All TelcoTitans.com articles in BTwatch #367
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Analyst BriefingsBTwatch Analyst Briefing: BT rises to the top
Latest from BT as it surpasses Vodafone by market cap, an apparent reflection of investor confidence in the Group’s direction; BT Ireland reset means new leadership incoming; Plusnet posts downbeat numbers but is back in BT plans; more…
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Financial & PerformanceRe-booting Plusnet cuts jobs, ‘streamlines’ operations
BT’s no-frills broadband brand posts another year of decline as it resets and restructures.
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PeopleBT Ireland swaps leadership to begin ‘next phase’
Carol Connolly to take over from Shay Walsh to lead BT’s in-transition Irish business.
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PeopleBT Peoplewatch: CTIO, regionals confirmed for International
20+ senior and strategic changes across BT as the group settles in with its new overseas B2B division, including: new CTIO imported from Accenture and regional leads for BT International; MBNL boardroom swapsie after BT Treasury departure; and Openreach alumnus adding Gigaclear board seat…
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Financial & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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Analyst BriefingsBTwatch Analyst Briefing: tracking BT’s rise
Q1 FY25–26 special: BT’s star continues to rise, with valuation now 50% higher than when CEO Allison Kirkby took over, despite a shaky start to the FY. Consumer and Business fall further back, but ol’ reliable Openreach and its trusty fibre machine is driving the Group forward…
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Financial & PerformanceQ1: BT backers rewarded as confidence remains high
Q1 FY25–26: Group share price ticks up 50% in a year, boosted by Q1 earnings, suggesting Allison Kirkby’s new manager bounce has been sustained. Whether this will continue may well depend on BT’s ability to reverse current trends, as downtrodden business and consumer units continue to fall, despite Openreach best efforts…
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Financial & PerformanceQ1 In depth: BT boss claims ‘solid start’ despite shaky numbers
Q1 FY25–26: CEO Allison Kirkby persistent in long term strategy, but first quarter results put things in perspective. BT Business the usual headache; BT Consumer finds positives despite the headlines; and Openreach cements its reputation as a resilient source of resilient good news…
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Financial & PerformanceQ1 Guidance: BT unmoved by early trouble
Q1 FY25–26: Management reconfirms full-year guidance, with defiance made easier thanks to pessimistic outlook as laid out three months prior. Vague notions of ‘growth’ remain the target by the end of the decade…
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Financial & PerformanceQ1 FY25–26: Openreach fibre machine keeps rolling
Access services business keeping up its relentless build pace, while connections are soaring. UK fibre’s pre-eminent multi-tasker shows build can be accelerated alongside strong take-up, but broadband losses continue to mount in the meantime…
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PeopleBT poaches VM O2 finance chief as Lowth’s exit confirmed
Patricia Cobian, CFO at Virgin Media O2, is to join rival BT next year, with current CFO Simon Lowth set to retire. BT CEO Allison Kirkby said Cobian brings “invaluable” experience that will help drive BT’s transformation and strategy…
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Analyst BriefingsBTwatch Analyst Briefing: regulatory give and take
Latest from BT as the group benefits from spectrum licence fee savings, but warns of potential competitive damage if TAR changes go through as proposed; Simon Lowth reportedly on his way out; 5G SA rollout updates…
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PeopleBT CFO Simon Lowth readies for departure — report
Succession planning underway as reports indicate Lowth will leave within a year, closing out a decade-long tenure and teeing up yet another change to Allison Kirkby’s executive leadership team…
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Public AffairsOfcom yields, slashes UK spectrum fees — MNOs demand more
£60m annual reduction sees regulator modify ALF regime and tease softening of spectrum trading regime, but fails to silence criticism that move does not go far enough. Operators lobbying for Treasury to reinvest remaining £270m windfall back into rural 5G…