Board Member for USA and Group Development, Deutsche Telekom
Verified interview transcripts, podcast appearances, and direct quotes from Thorsten Langheim, Board Member for USA and Group Development at Deutsche Telekom. AI-verified speaker identity with full-text searchable transcripts.
“we are not emotional about companies we are not dogmatic we look at Roki we look at APS the same way you are doing it”
“we said no to out of footprint Acquisitions we look on a rcky basis is that Premier justified in order to take a company um in a different jurisdiction and you haven't seen us doing this we said no to Major content and Media Acquisitions uh we strongly believe in the aggregator model and you know if you look to the US...”
“look it's a combination of a few things number one it's always good to have a stake in order to protect your own operations uh and make sure that customer first um that's uh that's Point number one and point number two it's a very attractive asset class and I do believe um if there is a market leader a goto investment...”
“look this is a little bit let's say the price of radical transparency we could have hided that somewhere you know and and saying and by the way suddenly we do m&a or suddenly we do something on the ration and and Miracle wise you know we we put 15 billion or whatever on the table we want to be very transparent that we...”
“I was thinking about just putting my cell phone number in front of the page and said we are now open for business. We are in a different state than two or three years ago or over the last two and three years because we've recognized that the valuations have moved to a place where it makes sense for us to engage and mos...”
“I think what is one thing that is kind of noteworthy is that leverage is good for equity holders as long as you are EBITDA and free cash flow growth and obviously we are also in a different environment than 10 years ago where interest rates were much higher than today. You see that we are also as a team discussing thes...”
“We have built the best tech portfolio in the sector and this gives you earnings per share growth, free cash flow growth and strategic optionality. We have no burning platform like in 2010.”
“My pitch is DT is a 20 euro plus stock. I know it's difficult to trust me on this... we have traded between 13 to 15 times PE and given the industry hiccups with cash flow warnings, capex warnings, reverse of big acquisitions, I understand your attitude or the attitude by investors seeing is believing. So how can we br...”
“The reason why the U.S. is working so wonderful is because you have alignment of interest between managers and shareholders... I don't think that this is a role model for all our assets... I can tell you also for myself if... more than 50% of my compensation is tied to the success or non-success of team or us.”
“I just hope that that the EC moves away from this very rigid stance that they have on mobile to mobile consolidation which to a certain extent has caused us as an industry to see multiple degradation... I think this is the perfect case for saying this should be approved given the market in itself and second I think I h...”
“I don't think that you find in the tech industry any other comparable case it has generated this amount of value for us and then obviously on the other hand let me be frank and open you sometimes make mistakes and as I said we are in this together I've seen a lot of very smart investors in in London and we we got it wr...”
“I just say that for me this is a $70 stock right now with the free option to a much higher value if the deal is going to be approved and and it's what we have and I don't understand why the markets are valuing it as they are valuing it that's what I mean was kind of short term is and nobody wants to wait for 12 months.”
Thorsten Langheim, DT's Board member for USA and Group Development, will present the achievements since the previous CMD ...
This is the stream for the Q&A Session at the end of the CMD24 with Tim Höttges (CEO), Christian Illek (CFO) and Thorsten Langheim (Board Member for USA and Group Development) ➡️ All further information, such as the agenda and all relevant documents and links can be found here: https://www.telekom.com/CMD24 0:00:00 Begining of the call ▬▬▬▬▬▬▬ Q&A ▬▬▬▬▬▬▬ Questions were answered by Tim Höttges (CEO), Christian Illek (CFO), Thorsten Langheim (Board member for USA and Group Development) and Hannes Wittig (Head of IR) 0:00:39 1.🙋♂️ Robert Grindle (Deutsche Bank) -Why keep significant stak…
Q&A Session of Christian Illek, Thorsten Langheim and Tim Höttges. Please be aware of our disclaimer ...
Thorsten Langheim, DT's Board member for USA and Group Development, presents the achievements since the previous CMD ...
See Thorsten Langheim, Group Development, for a outlook of how DT focus on growth and value creation. To download the ...
See Thorsten Langheim, Group Development, for a outlook of how DT focus on growth and value creation. To download the ...
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