Deutsche Telekom AG · XETR:DTE
Deutsche Telekom — Investor Presentation (2024)
85 slides from Deutsche Telekom's investor presentation, Aug 10, 2024
Slide 1: Deutsche Telekom Company presentation 2024
Deutsche Telekom Company presentation 2024
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements that reflect the current views of Deutsche Telekom management with respect to future events. These forward-looking statements include statements with regard to the expected development of revenue, earnings, profits from operations, dep
Slide 3: Content
Content 01 Profile 02 Strategy & Transformation 03 Network, Products & Innovation 04 Service & Brand
Slide 4: Our Keyfacts
Our Keyfacts 199,652 25.4 mn employees fixed-network worldwide* lines € 112.0 bn revenue 22.0 mn 252.2 in 2023 broadband mn customers mobile customers Figures based on annual report 2023. * Reporting date December 31, 2023
Slide 5: Deutsche Telekom Profile
Deutsche Telekom Profile Customers Markets Numbers Employees & responsibility • 252.2 mn mobile customers • Present in > 50 countries • Revenue € 112.0 bn • Employees worldwide: 199,652 • 25.4 mn fixed-network lines • Germany, Europe and the USA: • Adjusted EBITDA AL € 40.5 bn (Reporting date Dec. 3
Slide 6: Germany
Germany Facts & figures 61.4 mn mobile customers 15.0 mn broadband customers 4.3 mn IPTV customers incl. satellite € 25.2 bn revenue € 10.2 bn EBITDA AL adjusted 59,709 employees (Reporting date Dec. 31, 2023) 78,600 employees in Germany overall (Dec. 31, 2023) Figures based on annual report 2023. *
Slide 7: United States & Europe
United States & Europe Facts & figures 47.9 mn mobile customers EUROPE 7.0 mn broadband customers 4.3 mn IPTV, satellite, cable customers € 11.8 bn revenue € 4.1 bn EBITDA AL adjusted 32,932 employees (Reporting date Dec. 31, 2023) 119.7 mn branded customers T-MOBILE US 98.1 mn postpaid customers 21
Slide 8: T-Systems
T-Systems Facts & figures Information technology and telecommunications services in all industries: automotive, finance, transport, retail & public sector Pioneer in cloud computing Corporate customers, multinational corporations & public sector € 3.9 bn revenue € 0.3 bn EBITDA AL adjusted 26,036 em
Slide 9: $73.3 Billion: Most valuable German Brand of all time
Most valuable German Brand of all time Most valuable GLOBAL TOP 10 #9 of the #1 Most valuable German Brand most valuable Telecoms Brand of all time Global Brands in the world Increase Brand Value of 17% up to Plus 84% from 2021 – 2024 $ 73.3 Billion 2021 2022 2023 2024 Source: Brand Finance Global 5
Slide 10: We take responsibility
We take responsibility Corporate Responsibility Sustainability Groundbreaking projects Environmental and climate protection Group-wide climate protection target: e.g., CO2 reduction, efficient use of 100% of Group’s electricity from renewable resources, circular economy, sustainable energy sources s
Slide 11: We take responsibility
We take responsibility Corporate Responsibility Social commitment Groundbreaking projects Digital Participation “Media, sure! But secure.”: Connection of media and democratic #TAKEPART – No hate speech, offers promoting literacy competent use of media among 9- to 99-year-olds Digital Responsibility
Slide 12: We take responsibility
We take responsibility Corporate Responsibility Diversity, Equality and Inclusion Data privacy Sponsorship Leading role in societal and Leading role in data privacy & data security Commitment to culture & sport diversity-related issues • Data privacy report & Security on the Internet • Amateur & pro
Slide 13: Employer Deutsche Telekom
Employer Deutsche Telekom Employer Branding Facts & our Awards (Selection) employer positioning Welcome to Growthtopia, not a destination but a journey. approx. 78,600 Employees in Germany Leading Employer 2023 Take part in an ever-evolving digital transformation and 4,908 Dual students/ trainees Be
Slide 14: We won't stop until everyone is connected.
