Deutsche Telekom (XTRA:DTE): Assessing Valuation After Recent Three-Month Share Price Slide

Deutsche Telekom
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237Result: Fair Value of €38.07 (UNDERVALUED)
Deutsche Telekom launches cloud gaming service with Nvidia GeForce Now
Deutsche Telekom $DTE (-0,8 %) presented its new cloud gaming offering GeForce Now on December 8, 2025, which is provided in cooperation with Nvidia. $NVDA (-3,26 %) is made available.
At the launch, Deutsche Telekom customers of 5G+ can test cloud gaming and the large selection of games from GeForce Now free of charge for three months.
The advantage of cloud gaming is that games react faster, movements are implemented more precisely and the gaming experience remains consistently smooth - even if the mobile network is heavily utilized.
The new offer will be available exclusively via the MeinMagenta app from December 9, according to Axel Orbach, Managing Director Private Customers at Telekom Deutschland.
"The integration of GeForce Now's advanced RTX cloud platform into Deutsche Telekom's 5G+ network enables gamers in Germany to enjoy a seamless, high-resolution gaming experience with the fastest response times - revolutionizing how and where people play across Germany," says Richard Lamond, Director GeForce Now at Nvidia.
A new feature is the end-to-end combination of 5G standalone, a network slice configured for gaming and a network technology called "L4S" (Low Latency, Low Loss, Scalable Throughput), which detects network congestion at an early stage and controls data streams in such a way that latency and jitter remain stable and low at all times, even in heavily used radio cells.
A MagentaMobil tariff (from August 2024) and an end device compatible with 5G+ Gaming are required. Deutsche Telekom's cooperation with Nvidia was announced in August 2025.

Deutsche Telekom launches AI cooperation with OpenAI
Deutsche Telekom $DTE (-0,8 %) is launching a multi-year collaboration with OpenAI to develop artificial intelligence.
The company has announced that it will develop new AI products and communication solutions together with OpenAI. Deutsche Telekom will receive early access to a model in the alpha phase.
According to the company, the aim is to provide millions of customers and companies in Europe with access to secure and easy-to-use AI applications.
》Telekom and OpenAI develop AI for everyday life《
According to Telekom, the first pilot projects are set to start in the first quarter of 2026. The planned solutions include multilingual and personalized applications for communication and productivity.
OpenAI CoO Brad Lightcap emphasized the combination of Deutsche Telekom's experience in network operations and OpenAI's research expertise as the basis of the partnership. According to Telekom, this is a strategic collaboration that goes beyond traditional provider relationships.
》Planned fields of application for the joint AI《
● Integration of ChatGPT Enterprise for employees
● Automation of customer service processes
● AI co-pilots for internal workflows
● Self-healing, autonomous network technologies
As part of the cooperation, Deutsche Telekom employees will be given access to OpenAI's enterprise tools to work more productively.
In addition, AI systems will be more closely integrated into network operation and service in order to realize autonomous networks in the long term.
Deutsche Telekom sees this as the next step in its AI strategy, from pilot phases to large-scale, user-oriented applications.

