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$DTE (+4.36%)

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Deutsche Telekom $DTE (+4.36%) currently has no plans to sell shares in its US subsidiary this year. The Bonn-based DAX-listed company, which currently still holds 52.8 percent of T-Mobile's capital, has expressly stated that this also applies in connection with the ongoing share buyback program of T-Mobile US. Deutsche Telekom has not sold any more T-Mobile shares since the last transaction at the end of October last year.

"T-Mobile US has once again delivered strong results in the 2025 financial year and is clearly on track to achieve the targets set at Capital Markets Day 2024. As the majority shareholder, we are firmly committed to T-Mobile US' strategy and focus on strong and sustainable earnings growth," said Deutsche Telekom Group CEO Tim Höttges.

"We do not plan to sell any T-Mobile US shares from our holdings in 2026, not even in the current share buyback program. In addition, we are continuously reviewing opportunities to further increase our stake if this makes strategic sense and is financially attractive."

T-Mobile US $TMUS (+2.33%) ($DTE (+4.36%)) issued a cautious forecast along with a mixed fourth quarter report that included a decline in profits and lower than expected net postpaid subscriber growth.

The company's shares have already fallen by up to 6.5% in pre-market trading on Wednesday.

For 2026, the telecom company forecasts adjusted free cash flow of between $18 billion and $18.7 billion, below Bloomberg's estimate of $18.92 billion.

Adjusted EBITDA is expected to be between USD 37 billion and USD 37.5 billion (mean USD 37.25 billion, estimate USD 37.3 billion).

The company expects expenses of USD 10 billion for the year, which is slightly below the estimate of USD 10.12 billion.

Net additions to postpaid contracts are expected to be between 900,000 and 1 million.

In the fourth quarter, net additions to postpaid customers were 2.38 million, above the estimate of 1.92 million, while net additions to postpaid telephone customers were 962,000, below the estimate of 991,709.

The net increase in postpaid accounts amounted to 261,000, which corresponds to a decrease of 2,000 compared to the previous year.

Net additions to T-Mobile's 5G broadband customers increased by 67,000 to 495,000 and the company ended the quarter with 8.5 million 5G broadband customers.

Net broadband customer additions increased 126,000 year-over-year to 558,000, including 63,000 net fiber additions.

The churn rate for postpaid telephones was 1.02%, 10 basis points above the previous year's figure.

ARPU for postpaid phones amounted to USD 50.71 compared to an estimate of USD 50.77.

Net new customer acquisition in the prepaid segment fell by 44.7% year-on-year to 57,000.

The churn rate for prepaid contracts was 2.76%, 9 basis points lower.

The ARPU for prepaid contracts was USD 33.33 compared to the estimated USD 33.77.

At the end of the fourth quarter, the company had a total of 142.39 million customers (estimated 141.67 million), compared to 129.53 million customers in the same period last year.

In the three months to December 31, net income fell from USD 2.98 billion in the previous year to USD 2.10 billion, which is attributable to severance costs of USD 293 million.

The company generated earnings per share of USD 1.88, missing the average analyst estimate by 18 cents.

Sales rose by 11% to USD 24.33 billion, exceeding the consensus estimate of USD 24.2 billion.

Separately, the company announced that it has integrated real-time artificial intelligence into its network and will be the first AI offering to provide a live translation service for calls in more than 50 languages.

T-Mobile announced that it has opened registration for its postpaid customers to beta test the feature, which is scheduled to begin in the spring.

Once the feature is ready, T-Mobile said customers will not need to install apps or update their phones to use the live translation feature.

The demand for data in social media is huge. However, "big techs" do not want to pay for data transmission, as this is a matter for the network operators.

The Facebook parent company Meta $META (-2.95%) is now being asked to pay in Germany.

In the dispute over usage fees, the Facebook parent company Meta must pay Deutsche Telekom around $DTE (+4.36%) around 30 million euros according to a ruling.

The Düsseldorf Higher Regional Court confirmed a decision by the lower court - the Cologne Regional Court had set the payment obligation at around 20 million euros almost two years ago. As the appeal proceedings concerned a longer period of time - more than three years - Meta has now been ordered to pay around 30 million euros.

Meta had paid the Bonn-based company for years for the transportation of data - internet users were given access to the online services of Facebook, Instagram & WhatsApp via the Telekom network. In 2021, Meta stopped these payments and Telekom went to court. It continued to transmit the data.

The Düsseldorf Higher Regional Court ruled that Telekom was right to demand payment from Meta subsidiary Edge Network for services rendered.

The Meta subsidiary had argued that there was no legally valid contract including an obligation to pay, for example because Telekom did not provide any service to Meta, but rather to the Telekom end customers who initiated the data transfer. Telekom only fulfills contractual obligations towards end customers when transmitting data.

