Bt Share Discussion Threads

[freddie01] 21/6/2025 16:08:50

AGM alert: BT, National Grid, Burberry


Shareholders at one of the UK's most widely owned stocks will soon be able to give their view on the boss's progress, while a fashion brand will hear what investors think of its recovery plan.

[eaaxs06] 20/6/2025 20:55:42

It triple witching day, where stock options expire for the quarter, hence the massive end of day auction between dealers.

Good luck everyone, Sid

[stevel] 20/6/2025 17:25:22

Huge trade at the close.

[freddie01] 19/6/2025 17:51:45

BT Group joins CHERI Alliance to advance cybersecurity innovation


The CHERI Alliance, a global coalition dedicated to enhancing cybersecurity through hardware memory safety technology, announce that BT Group has joined its ranks.

BT brings decades of expertise in network security and innovation to the Alliance, further strengthening the mission to create a safer digital future.

The CHERI Alliance is an international consortium uniting industry leaders, researchers, and governments to drive the adoption of Capability Hardware Enhanced RISC Instructions (CHERI) technology. CHERI technology offers a transformative approach to preventing memory safety vulnerabilities, which are the root cause of most cyberattacks, by incorporating hardware enforced protections.

BT's decision to join the CHERI Alliance underscores its commitment to staying at the forefront of cybersecurity innovation. The company will contribute its expertise in secure communications and network resilience, collaborating with other members to accelerate the deployment of CHERI technology across industries.

“BT’s leadership in secure communications is unparalleled, and their involvement in the CHERI Alliance marks a significant step forward for our mission,” said Mike EFTIMAKIS, Founding Director of the CHERI Alliance. “Together, we can ensure that CHERI technology is adopted widely, making systems safer and more resilient for everyone.”

“As a global leader in telecommunications, BT recognises the critical importance of securing the digital infrastructure that underpins our economy and society,” said Dave Harcourt, Chief Security Authority and Automation Director at BT Group. “Joining the CHERI Alliance allows us to work with likeminded organisations to push the boundaries of what’s possible in hardware enabled cybersecurity.”

The Alliance has recently been named as a partner of the British government for the adoption of CHERI and operates a collaborative model through working groups. In addition to raising awareness about the benefits of CHERI, the Alliance’s working groups bring recommendations, tools, open-source software, and documentation to accelerate product development and empower developers, fostering a robust ecosystem for CHERI adoption.

[chiefbrody] 19/6/2025 17:24:53

Still creeping toward ms 200p. Slowly slowly.Great stuff considering the nervousness at the moment.

[stevel] 19/6/2025 12:07:03

@ socioeconomics about debt.

There are 2 types of debt. Debt to financial markets and debt to pension fund.

When you take both into account, then bt did reduce overall debt yoy.

The pension payment was significant last year.

Also note that some of the debt has maturities years into the future.... and was raised when interest rates were low... so not worth paying off.....

[freddie01] 18/6/2025 18:01:30

BT Wholesale: Making the switch to digital


In a Q&A session, the telco giant’s managing director of BT Wholesale shares the priorities of its partners



Those working in the telecoms market know all too well that the looming public switched telephone network (PSTN) switch-off is a key talking point for customers.

To assess what is happening with BT’s channel, MicroScope put some questions to Thea Sztejka, managing director at BT Wholesale.

What is the focus of BT Wholesale’s channel right now?

We are focused on our partners. There are so many opportunities out there, it’s our role to make sure they are equipped to make the most of them. The switch to digital has opened a treasure chest of new revenue streams with customer expectation evolving rapidly, and channel players must change in line. We’re always looking at how we can expand our portfolios, and every innovative solution is backed by thoughtful onboarding services that make them easy for partners to introduce into their own portfolios to sell. We then educate about possible wraparound propositions that partners can sell on to further increase customer stickiness and wallet share.

The technology we provide is obviously crucial, but so is making sure we’re as easy to work with as possible. We’ve got a real push around APIs and automation to make ordering and interaction more seamless, as well as big initiatives in securing more face time with partners so we can listen to their needs.

