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Financial & Performance

In it for the long haul: BT CEO stays course despite knockbacks

Q2/H1 FY25–26 roundup: Allison Kirkby declares BT to have produced a ‘solid’ six months, and remains bullish on long-term promises, but earnings are yet to reflect efforts as rivals puts pressure on pricing and poach customers…

Latest Analyst Briefing

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Analyst Briefing

BTwatch Analyst Briefing: Watson passes the network strategy baton

2025-10-24T12:44:00+01:00

Latest from BT and its interests, including quantum chat from Capacity Europe, fibre competition from INCA Summit, Howard Watson’s imminent departure and Greg McCall’s promotion, and more from Italy, Ofcom, and EE…

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Financial & Performance

Guidance: modest FY to give way for BT’s ambitious 2030 vision

Q2/H1 FY25–26: lack of ambition in FY targets ensures BT remains on track, but end-of-decade goals require transformation acceleration, and soon…

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Financial & Performance

Spend: BT leaning on AI, job cuts to fuel cost-savings agenda

Q2/H1 FY25–26: cost-cutting agenda running ahead of schedule, and more momentum could be added as AI is deployed more widely and new Chief Digital Officer Peter Leukert gets his hands dirty. Headcount cuts are another major earnings driver as Business and Openreach shrink back…

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Financial & Performance

In-depth: BT falling back amid competition

Q2/H1 FY25–26: Group in decline across most metrics of note, but management confident that groundwork (and network) is being laid for a bounce back soon…

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People

Ex-BT CEO Jansen on the runway to become Heathrow Airport chair — report

Philip Jansen reportedly set to take up chair of Heathrow Airport, amidst £50bn expansion programme and ownership rejig…

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