Latest BT Insight – Page 6
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Public Affairs
Phones 4u trial: UK MNOs cleared of collusion; appeal possible
Tough ruling for administrators who bet tens of millions on winning vast damages with collusion claim. O2, EE, Vodafone and then-parents Telefónica, Deutsche Telekom and Orange may have dodged biggest hits, but reputational damage could linger. Read more on ruling, backstory, next…
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Financial & Performance
BT’s Jansen bows out, buoyant as ever: hints of recovery, decimated valuation
H1 FY23–24: CEO Philip Jansen’s final earnings call brings a workmanlike set of results with some bright spots to give reason enough to gloat, but slow progress on B2B turnaround and dragging fibre build indicate scale of challenge for successor Allison Kirkby.
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Financial & Performance
BT gives glimpse into Openreach’s future as cash flow generating FibreCo
BT Group CEO Philip Jansen boasts of fibre progress, but guidance for coming quarters indicates Openreach will fall short of FY23–24 fibre build ambitions.
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Financial & Performance
H1 FY23–24: BT Consumer convergence dreams yet to manifest
Increase in Consumer broadband and mobile ARPU positioned as a key highlight for first half of the year, but more to be done on convergence — increasingly seen as a key focus for driving Consumer revenue growth.
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Financial & Performance
H1 FY23–24: BT Business trapped between ‘the old and the new’
Revenue steadies for Business, but EBITDA takes another dip as higher value legacy contracts expire and are yet to be replaced.
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Financial & Performance
Spend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & Performance
Headlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & Performance
Guidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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Financial & Performance
Jansen concedes losses to altnets as Openreach set to miss annual fibre build target
BT Group CEO Philip Jansen boasts of fibre progress but guidance for coming quarters indicates Openreach will fall short of four million premises passed in the FY; earnings call included a rare admission that Openreach lines are being lost to altnet rivals.
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People
Gavin Patterson takes chair at utility platform player Kraken
Former BT chief to help scale cloud-based supply chain automation platform in the energy sector and beyond.
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Suppliers & SCM
BT’s buying chief Pourrat injects risk management into the Sourced DNA
BT Sourced CEO on how instilling “culture of risk” within organisation’s DNA has enabled it to “react immediately” to supply chain disruptions.
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Suppliers & SCM
SAP trumpets role in transformation gains at BT
ERP player SAP declared success for solution deployments fulfilling commitments made in a strategic partnership signed in 2019.
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Network & Infrastructure
UK MNO trio call for deadline extension as Shared Rural Network stagnates
Laggards Three, VM O2, and Vodafone ask for two-year delay to interim timeline to account for claimed planning permissions and pandemic obstacles. EE smugly maintains committment.
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Strategy & Change
BT Business to slash product portfolio as CEO Burger lifts lid on strategy
B2B division to “do fewer things” in bid to drive efficiency, focus on customer outcomes, seek growth.
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Products & Services
‘New EE’ partners Apple to elevate TV ambitions
EE TV service announced with Apple as collaborators, moving ‘New EE’ towards B2B2C goals.
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Strategy & Change
EE spreads its wings with open platform evolution
New platform placed front and centre of “landmark shift” for EE, with likes of consumer electronics, home security, and subscription management available on “open” basis.
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Premium
Elsewhere in BT Technology: Ofcom delays mmWave auction
Ofcom delays mmWave auction as UK market changes shape.
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Premium
Elsewhere in BT Business: Division X targets logistics efficiency and warehousing tech
Division X targets logistics efficiency and warehousing tech.
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Interview
CEO Interview: CityFibre on M&A watch, competition bottlenecks, BT economic rationale questioned
‘BT’ called out for obstinate, irrational, anti-competitive behaviour that penalises own shareholders — needs to prioritise copper shutdown to deliver fibre payback, and start serving consumers outside Openreach footprint. Also CityFibre’s M&A tracking/ranking and NetCo purism, big-3 ISP lockout, regulator told to keep sharp, and more…
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Enterprise (B2B)
BT brings new Fabric to market with fully programmable NaaS
Operator looks to tap enterprise interest in ‘cloud-first’ approach with Global Fabric, a platform to bridge the gap between multiple clouds.