RaoscaffResearch
Prediction Series · Lock · Issue P-185
Prediction Series · P-185

The telecom floor — ≥€11.2bn, locked at 93%.

93% probability Deutsche Telekom's Q3 2026 adjusted EBITDAaL lands at or above €11.2 billion — roughly 5% below the €11.8bn of Q2, against full-year guidance raised to about €47.5bn. Resolves ~12 Nov 2026.

Type · Prediction Lock · earnings-floor threshold Locked · 2026-08-13 · before the Q3 results Resolves · ~2026-11-12 · Deutsche Telekom Q3 2026 results (telekom.com) Scored · binary: Q3 2026 adjusted EBITDAaL ≥€11.2bn yes/no
Deutsche Telekom Q3 2026 adjusted EBITDAaL · our locked floor
≥ €11.2bn
adjusted EBITDA after leases · vs €11.8bn in Q2 2026

Deutsche Telekom reported Q2 2026 adjusted EBITDAaL of €11.8bn, ahead of an €11.7bn consensus and up from €11.0bn a year earlier, with organic service revenue up 3.9% and organic EBITDA up 7.4% across the first half. Full-year adjusted EBITDAaL guidance was raised to around €47.5bn and free-cash-flow guidance to around €20bn. Source: Deutsche Telekom Q2 2026 results, August 2026.

— 1 · The Locked Call

Deutsche Telekom Q3 2026 adjusted EBITDAaL lands ≥€11.2 billion — P = 0.93.

We lock a binary: Deutsche Telekom reports third-quarter 2026 adjusted EBITDA after leases of at least €11.2 billion, per its quarterly report. Confidence 93%.

— 2 · Why it's nail-able

Telecom earnings are subscription-based and full-year guidance was raised, not held.

A telecom group's quarterly EBITDA is built from a contracted subscriber base that turns over slowly, which is why Deutsche Telekom grew organic EBITDA 7.4% in the first half with service revenue up 3.9%. It raised full-year adjusted EBITDAaL guidance to around €47.5bn — a figure implying a quarterly pace near €11.9bn — and lifted free-cash-flow guidance to about €20bn. Our floor sits about 5% below the Q2 print. Confidence 93%, not higher, because the majority of group EBITDA comes from T-Mobile US and is translated into euros, so a sharp dollar move transmits directly. Scored on ADJUSTED EBITDA AFTER LEASES, the company's guided measure.

Locked on 2026-08-13 — scored against Deutsche Telekom's reported Q3 2026 adjusted EBITDAaL.

RAOSCAFF locks P-185 on 2026-08-13, before the Q3 release. Scored against Deutsche Telekom's reported third-quarter 2026 adjusted EBITDA after leases versus an €11.2 billion floor.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
~2026-11-12 — Deutsche Telekom Q3 2026 quarterly report
Source
Deutsche Telekom AG Q3 2026 quarterly report, adjusted EBITDA after leases (telekom.com investor relations)
Scored by
Binary: YES if reported Q3 2026 ADJUSTED EBITDA AFTER LEASES (EBITDAaL) is ≥€11.2bn; NO otherwise. Adjusted EBITDAaL for the group — not reported EBITDA, not EBITDAaL excluding the US, and not the organic growth rate.

Most group EBITDA comes from T-Mobile US and is translated into euros — a sharp dollar move is the disclosed tail.