We won’t stop until everyone is connected. It is in our nature to seek the company of others: humans Our network is an artery pumping life: fast, reliable, need this interaction in order to move forward. Sharing and secure. It provides easy access to all who need it. fosters closeness. It is the ver
Slide 15: Our guiding principles
Our guiding principles Delight our Get things Act with respect Team I am T – Stay curious customers done & integrity Together – Count on me & grow Team apart Profile Strategy & Transformation Network, Products & Innovation Service & Brand 15
Slide 16: We are responsive
We are responsive Timotheus Höttges Dr. Ferri Abolhassan Birgit Bohle Chief Executive Officer (CEO) Board member for T-Systems Board member for Human Resources & Legal Affairs, Deutsche Telekom AG Labor Director linkedin.com/in/timhöttges linkedin.com/in/ferriabolhassan linkedin.com/in/birgit-bohle
Slide 17: Content
Content 01 Profile 02 Strategy & Transformation 03 Network, Products & Innovation 04 Service & Brand
Slide 18: Our strategy: Leading Digital Telco
Our strategy: Leading Digital Telco Grow Lead in digital life & work Lead in business productivity Magenta Advantage Best convergent networks+ Software-defined, secure, global New business models & perfect service networks, IoT & digitalization based on DT assets Build & scale Telco as a platform Cl
Slide 19: Best convergent networks+ & perfect service
Best convergent networks+ & perfect service Convergent Personalized Network+ & omnipresent & context-aware Our ambitions 2024e FMC ≈ 10 mn households Industry leading growth in branded postpaid • Connectivity through the eyes • Customers get the • Selected services make the customers of customers, n
Slide 20: Software-defined, secure, global networks
Software-defined, secure, global networks IoT & digitalization Software- Global “Security defined connectivity by Design” Our ambitions 2024e 2 ≈+ % B2B revenue CAGR ≈x2 B2B market share • End-to-end cloud-native, • Partner of choice for • Security as integral part of modular network services multin
Slide 21: T-Systems: Leading European IT service provider
T-Systems: Leading European IT service provider with best technology and industry expertise Industry multi-cloud & Focused capabilities Local presence with digital solutions and innovation global footprint Our ambitions 2024e Public cloud 10% revenue > CAGR Digital enabler 2 + % revenue CAGR • Lead
Slide 22: New business models based on DT assets
New business models based on DT assets Our ambitions 2024e Leverage digital Core reach with partners #1 business “Magenta • DT as digital platform App penetration 73% GER trusted brand to scale partners 80% EU Advantage” • Strengthen customer loyalty & enable additional revenue Brand preference≥ Our
Slide 23: Build & scale Telco as a platform
Build & scale Telco as a platform Modular services, data “Network Best & open APIs of networks” infrastructure Our ambition 2024e Fiber HH up to x4 2.5 mn p.a. Fiber HH1 to + 0.2 mn 1.1 mn p.a. Leadership in fiber 97% 5G PoP coverage 2 >75% 5G PoP coverage 2 • Modular & scalable services – • Build t
Slide 24: Save for growth investments
Save for growth investments Drive efficiency… …to fund investments into future growth Our ambition 2024e CUSTOMERS & FRONTLINE Digitalization ( see next page) Indirect cost Increase organizational efficiency by Networks 1.2 DIGITAL -€ bn reduction NETWORK & IT OPERATIONS automation of manual proces
Slide 25: Simplify, digitalize, accelerate…
Simplify, digitalize, accelerate… Boost eSales & digital reach Service automation & remote provisioning Our ambition 2024e Predictive & proactive maintenance Customers & Frontline 30% eSales share 25-30% eSales share months time- DIGITAL 2 to-market month time- Network & IT Operations 1 to-mar
Slide 26: …and act responsibly
…and act responsibly Environment Social Governance Our ambition Net Zero own 0% emissions 2025 2 Net Zero 0 % emissions value chain 20403 • Protect climate by vigorously • Empower participation in a fair • Execute CR policy and executing our climate strategy and democratic digital society governance
Slide 27: Our commitment
Our commitment Strategy development Our performance Our ambitions MIT FÜHREND BEI 2014 2014 20212 for 2024 INTEGRIERTE KUNDEN PARTNERN GESCHÄFTS- IP-NETZE BEGEISTERN GEWINNEN KUNDEN 16.30 PORTFOLIO TRANSFORMIEREN FINANZZIELE & EFFIZIENZ WEITERENTWICKELN FÜHRUNGSKOMPETENZ & LEISTUNGSORIENTIERUNG AUSB
