UK Telecom Stocks: $BT Shows Tentative Improvement
BT moderates line losses in Openreach, but revenue momentum lags
#TelecomStocks #UKFinance #BTGroup

https://a777.lt/SfnUUP

Ofcom investigates BT and Three for failing to connect 999 calls The companies have been fined in the past over outages leaving customers unable to call emergency services.

#Ofcom investigates #BT and #Three for failing to connect 999 calls
www.bbc.co.uk/news/article...

Regulator says mobile outages had caused "UK-wide disruption".
#TechNews #Outage #MobilePhone #BTGroup

BT slips as BofA downgrades to "neutral" on valuation Investing.com -- BT (LON:BT) shares slipped after BofA Securities cut its rating on the company to “neutral” from “buy,” arguing that the stock has reached full valuation following a sharp rally this year. Analysts said BT’s shares have climbed about 45% year to date, outperforming Dutch rival KPN by around 30%, but this performance has come despite negative earnings revisions. BofA left its price objective unchanged at 210p, saying the rally leaves little upside from here. The brokerage contrasted BT with KPN, which it upgraded to “buy” and raised its price objective to €4.70 from €4.30. Both companies are nearing the end of their fiber rollouts, with capital spending set to decline and free cash flow rising thereafter. But BofA said BT’s near-term ability to return cash is constrained by pension obligations and the need to reduce debt, while KPN’s lower leverage and more flexible balance sheet support higher and earlier shareholder returns. On valuation, BT initially appears cheaper, trading on an EV/EBITDA multiple of 5.3x for 2025 compared with 8.3x for KPN. Its reported free cash flow yields also screen stronger at 5.1% in 2025 versus 4.9% for KPN. But BofA said the comparison changes once adjustments are made for BT’s pension commitments and for normalized cash tax, which the company has been shielded from under the UK’s bonus depreciation regime. Adjusted for these factors, BT’s free cash flow yields fall to 1.8% in 2025, below KPN’s 4.9%. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. BT is also expected to deliver less attractive cash returns to shareholders. Under Bank of America’s forecasts, BT’s dividend yield will rise from 3.9% in 2026 to 5.6% in 2031. But its cumulative cash returns amount to 51% of its 2025 market capitalization by 2031, back-end loaded as pension payments ease. KPN, by contrast, is expected to return 48% of its market capitalization by 2030, with a smoother profile and higher near-term returns. Its dividend yield is projected to rise from 4.3% in 2025 to 7.3% in 2030, with additional support from buybacks averaging 1.6%–3.1% a year. Operationally, BT faces intensifying pressure in its domestic market. Bank of America pointed to record fixed-line losses at BT, projected at up to 900,000 lines this fiscal year, alongside rising competition in mobile from low-cost challengers such as Revolut. UK broadband pricing has shown recent declines, while prices in the Netherlands remain stable or rising. BT’s consumer and business revenue growth is forecast to remain subdued, with EBITDA growth of less than 2% over the medium term. KPN, in contrast, is growing revenues and EBITDA at around 3% annually, with further upside expected from copper decommissioning and fiber efficiencies. Most investors will find it hard to answer that question with total confidence. Short of a guarantee, which no one can give you, the most successful traders stick to proven best practices without letting hype or hyper-vigilance take over their better judgment. But that doesn't mean you can't use smart shortcuts. If you're considering BT, try chatting with WarrenAI, our powerful AI financial assistant. It's just like ChatGPT for investors, but with access to 10 years of company data, a built-in screener, Wall Street analysts' reports, and earnings call transcripts for real-time, vetted insights. Even if you end up going with your gut feeling, at least you'll know why.

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EE to launch phone plans which restrict internet for teens UK mobile network operators are already required to ensure only adults can access adult content while using their network.

#EE to launch phone plans which restrict internet for teens
www.bbc.co.uk/news/article...

Sim-only mobile plans will filter the web at different levels depending on the age of the child using it... so long as they don't use wi-fi.
#MobilePhone #BTGroup #Smartphone #TechNews

Thousands unable to make calls as EE and BT networks down The government says

#EE and #BT network #outage resolved, firm says
www.bbc.co.uk/news/article...

Customers reported they were unable to make or receive calls including making 999 calls.
#MobilePhone #BTGroup #Telecoms

Virgin Media O2 CFO Patricia Cobian leaves for BT BT Group has appointed Virgin Media O2’s Patricia Cobian to manage its finances when once Simon Lowth retires next year. Patricia Cobian will step down as Chief Financial Officer with […]

#VirginMedia #O2 #CFO #PatriciaCobian #BTGroup

AI News Wrap-Up: 15th June 2025 BT warns AI could deepen job cuts; UK sees spike in AI-assisted cheating; gov rolls out ‘Humphrey’ toolkit; Miami hosts LeRobot hackathon. AI News.

AI News Wrap-Up: 15th June 2025

BT warns AI could deepen job cuts; UK sees spike in AI-assisted cheating; gov rolls out ‘Humphrey’ toolkit; Miami hosts LeRobot hackathon.

www.aiassistantstore.com/blogs/latest...

#AI #JobCuts #BTGroup #ArtificialIntelligence #AIethics #AcademicIntegrity #Cheating

BT Group CEO Allison Kirkby signals AI could drive even deeper job cuts beyond the 40,000+ already planned by 2030, as current restructuring “does not reflect the full potential of AI.” #AI #TechNews #Telecom #JobCuts #FutureOfWork #BTGroup #Automation #DigitalTransformation

#BTGroup is scaling Verint AI bots from 450 to 4,500 agents, supporting over 25 million customers.

