Mike Sievert on T-Mobile US- Deutsche Telekom's Capital Market Day 2024
Mike Siervert (T-Mobile US President & CEO) and Peter Osvaldik (T-Mobile US CFO) will 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: https://www.telekom.com/CMD24
0:00:00 Start of the video
0:15:23 Begining of the call
▬▬▬▬▬ Presentation ▬▬▬▬▬
📣 Mike Sievert (CEO)
0:17:11 Key Messages (p#3)
0:19:15 REVIEW (p#4)
0:19:20 Goals achieved (p#5)
0:20:47 Flywheel (p#6)
0:21:47 Financial growth (p#7)
0:21:54 STRATEGY (p#8)
0:22:08 From challenger to champion (p#9)
0:22:52 Network quality (p#10)
0:24:44 Network rollout based on data + AI (p#11)
0:26:50 Customer experience: Digital transformation (p#12)
0:29:35 Customer experience: AI (p#13)
📣 Peter Osvaldik (CFO)
0:32:02 Gaining customers (p#14)
0:33:30 Additional market share (p#15)
0:35:09 B2B (p#16)
0:36:36 Fixed wireless access (p#17)
0:38:26 Fiber (p#18)
0:39:19 Financial growth (p#19)
0:40:50 Capital allocation (p#20)
📣 Mike Sievert (CEO)
0:42:34 MIDTERM AMBITION LEVEL (p#20)
0:42:36 Flywheel (p#21)
Key Messages
▬▬▬▬▬▬▬ Q&A ▬▬▬▬▬▬▬
Questions were answered by Mike Sievert (T-Mobile CEO) and Peter Osvaldik (T-Mobile CFO)
0:44:03 1. 🙋♂️ Mathieu Robillard (Barclays)
-Do you already (expect to) see traffic growth due to AI?
0:50:03 2. 🙋♂️ Joshua Mills (Exane)
-Where do you see risk to be disrupted by competitors?
0:54:40 3. 🙋♂️ Akhil Dattani (J.P. Morgan)
-FTTH: Why do you not do more?
0:58:18 4. 🙋♂️ Robert Grindle (Deutsche Bank)
-FTTH: partnerships/cooperations?
0:59:35 5. 🙋♂️ Steve Malcolm (Redburn Atlantic)
-AI: do you see any risk from better informed customers?
1:03:15 6. 🙋♂️ Polo Tang (UBS)
-$20bn FCF headroom: what are the priorities?
1:04:38 7. 🙋♂️ Adam Fox-Rumley (HSBC)
-Share-buyback: Framework for assessing attractiveness?
1:05:27 8. 🙋♂️ David Wright (BoAML)
-AI: how clean is your data set?
1:08:46 9. 🙋♂️ Andrew Beale (Arete Research)
-Outperformance vs peers: what are the dynamics?
1:11:59 10. 🙋♂️ James Ratzer (Newstreet Research)
-Cable: could they be attractive for T-Mobile?
1:14:02 11. 🙋♂️ Ottavio Adorisio (Berstein)
-Fiber: rate of return
-Metronet
Link to other presentations of the Capital Markets Day 2024:
▶️ Group Strategy: • Tim Höttges on Group Strategy- Deutsche Te...
▶️ Germany: • Srini Gopalan on Germany - Deutsche Teleko...
▶️ Europe: • Dominique Leroy on Europe - Deutsche Telek...
▶️ T-Mobile US: you are on the page of this video
▶️ Group Brand: • Ulrich Klenke on the Brand - Deutsche Tele...
▶️ Technology+Innovation: • Claudia Nemat on Technology- Deutsche Tele...
▶️ B2B: • B2B - Deutsche Telekom's Capital Market Da...
▶️ Group Development: • Thorsten Langheim on Group Development - D...
▶️ Group Financials: https://www.youtube.com/live/XrgZa2Pa...
▶️ Closing Q&A: • T. Höttges, C. P. Illek and T. Langheim on...
▶️ Wrap-up: • Wrap-up by Tim Höttges CEO - Deutsche Tele...
▶️ CMD playlist: • Deutsche Telekom Capital Markets Days (#DT...
▶️ Live-Webcast für Privatanlegende (Deutsch): • Kapitalmarkttag: Deutsche Telekom Live-Web...
➡️ 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: https://www.telekom.com/CMD21
Basic information on DT:
➡️ Reasons to invest in Deutsche Telekom: https://www.telekom.com/reasons2invest
➡️ Latest investor presentation: https://www.telekom.com/en/investor-r...
#DTCMD24 #deutschetelekom #telekom