RE: Pop13 Aug 2020 18:40
Aus. 20 years ago BT had a massive portfolio for private services, from a simple pair of unprotected wires connecting two locations within the same exchange area, up to high bandwidth international point to point service. They used lots of different manufacturers and delivery methods from twisted copper pair to Fibre. The network costs were extremely high, so were the staff costs and things like utility services including power and many buildings to maintain. Today with the exception of a few products, which are falling in volume at a high rate everything in private services are fibre derived now, and soon everything will be fibre. The portfolio is very much reduced to basically Ethernet derivatives. Staff, utilities, buildings, and most importantly network maintenance costs have greatly reduced. With a full fibre UK wide network in a few years I suspect the portfolio to shrink even more with a lot of the offering being “dark fibre” with no network cost unless some idiot digs up a cable, the other costs will reduce even more, revenue streams will grow as more and more products are offered by providers all renting capacity, some down the same price of glass, bye one get 10 or more free for BT. Service providers will come and go users will need more and more services and only a few will be left in say another 10 years. They will all then be begging BT for the best deal , not like at present where they are so many of them that BT has to go with effectively what they want to pay.
Why would BT want to get involved in all that when they have spent the last 20 years cutting costs, reducing products and services and still make around £2b profit a year after all its costs including building a Full Fibre UK Wide Network.