Q1 2025 Deutsche Telekom AG Earnings Call Transcript

May 15, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

Deutsche Telekom AG (DTEGF) reported a strong start to 2025 with 3.5% organic service revenue growth and 5.3% organic EBITDA growth.
The company achieved a 50% increase in free cash flow and an 11% growth in adjusted earnings per share.
T-Mobile US, a key segment, showed robust performance with an 8.4% growth in adjusted core EBITDA and a 31% increase in free cash flow.
Deutsche Telekom AG (DTEGF) continues to lead in network modernization, with significant advancements in fiber and 5G infrastructure.
The company is leveraging AI and digital transformation to enhance customer experience and drive efficiencies, estimating €800 million in cost savings by 2027.

Negative

The German broadband market is mature, with a slowdown in broadband customer growth and increased competition from aggressive pricing by competitors.
Deutsche Telekom AG (DTEGF) faces elevated competition in its largest markets, impacting some performance metrics.
There is a temporary uptick in churn in the US market due to price increases on legacy plans, expected to continue into Q2.
The company is experiencing pressure from high personnel costs and energy expenses, impacting EBITDA growth.
Fixed line service revenue in Germany is negatively impacted by federal spending delays, with expected improvements taking several quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DTEGn.DE - Deutsche Telekom AG
Q1 2025 Deutsche Telekom AG Earnings Call
May 15, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Deutsche Telekom's first quarter 2025 conference call. As you can see with me today are our CEO Tim Hutges and our CFO Christian Eli.

As usual, Tim will first go through a few highlights followed by Christian who will talk about the quarterly performance and our group financials. After this, we have time for Q&A before I hand over to Tim, please pay attention to our usual disclaimer which you will find in the presentation.

And please also note that this conference will be recorded and uploaded to the internet.

And now it's my pleasure to hand over to Tim.

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Unidentified_2 [2]
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