We recently completed our Partner Connect Tour, where we took our Partner Plus Live events on the road to bring us closer to our partners across the country. Relationships will always be a vital component of a healthy channel, and we understand our role in fostering them. We’re focused on finding new ways to fuel existing and ignite new relationships.

Is the PSTN switch-off one of the areas where partners are actively working with customers?

The navigation to digital is so exciting because everyone is at different stages. A channel partner can look at any business and see an opportunity somewhere. Perhaps it’s the initial switch from PSTN to all-IP, the introduction of 5G-enabled devices, or the adoption of AI solutions – every single stage of the digital journey provides an opportunity to actively work with customers to support them in their journeys.

One area we’re seeing huge growth in is the continued adoption of UCaaS tools. Most businesses understand that the days of the desk-bound phone system have passed, and this evolution has brought a new array of solutions that deliver so many benefits to businesses and their operations.

Partners are educating customers about how seamless switching from calls to video, from fixed connectivity to mobile, can really enrich customers and internal comms, strengthening relationships, collaboration and sales. Beyond that, wraparound services like AI call analytics bring more intelligence to business communications, and another revenue stream opportunity for partners.

Is there still a divide between telco and IT partners, or has that blurred?

The line is blurring, and with this comes an evolution of the channel partner. Gone are the days when a business would reach out once every few years to update deployments – now partners are becoming strategic growth drivers. Their deep understanding of the technology landscape is being relied on by businesses of all sizes to compete and get them to the next level. We’re here to support that transition.

The breadth of the BT footprint means our wide-ranging expertise is unmatched, and we use this knowledge to shape our wholesale offerings. That means partners can be sure that they have a strategic partner in us that can provide them with everything they need to be a consultative, strategic technology guide that makes them indispensable to customers.

What can BT Wholesale offer the channel?

Our partners are the stars of the show. We understand the role we need to play to grow their business, and we have their backs. Since becoming managing director, I personally feel a deep responsibility to make good on our promises.

We offer stability. The channel industry is ever-changing, and that can bring challenges. No partner wants their vendor to be consistently transitioning through M&As or other upheavals, because it means they’re not fully focussed on delivering a partner-centric service – they simply can’t be. We are partner-centric, and we are results-focused: that means all our activity is conducted with the goal of driving growth for our partners.

Beyond partners’ financial success, we also don’t shy away from the role a business of our size has to play in driving a more inclusive workplace and sustainable practices. I am very passionate about providing an environment where everyone can thrive as no business is really anything without its people, and, in my experience, diversity always leads to success. I am an active mentor in BT’s Women in Wholesale programme, and I will always encourage my team to work with partners to ensure more inclusive approaches are being considered.

Similarly, the technology industry has a big influence over the country’s sustainability practices. BT has brought forward its internal net-zero target to 2031 and its customer and supply chain target to 2041, and we’re working with partners to help them identify how they can introduce greener practices while identifying opportunities for commercial growth.

[socionomics] 18/6/2025 07:18:31

I'd be paying down debt before increasing divis. Just my view.

[socionomics] 18/6/2025 07:17:51

Just add some balance to the bull case:

BT Group's net debt, which excludes lease liabilities, stood at £15.2 billion as of March 31, 2025, compared to £14.5 billion a year prior.

[freddie01] 18/6/2025 07:13:32

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576



The board of BT Group plc (LON:BT.A) has announced that the dividend on 10th of September will be increased to £0.0576, which will be 1.2% higher than last year's payment of £0.0569 which covered the same period. This makes the dividend yield about the same as the industry average at 4.3%.

[1224saj] 16/6/2025 21:43:59

If Kirby explores spinning Openreach in full or partially, this will fly north of 360p. I'm surprised it's taken her this long to realise the value of Openreach. She must be finalising her bonus structure, taking the share price north of 350p by 2027

[smurfy2001] 16/6/2025 20:52:51

It's a no brainer to take up FTTP if you're offered it for free, like l did.

[freddie01] 16/6/2025 20:34:08

BT investors remain sceptical despite positive noises from CEO



BT Group PLC (LSE:BT.A) shares were unmoved in early trading on Monday amid claims of an unexpected artificial intelligence bonus and a concession by its CEO it might look at options to unlock untapped value from its broadband unit.

