Q3 2025 Deutsche Telekom AG Earnings Call Transcript
Key Points
- Deutsche Telekom AG (DTEGF) reported a 3.7% organic service revenue growth and a 4.4% organic EBITDA AL growth for the first nine months of 2025.
- The company achieved a 6.8% growth in free cash flow and a 9.5% increase in adjusted earnings per share.
- Deutsche Telekom AG (DTEGF) raised its guidance to reflect T-Mobile's improved performance, with T-Mobile increasing its EBITDA AL guidance by $300 million.
- The company is proposing an 11% dividend increase to EUR1 per share for 2025 and plans a EUR2 billion share buyback in 2026, amounting to a shareholder return of nearly EUR7 billion.
- Deutsche Telekom AG (DTEGF) made significant progress in its fiber build-out, passing 3.6 million additional European homes with FTTH in the last 12 months.
- The German segment reported a decline in headline growth by 1.8% due to prior year comps and cost pressures, including wage increases.
- Service revenue growth in Germany was low at 0.4%, driven by negative contributions from the fixed line business and weak economic conditions.
- The company experienced a small customer loss in Germany's broadband sector, despite steady performance in Europe.
- Deutsche Telekom AG (DTEGF) faces challenges from rising energy costs and wage increases, which are expected to impact future EBITDA results.
- The company is dealing with competitive pressures in the US market, particularly from Verizon, which could affect T-Mobile's growth trajectory.
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Good afternoon, and welcome to Deutsche Telekom's third quarter 2025 conference call. With me today are our CEO, Tim Hottges; and our CFO, Christian Illek. As usual, Tim will first go through his highlights for the year-to-date, followed by Christian, who will talk about the quarterly performance and our group financials in more detail. And then we have time for Q&A.
Before I hand over to Tim, please pay attention to our usual disclaimer, which you'll 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.
Thank you, Hannes, and welcome to our results call for the first nine months. Amidst various headwinds, we continue to deliver consistent, reliable growth. As usual, I will start with the year-to-date view for the
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