Latest BT Insight – Page 5
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Financial & Performance
In-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Financial & Performance
Spend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
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Financial & Performance
Guidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
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Financial & Performance
BT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Financial & Performance
Openreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…
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Financial & Performance
BT ‘pulling levers’ to account for UK Budget burden
CFO Simon Lowth puts annual additional cost at £100m for the Group, with transformation plans to be ‘brought forward’ to compensate.
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Financial & Performance
Kirkby: multinational B2B ‘ripe for consolidation’ as BT pursues exit
BT H1: mutlinational corporate segment no longer a telco’s game, says CEO Allison Kirkby, and a divestment will accelerate turnaround plans. Talks ongoing with several parties, with both Global and Portfolio channels up for sale. UK business not immune to decline in the meantime…
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M&A
Vodafone, Three welcome ‘path to clearance’ as UK merger verdict nears
UK’s Competition and Markets Authority gives a provisional nod to operators’ merger plans, subject to ‘remedies’ to allay competition concerns.
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People
BT Peoplewatch: B2B shake-up continues
25+ senior and strategic movers across BT, including another set of newcomers to the Business leadership team; GenAI lead heads off; and EE’s chief marketer leaves for Nuuday…
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Strategy & Change
BT Radianz is latest B2B unit to be put up for sale — report
Group reported to be looking for buyers for financial services unit in latest move to slim down, cut back.
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Financial & Performance
Grain claims to beat Openreach connection costs as EBITDA breakeven nears
UK fibre altnet frontloads capex to build to property boundaries, making for cheap connections when customers sign up, but Grain may be playing a high-risk game…
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M&A
BT Ireland catches eye of Macquarie-backed Viatel — report
A new report from The Irish Times says Viatel Technology Group, a Macquarie-backed digital services provider, is looking with interest at BT Ireland as “all options” are being explored for the Group’s international B2B businesses…
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People
Telefónica CEO to stay in GSMA chair for two more years
Álvarez-Pallete extends contract to serve in GSMA top spot until end of 2026. Appointment comes alongside overhaul of GSMA’s Board of Directors, which now includes representatives from BT, Liberty Global, and more…
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Strategy & Change
GenAI is ‘last chance’ for telcos, says DigitalBridge CEO Ganzi
Telecoms operators’ central office and fibre assets give them a chip in the generative AI game, but they need to play their cards right, says boss of digital infra giant.
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Network & Infrastructure
Openreach advances network architecture revamp with Nokia Altiplano deployment
Altiplano SDN toolkit being deployed as Openreach pursues “one network platform”.
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Strategy & Change
‘New options’ emerging for DT’s stake in BT — Höttges
Deutsche Telekom CEO Tim Höttges sees things “going into our favour” at BT as German operator’s ‘biggest mistake’ begins to turn around and new international shareholders target the operator.
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Operations
DT and Orange’s BuyIn venture adopts AI to “revolutionise” procurement
The Deutsche Telekom and Orange procurement joint venture unveiled its artificial intelligence (AI) strategy, joining telco buyer rivals BT and Vodafone in embracing automation.
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Public Affairs
UK telcos under regulatory fire for ‘misleading’ ads
BT, TalkTalk, and Virgin Media O2 asked to remove ads following ASA investigation into claims that they could mislead consumers about mid-contract price hikes.
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Partnerships & Alliances
DT wants more telcos to join ‘non-exclusive’ API club
Network X: German group’s API supremo Peter Arbitter keen for broader support for new aggregator business in bid to extend proposition beyond current twelve-telco membership.
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M&A
BT, Sky urge CMA to block Vodafone-Three merger
BT and Sky make last-ditch arguments to prevent the merger of Vodafone and Three that would combine the UK’s third and fourth mobile operators.