BTwatch Analyst Report #369 - October 2025

Analyst Reports

BTwatch Analyst Report #369 - October 2025

Key stories include: BT warned of altnet-led FMC challenge | Howard Watson prepares for exit | 2030 target set for 5G SA | Italian divestment completes | Copper-to-fibre pricing raises altnet hackles | and much more…

Latest Analyst Briefing

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Analyst Briefings

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…

SES pencils in early-2030s for enterprise quantum comms rollout

Network & Infra

SES pencils in early-2030s for enterprise quantum comms rollout

Capacity Europe 2025: Satco preparing “fully fledged constellation” for QKD services, with launch of EAGLE-1 satellite quickly approaching. However, SES’ Emin Allagui notes the industry must address capacity and security concerns to bring the technology to maturity…

btw370-lord on quantum

Innovation

30 years down, 5+ to go before BT’s quantum vision comes to life

Capacity Europe 2025: Senior Research Manager Andrew Lord remains optimistic about quantum secure communications, but sought-after commercial use cases still five-to-ten years away. QKD a valid ‘stepping stone’, and satellite may boost momentum, but supply chain ‘fragility’ remains a stumbling block…

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Interview

INCA CEO: ‘job done’ when altnets join Openreach as industry ‘baddies’

INCA Summit 2025: With consolidation looming and the next Telecoms Access Review on the horizon, the UK’s fibre landscape is at a tipping point. Altnets, however, are still reeling from (pantomime) villain Openreach’s latest pricing initiative, with disappointment at Ofcom inertia, and suspicion the incumbent is testing what it can get away with…

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Partnerships & Alliances

Telco execs invest in industry fintech player Glow

Device financing partner of BT, and others, secures $65m to expand its international reach and build out its software platform for handset payments, insurance, and upgrades. Investors include several industry heavyweights such as John Malone, Niek Jan Van Damme, and Glenn Lurie.

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