Slide 28: Our way towards Leading Digital Telco
Our way towards Leading Digital Telco Capital Markets Day Ambition (2021-24) Scale Horizon 1: Horizon 2: Horizon 3: Establish digital Next-gen delivery Leading digital basics to enable growth portfolio & delivery Profile Strategy & Transformation Network, Products & Innovation Service & Brand 28
Slide 29: Our strategy: Leading Digital Telco
Our strategy: Leading Digital Telco
Slide 30: Content
Content 01 Profile 02 Strategy & Transformation 03 Network, Products & Innovation 04 Service & Brand
Slide 31: Our best network (Germany)
Multi award-winner: Our best network (Germany) 5G FIBER > 80,000 730,000 km 5G antennas fiber-optic cables
Slide 32: Our best network at a glance
Our best network at a glance Germany Fixed network Mobile network 730,000 km > 80,000 5G antennas fiber-optic cables > 23.3 million broadband connections* 96% 5G network coverage 19.1 million lines with FTTH* 99.6% LTE coverage of population fiber-optic connections in Germany 36 million households 5
Slide 33: Our best network at a glance: prizes and awards
Our best network at a glance Prizes and awards Best network coverage, bandwidth, and stability. Repeatedly awarded Both fixed and mobile. • Broadband quality leader in mobile and fixed networks • Innovative products • High bandwidths and state-of-the-art technology • Excellent network coverage Profi
Slide 34: We offer the best network coverage, bandwidth, and stability.
We offer the best network coverage, bandwidth, and stability. Both fixed and mobile. Network coverage Hybrid Vectoring Investments 5G With our 5G network, we Our hybrid connection With our vectoring rollout, The expansion of With 5G we are creating a reach >96% of households combines the strengths o
Slide 35: The network of the future is setting the course
The network of the future is setting the courset Network requirements are becoming more complex The fiber optic and mobile networks in Germany require further expansion and construction. Bandwidth Network coverage User experience Devices Latency The number of broadband Complexity is spiraling – Virt
Slide 36: Products for our Consumers
Products for our Consumers MagentaEINS MagentaTV Magenta SmartHome
Slide 37: We have the best offers
We have the best offers Products and services for consumers We offer products and services that are innovative, safe, and simple too. MagentaMobil MagentaEINS MagentaTV For everyone who is family. For If you combine landline including It offers something for everyone: roommates and friends. For clos
Slide 38: Magenta Mobil – for everyone who is a family
Magenta Mobil – for everyone who is a family The more, the cheaper Integrative & convergent! Inexpensive MagentaMobil offers for everyone Family & Conficents who is a family. Uncomplicated & smart! With our tariffs, Simplicity we offer a simple and smart offer for everyone. The more, the cheaper Wit
Slide 39: Call, surf, watch TV, stream.
Call, surf, watch TV, stream. Magenta EINS – A one-stop shop Better price € Save €5 per month Better performance MagentaEINS: Unlimited or twice the data volume – also for family cards MagentaEINS Prepaid: 1 GB data volume on top every month Flat rate calls from landlines to all German mobil
Slide 40: One for all: MagentaTV
One for all MagentaTV Huge range of shows Using MagentaTV our customers watch their on more than 180 TV networks, more than 150 of which are in HD favourite shows whenever they want. Time-independent television through restart, 7-day replay, timeshift and recording MagentaTV+ Unique content included
Slide 41: Digitalization is reaching homes
Digitalization is reaching homes Magenta Smarthome With Magenta SmartHome, our customers have control over their home 24/7 – even when they’re on the move. Highspeed at home The best connection with the best WLAN and the best service offers top internet speed throughout the home. Fiber Surfing with
Slide 42: Products for our Business Customers
Products for our Business Customers INTEGRATED B2B COMPETENCE From small and medium-sized companies to multinational cooperations and public institutions: Together, T-Systems and Telekom Deutschland are there for our customers‘ business.