Schwarz Group and Telekom want to bring AI Gigafactory to Germany
Deutsche Telekom $DTE (-0,8 %) and the Lidl parent company Schwarz Group want to pull together and build a large data center in Germany.
As reported by Handelsblatt, the two companies are holding talks about an AI Factory in order to apply for EU funding.
A Canadian financial investor $BN (-3,69 %) could come on board as a financial backer.
According to Handelsblatt, negotiations are already at an advanced stage.
A Telekom spokesperson said that the company was interested in Gigafactorys in principle. However, he did not want to comment on the specific case, nor did a Schwarz spokesperson.
In the digital age, data requirements are increasing massively and artificial intelligence (AI) applications are hungry for data, including for training their language models. This requires new data centers, which are to be built in Germany or other EU countries and thus make Europe less dependent on the USA.
Deutsche Telekom and the Schwarz Group have already increased their efforts in the area of AI data centers, and the joint project is now set to step up the pace.
At the beginning of November, Telekom announced in Berlin that it would be entering into the construction and operation of AI data centers on a large scale.
At that time, Deutsche Telekom CEO Tim Höttges announced the launch of a joint project with the chip company Nvidia $NVDA (-3,26 %) in which an AI factory is to be built in Munich for more than one billion euros.
"Without AI, you can forget about the industry," said Höttges a month ago. "Without AI, you can forget about Germany as a business location."
The Deutsche Telekom CEO pointed out that only five percent of high-performance AI chips are currently used in Europe and 70 percent in the USA.
Höttges emphasized that the data in the Munich AI cloud should remain entirely in Germany. Only employees from Germany and Europe would be involved in handling the data.

They only exploit their employees.
Their corporate culture is bottom drawer.
Wallraff has already reported on the stores.
November Review 2025
Ho ho ho you beautiful Christmas time...
...here again the monthly look in the rear-view mirror🔎
The first thing that surprises me is the fact that the Getquin Rewind is more positive than my monthly benchmark at the end of the month 🤔
According to Rewind, I ended the month with + 1.07%...
...whereas my benchmark closed the month at -0.46% as at 30.11.2025 🤷🏻♂️
I can't quite put this together yet, but I assume that the cut-off date for the calculation was different from 30.11. or that gross dividends are also used in some cases 🤷🏻♂️
Be that as it may, for me the benchmark is the measure of all things in this context and the month ended with -0.46% 📉
A year-end rally also looks different to me, but all in all I'm quite satisfied with the annual results so far and am close to the lower range of my targets, which have been raised twice so far...
...over the year as a whole, I'm also quite satisfied so far and am on a par with or a nose ahead of the Nasdaq, although my portfolio is anything but tech/growth-heavy 😅
If things continue like this, I see myself well on the way to the first 100k 💪🏻
And if things go really well, this goal could even be reached during the term of office of the Orang(e)-Uta 🍊.
But as we all know, things often turn out differently than you think, so keep spitting in your hands and looking ahead...
In terms of dividends, the month also looked a little better again:
》Gross: € 217.01
》Net: € 176.09
》Yield (TTM): 6.033%
》YOC (TTM): 6.928%
These two values would actually be a little higher, but with every further purchase without a dividend received, they naturally fall again slightly 😉
》Total net dividend: € 1479.94
》CAGR: 495.30%
All in all, after 2 1/2 years, I think it's still easy to bear and should continue to rise steadily in the future, or rather, "the squirrel feeds on hard work" 🙂
》My top 3 this month:
🟢 $BATS (-2,66 %) +14,16% (+100,07%)
🟢 $DTE (-0,8 %) +1,35% (-1,57%)
🟢 $WINC (-0,81 %) +1,30% (+5,31%)
》My flop 3 this month:
🔴 $3750 (+0,54 %) -16,35% (+47,92%)
🔴 $YYYY (-0,98 %) -7,34% (+3,70%)
🔴 $VAR (-0,28 %) -5,49% (+1,01%)
》Disposals:
none
》Additions:
none
》Increased:
Apart from that, there wasn't really much else new, except that my CT scan in November turned out well and my next check-up is due in a week's time.
With this in mind, I wish us all a wonderful pre-Christmas period and a good end to the year...stay tuned 📈👋🏻

