BT has reported a 3 percent year-on-year decline in adjusted revenue to £4.9 billion for the quarter ended 30 June 2025, mainly due to weaker handset sales in the Consumer segment and challenges in international markets.
Adjusted UK service revenue fell 1 percent to £3.86 billion, impacted by seasonal pricing in Consumer and a drop in traditional voice in Business.
BT CEO Allison Kirkby said the company had a solid start to the year, driven by strong demand for next-generation broadband and mobile services. BT’s full fibre network now covers over 19 million premises and its 5G service reaches more than 87 percent of the UK population.
Allison Kirkby highlighted record fibre take-up at Openreach, ongoing business transformation efforts, and reaffirmed BT’s commitment to investing in the UK’s networks and meeting its long-term targets.
Adjusted EBITDA decreased 1 percent to £2.05 billion, as strong cost transformation partially offset revenue pressure.
Consumer revenue declined 3 percent to £2.33 billion, while Business fell 6 percent to £1.8 billion.
Openreach reported a 1 percent revenue increase to £1.57 billion, supported by growth in fibre-to-the-premises (FTTP) uptake and price increases. International revenue dropped 10 percent to £545 million. Despite these declines, BT reconfirmed its full-year financial guidance.
ARPU
Openreach broadband ARPU rose 4 percent to £16.6, driven by increased FTTP adoption, higher-speed mix, and price hikes. Consumer broadband ARPU declined 2 percent year-on-year to £41.9, while postpaid mobile ARPU remained broadly flat at £19.4.
Subscribers
Openreach achieved record FTTP demand with net adds up 46 percent year-on-year to 566,000, bringing total connected premises to 7.1 million. The retail FTTP base grew 32 percent year-on-year to 3.7 million, including 3.4 million in Consumer and 0.3 million in Business. BT’s 5G customer base reached 13.5 million, up 12 percent from the previous year. Consumer broadband subscribers increased by 11,000 and postpaid mobile subscribers rose by 41,000 during the quarter.
Capex
BT continued to invest heavily in its network, passing over 1 million premises with FTTP for the sixth consecutive quarter at a build rate of 81,000 per week, reaching more than 19 million premises including 5.2 million in rural areas.
The company emphasized its position as the UK’s leading network investor, with accelerated rollout of full fibre and 5G infrastructure. Hyperoptic’s wholesale agreement with Openreach further extended BT’s national footprint. Cost transformation supported efficient investment, with reduced energy usage and labour resource while maintaining network quality.
Baburajan Kizhakedath
