Russell Waller
Communications Services
Russell Waller is a founding partner of New Street, having worked at UBS before as a member of the number 1 ranked Telecoms Team. When not neck-deep modelling in Excel, Russell can either be found cooking (BBQ), listening to music (electronic music of all types), skiing, or watching sport of some sort (rugby or Liverpool ideally).
Lead Analyst
Research
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Swisscom (Reduce): Can Italy offset for the lack of growth in Switzerland? No it can’tJune 9, 2026 — Russell Waller
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French M&A: Bouygues the best way to play French Telcos (now with synergy upside too)June 8, 2026 — Russell Waller
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French M&A: Finally a deal is announced - €21bn inc earn-outJune 8, 2026 — Russell Waller
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Tele2 has underperformed the sector by c15% since its FY26 peak – we don’t think that is warrantedJune 5, 2026 — Russell Waller
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Feedback from meetings in Paris: M&A update, Telco pricing, and non-Telco asset upsideJune 3, 2026 — Russell Waller