Latest BT Insight – Page 3
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Financial & Performance
BT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Financial & Performance
New EE must wait five years to be rid of Old BT
New CEO Allison Kirkby re-confirms Jansen/Allera New EE strategy, but BT brand to limp on in Consumer at least until PSTN shutdown, with Plusnet retained as broadband b-brand. ARPU is up, but multiplay elusive as ever, subscribers still being lost, still far from walking the talk. Read more…
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Consumer (B2C)
BT delays Digital Voice switchover, revamps all-IP rollout plan
BT needs more time to complete the switch to digital landlines but hopes Digital Voice customer conversions will go hand-in-hand with full-fibre upgrades.
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Financial & Performance
Openreach to invade Project Gigabit, snap up altnet misfires
FY23–24: Closing in on infill Project Gigabit contracts, also eyeing altnet misfires. Line loss the new reality despite strong fibre build and take-up momentum. TelcoTitans BTwatch predicts altnets will step up, not roll over. New CEO Kirkby makes clear Openreach not for sale (yet). Read more…
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Financial & Performance
BT Business gets UK exceptionalism vibe, with Global ops on chopping block
New CEO Allison Kirkby mulls further ‘optimisation’ opportunities in latest bid to turn around long-beleaguered B2B activities. Much-lauded new network-as-a-service proposition Global Fabric may be retained as partner play. Domestic rump not obviously a better bet, however…
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Weekly Briefings
BTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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Operations
Openreach opens ‘snazzy’ new City HQ
BT’s access services business has moved its HQ to a new site in London, closing out a tenure at ‘tired’ King’s Cross offices.
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People
BT Peoplewatch: as Kirkby ups the transformational ante, ex-CEO Patterson goes boardroom ‘goliath’
40+ senior/strategic appointments across BT Group, including: new CEO Allison Kirkby making mark with more transformation-focused imports; ex-CEO Gavin Patterson makes it boardroom berth number-eight; and major changes at revamped BT Business. Fibre build remains priority at Openreach, while Consumer beds in fresh device and marketing leadership. Read more…
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People
BT adds transformation expertise to board, seeks out ‘operational resilience’
Ex-Barclays finance chief Tushar Morzaria appointed to BT Board of Directors, with Chairman Adam Crozier lauding ‘corporate change’ specialism and adding further transformation expertise to the BT boardroom.
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Weekly Briefings
BTwatch Weekly: BT adds to concerns about Vodafone−Three UK merger, EE Finance gets Patterson’s Glow
Latest from BT and its ecosystem of partners and suppliers in a week where the UK’s competition authority revealed the level of concern it has about Vodafone UK’s proposed merger with Three — with BT’s networks found to be one potential flashpoint. EE continues retail revamp; Etc. ignites EV charging trial; and Business advances its Portfolio makeover…
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Consumer (B2C)
EE’s £6m bricks-and-mortar retail investment brings more customers, better connections
EE’s newest Experience store opened in Bristol, with nine more to follow in the next year as part of £6m retail investment.
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M&A
Merged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Weekly Briefings
BTwatch Weekly: CEO Kirkby sets about transformation agenda, Openreach ramps up build
Latest from BT and its ecosystem of partners as Openreach takes “unapologetic” stance in the face of rollout criticism from challengers; CEO Allison Kirkby reportedly makes earnest moves to implement transformation agenda via consultancy appointment and Ireland shake-up; more from industry events in the UK and Europe…
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Network & Infrastructure
Openreach targets 30m full-fibre premises, nexfibre calls for altnet ramp-up
At Connected North in Manchester, Openreach optimism was juxtaposed by altnet consternation about the state of the UK fibre market.
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Network & Infrastructure
Job done on Scottish rural 4G initiative
Scottish 4G Infill programme wraps up after seven years.
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Weekly Briefings
BTwatch Weekly: Watson calls for discipline, Openreach eyes fibre mega-contracts
Latest from BT and its ecosystem as CSNO Howard Watson calls for patient investors and looks ahead to rewards at the end of the networks upgrade tunnel; Openreach licks lips at prospect of Project Gigabit mega-contracts; and more SRN updates as EE charges on…
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Network & Infrastructure
25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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M&A
BT revives Ireland sale talks as Kirkby picks up where Jansen left off — report
BT said to be considering BT Ireland sale as new CEO Allison Kirkby attempts what Philip Jansen could not. A sale would extend the asset-light strategy taken on at BT Business…
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People
BT’s Howard Watson dedicates lifetime achievement award to Networks ‘obsession’
FutureNet World: BT Chief Security & Networks Officer Howard Watson thanks 7,300 BT Networks staff for contribution to BT prowess as he was named Technology Leader of the Year. Other award winners include Amdocs, Celfocus, Netcracker, Nokia, Huawei, Vodafone, more…
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Network & Infrastructure
BT, Vodafone seek fast cash and stricter discipline as sector adjusts to new digital reality
FutureNet World: Vodafone’s Andrea Donà and BT’s Howard Watson issue a call for more cash, patient investors, and industry collaboration as network technologies evolve and a light emerges at the end of the investments tunnel. Watson heralds success of fixed, but wants the next mobile ‘G’ to be held back…