BTwatch – release #302

8 February 2019

Featured insight:
Q3 FY18‑19 Management Update

Gavin Patterson

  • Outgoing CEO Gavin Patterson bowed out with results on track for the year and in line with the transformation strategy he instigated in 2018, as the Group was said to be building good momentum.
  • But BT Consumer is papering over cracks (and seeing its own problems build), with concerns over profitable revenue casting a shadow over the customer‑facing businesses. Continued high capex and growing commercial and regulatory pressures were flagged.
  • New CEO Jansen is keeping his cards close to his chest until post‑full year results, but bureaucracy may be in his cost‑cutting crosshairs as the incoming CEO hinted at a wish to do things his way.

Full coverage and analysis, plus much, much more, is available to BTwatch subscribers in February’s release – click to get access (currently 50% off!)

Image: BT

 


BTwatch
This release
: #302
February 2019: 62pp
Releases/year: 10+
Click for more details of this release

Executive brief

Group

Management update: Q3 FY18-19: BT prepares for a new dawn -- or a false one [p.6]

  • Table: BT Group, financial highlights, 9m FY18-19
  • “That's all folks!” -- Patterson rides off with few regrets
  • Jansen foreshadows new management approach
  • Allera instigating a risky change for BT's highest profile business
  • Divisions: Consumer hot streak coming to an end under operational pressure
  • Table: BT Group, performance by unit, 9m FY18-19

5G: CCS links with BT for trial of gigabit backhaul [p.14]

  • CCS confident in capabilities of unlicensed spectrum for 5G and beyond

People [p.16]

  • Table: People movement highlights

Consumer

Broadband: BT pilots new line speed test for customers [p.20]

Pricing and tariffs: BT Consumer moves towards inflation-linked annual price changes [p.25]

ESN: ESN hit by BT plan to remove Huawei from EE core [p.28]

  • No delays on EE plans
  • Despite BT support, Huawei remains under pressure

Enterprise

Contracts: EE and Enterprise pick up £21m deal from Scottish Police [p.32]

Innovation: Digital Catapult to launch BT-backed Future Networks Lab [p.34]

Ireland: BT promotes FTTP in Ireland [p.36]

  • NBP still offering hope of expansion

Global Services

Contracts: BT provides more fibre to European Food Safety Authority [p.39]

  • … but faces loss of EU contracts after Brexit
  • BT's multi-million pound relationship with Europe's authorities
  • Future not looking bright, but BT battling on

Operations: Global Services secures licence to bill in China [p.42]

  • Building relations with China in testing times

Suppliers: SevOne to provide enterprise insights in virtualised world [p.44]

Openreach

Digital Britain: Openreach wins £22.5m Superfast Cymru Phase 2 deal [p.47]

Fibre First: Openreach names new Fibre First locations, puts FTTP on the map [p.49]

  • Table: Fibre First rollout schedule
  • Fibre map unveiled
  • 3,000 new recruits trumpeted
  • New fibre engineering school opens in Peterborough

Products and services: Openreach promotes new fibre expansion products [p.52]

  • Openreach eyes government funding opportunity

PSTN: Lessons for BT as PSTN switch-off process moves up a gear [p.54]

  • Don't force consumers into it, and work on communications with end users
  • Focus on end-user needs more than technology's capabilities
  • Vulnerable users may need more support
  • A regional approach is best
  • Work closely with Ofcom and industry

