All Allison Kirkby articles – Page 3
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Financial & Performance
BT Q1 FY25 Guidance: on track despite Consumer fumble
Performance as broadly expected, and more challenge to come.
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People
Ex-BT CEO Philip Jansen named WPP chair
Advertising giant WPP appoints Jansen to Non-Exec Chair role, amidst rumours of Rentokil buyout…
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Weekly Briefings
BTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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People
BT Peoplewatch: network architects, private cloud gurus, convergence charge
Several high-profile and strategic changes at BT Group, including a new Chief Architect; a fresh face to tackle the consumer convergence sticking point; and an executive exit in India as the Group talks up its presence in the subcontinent…
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Weekly Briefings
BTwatch Weekly: Kirkby earns Slim’s approval; Mehta ratchets transformation agenda
Latest from BT and its ecosystem, including Slim-affiliated investment and Kirkby priorities for asset monetisation. At DTW24, BT execs promoting transformation progress and shift to ‘platform thinking’ — also developments in innovation productivity, autonomous networks, quantum internet, ServiceNow integration, more…
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M&A
América Móvil’s Slim buys into Kirkby’s vision for BT
Interests linked to the Mexican telecoms billionaire have acquired a 3.2% stake in BT, with BT remaining neutral on the development.
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Strategy & Change
BT CEO prioritises scale as asset monetisation talks re-emerge
As BT considers options for BT Global, where scale was never achieved, CEO Allison Kirkby will use the same measure in discussions about potential portfolio changes elsewhere.
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Weekly Briefings
BTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…
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Weekly Briefings
BTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Financial & Performance
BT FY23−24 Highlights: Kirkby unveils sharper BT; investors finally cheer
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
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Financial & Performance
BT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & Performance
BT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & Performance
BT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Financial & Performance
New EE must wait five years to be rid of Old BT
New CEO Allison Kirkby re-confirms Jansen/Allera New EE strategy, but BT brand to limp on in Consumer at least until PSTN shutdown, with Plusnet retained as broadband b-brand. ARPU is up, but multiplay elusive as ever, subscribers still being lost, still far from walking the talk. Read more…
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Consumer (B2C)
BT delays Digital Voice switchover, revamps all-IP rollout plan
BT needs more time to complete the switch to digital landlines but hopes Digital Voice customer conversions will go hand-in-hand with full-fibre upgrades.
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Financial & Performance
Openreach to invade Project Gigabit, snap up altnet misfires
FY23–24: Closing in on infill Project Gigabit contracts, also eyeing altnet misfires. Line loss the new reality despite strong fibre build and take-up momentum. TelcoTitans BTwatch predicts altnets will step up, not roll over. New CEO Kirkby makes clear Openreach not for sale (yet). Read more…
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Financial & Performance
BT Business gets UK exceptionalism vibe, with Global ops on chopping block
New CEO Allison Kirkby mulls further ‘optimisation’ opportunities in latest bid to turn around long-beleaguered B2B activities. Much-lauded new network-as-a-service proposition Global Fabric may be retained as partner play. Domestic rump not obviously a better bet, however…
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Weekly Briefings
BTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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People
BT adds transformation expertise to board, seeks out ‘operational resilience’
Ex-Barclays finance chief Tushar Morzaria appointed to BT Board of Directors, with Chairman Adam Crozier lauding ‘corporate change’ specialism and adding further transformation expertise to the BT boardroom.
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Weekly Briefings
BTwatch Weekly: BT adds to concerns about Vodafone−Three UK merger, EE Finance gets Patterson’s Glow
Latest from BT and its ecosystem of partners and suppliers in a week where the UK’s competition authority revealed the level of concern it has about Vodafone UK’s proposed merger with Three — with BT’s networks found to be one potential flashpoint. EE continues retail revamp; Etc. ignites EV charging trial; and Business advances its Portfolio makeover…