Latest BT Insight – Page 7
- 
      
         Financial & Performance Financial & PerformanceBT Q3 In-depth: talk is good, but seeing will be believingQ3 FY24–25: CEO Allison Kirkby remains optimistic about FY despite shaky Q3, but goalpost-moving last quarter left expectations low. The headlines are much the same: Consumer’s woe; Business’s rebirth; Openreach’s fibre charge. While the latter is still BT’s source of good news, there are awkward questions over each of the Group’s CFUs… 
- 
      
         Financial & Performance Financial & PerformanceBT Q3 Highlights: is the tanker beginning to turn?Q3 FY24–25: 12-months in and CEO Allison Kirkby continues to impose herself on the Group with yet more executive changes, but the needle on KPIs has scarcely twitched. Management remains optimistic about prospects at Consumer and Openreach, but latest Business reboot smacks of overseas defeat, as Q3 trading update builds on now-familiar ‘wait and see’ mantra… 
- 
      
         M&A M&ABT Ireland grabs Cordiant’s attention for infra, wholesale sell-off — reportOperator reportedly looking to firm up sale of infrastructure and wholesale business units “in the coming weeks”, advancing Kirkby’s ‘asset-light’ strategy following recent sale of Irish data centres… 
- 
      
         Network & Infra Network & InfraShared Rural Network expands reach as BDUK cutback rumours swirlWeekend reports suggest operators are irked by possibility that their coverage investment and network optimisation improvements could see the government scale back financial commitments to rural coverage… 
- 
      
         Financial & Performance Financial & PerformanceIn depth: Openreach line losses accelerate, fibre gaps widen as strategic vulnerabilityQ3 FY24–25: BT’s wholesale division again reports strong financials and record fibre build, but a deeper look reveals a worrying trend of accelerating line losses. This analysis delves into the implications of altnet and Project Gigabit competition, eroding historic market dominance. 
- 
      
         Strategy & Change Strategy & ChangeBT names UK Business boss as domestic focus steps up a levelVision for homeland-centric BT advances as UK Business inaugurated with Jon James poached to lead, veteran Bas Burger redeployed to MNC ‘optimisation’ (or offload). CEO Allison Kirkby’s career has criss-crossed James’, including tenure as Nordic CEOs, private equity, NetCo-ServCo and transformer experience. Completing circle, BT’s Christian Thrane succeeded James at Nuuday… 
- 
      
         Analyst Reports Analyst ReportsBTwatch Report #361 - January 2025Key stories include: BT axes healthtech, EV innovation arm | Digital’s Data & AI overhaul | Irish data centres sold off | Global Fabric puts BT on road to AI returns | Openreach nabs more rural fibre grants 
- 
      
         Strategy & Change Strategy & ChangeBT seeking SMB gains with EY insight, Pega platformsUnder the hood: how BT worked with EY and Pega to achieve a 360-degree customer view, implementing AI-powered propensity models, data-driven decisioning and hyper-personalisation to step up SMB engagement. 
- 
      
         Innovation InnovationBT ‘needs more’ quantum tech suppliers and partnersResearch & Networks Strategy lead Gabriela Styf Sjöman emphasises need for growth in the quantum supply chain and ecosystem as technology matures. 
- 
      
         Strategy & Change Strategy & ChangeBT shuts healthtech incubator as digital unit Etc. changes shape‘Startup from within’ Etc. refocuses on a handful of more promising verticals, leaving healthtech out of future plans and prompting a change of tack for EV R&D. Comes amid wider innovation and incubation change at BT Group… 
- 
      
         Strategy & Change Strategy & ChangeIs UK’s AI Action Plan under-powered?UK government unveils aspirational plan for growing the AI sector, with a partner sought for a new data centre in its first AI Growth Zone, but questions remain about the power capacity to underpin the impending data and AI explosion… 
- 
      
         Network & Infra Network & InfraPortugal, Sweden, and Spain lead race towards copper retirementNew Copper Switch‑Off Tracker names and shames markets that are dragging their feet on legacy network closures ahead of European Commission’s 2030 target date. 
- 
      
         Network & Infra Network & InfraProptivity onboards UK MNOs; Swedish neutral host offers to shoulder 5G capex burdenModel leverages private equity. Aspiration to become UK and regional indoor connectivity leader focused on real estate. Key hires with industry chops. Learn more from TelcoTitans’ conversation with Proptivity CEO Mikael Lundman… 
- 
      
         Network & Infra Network & InfraBT seeks smooth B2B transition with 2G switch-offGroup seeks to ensure business customers’ transition from 2G to modern networks is as seamless as possible, as networks chief Howard Watson announces prep to support them in the process. 
- 
      
         People PeopleBT Data & AI chief Deepika Adusumilli exitsBT now ‘working through’ leadership requirements in data space after confirmation of Chief Data & AI Officer’s departure. 
- 
      
         People PeopleBT Peoplewatch: Group brings in more consultancy high-flyers30+ senior and strategic moves across BT and its ecosystem, including another handful of joiners from EY and McKinsey to lead the transformation agenda; another significant Data & AI switch; security swaps in Europe; and a pair of BT Defence changes… 
- 
      
         Operations OperationsBT electrifies fleet, charges on with EV infra transitionThe BT/Openreach fleet inches towards zero emissions with a 3,500-vehicle order from Ford, Stellantis, Toyota, and Renault, backed by gov grants. Challenges remain, but Etc.’s charging pilot rolls on with a new focus… 
- 
      
         Network & Infra Network & InfraOpenreach chases ‘one network’ architecture with Nokia Altiplano deploymentAccess provider confirms Altiplano onboarding, adding further Nokia presence to FTTP infra. 
- 
      
         Network & Infra Network & InfraOrange moves to cash in on decommissioned copperFrench operator is reportedly seeking a value assessment of the copper in its legacy network as it works towards switching off the public switched telephone network by 2030. 
- 
      
         Network & Infra Network & InfraUK’s Project Gigabit: billions committed, but just 1.6% take-up at last countNearly four years in, government’s Project Gigabit spend reaches £2.2bn with latest Openreach contracts, but connections faltering at just 11,000 as commitments and subsidies yet to translate to boots on the ground. With another £400m in the procurement pipeline for 2025, when will cash finally convert to real impact? In depth non-chummy review of UK rural fibre programme inside… 
 

