Further reading

Index

A

Alphabet

 - Google

  --  Android 33

Apple 22

 - iPhone 22

Aptos 18

ArcelorMittal 16

ASSIA 21

B

Barclays 16

BlackBerry 32

British Broadcasting Corporation (BBC) 15

Broadband Stakeholder Group 54, 60

BT Group 6, 7, 10, 12, 13, 15, 16, 30, 47, 54, 55, 58

 - BT Centre 13

  --  BT Consumer 9, 16, 17, 20, 25, 26, 33

  -- BT8500 Advanced Call Blocker 27

  -- BT Mobile 9, 59

  -- BT TV 9, 17, 25, 26, 59

  --  MyDonate 13

  --  Plusnet 20, 21

 - BT Enterprise

  --  BT Business Direct 45

  --  BT Business & Public Sector 17, 45

  --  BT Expedite 18

  --  BT Facilities Services 12

  -- BT Ireland 36, 37

  -- BT Media & Broadcast 17

  -- BT Wholesale & Ventures 17

  --  InLinkUK 33, 35, 59

 - BT Global Services 10, 11, 18, 38, 39, 41, 42, 44, 45, 60

  -- BT Connect 45

  --  BT Enìa 39

  --  BT Italia 12, 58

  --  BT One Voice 41

 - BT Supply Chain 17

 - BT Technology, Service and Operations

  --  21CN 56

 - EE 10, 11, 17, 20, 21, 22, 23, 24, 25, 26, 28, 29, 32, 33, 59

  --  Emergency Services Network 17, 28, 32, 59

 - Executives

  --  Allera, Marc 9, 25

  --  Anthony, Robin 18

  --  Barlow, Kelly 17

  --  Bird, Matt 33

  --  Bird, Simeon 17

  -- Bohannon, Henry 17

  --  Burger, Bas 42

  --  Cokayne, Paul 17

  --  Cross, Julian 18

  --  Dewnarain, Gyanee 16

  --  Dickson, Rob 18

  --  Evans, Peter 36

  --  Evatt, Simon 16

  --  Farnsworth, Richard 16

  --  Frumkin, Simon 29

  --  Gauterin, Mike 17

  --  George, Tucker 16

  --  Graham, Rachel 18

  --  Hanlon, Peter 18

  --  Hoare, Christina 18

  --  Hole, Brendan 17

  --  Jackson, Brian 37

  --  Junge, Daniel 18

  -- Kearney, Georgina 16

  --  Lowth, Simon 11

  --  Maniar, Tejal 17

  --  Mather, Ked 18

  --  McGarraghy, Sarah 18

  --  McQuade, Gerry 35

  --  McRae, Neil 30

  --  McShane, Paul 16

  --  Parker, James 18

  --  Ravindranath, Hriday 45

  --  Reeves, Richard 16

  --  Reynolds, Richard 17

  --  Richard Mahomed, Faisal 17

  --  Richards, Polly 17

  --  Rider, Daniel 16

  --  Roche, Maurice 17

  --  Ryan, Jonathan 17

  -- Selley, Clive 6, 11

  --  Sherman, Michael 16

  --  Singh, Tony 17

  --  Tate, Richard 17

  --  Watson, Howard 55

  --  Weir, Paul 18

  --  Wimmer, Werner 18

  --  Young, Stacy 17

 - Ex-executives

  -- Bushell, Delia 17

  --  Petter, John 9

  --  Openreach 6, 10, 11, 18, 33, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56, 60

