All articles by BTwatch – Page 14
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PremiumElsewhere in BT Group: Swantee eyes wholesale customers
Swantee eyes BT wholesale customers, Pourrat urges EV grants, Group supports new employee saving scheme.
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Analyst ReportsBTwatch Report #316 – October 2020
Key stories include: Nokia new number-one | Quantum put into action | EE backs SMEs | BT and Microshare laud LoRa | New civil partnerships for Fibre Cities
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PremiumElsewhere in BT Consumer: BT TV loses Disney, BT Sport battles lockdown
BT Sport offers helping hand to closed Scottish pubs; Disney’s strategy shift makes impact for BT TV customers; Allera says Apple’s entrance to the 5G device market has huge potential.
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Strategy & ChangeElsewhere in Openreach: innovation in the crosshairs
Openreach targets innovation, Vodafone launches gigabit services, superfast stymied by capacity gap.
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PremiumElsewhere in BT Global: McAfee flags BT role
Financial services business grows, US military renews contracts, McAfee flags BT role.
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PremiumElsewhere in BT Consumer: Carphone exited, finally
Carphone dumped, BT Mobile abandons premium services, BT Sport adds OTT interoperability
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PremiumElsewhere in BT Technology: Watson calls for sustainability fix
BT’s Watson makes a call-to-action over wireless industry’s energy usage, saying power-hungry mobile networks need a sustainability “fix”.
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PremiumElsewhere in BT Group: SEC exit nears
BT backing off office space rental plans, SEC exit nears, rival TalkTalk set to de-list.
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Analyst ReportsBTwatch Report #315 – August-September 2020
Key stories include: Fibre investment rising through crisis | BT TV: a tale of two UIs | Sharp Shuter at Enterprise | Symantec out at BT Security | NI market profile
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Strategy & Change
Green sees ‘correction’ in TV sports rights prices
BT is attempting to turn down the heat on expectations for broadcast sport auctions in a market that has already seen signs of cooling.
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PremiumBT TV: A tale of two UIs
The evolution of BT TV reflects a BT journey from an outward-looking “buy” approach to new technology, to a more self-reliant “build” mindset. Divisional BT architects said to have re-focused on project delivery, with strategically-minded enterprise architects taking a Group-wide perspective.
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PremiumBT takes charge of 5G factory floor
BT collaborates with Worcestershire 5G (W5G) testbed and Ericsson to install ‘live’ 5G factory. Runs and manages private 5G network for Worcester Bosch. Takes technology lead at W5G to accelerate UK adoption of smart-manufacturing.
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PremiumGuidance: what’s the worst that can happen?
Outlook on revenue and EBITDA implies little good news for rest of FY20–21. Earnings growth anticipated in FY21–22, as regulatory headwinds fade and efficiency gains come into play.
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PremiumDivisional highlights: the value of fibre
Management ready to look at ways to bring out the value of BT’s emerging fibre infrastructure. Beyond the current crisis and recession fears, BT Global advancing down the path to recovery. Sudden freeze of live events underlines the importance of BT Sport to Consumer division financial performance.
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PremiumNumbers: no sport and shut businesses take their toll
While whole Group faces headwinds, Consumer and Enterprise take the brunt of COVID-19 impact. The “usual” working capital payments on top of slumping earnings result in negative cash flow for the quarter.
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PremiumBT takes lead on new TIP OpenRAN subgroup
Influential BT researcher in a pivotal role between operators, technologists, and standards groups on Open RAN implementation.
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PremiumSpending: capex surge still around the corner
Lockdown slows network rollout, but capex remains on track to ramp up from next year. Existing cost cutting to be coupled with pandemic-driven spending reviews for additional sustainable savings. New Huawei rules said not to add to BT’s swap-out burden.
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PremiumBT continues to mull post-COVID-19 working options
Jansen seeks a return to normality. Changes to practices are afoot, however: Work Your Way flexible working initiative launched; distributed working pros and cons explored.
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PremiumBT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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PremiumElsewhere in BT Consumer: Brexit prep and ESN progress
Brexit preparations; fairer price commitments; ESN deployment progress.