BT Financial & Performance – Page 6
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PremiumBT Q1 FY22–23 spend: modernisation makes it mark
Usual cost control and efficiency gains hit the spot for Group spend.
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PremiumBT Q1 FY22–23 guidance: outlook held, numbers stack up
Management remains confident in growth outlook, with initial FY guidance confirmed.
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PremiumBT’s emissions jump 5% in a year
Group pins rise on pandemic ‘rebound’ and fibre build necessities.
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Network & InfrastructureBT CTO targets broadcast revenue from all-IP switch
Howard Watson is eyeing up broadcasters’ distribution spend to help fund network investment as TV goes digital.
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Enterprise (B2B)BT sees public deals erode as IT giants rise
BT sees its share of government telecoms revenue slide as Virgin Media O2 gains ground.
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PremiumBT Q4 FY21–22: Openreach rallies troops for Jansen’s war
Jansen emphasises importance of fast migration to fibre as defence against wholesale rivals, and BT is heavily recruiting to provision new customers.
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PremiumBT Q4 FY21–22: Global remains in transition
Division’s sales and profit continue to slide rapidly. Difficult macro environment blamed, along with digital shift that Global remains in process of getting a handle on. Management reassures over progress on product portfolio revamp.
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PremiumBT Q4 FY21–22: uncertainty hovers over UK B2B
Another downer from Enterprise as growth is slow to materialise.
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PremiumBT Q4 FY21–22: Consumer bullish despite more flat figures
Branding changes and convergence prospects pave the path for growth.
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PremiumBT Q4 FY21–22 Spend: FTTP build-out remains a (costly) priority
Openreach’s fibre-related spend surpasses 50% of Group capex.
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PremiumBT Q4 FY21–22 Guidance: Jansen stands defiant
Macro pressures to have an inevitable impact, but not all doom and gloom for BT forecasts.
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PremiumBT Q4 FY21–22 Headlines: off-target but moving forward
Enterprise and Global continue to drag, Openreach unencumbered.
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Suppliers & SCMArqit excited by prospects despite controversial report
BT-partnered quantum encryption startup’s share price remains sharply down following savage WSJ article.
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Financial & PerformanceBT Q4 FY21–22: foundations in place, but cracks widening
Typically rosy Openreach figures relied on heavily for positive spin to results mixed bag.
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Products & ServicesBT Final Mile locker network expands
Calor and EDF Energy named as third-party customers for Final Mile service. Pelipod revenue has been rising, but so have losses. CJ Retail Solutions was awarded the locker installation contract.
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Financial & PerformanceBT Q3: king of a still-wobbly hill
Corporate weakness postpones recovery, with BT Global recuperating and BT Enterprise still in surgery. Rational rivals embraced, but warned of “Armageddon scenario”, with Sky current BFF. Discovery tie-up a win-win for BT Sport (but what about for BT itself?). Openreach charges on, hitting new records for FTTP connections and ...
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PremiumBT Q3 FY21–22 Guidance: positives to come, but later than promised
Revenue down 2% for the year, but growth anticipated from Q1 FY22–23. All things point up, but large corporates at Enterprise and Global need turnaround to avoid continued struggles. Discovery tie-up a win–win for BT Sport (and maybe for Sky, but what about for BT itself?).
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PremiumBT Q3 FY21–22 Headlines: Openreach surging; CFUs in surgery
Corporate weakness postpones recovery, with BT Global recuperating and BT Enterprise still hurting. Openreach charges on, hitting new records for FTTP connections and (low) costs. City analysts focus on ‘mathematical’ minutiae of inflation response and impact on customers, costs, and payroll. Drahi and other predators ignored.
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PremiumBT Q3 FY21–22: king of a still-wobbly castle
Rational rivals embraced, but warned of “Armageddon scenario”, with Sky current BFF. Mixed results force management to cling to customer satisfaction and market share security blankets. Inflation a bonus for Consumer’s linked pricing. ‘Jam tomorrow’ outlook reiterated.
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PremiumBT Q3 FY21–22 Spend: costs under control
Cost-savings transformation programme continues to earn accolades among management, despite necessary investment in infrastructure. Broader market factors felt.