RE: BT and Openreach futures16 Jun 2025 19:52
Expat - I agree
AK is proving to be a smart operator.
As a starting point you might think
If she plans to deliver this, she would already know or have a good idea for doing it. By the time she speaks publicly, she would have already covered of all the things us plebs can think of.
If AK has no intention of doing this, then a public statement like this could be to drum up interest, make the point BT is undervalued &/or could be winning favour with the regulator, who for years thinks openreach should be properly spun off & who obviously have ideas how this could be done.
The idea this could never happen, isn’t an argument at all.
My personal opinion is it would diminish bit a bit, but AK might see a way of making it work. It could also be a defensive move, it would kill altnets & in part align the interests of all the big players.
As I’ve said, in my opinion, the most catastrophic events for BT would be their large wholesale customers, like Sky choosing to use other networks as a priority.
Doing this with openreach might not be optimal, but could put these massive risks to bed.
Maybe it’s better to have a piece of a successful network business than to be fighting arsonists on every front.
Just some thoughts