Allison Kirkby, who took the helm last year, said in an interview that AI could allow the business to shrink beyond its current target of cutting up to 55,000 jobs by 2030.

The group previously outlined the reductions as part of a plan to become leaner and save £3 billion.

Kirkby also said BT may have to explore options for Openreach, its broadband infrastructure business, if the unit’s value continues to go unrecognised by the market.

While she prefers keeping Openreach in-house, she hinted a spin-off could be revisited once fibre rollout is complete.

[davius] 16/6/2025 10:36:57

Citigroup raises BT price target to 130 (112) pence - 'sell'

They clearly don't watch the markets...

[waldron] 15/6/2025 15:31:17

The BT Group plc 2025 Annual General Meeting will be held as a hybrid meeting and shareholders can join the meeting online or in person.

The in-person meeting will take place at One Braham, 1 Braham Street, London E1 8EE on Thursday 10 July 2025 at 2:00pm.

For more information, please refer to the Notice and our website bt.com/agm

[waldron] 15/6/2025 15:20:32

BT CEO warns AI could trigger layoffs beyond planned 40,000

By
Akash Pandey
NEWSBYTESAPPS.COM


Jun 15, 2025
12:25 pm

BT Group's CEO Allison Kirkby has hinted that the rapid development of artificial intelligence (AI) could lead to even more job cuts in the company.

The Financial Times reported her as saying that the current plan to cut over 40,000 jobs by 2030 and save £3 billion ($4 billion) in costs does not fully account for AI's potential impact on workforce requirements.

Future implications

Kirkby says AI could make BT 'even smaller'

Kirkby said, "Depending on what we learn from AI... there may be an opportunity for BT to be even smaller by the end of the decade."

This statement hints at a future where AI could lead to further job cuts and possibly even a reduction in the size of the company itself.


Back in 2023, BT had announced plans to cut as many as 55,000 jobs, including contractors, by 2030.

The then-CEO Philip Jansen had said that the company would rely on a much smaller workforce and significantly reduced cost base by the end of the decade.

Kirkby, who took over from Jansen last year, has also hinted at a possible future spin-off of Openreach, the company's network infrastructure business.



Kirkby has said that the value of Openreach is not reflected in BT's share price.

If this continues, she said, "We would absolutely have to look at options."

Despite the challenges in its business and consumer units, BT recently reported strong demand for fiber broadband and over £900 million in cost savings. This helped boost its full-year earnings and cash flow.



BT Group, formerly known as British Telecom, is a London-based British multinational telecommunications holding company.

As the UK's leading provider of fixed-line, broadband, and mobile services, it also offers TV and IT solutions.

Serving over 30 million customers, BT reported £20.4 billion in revenue for the year ending March 2025.

[waldron] 15/6/2025 15:10:26

cheers smurfy

[smurfy2001] 15/6/2025 14:57:38

BT chief eyes deeper job cuts as AI becomes more powerful

Allison Kirkby said advances in artificial intelligence could deepen significant job cuts under way at BT, as the chief executive of the UK telecoms group opened the door to a possible future spin-off of Openreach.



She said “the time to reconsider” whether to spin off Openreach would be once it had finished upgrading its network to full fibre. At that point, its capital expenditure will reduce to normal levels and its free cash flow will rebound.

Analysts at New Street Research estimate Openreach’s current value to be about £30bn, well in excess of BT’s current market value of £18.5bn.

[smurfy2001] 13/6/2025 09:27:15

BT chief Allison Kirby pockets £2.5m in her first year as head of the telecoms giant

It is also significantly less than the amount Kirkby could earn under the executive pay plan – up to £6.8million if she hits her bonus targets and the shares rise 50 per cent.

[chiefbrody] 12/6/2025 15:54:39

Very tempted to offload half (having spent several years in a loss position only to come good in recent times).But as the saying goes, Let the runners run!

[arja] 12/6/2025 14:04:25

nice uptrending chart and results seemed quite good to back it up