All Philip Jansen articles – Page 9
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Premium
Q1 FY21–22: Global retains Jansen’s support in adversity
Digging beneath the barrel to find positives in Q1. Jansen a true believer who sees Global keeping pace with peers, buffeted by forces beyond its control, and well placed along with Enterprise to boost BT when corporate and public sector business bounces back.
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Premium
Q1 FY21–22: Openreach shines again
It just looks so easy to upgrade and migrate the nation to fibre and IP while keeping a pack of massively funded jackals at bay. Even the odd slip looks like a sign of inherent strength. All key KPIs improving … and Gfast, too.
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People
BT confirms Crozier as ‘turnaround’ chair
Former ITV CEO unanimously picked to replace Jan du Plessis, with BT highlighting his experience in changing the fortunes of struggling public and private businesses. Digital evolution and a return to growth highlighted as key priorities for Crozier-era BT.
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Network & Infrastructure
Jansen now sees BT chasing 30 million premises with full-fibre
Extra five million presented as ‘infill’ and presumably more rural. Immediate competitive riposte to news of Virgin Media O2 FTTP retrofit, which it neatly doubles. Jansen says BT not concerned, but challenger altnets should be. No rush for fibre JV partner, but Jansen reveals a UK compatriot would be ...
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People
BT targets serial moderniser to back Jansen transformation
Strong media rumours emerged identifying former Royal Mail Chief Executive Adam Crozier as the likely Chairman-successor to du Plessis, reflecting continued pressure on BT to accelerate restructuring. Crozier would come with little direct digital background, but considerable experience of shaking up venerable institutions, and with recent experience linked to ...
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Partnerships & Alliances
Sky “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 & Performance
BT 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 & Alliances
BT 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 & Investments
BT 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&A
Drahi 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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Q4 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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Q4 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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Q4 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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Premium
Q4 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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Premium
Destination: 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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People
BT 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 Affairs
Ofcom 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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People
BT 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 Affairs
Openreach 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.