Slide 43: End-to-end digitalization from a single source
T-Systems und Telekom Deutschland offer End-to-end digitalization from a single source Industry Use Cases … Connectivity integrated with IT Vertical SW engineering, digitization solutions and cloud platforms & application layer Services platforms, business applications, workplace & Consulting coll
Slide 44: We structure our capabilities for the best customer experience
We structure our capabilities for the best customer experience at all levels Portfolio & Go-to-Market View Advisory Best in class, software-defined IT Services Digital Solutions 01 connectivity based on global DT Cloud Infra & network for all enterprise customers Managed Services 03 Journey-to-Digit
Slide 45: Products for our Business Customers: T-Systems
Products for our Business Customers T- Systems Security Advisory Digital Cloud Services
Slide 46: What T-Systems stands for
What T-Systems stands for 92% confirm T-Systems to be reliable1 91% asperceive T-Systems innovative 1 T-Systems is part of TOP 3 European customer satisfaction benchmarks 2 T-Systems is the most reliable > 100 leadership positions in 30 analyst benchmark reports service provider for enterprises. T-S
Slide 47: We partner with you on your journey
We partner with you on Our set-up your journey into a modern, secure, and resilient digital environment along the E2E digital value chain. 7 Focus industries Global Delivery Network with 26 countries 1 German frontend T-Systems I Company T-Systems presentation I Company I February presentation 2024
Slide 48: About T-Systems
We are big enough to About T-Systems scale globally and small enough to care. #1 ITin Germany service provider & DACH 3.9 B Revenue with +5.3 % organic growth from 2022 to 2023 8 Security Operations Centers (SOCs) globally defending against > 36 M attacks per day 26 Countries across Europe, Asia, an
Slide 49: Together, we change the world
Together, we change the world Providing life-changing insights with Copernicus Satellite Data Saving lives by keeping hospitals running Enabling the future of mobility Moving millions of people through airport facilities Delivering energy to humankind We enable our customers Strengthening the cyber
Slide 50: Our global portfolio combines horizontal solutions with deep industry expertise
Our global portfolio combines horizontal solutions with deep industry expertise Automotive Health Public Public Transport Customer Experience Digitalization in the Hospital Digital Public Administration Digital Infrastructure Software-Defined Vehicle Digital Health Insurance Public Sector Sustainabi
Slide 51: We turn customers into fans.
We turn customers Global players & hidden into fans. champions trust us With the T-Systems Sovereign Cloud powered by Google Cloud, we can now take off on the market with an innovative, AI-based service for compliance with the Federal Money Laundering Act. Maximilian Reinhard, Founder and CPO Legali
Slide 52: We turn your challenges into our mission.
We turn your challenges Solved customer pain points into our mission. DIGITALIZATION Through RPA T-Systems, automated the processing of > 600 orders daily for Deutschland-Ticket and helped Transdev avoid hiring 60 workers. RESILIENCE We provided a rapid resolution of incidents and minimization of do
Slide 53: Your sustainability targets are as important to us as our own.
Your sustainability Our sustainability targets targets are as important to us as our own. 0% Net zero emissions for 100% Sourcing of renewable direct and indirect energy electricity since 2021 consumption until 2025 Net zero emissions Full circularity for technology 0 % (full scope) emission by 2040
Slide 54: Quality is the key to success.
