BT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
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.
This is TelcoTitans Professional Subscription content. Subscribe now.
Already a subscriber? Sign in here, or contact us to check if your company has access.
Become a TelcoTitans Professional Subscriber
Read this article and get full access to all TelcoTitans premium telco and digital infra content by subscribing today.
TelcoTitans Professional subscriptions include:
- Full access to all TelcoTitans online news, insight and analysis, including Professional-only and deep-dive content on leading tier-1 telcos
- Professional-only premium weekly CSP briefings and newsletters
- Industry-leading insight and analysis that you simply cannot get anywhere else
“Super intelligence, consistently high quality, compact and easy to digest” – Deloitte.