 - Products and services

  --  One Cloud Cisco 45

C

Cambridge Communication Systems 14

CBRE Group 12

Cisco Systems, Inc. 18

CityFibre 48

CK Hutchison 12

 - Three Group

  --  Three UK 22, 23, 24

Comic Relief 13

Commercial Broadcasters Association 26

Communications Workers Union 12, 58

Credit Suisse 12

Cushman & Wakefield 13

D

Deutsche Telekom 55

Digital Britain 47, 60

Digital Catapult 34, 35, 59

E

Eir 36

Eni 12

Ericsson 29

European Union 26, 39, 40, 41, 60

 - European Commission 40, 41

European Parliament 40

F

Fiat SpA 12

G

Gartner Group 16

Getronics NV 18

Global Wireless Solutions 22, 59

Goldman Sachs 48

H

Home Office (UK) 28, 29, 33

House of Commons

 - Public Accounts Committee 24

Huawei Technologies 28, 29, 30, 33, 43, 59, 60

I

IBM 34

Independent Networks Cooperative Association (INCA) 53

InterDigital 15

ISS 12

K

Kingston Communications (KCOM) 20

L

Leeds City Council 37

Liberty Global

 - Virgin Media 15, 21

M

Mediaset 12

Millicom 16

Ministry of Defence (MoD) 59

MotoGP 27

Motorola 29, 32, 33, 59

Motorola Solutions

 - Airwave 28, 32, 33

N

Nokia 29, 37

O

Ofcom 20, 21, 24, 25, 26, 48, 51, 56, 57

 - LLU 60

 - Physical infrastructure access (PIA) 60

 - Wholesale Line Rental 60

Office for National Statistics (UK) 25

P

Pure Telecom 37

R

Retelit SpA 12

Rohde & Schwarz 22

RootMetrics 24, 59

S

SamKnows 21

Samsung 22, 32

SevOne 44, 45, 60

Siemens 34

Sony 26

 - Sony Pictures Television 26

Stobart Group 35

Superfast Cymru 47, 48

T

TalkTalk Telecom Group 20

Technology

 - 3G 23

 - 5G 14, 15, 30, 34, 35, 58, 59, 60

 - Broadband 17, 20, 21, 26, 36, 37, 48, 49, 54, 55, 59, 60

 - CCTV 37

 - Ethernet 52

 - Fibre 6, 10, 11, 12, 14, 15, 18, 27, 36, 37, 39, 47, 48, 49, 50, 51, 52, 53, 55, 60

 - Fibre-to-the-cabinet (FTTC) 36, 51

 - Fibre-to-the-premises (FTTP) 11, 27, 36, 47, 48, 49, 50, 52, 53, 55, 56, 60

 - G.fast 11

 - GSM 16

 - ICT 18

 - Internet of Things 34

 - IP 54, 55, 56, 57, 60

 - IPTV 17

 - LLU 51

 - LPWA 34, 35

 - LTE 34

 - LTE-M 34

 - mmWave 14, 15, 58

 - NB-IoT 34

 - Private circuits 52

 - PSTN 54, 55, 56, 57, 60

 - SIP 41

 - VoIP 55, 56

 - Wi-Fi 20, 21, 33, 35, 37, 44

Telecom Italia SpA 12, 58

Telefónica 15, 22, 23, 24

 - O2 UK 22, 23, 24

telent 33

Texas Instruments 34

Tutela 23, 59

V

Viacom

 - Channel 5 27

Vodafone 16, 17, 22, 23, 24, 35, 48

 - UK 22, 23, 24, 35, 48

W

Walt Disney Company, The 26

World Economic Forum 43

Z

Zeetta Networks 15

Top stories from BTwatch #302:

CCS links with BT for trial of gigabit backhaul

Potential for unlicensed spectrum as an enabler of gigabit connectivity being trialled by BT and CCS in Smart Tourism trial. Read more…

Digital Catapult to launch BT-backed Future Networks Lab

BT Enterprise leading IoT research with government-backed fund, building on relationships founded on LPWA research. Read more…

Global Services secures licence to bill in China

Long-pursued licences to operate commercially in mainland China are expected to give BT a competitive advantage in Asia. Read more…

SevOne to provide enterprise insights in BT’s virtualised world

SevOne picks up first major contract to support performance monitoring over BT’s Dynamic Network Services. Read more…

Lessons for BT as PSTN switch-off process moves up a gear

Openreach has the opportunity to learn from other incumbents as it picks up the pace in the PSTN switch-off project. Read more…

Featured insight: 
Highlights from BTwatch #302

BT Centre in Newgate Street, London.

  • The impact of transformation is beginning to be felt, with unions raising objections to restructuring plans. The anticipated disposal of BT Italia appears to be progressing, but the sale of BT’s London headquarters may be delayed.
  • BT took steps to allay concerns that Emergency Services Network delivery would be affected by its commitment to ensuring Huawei technology is not deployed in its core 4G network.
  • In Ireland, BT is positioning itself as a viable wholesale fibre alternative to incumbent eir, with the launch of new FTTP services, while also progressing the National Broadband Plan to support commitments to deliver full fibre to customers in a wider range of locations.

Subscribers can get full coverage of these stories, plus much more, in the full February release of BTwatch – click to get access (currently 50% off!)

Image: BT

 

Also within BTwatch #302

62 pages of perspectives on BT’s key people, deals and strategy that you can’t get anywhere else:

  • 38 people movements uncovered.
  • 28 vendors featured.
  • 10 deals analysed.

Plus much more…

 

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WHAT'S INSIDE the FULL REPORTS? Insider information and analysis that you will not find anywhere else, including:

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  • People movements.
  • Deals and trends.
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"Useful for hearing about other parts of BT, particularly from an external perspective" - Director, BT

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  • Technology developments.

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