Audit & “Sense of Quantity & quality compliance urgency” of people including risk ZERO OUTAGE Health checks Process Product & adherence operational & discipline readiness Being aware Avoiding failure Scoping of and right from the according to managing risks deal customer needs ZERO FAILURE Quality Q
Slide 55: We leverage our ecosystem of reliable partners
We leverage our ecosystem of reliable partners to enable innovative solutions for you. Our network includes over 500 … … prominent technology and industry v leaders, along with numerous startups. Joint solution development … Capability augmentation v Joint project delivery … Co-innovation 55
Slide 56: Over 20,000 certified T-Systems experts
Over 20,000 certified T-Systems experts dedicate their efforts daily for our EXPERTISE customers. Certified experts across industry & portfolio #peoplemakeithappen Experience and best practice from our worldwide industry projects T-MINDSET Accountable, caring, collaborative Client centric
Slide 57: Products for our Business Customers: Telekom Deutschland
Products for our Business Customers Telekom Deutschland Cloud Management Connectivity & infrastructure ICT-Solutions Agile Workplace Security & Business Apps
Slide 58: Our key facts
#1 Market leader #1 most valuable European brand 96% 5G Coverage for business customers most valuable telecommunications in Germany In Germany brand in the world Our key facts We have a strong market postition > 50% Of german companies work 82 TRI*M-points B2B > 80% of Germany´s with our Telekom net
Slide 59: We are an essential part of Deutsche Telekom AG
We are an essentail part of Deutsche Telekom AG 25% T-Systems TELEKOM DEUTSCHLAND TOTAL* 61.4 mn mobile customers 15.0 mn broadband-connections € 25.2 bn revenue Share of 59,709 employees total business customer revenue OF WHICH TELEKOM DEUTSCHLAND of Deutsche Telekom BUSINESS CUSTOMERS: in Europe (
Slide 60: We are international – our global coverage
We are international – our global coverage for the local needs of business customers AMERICA EUROPE USA & Canada Netherlands Greece Mexico Luxembourg UK Brazil France Poland Argentina Belgium Slovakia Switzerland Czechia Austria Slovenia Italy Hungary Iberia Turkey Nordics We are also there for our
Slide 61: In a nutshell: We are Telekom Deutschland Business Customers
In a nutshell: We are Telekom Deutschland Business Customers We are the preferred digitization partner of 2.4 million business customers our 25,500* experts take care together with 5,500 partners for your digitalization 61
Slide 62: Our Mission
Our Mission LEADING DIGITAL TELCO Driving Digitalization. Together. 1 2 3 4 5 Public Large Midmarket SME T Business Enterprise Business Business Digital Business E2E Delivery & Best Service Best Network Strongest Team in the Industry We are driving digitalization at the forefront. We tackle digital
Slide 63: Our broad business portfolio
Our broad business portfolio makes our customers successful in the digital world Achieving more together: With strong partners, we enable an even broader spectrum in AI Digitization Industry digitalization projects Know-how Applications e.g. Infrastructure & e.g. Cloud Management Security e.g. Ident
Slide 64: We understand the needs of our customers
We understand the needs of our customers The customer in focus – it is not just a phrase for us, it is the basis for our actions. The needs of our customers always in sight, we generate sustainable success out of digital innovations for companies and their business models. Needs: More sales & Enhanc
Slide 65: We make digitization experiencable with DIGITAL X
We make digitization experiencable with DIGITAL X 2021 – 2023 World Exhibition for Digitalization. Stunning indoor DIGITAL X is europeans leading digitization initiative. and outdoor stages, numerous brandhouses, It connects corporates, medium sized companies, startups, marketplaces and the most rel
Slide 66: We drive digitization and seize our initiative
We drive digitization and seize our initiative DIGITAL EDUCATION TECHBOOST SCHUBKRAFT The commitment for schools has We've got startups' backs – We give orientation in the funding a long tradition at Telekom. Our approach is: with powerful technology and the landscape – for the development of We dig
Slide 67: #DeinMeinBusiness
