BT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand

Joe Purnell2025-11-14T10:49:00

Source: BT

Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…

This article includes:

Themes: Average revenue per user (ARPU); Budget brands; Convergence strategy; Customer experience; Digital voice migration; Earnings performance; Fibre broadband; Fixed-mobile convergence (FMC); Multi-brand strategy; Network investment; Service revenue growth.
Events: BT Earnings call, H1 FY25–26 results.
People: Allison Kirkby; Claire Gillies; Marc Allera; Simon Lowth.
Geographic: United Kingdom.
Organisations: BT Group; BT Consumer; EE; Ofcom; Openreach; Plusnet; Tesco Mobile; Virgin Media O2; VodafoneThree.

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