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…
BTwatch Analyst Briefing is available to TelcoTitans.com Professional and BTwatch Analyst Report subscribers. Sign in, subscribe now, or contact us for more details or if you have a story for us. Work within BT Group or other corporate subscriber? Register now for immediate access. This article includes:
- Themes: Class action lawsuit; Consolidation; Fibre rollout; Infrastructure access; Integration projects; Network outage; Operator transformation; Redcare migration; Strategic vision; Subsea cable damage.
- Events: BT Q1 FY25–26 results.
- People: Adam Elsworth; Allison Kirkby; Claire Gillies; Justin Le Patourel; Marc Murtra; Patricia Cobian; Simon Lowth; Steve Blackshaw.
- Geographic: Banff; Germany; Hull; Orkney; United Kingdom.
- Organisations: AddSecure; BT Consumer; BT Group; BT Business; EE; KCOM; Ofcom; Openreach; Telefónica; Virgin Media O2 (VM O2); Vodafone; 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.