Coaching, Wrap Up, and CX/EX Scoring Bots are helping agents respond smarter, faster, and more effectively, while lifting sales and CX.

🔗 buff.ly/2YWS77X

#CX #CustomerExperience #AIOutcomes

J.P. Morgan adds BT Group to its Analyst Focus List BT hereremove ads Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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BT raised to ‘Top Pick’ by Morgan Stanley amid faster fibre rollout, FCF growth The brokerage notes that while BT’s near-term financials look subdued, with revenues down 2% year-over-year, EBITDA flat, and free cash flow declining 6%, the outlook improves by fiscal 2027, with revenue steady, EBITDA up 1%, and free cash flow rising 33%. The upgrade follows BT’s fiscal 2025 results in May, which improved free cash flow visibility. Near-term capital expenditure is about £100 million higher than expected, reflecting an accelerated fibre rollout. By March 2026, BT will have connected fibre to over 23 million homes, nearly 80% of U.K. households, providing clear visibility that capex will ease thereafter, supporting a faster free cash flow recovery. Morgan Stanley highlights market repair as a potential catalyst. Fibre network competition is shifting from aggressive expansion to consolidation. Altnets face funding challenges and weak customer uptake, only 10-20% versus Openreach’s 36%, suggesting they may scale back ambitions. The upcoming U.K. mobile merger could reduce consumer market competition, benefiting BT and its EE mobile unit, which hold a competitive advantage in network investments. Portfolio restructuring remains ongoing. After selling businesses in Ireland and Italy, BT plans to optimize its global international B2B business, which has been a long-term drag and source of profit warnings. Management is considering partnerships, disposals, or focusing on cash by winding down unprofitable contracts. The 50/50 joint venture in TNT Sports may also be sold, according to unconfirmed press reports. On ownership, Bharti acquired a 24.5% stake in November 2024, with potential for an increase. Carlos Slim holds 3-4%, and Deutsche Telekom (OTC:DTEGY) maintains a steady 12% stake since 2015. Valuation looks attractive, with shares trading at an 8x price-to-earnings multiple and 10% free cash flow to equity yield for fiscal 2027. At the 240p target, the 2026 P/E is 11x with an 8% FCFE yield, considered reasonable over a 10-year horizon. Risks include slower-than-expected progress at Global and U.K. macroeconomic volatility, especially rising gilt yields that could increase BT’s pension deficit valuation pressures.

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Click Subscribe #FTSE100 #StockMarket #RioTinto #EarningsReport #BTGroup

Stock of the Week: Why Are BT’s Shares Rallying? - Morningstar Stock of the Week: Why Are BT’s Shares Rallying?  Morningstar

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ICYMI on #TFDTakeaways, @NetworkingNerd.net discusses how #BTGroup, #VersaNetworks, and #SelectorAI showcased advancements in #quantum security, data sovereignty, and #AI-driven network #automation, focusing on smarter, more resilient infrastructure. #NFD37 ⬇️ Link in Replies 📝 🟧

Final thoughts from @NetworkingNerd.net at #NFD37: #BTGroup joined as a new presenter, we explored networking insights through community groups, and welcomed new delegates Brad Gregory and Kevin Nanns to the community. #TFDTakeaways

This week on #TFDTakeaways, @NetworkingNerd.net discusses how #BTGroup, #VersaNetworks, and #SelectorAI showcased advancements in #quantum security, data sovereignty, and #AI-driven network #automation, focusing on smarter, more resilient infrastructure. #NFD37 ⬇️ Link in Replies 📝 🟧

This week on #TFDTakeaways, @NetworkingNerd.net discusses how #BTGroup, #VersaNetworks, and #SelectorAI showcased advancements in #quantum security, data sovereignty, and #AI-driven network #automation, focusing on smarter, more resilient infrastructure. #NFD37 ⬇️ Link in Replies 📝 🟧

🚨 BT Group victime de Black Basta : ce groupe de ransomware, actif depuis 2022, revendique une cyberattaque ciblant la plateforme de conférence du géant britannique 🇬🇧.

➡️ Analyse complète : www.datasecuritybreach.fr/blackbasta-b...

#CyberSécurité 🔒 #BlackBasta 🛡️ #Ransomware 💻 #BTGroup #zataz

Black Basta ransomware gang hit BT Group BT Group (formerly British Telecom)'s Conferencing division shut down some of its servers following a Black Basta ransomware attack.

Black Basta ransomware gang hit BT Group
securityaffairs.com/171668/break...

#Infosec #Security #Cybersecurity #CeptBiro #BlackBasta #RansomwareGang #BTGroup

Bharti Becomes BT’s Top Shareholder with $4B Stake Bharti is set to become BT’s largest shareholder with a $4B stake, enhancing BT’s position and competitiveness in the evolving telecom market Bharti, the Indian technology and telecommunications conglomerate that controls Airtel and other assets, has…

Bharti is set to become BT’s largest shareholder with a $4B stake, enhancing BT’s position and competitiveness in the evolving telecom market Bharti, the Indian technology and telecommunications conglomerate that controls Airtel and other assets, has announced its… #Business #Bharti #BTgroup

Bharti will become BT’s biggest shareholder after buying a 25%, $4B stake from Altice BT, the U.K.’s former incumbent telecoms carrier, is picking up a major new investor today as telecoms companies look for stronger footing in the rapidly-shifting technology and communications market. Bharti, the Indian tech and telecoms giant that owns…

#Enterprise #bharti #BTgroup #telecoms Bharti will become BT’s biggest shareholder after buying a 25%, $4B stake from Altice: BT, the U.K.’s former incumbent telecoms carrier, is picking up a major new investor today as telecoms companies look for stronger footing in the rapidly-shifting…