BT Group: Handset Pressures Headline Revenue, About Fair Value
Source: SeekingAlpha
2025-03-30 11:09:13 ET
Summary
- BT Group's fiber rollout is on track, reducing CAPEX burden, but revenue is pressured by declines in handset sales, offsetting growth from the fiber network growth.
- Wholesale broadband ARPUs increased, driven by higher speed mix and newer tech, while consumer broadband ARPUs slightly declined despite a 33% retail base growth.
- Operational improvements, including fewer Openreach repairs and reduced labor and energy usage, contributed to a slight EBITDA growth despite revenue pressures.
- BT Group's valuation is about in line with less burdened Swisscom after accounting for outstanding CAPEX burdens and considering tax differentials.
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BT Group: Handset Pressures Headline Revenue, About Fair Value
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