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2 weeks ago | 
boersen-zeitung.de | Heidi Rohde
Deutsche Telekom recently signed up to acquire the media rights to broadcast four global football tournaments in the years 2025 to 2027. The company should be able to make the „ambitious business case“ a success, Head of Private Customers Wolfgang Metze explained at a Berlin press conference on the rights deal. The men's World Cup, which will take place next year in the USA, Mexico and Canada, is the most important of the four tournaments, with a total of 272 matches.
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3 weeks ago | 
boersen-zeitung.de | Heidi Rohde
If the invention of quotas were an Olympic discipline, Germany would have what it takes to win the gold medal. The women's quota, which was introduced almost ten years ago, and with which the gender equality avant-garde hoped to finally end male dominance in the executive ranks of the German economy, is regarded as a centrepiece of the quota spectrum in this country. Progress has undoubtedly been made since then.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
Deutsche Telekom shareholders travelled to the Bonn-based company's Annual General Meeting in good spirits on 9 April, in view of a significant increase in the dividend for 2024 and the outperformance of the share compared to the Dax. But there was a fly in the ointment, in the view of large institutional investors. Both DWS and Union Investment sharply criticised the remuneration paid to Group CEO Tim Höttges.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
Equities analysts from the Association of German Public Banks (VÖB) expect increased volatility in the coming months, particularly in the S&P 500, where global economic policy uncertainty has intensified since Donald Trump became President in January. The various VÖB analysts forecast that the Dax will range between 22,000 and 25,000 points over the next 12 months.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
World-class software made in Germany is known to be a rarity. For decades, it has been found exclusively in the tranquil town of Walldorf, where SAP has established its reputation as a software icon, and put itself on a par with US competitors such as Oracle, Salesforce and Microsoft. But for some time now the Munich-based software start-up Celonis has been preparing to challenge SAP's unique selling point.
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Mar 11, 2025 | 
boersen-zeitung.de | Heidi Rohde
Mr. Sandström, Ericsson has been struggling with declining revenues for some time, with a 6% drop in 2024. It's true, we've had several quarters with falling revenues, but in the last quarter of 2024, we saw a boost in the US, and Europe has picked up a bit as well. Therefore, we expect overall stabilisation. So no growth this year? Right now, we are only looking from quarter to quarter. There is a lot of uncertainty in the market.
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Mar 7, 2025 | 
boersen-zeitung.de | Heidi Rohde
When the CEOs of the European telecommunications industry came together last week at the Mobile World Congress (MWC) in Barcelona to discuss the challenges facing companies in Europe, the division of tasks was clearly distributed. Telekom CEO Tim Höttges has EU Competition Commissioner Teresa Ribera in his sights. The long-time leader of the company is now ready to advise „the fifth EU Commission“ in his career with his usual strong opinions, and above all to advise Ribera on antitrust policy.
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Feb 14, 2025 | 
boersen-zeitung.de | Heidi Rohde
While data centres – driven by the global AI fever – are currently triggering the next gold rush, investors are becoming increasingly disillusioned with other digital infrastructure. Although Germany is catching up internationally in terms of fibre optic penetration, the growth momentum is noticeably slowing down. „The entire industry has challenges when it comes to civil engineering,“ says industry pioneer David Zimmer, a member of the Deutsche Glasfaser advisory board.
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Feb 3, 2025 | 
boersen-zeitung.de | Heidi Rohde
A cloudy outlook at SAP is not the same as gloomy prospects. On the contrary, the IT Cloud is the key growth driver for the Walldorf-based company. And even four years after the start of its own business transformation, from the sale of software licences to the cloud-based subscription model, there is little reason to doubt the momentum. This is because the software giant can build on a large and loyal customer base, due to the penetration of SAP products.
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Jan 29, 2025 | 
boersen-zeitung.de | Heidi Rohde
At Donald Trump's inauguration as US President, a picture was worth a thousand words. Among all the heavyweights of the economy, Big Tech in particular is circling the new man in the White House like a moth to a flame. The deregulation campaign, orchestrated largely by Trump supporter Elon Musk, has met with such undivided enthusiasm among the pioneers of the data economy and AI revolution that some are already throwing the baby out with the bathwater in anticipatory obedience.
