All Philip Jansen articles – Page 8
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Partnerships & AlliancesSky “fundamental” to BT Sport strategic partnerships
As BT’s sports broadcasting division hunts for minority investors or strategic partners, CEO Jansen puts Sky tie-up front and centre. ITV backs away from chipping in, but remains keen on partnership.
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Financial & PerformanceBT Q1 FY21–22: another toughie, but with promise(s)
Q1 reiterated as a road to a recovery that will materialise in H2. Consumer reviving but Global eponymously damned. Microsoft deal more than slideware. Virgin Media–O2 FTTP investment could be a backhanded compliment and gift to BT.
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Partnerships & AlliancesBT wants a billion pounds “minimum” from Microsoft deal
Microsoft beefs up its position within BT’s enterprise ecosystem with formation of an updated strategic partnership. BT aiming for a nine-figure revenue target from “complicated”, “big” deal. Software giant separately acquires BT spend-tracking partner Suplari.
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Venturing & InvestmentsBT investment signals cybersecurity intent
BT named lead investor in $33m Safe Security funding round. SAFE cyber risk quantifier to be added to BT security offering, with the potential to target 30 million BT Consumer customers flagged by the partner. As well as exclusive securing UK rights, BT’s cash injection to fund accelerated innovation ...
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M&ADrahi cites Brexit for BT swoop
Co-founder of Altice telecoms group pays UK government ministers a visit about newly acquired 12.1% BT stake. Claims Brexit and relatively low FTTP rollout makes UK ripe for investment. Some in BT reportedly think overtures to government might be part of a grand takeover plan.
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Strategy & Change‘Fearless’ Mehta out to power rapid change at BT
New CDIO committed to radical cultural change, fostering an entrepreneurial spirit, and a willingness to embrace the risk of failure. BT’s slow start on digital transformation an opportunity to leapfrog a generation of innovation. Group CEO Jansen’s persuasiveness key to convincing Mehta of BT’s potential as a TechCo.
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PremiumQ4 FY20–21 — Consumer’s sporting chances
Pandemic is serialising Consumer’s A Tale of Three Brands in quarterly instalments. Two steps backward: premium vision at odds with painful realities of ARPU and competitive reality. 2021 bounce (and digitalisation progress) cannot come soon enough, but growth seen backloaded. Latest FTTP chapter set to see retail rivals hitting ...
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PremiumQ4 FY20–21 — Enterprise judders; next stop Shuter’s refit
Hybrid display of worst of Consumer and best of Enterprise. Shuter’s makeover blueprint to be unveiled at Business Briefing. Almost entirely ignored by Jansen and Lowth on analyst’s call.
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PremiumQ4 FY20–21 — Global’s resilience sapped by pandemic
COVID-19 impact hitting more KPIs. Jansen and Lowth retain faith. Growth plans pinned on SD-WAN, managed security, and now 5G FWA.
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PremiumQ4 FY20–21 — Hot property Openreach unruffled as ever
Smoothly navigating fibre, pandemic and all-IP. Gearing up to steamroll the fibre landscape. Altnets seen taking great share of Openreach fibre.
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PremiumDestination: new BT; ETA 2026
Jansen again evangelising glorious digital future: five-year timescale reiterated, with promises of peak fibre investment passing and financial nirvana arriving. Stability predicted for FY21–22. Investors more interested in gruel on today’s menu rather than jam promised tomorrow. The court of public opinion may ultimately rule on five-year tax dodge. ...
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PeopleBT Regulatory Affairs lead Cathryn Ross sets sail
Regulatory Affairs Director and Executive Committee member Ross’s departure announced a week after Ofcom market review job-done. Set to take newly-created Strategy & Regulatory Affairs role at Thames Water.
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Public AffairsOfcom gives BT fibre pricing freedom, but adds burdens
Openreach not to face caps or controls on national ultrafast pricing until 2031, as long as it is “fair and reasonable”. Locally-targeted pricing from Openreach prohibited as Ofcom seeks to protect emerging altnets. BT Consumer may lose some edge from 90 day notice period for new propositions from Openreach. ...
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PeopleBT denies right royal dust-up at the top
Group moved to issue a denial of Jansen ultimatum as speculation swirls on du Plessis’ surprise departure decision. Two camps emerging, with some discontent at Jansen power moves, but CEO’s position appears safe for now. Beyond rumours and gossip, BT board looks starved of experience needed for Group transformation ...
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Public AffairsOpenreach strike action goes ahead
Strike underway in row over engineer pay grade restructuring. Industrial action described as a ‘wake-up call’ for the whole of BT amidst wider unrest.
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Strategy & ChangeAs past nightmares recede, BT’s Jansen eyes health sector growth
Jansen optimistic on prospect of digital solutions reviving BT fortunes with the NHS. BT recruiting to support its NHS win back activity, as hundreds of millions of pounds are made available for health service IT upgrades, with increased focus on security.
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Public AffairsOpenreach strike ballot puts BT on notice
Statutory vote by small group of Openreach workers described as a ‘wake-up call’ for the whole of BT amidst wider unrest.
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PremiumBT Q3 FY20–21 results: gone today, (hopefully) here tomorrow
Nobody obviously interested in Q3, but shares down sharply. Calendar of optimism around pandemic bounce back and fresh starts. Jansen despairingly concedes transformation will take at least five years. BT doing best to railroad Ofcom on fibre-critical WFTMR.
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Network & InfrastructureDCMS preps Gigabit UK as MPs growl and BT looks ahead
Government finally picking up on election promises of Gigabit connectivity and consulting on how best to spend a more limited budget. Age-old questions remain over how to connect the unconnected, however.