All Simon Lowth articles – Page 3
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PremiumH1 FY21–22 at BT: scale and service to beat competition
InfraCo JV talks closed as rising fibre demand and lower build costs dilute benefits of external funding. CFUs continue their struggle, with Global faring especially poorly in pandemic bounce-back, but new services and improved brand reputation appear a source of hope. Future revenue growth anticipated, but efficiencies and reduced ...
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Vendor VoiceThe Telco-Techco differentiator: unleashing strategic data — Teradata
The value of data multiplies significantly once you integrate it. Breaking down silos to seamlessly orchestrate data can deliver a virtuous circle of customer experience improvement and operational efficiency, presenting a springboard for strategic reboot. Embracing data as mission-critical must be led from the top. Hyperscale partnerships provide an ...
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Strategy & ChangeOpenreach off the table as BT drives fibre efficiency
Group ends talks on InfraCo JV as rising fibre demand and lower build costs dilute benefits of external funding. Virgin Media O2 firmly in BT sights as it aims to lock up wholesale market, and move fast on convergence. Future revenue growth anticipated, but greater efficiency and lower spending ...
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PremiumBT Pension Scheme completes Hermes exit
Federated Hermes actions call option to acquire BTPS’s residual shareholding in fund manager. BT on track with pension deficit recovery plan.
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Network & InfrastructureJansen 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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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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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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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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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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PeopleBT’s Jansen set to add Sharp Shuter to evolving dream team
BT Enterprise successor Rob Shuter to land at the start of February. Shuter and Chief Digital & Innovation Officer Harmeen Mehta fill out Jansen’s A-Team, leading “furious” pursuit of transformation goals. New hires complement other Group rising stars, adding gusto to the Jansen manifesto.
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PremiumBT Enterprise dials down on B2B costs
BT Enterprise flags more cost-cutting measures are being implemented as COVID-19 disruption adds to the broader challenges it faces in the digital era. As ever, partner and supplier consolidation and change is part of the plan. CEO Jansen presents enterprise 5G as bright spot amid gloom.
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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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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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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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Network & InfrastructureLowth 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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Consumer (B2C)BT ends inflation-only price hikes to fund fibre
CPI + 3.9% set as new price rise formula across BT’s consumer products. Covering increased infrastructure investment is the party line, but move is an awkward reversal of recent commitment to inflation-only increases. Liberty Global’s CEO Fries describes the switch as a “whoops” moment for the rival to his ...
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Strategy & ChangeOpenreach fine as is — Lowth
BT CFO maintains Openreach contribution to the Group is undervalued, but that greater clarity and continued messaging on the progress of the fibre rollout could change perceptions. With all physical network assets tied to the BT pension and Openreach now effectively a services business, any attempt to bring in ...
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Public AffairsTalkTalk takes pot shot at Openreach FTTP pricing
CEO calls for longer-term, discounted full-fibre wholesale deals. Harrison claims BT’s alleged fears of breaching UK competition rules is “red herring”, while incumbent maintains it needs to appease all stakeholders.
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