Srini Gopalan (Board member for Germany) and Wolfgang Metze (Managing Director B2C), present the achievements since the previous CMD 2021, the strategy and midterm ambitions.
➡️ All further information, such as the agenda and all relevant documents and links can be found here: [ Ссылка ]
0:00:00 Start of the session
▬▬▬▬▬ Presentation ▬▬▬▬▬
📣 Srini Gopalan
0:06:52 Key Messages (p#3)
0:08:30 REVIEW (p#4)
0:08:36 Growth (p#5)
0:08:54 FTTH coverage + ROCE (p#6)
0:09:30 Efficiency (p#7)
0:09:55 B2B (p#8)
0:11:21 Differentiators (p#9)
0:15:48 CMD 2021 commitment review (p#10)
0:15:58 STRATEGY (p#11)
0:16:03 Flywheel (p#12)
0:19:45 Digitization (p#13)
0:20:21 FTTH rollout (p#14)
0:21:56 Mobile network quality (p#15)
0:22:08 Modernization of mobile network (p#16)
📣 Wolfgang Metze
0:25:02 Turning customers into fans (p#17)
0:27:26 Growing customer demand (p#18)
0:28:15 Broadband (p#19)
0:30:01 FTTH customer net-adds (p#20)
0:33:14 TV (p#21)
0:34:44 Mobile growth (p#22)
0:36:28 Mobile service revenue growth (p#23)
0:39:05 Opportunities beyond core (p#24)
📣 Srini Gopalan
0:42:03 B2B (p#25)
0:44:21 Efficiency (p#26)
0:45:37 AI (p#27)
0:48:32 Example for digitization (p#28)
0:49:29 Sustainability (p#29)
0:50:02 MIDTERM AMBITION LEVEL (p#30)
0:50:08 Flywheel (p#31)
Key Messages
▬▬▬▬▬▬▬ Q&A ▬▬▬▬▬▬▬
Questions were answered by Srini Gopalan (CEO Germany) and Wolfgang Metze (Managing Director B2C)
0:51:45 1. 🙋♂️ Andrew Lee (Goldman-Sachs)
-B2B growth: what gives assurance
0:55:28 2. 🙋♂️ Steve Malcolms (Redburn Atlantic)
-Macro: is the guidance true with any economic scenario?
-Competitive landscape: DT benefits from the weakness of its competitors.
0:58:34 3. 🙋♂️ Usman Ghazi (Berenberg)
-Meta dispute: how does this affect cutomers? Is it a precedent for customers?
1:03:28 4. 🙋♂️ James Ratzer (Newstreet Research)
-FTTH rollout in DE: mix between MDUs (multi-dwelling-units=flats) and SDUs (single-dwelling-units=houses)?
-FTTH rollout in DE/SDUs: would DT overbuild others?
1:06:32 5. 🙋♂️ Adam Fox-Rumley (HSBC)
-B2C: Why poeple don't take DT currently?
Link to other presentations of the Capital Markets Day 2024:
▶️ Group Strategy: [ Ссылка ]
▶️ Germany: you are on the page of this video
▶️ Europe: [ Ссылка ]
▶️ T-Mobile US: [ Ссылка ]
▶️ Group Brand: [ Ссылка ]
▶️ Technology+Innovation: [ Ссылка ]
▶️ B2B: [ Ссылка ]
▶️ Group Development: [ Ссылка ]
▶️ Group Financials: [ Ссылка ]
▶️ Closing Q&A: [ Ссылка ]
▶️ Wrap-up: [ Ссылка ]
▶️ CMD playlist: [ Ссылка ]
▶️ Live-Webcast für Privatanlegende (Deutsch): [ Ссылка ]
➡️ Every 3 years, Deutsche Telekom invites its investors and securities analysts from banks to a two-day Capital Markets Day. All information on the last Capital Markets Day in 2021: [ Ссылка ]
Basic information on DT:
➡️ Reasons to invest in Deutsche Telekom: [ Ссылка ]
➡️ Latest investor presentation: [ Ссылка ]
#DTCMD24 #deutschetelekom #telekom
