James Ratzer
Communications Services: Europe
James Ratzer heads up the European Communication Services research team and was one of the initial founding partners. In the most recent II survey, James was named as the number 1 ranked individual independent research analyst across all sectors. Prior to helping found New Street Research, he led the Telecoms Research team at UBS, where the team was no. 1 ranked, and he was individually ranked as a number 1 analyst. Away from the office, James is a keen cyclist.
Lead Analyst
Research
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Vodafone to Virgin spectrum sale: More details revealedJune 18, 2025 — James Ratzer
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BT (Buy): Upside beyond the mythical £3bn FCF targetJune 16, 2025 — James Ratzer
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Starlink call: Presentation slidesJune 12, 2025 — James Ratzer
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TPG to reset its RoIC base for a new mobile focusJune 11, 2025 — James Ratzer
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FiberCop: Higher capex puts leverage under pressureJune 11, 2025 — James Ratzer
Upcoming Events
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Jul
1CommunicationsJuly 1, 2025 — VirtualHosted by James RatzerEvent Details -
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3CommunicationsJuly 3, 2025 — VirtualHosted by James RatzerEvent Details