》Harsh accusations from both sides《

In the legal dispute, both sides had accused each other of dominating the market and abusing their positions in violation of antitrust law. With regard to Telekom, however, the court did not accept this accusation in the proceedings. On the contrary, the judges found that the Meta subsidiary had considerable countervailing power, which ruled out the exploitation of a dominant market position in this case. Edge Network could have stopped transmitting data to the network operator Telekom and routed the data via Telekom's competitors instead, according to the chamber.

The fact that Telekom received money from Meta on a small scale until 2020 is to a certain extent a special historical case - other network operators such as Vodafone do not pay the Facebook parent company. The financial amount that Telekom is demanding ultimately only plays a minor role in the legal dispute. Much more important to the company is the court ruling that the network operator has a fundamental right to payment.

A Telekom spokeswoman said that the ruling had been acknowledged. "The Düsseldorf Higher Regional Court has confirmed our legal opinion that the transport of data traffic from Meta through our network constitutes a valuable service."

Good morning Community!

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An optoelectronic light source that generates individual photons on demand in the telecommunications C-band of Deutsche Telekom $DTE (+4.36%) with record quality has an interference visibility of 92 percent. This is an important step towards scalable photonic quantum computing and quantum communication.

A research team from the University of Stuttgart and the Julius-Maximilians-Universität Würzburg led by Prof. Stefanie Barz (University of Stuttgart) has realized an optoelectronic light source that generates single photons in the C-band (1,550 nm), which is critical for telecommunications, with record quality and deterministically. With a two-photon interference visibility of almost 92 percent, the quantum dot device achieves values that are competitive with probabilistic systems for the first time, while at the same time operating deterministically.

"The lack of a high-quality C-band photon source that operates deterministically has been a key problem in quantum optics laboratories for over a decade. Our new technology now removes this obstacle," explains Prof. Stefanie Barz. This means access to synchronizable photon sources for the telecommunications band for the first time.

Unlike conventional probabilistic methods such as spontaneous parametric down-conversion (SPDC), the new quantum dot-based source generates photons exactly when it is electronically controlled. This property is essential for the synchronization of multiple photon sources in complex optoelectronic systems.

The high indistinguishability of the generated photons is a critical parameter for quantum interference applications and enables precise control over interference effects. These controlled quantum effects are a prerequisite for advanced applications in quantum computing and quantum communication.

A research team from the University of Stuttgart and the Julius-Maximilians-Universität Würzburg led by Prof. Stefanie Barz (University of Stuttgart) has realized an optoelectronic light source that generates single photons in the C-band (1,550 nm), which is critical for telecommunications, with record quality and deterministically. With a two-photon interference visibility of almost 92 percent, the quantum dot device achieves values that are competitive with probabilistic systems for the first time, while at the same time operating deterministically.

"The lack of a high-quality C-band photon source that operates deterministically has been a key problem in quantum optics laboratories for over a decade. Our new technology now removes this obstacle," explains Prof. Stefanie Barz. This means access to synchronizable photon sources for the telecommunications band for the first time.

》Deterministic photon generation《

Unlike conventional probabilistic methods such as spontaneous parametric down-conversion (SPDC), the new quantum dot-based source generates photons exactly when it is electronically controlled. This property is essential for the synchronization of multiple photon sources in complex optoelectronic systems.

The high indistinguishability of the generated photons is a critical parameter for quantum interference applications and enables precise control over interference effects. These controlled quantum effects are a prerequisite for advanced applications in quantum computing and quantum communication.

》Integration in telecommunications infrastructure《

Compatibility with existing fiber optic infrastructure is crucial for the industrial implementation of photonic quantum technologies. The telecommunications C-band around 1,550 nm offers minimal optical losses in standard single-mode fibers and is therefore the industrial standard for long-distance data transmission.

Previous quantum dot photon sources achieved their best properties at shorter wavelengths of 780 to 960 nm, while C-band implementations achieved at best 72 percent interference visibility. This is well below the requirements of demanding quantum applications.

The developed device is based on indium arsenide quantum dots in an indium aluminum gallium arsenide matrix, integrated into a circular Bragg grating resonator to amplify the photon emission.

Verizon Wireless $VZ (+1.24%) on Wednesday sued T-Mobile $TMUS (+2.33%)
$DTE (+4.36%) accusing its largest competitor of false advertising and causing irreparable harm by promising consumers annual savings of more than $1,000 if they switch wireless carriers.

According to a lawsuit filed in federal court in Manhattan, T-Mobile exaggerated the alleged savings by more than 100 percent in some cases by comparing its promotional prices to Verizon's standard prices and inflating the value of streaming, satellite connectivity and other benefits that "the other providers do not offer."

