All Simon Lowth articles – Page 3
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Financial & PerformanceBT’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 & PerformanceH1 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 & PerformanceH1 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 & PerformanceSpend: 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 & PerformanceHeadlines: 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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PremiumBT people moves: Group names new Chief Data & AI Officer in digital push
Ex-Nokia and Telefónica product lead Deepika Adusumilli appointed Chief Data & AI Officer at BT.
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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.