All Simon Lowth articles
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Financial & PerformanceQ1 FY23–24: BT boasts revenue boost as price hikes pay off
Revenue up across every division, EBITDA follows suit in all but Business.
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PremiumBT FY22–23: drive for connections leaves fibre build by the wayside
Openreach presents ever‑positive results but with some targets missed as attention shift pushes out build momentum in favour of fibre uptake.
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PremiumBT FY22-23 Headlines: good, bad, and plenty in between
Group relies on pro forma figures to find positives.
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PremiumBT barely bruised as up to a million disconnect broadband
Citizens Advice data shows swathes of households dropping broadband amid cost-of-living challenge, but BT metrics hold firm.
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Financial & PerformanceBT FY22–23: tough talk on jobs hides slow progress and postponed ambitions
Group CEO Philip Jansen sets sights on end-of-decade transformation as BT gets lean, builds on network strengths.
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PremiumBT welcomes “bold” Spring Budget but altnets left wanting more
Openreach’s fibre rollout plans will benefit from new tax policy, but altnets want more regulatory reform to protect investment.
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PremiumBT says UK on edge of investment precipice
Urges government to rethink rise in corporation tax and scrapping of the Super Deduction investment scheme.
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PremiumBT Q3 FY22–23 headlines: big picture positives, details remain devilish
Q3 seen to support BT’s upward trend, building towards an overall good FY defined by major strategic moves.
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PremiumBT Q3 FY22–23 spend: work ‘unwind’ means FY will come good
Heavy 9M spend set to be levelled out by drop‑off in Q4
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PremiumBT declares faith in pricing mechanics in face of negative headlines
CEO Jansen showers plaudits on Marc Allera’s ‘machine’ for keeping customers in challenging times
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PremiumBT H1 FY22–23 Headlines: growing in some areas, shrinking in others
The usual Consumer and Openreach positives continue to be offset by B2B challenges.
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PremiumBT H1 FY22–23: Glimmers of hope at BT Enterprise
Headline numbers remain largely red, but digital transformation gaining momentum.
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Financial & PerformanceBT conscious of energy storm, seeks staff benefits
While CFO Lowth flags work with UK government to brace for energy shortages; CEO Jansen reserves subsidies for cost-of-living help.
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PremiumH1 FY22–23: BT “on the front foot” as Jansen battles cost and competitive pressures
Jansen confident of a BT “on the front foot” and bullish on upped cost‑saving measures. Efficiencies making headlines (for management) as Group‑wide programmes bear fruit. Macro influences affecting strategy.
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Suppliers & SCMBT buying chief says top priority is ‘unwinding’ China reliance
Board of Directors asks CPO Cyril Pourrat to present new strategy focused on cutting dependence on Chinese tech.
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PremiumBT Q1 FY22–23: ‘Green shoots’ emerging from B2B rubble but investors take fright
Positive headline numbers do little to mask atrophy at Enterprise and Global. City investors badly spooked before and after, despite arguably positive tone and maintained forward guidance.
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PremiumBT Q1 FY22–23 guidance: outlook held, numbers stack up
Management remains confident in growth outlook, with initial FY guidance confirmed.
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Financial & PerformanceBT Q4 FY21–22: foundations in place, but cracks widening
Typically rosy Openreach figures relied on heavily for positive spin to results mixed bag.
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Financial & PerformanceBT Q3: king of a still-wobbly hill
Corporate weakness postpones recovery, with BT Global recuperating and BT Enterprise still in surgery. Rational rivals embraced, but warned of “Armageddon scenario”, with Sky current BFF. Discovery tie-up a win-win for BT Sport (but what about for BT itself?). Openreach charges on, hitting new records for FTTP connections and ...
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PremiumBT Q3 FY21–22: king of a still-wobbly castle
Rational rivals embraced, but warned of “Armageddon scenario”, with Sky current BFF. Mixed results force management to cling to customer satisfaction and market share security blankets. Inflation a bonus for Consumer’s linked pricing. ‘Jam tomorrow’ outlook reiterated.