Verizon also said T-Mobile doubled down on its savings promises, which were "substantially identical" to promises that the National Advertising Review Board, which oversees the U.S. advertising industry's self-regulatory system, found to be unsubstantiated and misleading in 2025 and 2026.

The alleged deception is that no direct comparisons of subscriber costs are offered by understating the savings offered by New York-based Verizon when bundling various services such as Netflix with HBO Max or Hulu with Disney+ and ESPN+.

Deutsche Telekom $DTE (+4.36%) and the leading AI chip manufacturer Nvidia are $NVDA (-1.79%) are investing billions in Munich. What is behind the plans for the huge AI data center in the English Garden?

Deutsche Telekom wants to enter into the construction and operation of data centers for artificial intelligence (AI) on a grand scale. Group CEO Timotheus Höttges announced the launch of a joint project with the US chip company Nvidia in Munich last November.

Three months later, the time has come. Together with Vice Chancellor Lars Klingbeil (SPD) and Bavaria's Minister President Markus Söder (CSU), the Deutsche Telekom CEO will open the new AI data center.

》How much money is Deutsche Telekom investing in the project?

The cloud data center for artificial intelligence requires an investment of around one billion euros. This will involve the purchase of 10,000 graphics processors from Nvidia.

This puts Deutsche Telekom in the top league of data centers in Germany.

For comparison: Germany's largest supercomputer, Jupiter, which is located at the research center in Jülich, has 24,000 graphics processors.

》Why did only three months pass before the launch?

Telekom is not building on a greenfield site, but is moving into a completely renovated existing data center in Munich, which was previously operated by Hypovereinsbank.

Little can be seen from the outside, as the data center extends over six underground floors. The building is part of the Tucherpark office quarter, which was built in the 1960s directly on the edge of the English Garden.

》What happens to the heat《

It's true: AI chips, especially Nvidia's Blackwell GPUs, get extremely hot. Telekom will use the cold water from the adjacent ice stream for cooling.

The waste heat generated in the data center will not simply be directed into the stream water. There are plans to feed this energy into the local district heating network to heat the surrounding neighborhood in Tucherpark.

》Why Telekom chose the Munich site《

Munich was chosen because it has a high density of potential industrial customers. Telekom customers and partners such as Airbus $AIR (+1.5%)BMW $BMW (-2.14%)the AI company Perplexity and Siemens $SIE (+1.39%)as well as a number of robotics start-ups such as Agile Robots require low data runtimes (latency) for their applications. By placing the computers in the middle of the city - and not in a remote business park - Telekom can meet the companies' requirements.

》Isn't the competition with large US providers like a battle between David and Goliath?

At first glance, the market position of US giants such as AWS (Amazon) $AMZN (-2.33%), Azure (Microsoft) $MSFT (-0.57%) or Google Cloud $GOOGL (-0.55%) overwhelming.

The large US companies invest many times more each year than Deutsche Telekom can afford.

Nevertheless, Deutsche Telekom still has a chance in the competition and this is due to the fact that the Bonn-based company has chosen a lucrative niche in the cloud business, namely the provision of high-security data centers close to industrial companies.

》Does Telekom benefit from Germany as a business location?

Yes and no. On the one hand, Telekom has to live with higher costs in Germany - especially for the energy supply. On the other hand, it can turn the keyword "data sovereignty" into a business model.

Many German companies are reluctant to store their sensitive data in the clouds of US providers.

Deutsche Telekom offers a "sovereign cloud" in which the data remains physically in Germany and is subject to European and German law. US providers, on the other hand, have the option of access by US authorities, at least in theory, due to laws such as the US Cloud Act.

Viasat $VSAT (+2.99%)a global leader in satellite communications, announced the addition of Serbia to its award-winning European Aviation Network (EAN).

This network expansion, realized in cooperation with Deutsche Telekom $DTE (+4.36%) improves in-flight connectivity (IFC) for airlines and passengers flying through Serbian airspace on EAN-equipped aircraft.

The expanded coverage is made possible by the commissioning of new ground stations that will improve connectivity services on flights across the region, including flights to and from the Balkans, as well as from Germany and Western Europe to Greece and other routes.

IFC offerings across Europe continue to evolve, and while airlines are increasingly turning to "freemium" and "full and free" offerings, EAN's scalability continues to provide a superior passenger experience that supports a variety of business models and offers maximum flexibility to airlines.

EAN is the world's first and only connectivity solution to integrate S-band satellite coverage with a complementary Ground Component (CGC) network. EAN, part of Viasat's global aviation portfolio, is specifically designed to address the challenges of congested European airspace and frequent flight maneuvers, providing a seamless, low-latency broadband experience that meets expectations on the ground.