25 ligeramente peores en ventas (+8,9% vs +9,1% previsto) pero mejores en EBITDA ajustado (+5,3% vs +4,5% previsto).

Orange (Buy, TP: €16.2, +15%) Q3 25: Solid numbers, Group EBITDAaL gui...

Orange has reported a solid set of results, with Telco revenue and EBITDA in-line with consensus expectations; Bank losses are lower than expected and Group EBITDAaL guidance has been lifted as a result (despite a small downgrade to OBS guidance).

Deutsche Telekom AG: Key facts and statistics - H1 June 2025

A summary company profile, detailing Deutsche Telekom AG’s business operations and financial highlights.

Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice Fra...

After months of speculation, there is finally an offer for SFR in France. The deal structure is a lot more complicated than we thought it would be, but we think the offer is a fair one. We think the offer implies a synergy payment of €4.2bn, and values the SFR equity at €15/share, if XpFibre, UltraEdge, ATS, Intelcia, and FOT are indeed worth €4bn, as the release suggests.

Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice Fra...

After months of speculation, there is finally an offer for SFR in France. The deal structure is a lot more complicated than we thought it would be, but we think the offer is a fair one.