BT Q1 FY22–23: ‘Green shoots’ emerging from B2B rubble but investors take fright
Positive headline numbers do little to mask atrophy at Enterprise and Global. City investors badly spooked before and after, despite arguably positive tone and maintained forward guidance.
- Consumer and Openreach sitting pretty, as Jansen claims early vindication on Allera’s value‑for‑money stratagem, with churn contained despite price hikes.
- FTTP connections (rather than homes passed) wielded as the winning differentiator.
- Altnets forewarned that the Openreach dreadnought will win overbuild battles.
- Enterprise’s Shuter gets backslapped for (marginal) progress in SoHo and SME segments, as corporate and public sector drought continues.
- No attention not good attention for Global.
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