+ 1
T-Mobile wants to win over more AT&T and Verizon customers with a new switching app
T-Mobile $DTE (-0,8 %)
$TMUS (+0,07 %) cleverly timed the announcement of its big switch to coincide with the Las Vegas Grand Prix (LVGP) - underscoring the speed with which it is ready to take customers from Verizon $VZ (+1,55 %) and AT&T $T (+0,29 %) to the T-Mobile network.
Newly appointed T-Mobile CEO Srini Gopalan took the stage with T-Mobile marketing guru Mike Katz to unveil the entire plan. The so-called "Un-carrier" describes this as a significant improvement to the switch, which is now faster and less complicated.
But wait a minute. Doesn't porting a phone number only take a few minutes? Yes, confirmed Avi Greengart, President of Techsponential. For years, wireless carriers have been able to transfer phone numbers from one carrier to another in a relatively short amount of time. This is nothing special.
"That part is pretty quick, no matter who you're coming from and who you're switching to," Greengart told Fierce.
The problem is the industry's shift to family contracts, where multiple people are on one account with multiple phones and sometimes different services. That's where it gets tricky.
"Switching three, four or five people from one service to another can be quite complicated," Greengart said.
This process can leave someone without a phone for an hour or half a day - a time that, let's just say, a nervous teenager wouldn't want to experience.
》Gopalan seems to know what he's talking about《
During an appearance on CNBC in September, he hinted that big changes are coming in the area of switching providers.
He also noted that you have to get your teenagers to go to a store and spend a Saturday afternoon going through the arduous switching process.
"That makes no sense. It's fundamentally stupid, and the ironic thing is that's exactly what's intended. The process is designed to be horrible," he said. "Today for us is about putting an end to it. It's about removing the biggest pain point for customers: switching ... It's about putting customers in the driving seat."
Switching made easy - under T-Mobile's new motto "Switching Made Easy", the process will take just 15 minutes from December 1 if you use the AI-powered Easy Switch feature in the T-Life app.
The app retrieves data from a potential customer's Verizon or AT&T account, compares current wireless plans and then recommends a T-Mobile plan.
The entire process is designed to be done from the couch if you don't feel like going to a store. "From my couch? With a Mimosa?" asked one woman in T-Mobile's consumer focus group. Of course! "In just one Mimosa, you could switch," joked Jon Freier, President of T-Mobile Consumer Group, in a video clip advising potential customers.
As for the phone, T-Mobile customers have up to 90 days to choose a new phone if they want to wait for a new device or a better deal.
Once they have chosen a device, they can have it delivered the same day via Door Dash - depending on where they live. This service will initially be launched in selected T-Mobile stores in major cities and will be expanded from there.
》More than just T-Mobile marketing《
While this all sounds like a great marketing strategy for T-Mobile, of course it can't be achieved through the magic of marketing alone. It took a lot of technical know-how to make it happen.
"We had to tune a lot of our back-office systems to support this," admitted John Saw, chief technology officer at T-Mobile, at the end of an interview that focused mainly on the technology T-Mobile is showcasing at LVGP. (Read more about this technology in the coverage below).
Fierce met with Chetan Sharma, founder of Chetan Sharma Consulting, who explained that while the porting process itself is relatively simple, "you still have to go through the manual process of getting the code, entering it, and sometimes you even have to go to the store or make a phone call to do it," he said.
"It's still the back-end systems waiting for data to be entered to do the whole porting process," he said. "I think they've probably automated all those functions on the back end. So they can do it in 15 minutes."
It should be noted that these are customers switching from AT&T and Verizon to T-Mobile. Customers who want to leave T-Mobile for these other carriers will have to deal with those carriers' respective processes.
How AT&T and Verizon will react to T-Mobile's recent switch remains to be seen.

Telek8m share buyback
$DTE (-0,8 %) - Die Welt reports on Deutsche Telekom's current share buyback program. I think that's a good thing - after all, fewer shares means that profits and dividends will be distributed over fewer remaining shares in future. That's a good thing. If the share price does not yet benefit directly - so what.
Deutsche Telekom buys back more shares - share price down 24.11.2025 | finanzen.net https://share.google/j32DRiRkOPop44aie

First Postion In Telekom
Just bought my first 10 telekom shares $DTE (-0,8 %)
Some dividend added to 2026
Let's see what it will bring upcoming years!
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