All Philip Jansen articles – Page 11
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Strategy & ChangeJansen floats potential for Openreach stake sale
“Open-minded” Jansen may see an Openreach stake sale as a way to relieve pressure on investor demands for a quicker transformation. While CEO’s tone more positive on an asset sale, the challenges of extricating elements of the Group for a sell-off may limit options.
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Strategy & ChangeCWU plots against BT transformation plans
Union’s Bonfire Night declaration promises fireworks as BT attempts to simplify processes linked to redundancies. BT management under opposing pressure from investors to move more quickly to reduce headcount.
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PremiumBT Group Q2 FY20–21
Revenue and profit keep falling in pandemic. COVID-19 creates noise and uncertainty, but BT is pushing its transformation story, asking for patience as stakeholders get twitchy. Openreach a lone bright spot, although Global may be benefitting from long-term recovery strategy. An improved earnings forecast at BT is not expected ...
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Financial & PerformanceOpenreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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PremiumBT spend: opex coming down, capex still building to peak
Simplified systems are bringing efficiency but lower trading giving an unwanted helping hand. Capex rising, but a sharp decline is anticipated with copper switch-off.
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PremiumBT guidance: EBITDA recovery on horizon, sales rise fainter
Two more years of revenue decline ahead, but EBITDA improving and underpinning investment plans.
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PremiumBT Global braces for more COVID-19 headwinds
Precipitous revenue declines continue for Global as pandemic makes its presence felt, but mitigation measures and ongoing transformation ease the pain on profit levels. Growing underlying strength of division offers hope beyond an anticipated tough second half.
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Network & InfraLowth downplays tower monetisation benefits
BT is continuing to buck the trend of creating TowerCos as it continues to value control over infrastructure assets.
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Financial & PerformanceBT cash to take a hit on Brexit and Huexit stockpiling
An improved earnings forecast at BT is not expected to generate more cash as the operator buys up Huawei gear ahead of the 5G ban. Ericsson highlights its own efforts to ensure it can meet BT’s needs in uncertain times ahead.
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Strategy & ChangeBT deploys bot to get top techies talking
“Robotic speed dating” sessions among changes being made in a bid to build better connections within Group’s technology leadership. BT getting creative as it grapples with change agenda.
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Strategy & ChangeBT’s Jansen plays for time on transformation
Eighteen months into the job, the BT CEO is striving to prove the business is on the right track, with a lower-key transformation than many expected. Jansen urging staff to adopt a “lean-in” approach with faster decision-making to accompany systemic change.
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Network & InfraBT’s Nokia pick points to renewed virtualisation drive
Nokia to become 5G infrastructure top dog as Huawei fades. Virtualisation opportunities abound as BT and Nokia commit to expanding open RAN ecosystem, and imminent developments on the network edge are anticipated.
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PremiumGuidance: what’s the worst that can happen?
Outlook on revenue and EBITDA implies little good news for rest of FY20–21. Earnings growth anticipated in FY21–22, as regulatory headwinds fade and efficiency gains come into play.
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PremiumDivisional highlights: the value of fibre
Management ready to look at ways to bring out the value of BT’s emerging fibre infrastructure. Beyond the current crisis and recession fears, BT Global advancing down the path to recovery. Sudden freeze of live events underlines the importance of BT Sport to Consumer division financial performance.
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PremiumSpending: capex surge still around the corner
Lockdown slows network rollout, but capex remains on track to ramp up from next year. Existing cost cutting to be coupled with pandemic-driven spending reviews for additional sustainable savings. New Huawei rules said not to add to BT’s swap-out burden.
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PremiumBT continues to mull post-COVID-19 working options
Jansen seeks a return to normality. Changes to practices are afoot, however: Work Your Way flexible working initiative launched; distributed working pros and cons explored.
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PremiumBT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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PremiumElsewhere in BT Enterprise: MedTech roll outs and a win with Mavenir
BT expands R&D efforts with NHSX, and adds Medic Bleep to its NHS offering. Enterprise expands its connected worker portfolio with Onsight from Librestream.
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PremiumBT sanguine on DT investment in London fibre rival
Minority BT stakeholder Deutsche Telekom adding to its UK interests through an investment in social housing-focused fibre altnet Community Fibre. Former EE Chief Olaf Swantee to make a UK return as venture’s Chairman. Community Fibre building a business case on sharing Openreach ducts and poles with aim to reach ...
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MarketingEE influence sees BT switch multi-million ad account
AMV BBDO bows out from BT’s advertising after more than 20 years. EE’s main creative partner builds on its success in delivering Beyond Limits. Mobile marketers charged with supporting internal transformation as well as external image.