BT Financial & Performance
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Weekly Briefings
BTwatch Weekly: networks in focus as Ericsson steps up, Huawei steps out
Latest from BT and its ecosystem as 5G networks take centre stage: slicing and standalone with Ericsson, Qualcomm; a Huawei rip-and-replace status update; API standardisation to draw down untapped 5G value; plus much more across the Group…
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Premium
Analysis: BT hoping for ‘new manager bounce’ as Kirkby enters dugout
TelcoTitans’ CEO index suggests Kirkby’s years at Telia may prove the foundations for a positive start to life at BT.
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Financial & Performance
BT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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Consumer (B2C)
Inflation-linked pricing: BT drops policy ahead of expected Ofcom clampdown
Four years after he introduced CPI+ pricing to improve transparency, Marc Allera scraps the model in favour of ‘pounds and pence’ clarity.
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Strategy & Change
Selley ‘cracks the code’ on fibre as Openreach brews overbuild, upgrade plans
Openreach Business Briefing: Halfway to Openreach’s 2026 fibre rollout target, CEO Selley claims spending and recruitment peaks for Openreach have passed; fibre’s benefits are being felt…
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Strategy & Change
‘Ripping off the plaster’: BT braces for short-term pain to right long-term B2B wrongs
BT Business CEO Bas Burger warns that the division’s turnaround programme will be necessarily painful, with benefits only set to emerge after a difficult beginning.
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Strategy & Change
Gupta comes out swinging as BT Business plots UK corporate renaissance
Jansen-anointed “chap called Ashish” is charged with reviving UK corporate and public sector business, and declares the unit ready to “return to good” and compete in an ultra-competitive market, with rivals including integrators Capgemini and ATOS in his sights as well as rival operators Vodafone and Virgin Media O2.
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Financial & Performance
BT pensions deficit way down in face of oncoming headwinds
BTPS deficit down more than 50% as management express pleasure with progress towards full funding; de-risking also in full swing, likely of interest to potential investors/takeover bidders…
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Financial & Performance
BT’s Jansen bows out, buoyant as ever: hints of recovery, decimated valuation
H1 FY23–24: CEO Philip Jansen’s final earnings call brings a workmanlike set of results with some bright spots to give reason enough to gloat, but slow progress on B2B turnaround and dragging fibre build indicate scale of challenge for successor Allison Kirkby.
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Financial & Performance
BT gives glimpse into Openreach’s future as cash flow generating FibreCo
BT Group CEO Philip Jansen boasts of fibre progress, but guidance for coming quarters indicates Openreach will fall short of FY23–24 fibre build ambitions.
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Financial & Performance
H1 FY23–24: BT Consumer convergence dreams yet to manifest
Increase in Consumer broadband and mobile ARPU positioned as a key highlight for first half of the year, but more to be done on convergence — increasingly seen as a key focus for driving Consumer revenue growth.
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Financial & Performance
H1 FY23–24: BT Business trapped between ‘the old and the new’
Revenue steadies for Business, but EBITDA takes another dip as higher value legacy contracts expire and are yet to be replaced.
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Financial & Performance
Spend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & Performance
Headlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & Performance
Guidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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Financial & Performance
Jansen concedes losses to altnets as Openreach set to miss annual fibre build target
BT Group CEO Philip Jansen boasts of fibre progress but guidance for coming quarters indicates Openreach will fall short of four million premises passed in the FY; earnings call included a rare admission that Openreach lines are being lost to altnet rivals.
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Suppliers & SCM
SAP trumpets role in transformation gains at BT
ERP player SAP declared success for solution deployments fulfilling commitments made in a strategic partnership signed in 2019.
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Strategy & Change
Höttges gives BT a year, but ‘all ideas’ on the table
Deutsche Telekom Chief Executive Timotheus Höttges sets expectations for incoming BT CEO Allison Kirkby as rumours circulate about the future of Deutsche Telekom’s BT stake.
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Premium
BT Q1 FY23–24 Guidance: BT sticks to (vague) targets
Mixed results across BT’s CFUs, but full‑year expectations remain unchanged.
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Premium
BT Q1 FY23–24 Headlines: revenue boosted as price hikes pay off
Revenue up across every division; EBITDA follows suit in all but Business.