BTwatch Analyst Briefings – Page 3
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Analyst BriefingsBTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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Analyst BriefingsBTwatch Weekly: BT adds to concerns about Vodafone−Three UK merger, EE Finance gets Patterson’s Glow
Latest from BT and its ecosystem of partners and suppliers in a week where the UK’s competition authority revealed the level of concern it has about Vodafone UK’s proposed merger with Three — with BT’s networks found to be one potential flashpoint. EE continues retail revamp; Etc. ignites EV charging trial; and Business advances its Portfolio makeover…
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Analyst BriefingsBTwatch Weekly: CEO Kirkby sets about transformation agenda, Openreach ramps up build
Latest from BT and its ecosystem of partners as Openreach takes “unapologetic” stance in the face of rollout criticism from challengers; CEO Allison Kirkby reportedly makes earnest moves to implement transformation agenda via consultancy appointment and Ireland shake-up; more from industry events in the UK and Europe…
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Analyst BriefingsBTwatch Weekly: Watson calls for discipline, Openreach eyes fibre mega-contracts
Latest from BT and its ecosystem as CSNO Howard Watson calls for patient investors and looks ahead to rewards at the end of the networks upgrade tunnel; Openreach licks lips at prospect of Project Gigabit mega-contracts; and more SRN updates as EE charges on…
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Analyst BriefingsBTwatch Weekly: SME bizmodel shake-up; cybersec gets another partner boost
Latest from BT and beyond, including major changes to the Group’s regional SME IT services model, with more activity brought in-house in latest evolution; BT Business continues to put cybersecurity on the agenda with fresh commercial deal; and Phones 4u imbroglio rolls on with EE not out of the spotlight yet…
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Analyst BriefingsBTwatch Weekly: Etc. makes a Tap to Pay play; Tech Fellowship recognises top talent; new ads amplify B2B identity
In-house innovation from incubation arm and distinguished tech leaders in the spotlight this week.
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Analyst BriefingsBTwatch Weekly: Adastral refocused as Networks domain; One Touch Switch Glitch; Biz boosters…
Latest from BT ecosystem: reassurance that R&D hub remains critical to Group operations; slammed again over One Touch Switch delays; Broadpeak, Sprinklr join roster; Business boasts renewal; and much more…
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Analyst BriefingsBTwatch Weekly: BT plays long game on 5G SA, enterprise multi-cloud ramps up
Latest from BT and its ecosystem, including an exclusive interview with Business CTO Colin Bannon as the division sets about promoting its multi-cloud Global Fabric platform; Group CTSO Howard Watson tempers 5G SA expectations but sets vague timeframe; more from Openreach, Consumer, elsewhere…
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Analyst BriefingsBTwatch Weekly: Allera hunts relevance, networks evolve, iconic Tower falls
Latest from BT and its ecosystem as MWC takes hold of the industry and Consumer chief Marc Allera takes advantage to lay out plans for EE relevance, resonance; back home BT checks out of Tower and flicks NB-IoT switch; more from Digital, Networks, Openreach, elsewhere…
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Analyst BriefingsBTwatch Weekly: UK fibre competitors hit out with renewed vigour; what was in Allera’s CEO pitch?
Latest from BT and its ecosystem as competitors ramp up ambitions and investment challenge to Openreach fibre incumbency pretensions; Consumer boss Marc Allera backs Kirkby mandate (but what would he do “really quite interesting” if made CEO?); more…
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Analyst BriefingsBTwatch 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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Analyst BriefingsBTwatch Weekly: Kirkby gets stuck in on busy first day
Latest from BT and its ecosystem in a week of change at the top as Kirkby settles in; Q3 results fail to set the world alight but offer foundational promise; plus more from BT and beyond…
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Analyst BriefingsBTwatch Weekly: strategic swaps in the boardroom, rigorous defence in the courtroom
Latest around BT and its ecosystem as the Group goes to court to defend against overcharging class action; Deutsche Telekom goes strategic with latest BT board rep; and BT lays out a spectrum policy wish list; and more…
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Analyst BriefingsBTwatch Weekly: Jansen tenure closes out with network wins, pricing changes
Latest around BT and its ecosystem, with new CEO Allison Kirkby in the wings and Starlink in constellation test-mode, plus: quantum radio ambitions; CWU scrutinising BT Fleet TUPE obligations; Better Workplace in final phase; and more…
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