Deutsche Telekom (DTE) CMD 2024 Day 2 summary

Strategic Priorities and Differentiation

• Focus on global scale, technological sovereignty, autonomous networks, and AI integration to drive €1 billion in financial impact by 2027, with €800 million from OpEx and €200 million from network savings.

• Emphasis on people-centric, human-centered technology, leveraging a team of 6,000 digital and AI experts to deliver benefits at scale.

• Commitment to ethical, resource-efficient AI, with a track record of co-creation and industry standard-setting, especially in open network APIs.

• Doubling down on scaling digital platforms and products across regions, aiming for over 75% app penetration and 25 million activated routers by 2027.

• Deepening collaboration between regions and with partners like TMUS, Ericsson, and Perplexity to accelerate innovation and market reach.

Technology, Automation, and AI Advancements

• Achieved 70% automated ticket resolution, targeting 90% by 2027, and reduced energy consumption by 9% since 2021 despite increased network volume.

• Autonomous networks and AI-driven operations target 20–30% productivity increase in field service and 15% in DevOps by 2027.

• AI-driven network management and security, with 30,000 attack attempts per minute defended and €100 million additional revenue expected from modular network capabilities.

• AI and automation deliver €800 million in productivity impact, including labor, energy, and IT spend reductions, and are embedded in all processes and customer offerings.

• Launching Magenta AI and integrating generative AI into customer and employee tools, targeting 10 million monthly active users on consumer AI services.

B2B Growth and Transformation

• B2B represents 20% of group revenues (40% excluding T-Mobile US), with a blended growth rate of 3% and ambitions to accelerate both revenue and profitability.

• B2B group targets ~5% CAGR in service revenues and profitability growth above service revenue growth from 2023–2027.

• T-Systems has returned to growth (4%) and cash positivity, focusing on IT, cloud, and AI, with a commitment to radical automation and offshoring to boost efficiency.

• SME and mid-market segments are key profitability drivers, with tailored digitalization offerings and strong regional service presence.

• T-Systems continues portfolio transformation, focusing on cloud, digital, and AI, with double-digit EBITDA growth in 2024.