All articles by Alex Birkhead – Page 3

  • btw321-tt-bt-results-simon-lowth
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    BT Q3 FY20–21 results: gone today, (hopefully) here tomorrow

    2021-02-04T17:46:00Z

    Nobody obviously interested in Q3, but shares down sharply. Calendar of optimism around pandemic bounce back and fresh starts. Jansen despairingly concedes transformation will take at least five years. BT doing best to railroad Ofcom on fibre-critical WFTMR.

  • btw313-tt-q4-fy1920-results-first-take-b
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    BT Q4/FY19–20 results first-take: Fixed and 5G leadership at all cost

    2020-05-07T17:17:00Z

    Refusing to relinquish fixed-line or mobile leadership; not alarmed by O2-Virgin Media combination. Q4 and FY19–20 performance largely ignored (was on track). Cautiously positive on weathering COVID-19 crisis, but great uncertainty. Capex rising to fund uprated fibre ambition and Technology-led transformation — carts before horses? Yet more cost-cutting (or ...