BTwatch News
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Analyst Briefings
BTwatch Analyst Briefing: Bharti pulls up a pew
Latest from BT as its part-owner Bharti further cements its strategic position with a pair of boardroom seats; EE taps Ericsson tech to bolster 5G strengths; Ofcom prepares to allocate more spectrum; BT wins in Edinburgh…
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People
BT Peoplewatch: Corporate Affairs & Brand chief steps onto the BT ExCo
Latest senior and strategic changes across BT, including a new ExCo member for Allison Kirkby, charged with driving brand transformation and reputational change; Openreach boardroom swaps; BT International rework continues; more…
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Strategy & Change
Indian magnate joins BT board to give long-term investor Bharti a voice at the top
BT Group’s largest shareholder Bharti Enterprises firms up relationship to secure two boardroom seats.
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Network & Infra
EE levels up 5G SA ahead of rival’s counterattack
UK MNOs ranked: 5G standalone battle develops as EE boasts fruit of Ericsson tie-up to help retain its leadership position. Unified VodafoneThree is set to mount an improved response once promised investment flows through, but against European peers the UK’s MNOs look behind the times…
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Analyst Briefings
BTwatch Analyst Briefing: Kirkby marches on with international pullback
Latest from BT as the group continues to offload international assets with the sale of financial services unit and completion of Irish divestment; AWS ties expanded as the operator seeks further network autonomy; Openreach ups lobbying for UK fibre regulatory change; more…
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M&A
Radianz becomes latest unit to go in BT’s international retreat
Emblem of BT’s turn of the century global ambitions to be offloaded to TNS as group pursues UK-focused strategy.
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Public Affairs
Openreach lobbies for regulatory flexibility as fibrecos take market share, struggle with debt
Openreach’s regulatory lead is twisting Ofcom’s arm to give it pricing freedom in regions where it faces two rivals. VM O2 and CityFibre contend that a firm hand is required to protect still fragile competition. While altnets are winning market share, their lenders are nervous…
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Innovation
BT Active Intelligence: Solving customer problems through mobility insights
Interview: From telco startup to data scale-up, the BT Group data science unit is transforming mobility insights into commercial and societal value. Leader Steve Wiley explains how his team is applying a startup mindset and partnership model to unlock the power of geospatial data for enterprise clients, creating actionable intelligence from 25 billion daily data points. Learn more…
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Partnerships & Alliances
BT expands AWS deal for five more years
The cloud services giant flags the latest strategic agreement with BT as a critical step towards network autonomy.
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Marketing
BT opts for Uncommon to take brand ‘beyond advertising’
New brand chief Cilesta van Doorn hails Uncommon Creative Studio as the agency of choice to cement the BT logo in “modern Britain”.
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Analyst Briefings
BTwatch 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 & Performance
Re-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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People
BT 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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People
BT 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 & Performance
BT 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 Briefings
BTwatch 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 & Performance
Q1: 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 & Performance
Q1 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 & Performance
Q1 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 & Performance
Q1 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…