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BTwatch: management defiant against headwinds
Analyst Briefing: Q3 underlines a Group still wrestling with decline, but CEO Allison Kirkby uses fibre momentum, an imminent cash flow inflection, and a refreshed leadership team as evidence that a recovery is in the works amid reports of rising shareholder pressure…
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: Broadband competition; Cash flow inflection; Fibre rollout; Leadership overhaul; Market consolidation; Network investment; Turnaround strategy.
- Events: 2026 Mobile World Congress (MWC); Q3 FY25–26 earnings; Radianz divestment; Telecoms Consumer Charter launch.
- People: Allison Kirkby; Bas Burger; Cyril Pourrat; Dan Schulman; Jon James; Katie Milligan; Rachel Reeves; Sunil Bharti Mittal.
- Geographic: Crawley; United Kingdom.
- Organisations: Avanade; BT Business; BT Consumer; BT Group; BT International; CBRE UK; CityFibre; Department for Science, Innovation & Technology; EE; KCOM; Macquarie Asset Management; Multiverse; Netomnia; nexfibre; Openreach; RootMetrics; TalkTalk; Transaction Network Services (TNS); Umlaut Connect; Virgin Media O2 (VM O2).
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