$DTEGY

SafePay ransomware group claims to have breached T-Systems, a Deutsche Telekom subsidiary, and demands negotiation within two days. The breach is unconfirmed, and T-Systems has not yet responded. SafePay is linked to Conti ransomware and has targeted multiple German companies. Deutsche Telekom owns 53% of T-Mobile US.

Deutsche Telekom (DT) CEO Tim Höttges predicts €1bn+ in AI-related revenues outside the US by 2030, up from €250m this year. DT aims for €800m in B2B AI revenues and €200m+ in B2C AI revenues by 2030. The company is also targeting €2.5bn in AI-related cost savings by 2030, with €1.1bn expected by 2027. DT is investing in AI infrastructure and projects, including an AI phone and edge network capabilities, to drive growth and efficiency.

Cloudflare (NET) partners with Deutsche Telekom to expand enterprise security and connectivity solutions in Europe. Deutsche Telekom will integrate Cloudflare's offerings into its portfolio, train professionals, and support sales. Cloudflare aims to leverage Deutsche Telekom's infrastructure and customer base. The Zacks Consensus Estimate projects 32.5% and 28.6% revenue growth for Cloudflare in 2026 and 2027, respectively.

Deutsche Telekom anticipates €2.5 billion in cost savings from AI by 2030, with €800 million in AI-related revenue outside the U.S. by the same year. The company plans to reinvest savings into digital upgrades and fiber expansion in Germany. AI is being used across various operations, including customer service, where it handles 40% of contacts in the U.S.

Deutsche Telekom and Titan.ium announced the deployment of Titan.ium's cloud-native iDNS on Deutsche Telekom's Horizontal TelCo Cloud. The solution unifies fixed and mobile networks, improving operational efficiency and enabling faster innovation, according to Deutsche Telekom. Titan.ium's iDNS offers scalability, resilience, and compliance with industry standards, supporting advanced 5G features.

EU governments propose flexible phase-out timeline for high-risk telecom suppliers, removing a 36-month deadline. The move follows industry concerns, including a €40B cost estimate from Deutsche Telekom and peers, for replacing equipment from suppliers like Huawei. The revised Cybersecurity Act requires further negotiation. Germany, Italy, and Spain face the highest replacement costs, with Deutsche Telekom and Vodafone heavily reliant on Huawei equipment.

Deutsche Telekom is replacing automated phone menus with AI agents, according to chief AI officer Kartik Sheth. The AI handles 20-40% of calls initially, with the share increasing over months. The company collaborates with AI startups and measures success by the share of interactions handled by AI. A real-time call translation assistant is expected to launch this year.

A US federal judge ordered antitrust claims against AT&T, Verizon, and T-Mobile over Wi-Fi calling to go to arbitration, dismissing the case brought by VoIP-Pal.

Iridium Communications, Deutsche Telekom IoT, and Toyota successfully transmitted a voice message via Iridium NTN Direct, demonstrating global connectivity for IoT applications. The test used a Toyota vehicle with Deutsche Telekom IoT SIM and Iridium's satellite network, supported by Fraunhofer's AI-based codec. The companies aim to offer commercial availability in Q4 2026, extending connectivity beyond terrestrial networks.

Elliott Management acquired a large stake in Deutsche Telekom (DTEGY), advocating for increased buybacks and opposing a full merger with T-Mobile. The company reported 4.4% revenue growth in Q2 2026, with adjusted EPS up 13%. Analysts rate DTEGY a 'Strong Buy' with a $41.54 target price, implying 27% upside. T-Systems, its IT subsidiary, is seen as a potential value driver.