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BT forecasts 800,000 customer loss but banks on fibre for turnaround

Created at 23 Jul · 7:21 AM1 source↑ Market-relevant
IN SHORT

BT Group expects to lose approximately 800,000 broadband customers this year, despite a record increase in fibre connections. The company maintained its cash flow targets, signaling confidence in its fibre network investment to drive future growth and keep its turnaround plan on track.

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Key Numbers

800,000expected broadband customer loss this year
£4.3bnfirst-quarter revenue
£505mfirst-quarter pre-tax profit
4%decrease in pre-tax profit
£2bncash flow target for the year
574,000new fibre customers added by Openreach
9.4 millionpremises served by full-fibre network
25 millionpremises to be reached by year-end
1%stake sold by undisclosed shareholder
£167mplacing value from stake sale
191pBT share price

Who's Involved

BT
telecoms giant reporting first-quarter results
Allison Kirkby
chief executive of BT Group
Openreach
BT's network division

↳ Why This Matters

BT's ability to manage customer churn while expanding its fibre network is crucial for its long-term financial health and its strategy to deliver stronger cash generation, impacting investor confidence and the competitive landscape of the UK broadband market.

Key facts

  • BT Group reported first-quarter revenue of £4.3bn and pre-tax profit of £505m.
  • The company expects to lose around 800,000 broadband customers this year.
  • Full-fibre broadband now accounts for more than half of BT's broadband revenue.
  • Openreach added a record 574,000 new fibre customers in the quarter.
  • BT maintained its free cash flow target of approximately £2bn for the year.

BT Group is navigating a challenging period marked by an expected loss of 800,000 broadband customers, yet remains optimistic about its turnaround strategy centered on its full-fibre network. The company reported first-quarter revenue of £4.3bn, which remained largely flat, while pre-tax profit saw a 4% decline to £505m.

Despite these figures, BT maintained its free cash flow guidance of approximately £2bn for the year, signaling confidence in its investment in fibre infrastructure. Chief executive Allison Kirkby highlighted that full-fibre broadband has now surpassed half of the company's total broadband revenue for the first time, driven by a record 574,000 new fibre customers added by Openreach during the quarter. The company is on track to serve 25 million premises with fibre by the end of the year.

The results come amid increasing competition in the broadband market as BT transitions from its legacy copper network to full fibre. The company's strategy aims to convince investors that its substantial spending on fibre will lead to stronger cash generation. Earlier in the month, BT also announced a deal to combine its international business with Verizon, sharpening its focus on the UK market. The company's shares experienced a dip of up to 2.2% in early trading following the announcement.

Frequently asked questions

BT is banking on the growth and demand for its full-fibre broadband network to offset customer losses and drive future cash generation.

BT reported revenue of £4.3bn in the first quarter.

BT is maintaining its guidance for around £2bn of free cash flow this year and aims for £3bn by the end of the decade.

Openreach, BT's network division, added a record 574,000 new fibre customers in the quarter.

What Happens Next

01BT aims to reach 25 million premises with its fibre network by the end of the year.

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Cadence

How It Developed

BT reported first-quarter revenue of £4.3bn, largely unchanged.
Pre-tax profit decreased by 4% to £505m.
The company maintained its free cash flow guidance of around £2bn for the year.
Full-fibre broadband generated over half of BT's broadband revenue for the first time.
Openreach added a record 574,000 new fibre customers in the quarter.
BT still anticipates losing about 800,000 broadband lines this year.
BT shares fell as much as 2.2% in early trading.
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Sources

T1
BT braces for loss of 800,000 customers as it banks on fibre to keep turnaround ‘on track’City AM

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