European TMT Conference Fireside With Deutsche Telekom CFO

Deutsche Telekom CFO Christian Illek expressed a constructive view on the German market's shift toward value-based monetisation and reiterated confidence in T-Mobile US's growth trajectory.

Key Takeaways

• 1.The German market is pivoting from volume-based growth to value-based monetisation as broadband net additions normalise.
• 2.Deutsche Telekom expects consolidation among smaller German fibre/altnet operators due to pressure on connection economics.
• 3.Management views T-Mobile US shares as undervalued, evidenced by DT's decision not to sell into the current US buyback program.

Table of Contents

• JPM | European TMT Conference: Fireside with Deutsche Telekom CFO
• European Technology, Media and Telecoms Conference
• QUICK SILVER: KEY TAKES
• J.P. Morgan TMT Contacts
• TMT Sector Specialists
• TMT Trading
• European Tech Hardware & Payments
• European Telecoms
• European Internet
• European Media
• European Software & IT Services
• Disclaimers

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