#DeinMeinBusiness We are personally here for The best solutions? you to ensure everything in Let's find them together. your business runs No matter what your business needs, we will smoothly. Discover how we find the best solutions for you. We take the can support you as well time to get to know you
Slide 68: Innovation at Deutsche Telekom
Open to the new Innovation at Deutsche Telekom Collaboration Agility Focus
Slide 69: Innovation in cooperation with Partners worldwide
Innovation in cooperation with Partners worldwide Group Partnering TechBoost T.Capital hub:raum T-Labs Scouting innovation Partner for B2B innovation Corporate venture capital in Innovation transfer from the Research with the world’s worldwide business with startups strategic fields world of startup
Slide 70: Innovation topics
Innovation topics Examples Home Orchestration Broadband Router Edge Cloud Campus Networks Best digital home experience Powerful RDK router platform Cloud closer to devices & Exclusive networks increase customers performance Our Home Experience creates an Standardized common router Edge cloud brings
Slide 71: Content
Content 01 Profile 02 Strategy & Transformation 03 Network, Products & Innovation 04 Service & Brand
Slide 72: Our service
Digital service „Telekom hilft“, MagentaApp, VoiceID, … 5.6 million subscriber lines provisioned/ year 25,100 service employees Award winner Our service
Slide 73: Best customer service
Best customer service Example: Germany Outstanding Customer service Workload field service customer service • Awarded regularly: • 33.2 million phone calls per year • 26.2 on-site customer appointments per day TÜV’s “good” seal of approval for customer • 9 million letters/faxes/emails per year in Ge
Slide 74: Our service is cross-channel and personal
Our service ist cross-channel and personal Outbound YouTube Instagram Inbound: Call, Letter, Fax, … Technical Support Facebook Twitter Telekom Shops – Our shop window • Making digital solutions tangible for our customers Online channels – Our digital service • Personal services make the customer • A
Slide 75: Leading in the sector
Leading in the sector Our range of customer service options Dialog and service quality MeinMagenta app across digital contact channels • As a communications provider, we offer the best overall tracking • MeinMagenta app is the most comprehensive service app from any telecommunications provider and a
Slide 76: New services for our customers
New services for our customers Our range of customer service options My Telekom Chatbots Callback Voice ID WhatsApp MediaTransfer technician service • We tell the customer • Our digital service • Our Deutsche Telekom • Our customers can use • Quick, easy and • MediaTransfer is a when the service ass
Slide 77: Our brand
Our brand
Slide 78: Our brand: #1 German, #1 European, #9 Global
Our brand #1 GERMAN BRAND #1 BRAND EUROPEAN #9 BRAND GLOBAL
Slide 79: Brand Value Increase
Brand Value Increase 2024 73.3 bn. US $ +765% From 2020 to 2024 +84% Brand Value Global 500 2024 by Brand Finance plc, London 2007 8.5 bn. US $
Slide 80: We are digital optimists.
Our core belief We are digital optimists. Humans in their nature have always needed interaction. Our connection to others shapes and enriches our lives. But in today’s world, where the fate of all individuals, businesses and societies are so interconnected, we believe that it is only through digital
Slide 81: T – the strongest connection of people.
Our mission T – the strongest connection of people. We enable participation and foster mutual understanding and thus build a world of digital optimism. The strength of our networks and our expertise in human-centered digital connectivity benefit everyone and empower us to face any challenge together
Slide 82: Brand Positioning
Brand Positioning Core Belief → We are digital optimists. Brand Themes → How do we bring our brand to life? Humans in their nature have always needed interaction. Our connection to others shapes and enriches our lives. But in today’s world, where the fate of all individuals, businesses and societies
Slide 83: Magenta Means More
Magenta Means More Our Trademarks Magenta is more than just a corporate color! This unique color became a way of living. More than 80% of Telekom employees are proud of their brand and are happy to be identified with it. LOVE MAGENTA allows them to celebrate their pride in their work, sometimes nois
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Slide 85: Deutsche Telekom AG, Bonn
Deutsche Telekom AG Friedrich-Ebert-Allee 140 53113 Bonn