Latest BT Insight – Page 4
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M&A
América Móvil’s Slim buys into Kirkby’s vision for BT
Interests linked to the Mexican telecoms billionaire have acquired a 3.2% stake in BT, with BT remaining neutral on the development.
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Products & Services
New startup seeks to bring UK telcos into adtech
Industry veteran hopes to drum up UK operator support for a new aggregator platform to bring together ad sales and performance measurement powered by telco data.
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Strategy & Change
BT CEO prioritises scale as asset monetisation talks re-emerge
As BT considers options for BT Global, where scale was never achieved, CEO Allison Kirkby will use the same measure in discussions about potential portfolio changes elsewhere.
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Strategy & Change
BT’s Mehta hails India’s role as recruitment drive continues
BT’s Chief Digital & Transformation Officer talked up the role of BT’s Indian team in transforming the Group while promoting the business as a place to work. Indian operations may not be immune to looming job cuts and the offloading of Global, however…
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Weekly Briefings
BTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…
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Weekly Briefings
Infrawatch Weekly: direct-to-device investments; InfraCo independence; new network metrics
Latest from the digital infra scene in the UK and beyond, including: investment in alternative connectivity technologies; infra spin-offs and data centre sales; coverage data fails; people moves; and plenty more…
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People
BT switches ESN leadership as part of top-level changes in enterprise portfolio
Faisal Mahomed named Emergency Services Network Director, with Simon Warner his replacement as Director of UK Portfolio Business.
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Content & TV
BT policy chief calls for TV distribution rethink as IP takes hold
Policy & Public Affairs Director Helen Burrows describes current content distribution regulation as insufficient and outmoded, with need to update and reflect change in audience demand.
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Innovation (R&D)
BT R&D chief calls for “coherent” policies to support UK innovation
UK industrial strategy for telecoms needs a rethink to support homegrown technology development, drive demand, and revive ailing sector, according to Gabriela Styf Sjöman, Managing Director, Research & Networks Strategy at BT Group.
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People
BT Peoplewatch: Data & AI leadership redrawn at BT Digital
Senior swaps include new Data & AI leader after Zoë Webster exits the Group, leaving a legacy of AI adoption and foundations for scaling. BT Business changes include senior shuffles for Central Government accounts, while Openreach opts to leave Corporate Affairs & Brand unfilled after Catherine Colloms departs. Plenty more across the Group…
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Weekly Briefings
BTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Network & Infrastructure
British parliamentarians depart with last swing at ‘unconvincing’ 5G plans
The outgoing Public Accounts Committee’s final report on mobile connectivity portrays government efforts to improve mobile coverage as lacking focus, data, and clear evidence of value.
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People
Openreach corporate affairs and brand chief exits
Catherine Colloms, long-time Director of Corporate Affairs & Brand, has left Openreach after leading the business through its BT split.
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Financial & Performance
BT FY23−24 Highlights: Kirkby unveils sharper BT; investors finally cheer
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
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Financial & Performance
BT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & Performance
BT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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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…